MarketGrader US Core Select 50 Portfolio



Calendar Year Total Returns
INDEX (PR) (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 03/20/2026
Price Return Total Return
YTD -7.7% -7.5%
1 Year 17.6% 18.6%
3 Years 84.3% 90.2%
5 Years 91.1% 101.8%
10 Years 345.0% 408.1%
Since Inception 598.0% 835.4%

Annualized Returns - through 03/20/2026
Price Return Total Return
3 Years 22.6% 23.9%
5 Years 14.2% 15.4%
10 Years 16.1% 17.7%
Since Inception 11.2% 13.0%

Standard Deviation - through 03/20/2026
Price Return Total Return
3 Years 14.7% 14.7%
5 Years 17.9% 17.9%
10 Years 16.6% 16.6%
Since Inception 15.8% 15.7%

Sharpe Ratio - through 03/20/2026
Price Return Total Return
3 Years 1.54 1.62
5 Years 0.79 0.86
10 Years 0.97 1.07
Since Inception 0.71 0.83

All returns in U.S. Dollars


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