MarketGrader US Core Portfolio



Calendar Year Total Returns
INDEX MG US Core Portfolio (PR) MG US Core Portfolio (TR)
2025 13.3% 14.5%
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 11/24/2025
Price Return Total Return
YTD 13.3% 14.5%
1 Year 10.4% 11.7%
3 Years 69.0% 76.0%
5 Years 96.8% 112.0%
10 Years 273.7% 339.4%
Since Inception 518.5% 762.5%

Annualized Returns - through 11/24/2025
Price Return Total Return
3 Years 19.1% 20.7%
5 Years 14.5% 16.2%
10 Years 14.1% 16.0%
Since Inception 10.7% 12.8%

Standard Deviation - through 11/24/2025
Price Return Total Return
3 Years 14.6% 14.6%
5 Years 16.8% 16.8%
10 Years 16.4% 16.4%
Since Inception 16.8% 16.7%

Sharpe Ratio - through 11/24/2025
Price Return Total Return
3 Years 1.31 1.42
5 Years 0.86 0.96
10 Years 0.86 0.98
Since Inception 0.64 0.77

All returns in U.S. Dollars


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