MarketGrader US Core Portfolio



Calendar Year Total Returns
INDEX MG US Core Portfolio (PR) MG US Core Portfolio (TR)
2024 28.2% 29.6%
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 12/26/2024
Price Return Total Return
YTD 28.2% 29.6%
1 Year 27.4% 28.8%
3 Years 30.7% 37.0%
5 Years 105.5% 123.2%
10 Years 247.9% 311.1%
Since Inception 458.2% 670.4%

Annualized Returns - through 12/26/2024
Price Return Total Return
3 Years 9.9% 11.6%
5 Years 15.5% 17.4%
10 Years 13.3% 15.2%
Since Inception 10.6% 12.8%

Standard Deviation - through 12/26/2024
Price Return Total Return
3 Years 18.4% 18.3%
5 Years 19.0% 18.9%
10 Years 16.4% 16.3%
Since Inception 16.9% 16.8%

Sharpe Ratio - through 12/26/2024
Price Return Total Return
3 Years 0.54 0.63
5 Years 0.82 0.92
10 Years 0.81 0.93
Since Inception 0.63 0.76

All returns in U.S. Dollars


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