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 07/01/2025
Price Return Total Return
YTD 9.9% 10.4%
1 Year 14.3% 15.2%
3 Years 91.0% 97.8%
5 Years 117.7% 130.0%
10 Years 339.3% 404.9%
Since Inception 578.0% 802.9%

Annualized Returns - through 07/01/2025
Price Return Total Return
3 Years 24.9% 26.4%
5 Years 17.4% 18.7%
10 Years 16.1% 17.8%
Since Inception 11.5% 13.3%

Standard Deviation - through 07/01/2025
Price Return Total Return
3 Years 18.0% 18.0%
5 Years 18.6% 18.6%
10 Years 16.9% 16.9%
Since Inception 15.9% 15.9%

Sharpe Ratio - through 07/01/2025
Price Return Total Return
3 Years 1.39 1.47
5 Years 0.93 1.00
10 Years 0.95 1.05
Since Inception 0.72 0.84

All returns in U.S. Dollars


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