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 04/16/2026
Price Return Total Return
YTD 7.0% 7.4%
1 Year 43.4% 45.0%
3 Years 78.2% 85.1%
5 Years 80.8% 94.5%
10 Years 318.7% 391.1%
Since Inception 582.4% 856.2%

Annualized Returns - through 04/16/2026
Price Return Total Return
3 Years 21.3% 22.9%
5 Years 12.6% 14.2%
10 Years 15.5% 17.3%
Since Inception 11.0% 13.1%

Standard Deviation - through 04/16/2026
Price Return Total Return
3 Years 13.5% 13.5%
5 Years 16.4% 16.4%
10 Years 16.3% 16.2%
Since Inception 16.7% 16.6%

Sharpe Ratio - through 04/16/2026
Price Return Total Return
3 Years 1.58 1.70
5 Years 0.77 0.87
10 Years 0.95 1.07
Since Inception 0.66 0.79

All returns in U.S. Dollars


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