MarketGrader US Core Portfolio



Calendar Year Total Returns
INDEX MG US Core Portfolio (PR) MG US Core Portfolio (TR)
2025 16.1% 17.4%
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 12/15/2025
Price Return Total Return
YTD 16.1% 17.4%
1 Year 12.3% 13.6%
3 Years 79.3% 86.6%
5 Years 96.7% 111.7%
10 Years 297.2% 366.7%
Since Inception 533.9% 784.7%

Annualized Returns - through 12/15/2025
Price Return Total Return
3 Years 21.5% 23.1%
5 Years 14.5% 16.2%
10 Years 14.8% 16.7%
Since Inception 10.8% 12.9%

Standard Deviation - through 12/15/2025
Price Return Total Return
3 Years 14.2% 14.2%
5 Years 16.3% 16.3%
10 Years 16.4% 16.3%
Since Inception 16.7% 16.6%

Sharpe Ratio - through 12/15/2025
Price Return Total Return
3 Years 1.51 1.63
5 Years 0.89 1.00
10 Years 0.90 1.02
Since Inception 0.65 0.77

All returns in U.S. Dollars


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