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)
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%
2013 24.3% 26.8%
Cumulative Returns - through 10/13/2025
Price Return Total Return
YTD 18.1% 19.0%
1 Year 20.0% 21.0%
3 Years 118.8% 126.4%
5 Years 108.2% 120.0%
10 Years 384.6% 455.6%
Since Inception 628.9% 873.2%

Annualized Returns - through 10/13/2025
Price Return Total Return
3 Years 29.8% 31.3%
5 Years 15.8% 17.1%
10 Years 17.1% 18.7%
Since Inception 11.8% 13.6%

Standard Deviation - through 10/13/2025
Price Return Total Return
3 Years 15.4% 15.4%
5 Years 17.8% 17.8%
10 Years 16.7% 16.7%
Since Inception 15.8% 15.8%

Sharpe Ratio - through 10/13/2025
Price Return Total Return
3 Years 1.94 2.03
5 Years 0.89 0.96
10 Years 1.02 1.12
Since Inception 0.75 0.86

All returns in U.S. Dollars


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