MarketGrader US Core Select 50 Portfolio



Calendar Year Total Returns
INDEX MG US Core Select 50 Portfolio (PR) MG US Core Select 50 Portfolio (TR)
2025 20.0% 21.0%
2024 34.8% 35.9%
2023 33.7% 35.8%
2022 -26.9% -25.9%
2021 31.4% 32.6%
2020 26.6% 28.3%
2019 37.8% 39.7%
2018 -6.2% -4.5%
2017 27.4% 29.5%
2016 9.8% 11.9%
2015 4.4% 6.2%
2014 14.9% 16.8%
Cumulative Returns - through 11/24/2025
Price Return Total Return
YTD 20.0% 21.0%
1 Year 20.4% 21.4%
3 Years 104.7% 111.6%
5 Years 116.4% 128.4%
10 Years 365.9% 433.5%
Since Inception 640.5% 889.5%

Annualized Returns - through 11/24/2025
Price Return Total Return
3 Years 27.0% 28.4%
5 Years 16.7% 18.0%
10 Years 16.6% 18.2%
Since Inception 11.8% 13.6%

Standard Deviation - through 11/24/2025
Price Return Total Return
3 Years 15.5% 15.5%
5 Years 17.8% 17.8%
10 Years 16.6% 16.6%
Since Inception 15.8% 15.8%

Sharpe Ratio - through 11/24/2025
Price Return Total Return
3 Years 1.74 1.83
5 Years 0.94 1.01
10 Years 1.00 1.10
Since Inception 0.75 0.86

All returns in U.S. Dollars


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