MarketGrader US Core Portfolio



Calendar Year Total Returns
INDEX MG US Core Portfolio (PR) MG US Core Portfolio (TR)
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%
2013 30.7% 33.7%
Cumulative Returns - through 04/29/2025
Price Return Total Return
YTD -7.8% -7.4%
1 Year 9.2% 10.6%
3 Years 36.4% 42.8%
5 Years 104.3% 120.7%
10 Years 204.2% 259.1%
Since Inception 403.5% 597.8%

Annualized Returns - through 04/29/2025
Price Return Total Return
3 Years 10.9% 12.6%
5 Years 15.4% 17.2%
10 Years 11.8% 13.6%
Since Inception 9.8% 11.9%

Standard Deviation - through 04/29/2025
Price Return Total Return
3 Years 18.2% 18.2%
5 Years 17.0% 17.0%
10 Years 16.6% 16.5%
Since Inception 16.9% 16.8%

Sharpe Ratio - through 04/29/2025
Price Return Total Return
3 Years 0.60 0.69
5 Years 0.90 1.01
10 Years 0.71 0.82
Since Inception 0.58 0.71

All returns in U.S. Dollars


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