MarketGrader US Core Portfolio



Calendar Year Total Returns
INDEX MG US Core Portfolio (PR) MG US Core Portfolio (TR)
2024 25.3% 26.8%
2023 24.8% 26.9%
2022 -18.0% -16.4%
2021 29.7% 31.7%
2020 21.4% 23.9%
2019 28.9% 31.0%
2018 -6.4% -4.6%
2017 22.3% 24.1%
2016 15.2% 17.2%
2015 0.4% 2.2%
2014 9.7% 12.0%
2013 30.7% 33.7%
Cumulative Returns - through 08/04/2025
Price Return Total Return
YTD 8.6% 9.3%
1 Year 25.1% 26.5%
3 Years 60.3% 67.5%
5 Years 112.2% 129.0%
10 Years 259.7% 324.2%
Since Inception 492.9% 724.0%

Annualized Returns - through 08/04/2025
Price Return Total Return
3 Years 17.0% 18.8%
5 Years 16.2% 18.0%
10 Years 13.7% 15.5%
Since Inception 10.6% 12.7%

Standard Deviation - through 08/04/2025
Price Return Total Return
3 Years 16.9% 16.9%
5 Years 17.1% 17.1%
10 Years 16.7% 16.7%
Since Inception 16.9% 16.8%

Sharpe Ratio - through 08/04/2025
Price Return Total Return
3 Years 1.01 1.11
5 Years 0.95 1.06
10 Years 0.82 0.93
Since Inception 0.63 0.76

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE