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 22.6% 23.7%
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 08/05/2026
Price Return Total Return
YTD 13.4% 13.9%
1 Year 22.5% 23.5%
3 Years 99.3% 104.9%
5 Years 98.7% 109.6%
10 Years 417.1% 487.4%
Since Inception 757.6% 1052.4%

Annualized Returns - through 08/05/2026
Price Return Total Return
3 Years 26.2% 27.3%
5 Years 14.7% 16.0%
10 Years 17.9% 19.4%
Since Inception 12.2% 14.0%

Standard Deviation - through 08/05/2026
Price Return Total Return
3 Years 16.1% 16.1%
5 Years 18.8% 18.8%
10 Years 17.2% 17.1%
Since Inception 16.0% 16.0%

Sharpe Ratio - through 08/05/2026
Price Return Total Return
3 Years 1.63 1.70
5 Years 0.78 0.85
10 Years 1.04 1.13
Since Inception 0.76 0.88

All returns in U.S. Dollars


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