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 05/01/2025
Price Return Total Return
YTD -4.5% -4.2%
1 Year 10.6% 11.4%
3 Years 61.0% 66.8%
5 Years 110.0% 121.9%
10 Years 286.4% 344.7%
Since Inception 489.3% 683.5%

Annualized Returns - through 05/01/2025
Price Return Total Return
3 Years 15.5% 16.9%
5 Years 17.0% 18.4%
10 Years 14.5% 16.1%
Since Inception 10.7% 12.5%

Standard Deviation - through 05/01/2025
Price Return Total Return
3 Years 18.2% 18.3%
5 Years 18.3% 18.3%
10 Years 16.7% 16.7%
Since Inception 15.8% 15.8%

Sharpe Ratio - through 05/01/2025
Price Return Total Return
3 Years 0.85 0.93
5 Years 0.93 1.01
10 Years 0.87 0.97
Since Inception 0.68 0.79

All returns in U.S. Dollars


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