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 05/15/2026
Price Return Total Return
YTD 0.0% 0.0%
1 Year 0.0% 0.0%
3 Years 0.0% 0.0%
5 Years 0.0% 0.0%
10 Years 0.0% 0.0%
Since Inception 0.0% 0.0%

Annualized Returns - through 05/15/2026
Price Return Total Return
3 Years 0.0% 0.0%
5 Years 0.0% 0.0%
10 Years 0.0% 0.0%
Since Inception 0.0% 0.0%

Standard Deviation - through 05/15/2026
Price Return Total Return
3 Years 15.2% 15.2%
5 Years 17.3% 17.2%
10 Years 16.7% 16.7%
Since Inception 16.9% 16.8%

Sharpe Ratio - through 05/15/2026
Price Return Total Return
3 Years 0.00 0.00
5 Years 0.00 0.00
10 Years 0.00 0.00
Since Inception 0.00 0.00

All returns in U.S. Dollars


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