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 07/10/2026
Price Return Total Return
YTD 10.0% 10.3%
1 Year 22.0% 22.8%
3 Years 96.1% 101.3%
5 Years 95.8% 106.4%
10 Years 417.3% 486.8%
Since Inception 732.0% 1015.4%

Annualized Returns - through 07/10/2026
Price Return Total Return
3 Years 25.2% 26.3%
5 Years 14.4% 15.7%
10 Years 17.9% 19.4%
Since Inception 12.1% 13.9%

Standard Deviation - through 07/10/2026
Price Return Total Return
3 Years 16.0% 16.0%
5 Years 18.8% 18.8%
10 Years 17.2% 17.1%
Since Inception 16.0% 16.0%

Sharpe Ratio - through 07/10/2026
Price Return Total Return
3 Years 1.57 1.64
5 Years 0.76 0.83
10 Years 1.04 1.13
Since Inception 0.76 0.87

All returns in U.S. Dollars


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