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 06/05/2025
Price Return Total Return
YTD 0.1% 0.6%
1 Year 10.3% 11.6%
3 Years 47.1% 53.8%
5 Years 99.5% 115.4%
10 Years 229.8% 288.9%
Since Inception 446.4% 658.2%

Annualized Returns - through 06/05/2025
Price Return Total Return
3 Years 13.9% 15.6%
5 Years 14.8% 16.6%
10 Years 12.7% 14.5%
Since Inception 10.2% 12.3%

Standard Deviation - through 06/05/2025
Price Return Total Return
3 Years 18.4% 18.3%
5 Years 17.0% 17.0%
10 Years 16.6% 16.6%
Since Inception 16.9% 16.8%

Sharpe Ratio - through 06/05/2025
Price Return Total Return
3 Years 0.76 0.85
5 Years 0.87 0.98
10 Years 0.76 0.87
Since Inception 0.60 0.73

All returns in U.S. Dollars


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