MarketGrader US Core Portfolio



Calendar Year Total Returns
INDEX MG US Core Portfolio (PR) MG US Core Portfolio (TR)
2025 16.8% 18.1%
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%
Cumulative Returns - through 06/16/2026
Price Return Total Return
YTD 10.0% 10.6%
1 Year 27.4% 28.8%
3 Years 73.2% 79.7%
5 Years 86.0% 100.0%
10 Years 341.2% 416.7%
Since Inception 601.3% 884.3%

Annualized Returns - through 06/16/2026
Price Return Total Return
3 Years 20.1% 21.6%
5 Years 13.2% 14.9%
10 Years 16.0% 17.8%
Since Inception 11.1% 13.2%

Standard Deviation - through 06/16/2026
Price Return Total Return
3 Years 15.3% 15.3%
5 Years 17.4% 17.3%
10 Years 16.8% 16.7%
Since Inception 16.9% 16.8%

Sharpe Ratio - through 06/16/2026
Price Return Total Return
3 Years 1.32 1.41
5 Years 0.76 0.86
10 Years 0.95 1.07
Since Inception 0.66 0.79

All returns in U.S. Dollars


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