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 08/05/2026
Price Return Total Return
YTD 14.1% 14.8%
1 Year 23.0% 24.4%
3 Years 73.6% 80.0%
5 Years 83.7% 97.5%
10 Years 329.5% 402.8%
Since Inception 627.4% 922.2%

Annualized Returns - through 08/05/2026
Price Return Total Return
3 Years 20.5% 21.9%
5 Years 12.9% 14.6%
10 Years 15.7% 17.5%
Since Inception 11.2% 13.3%

Standard Deviation - through 08/05/2026
Price Return Total Return
3 Years 13.9% 13.9%
5 Years 16.9% 16.9%
10 Years 16.5% 16.4%
Since Inception 16.7% 16.6%

Sharpe Ratio - through 08/05/2026
Price Return Total Return
3 Years 1.47 1.58
5 Years 0.76 0.87
10 Years 0.95 1.07
Since Inception 0.67 0.80

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