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 10/20/2026
Price Return Total Return
YTD 11.6% 12.7%
1 Year 15.2% 16.6%
3 Years 79.8% 86.2%
5 Years 74.4% 87.4%
10 Years 322.1% 393.7%
Since Inception 611.6% 903.0%

Annualized Returns - through 10/20/2026
Price Return Total Return
3 Years 21.6% 23.0%
5 Years 11.8% 13.4%
10 Years 15.5% 17.3%
Since Inception 11.0% 13.0%

Standard Deviation - through 10/20/2026
Price Return Total Return
3 Years 13.5% 13.5%
5 Years 16.8% 16.7%
10 Years 16.5% 16.4%
Since Inception 16.6% 16.6%

Sharpe Ratio - through 10/20/2026
Price Return Total Return
3 Years 1.60 1.70
5 Years 0.70 0.80
10 Years 0.94 1.05
Since Inception 0.66 0.79

All returns in U.S. Dollars


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