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 05/28/2026
Price Return Total Return
YTD 11.8% 12.2%
1 Year 33.2% 34.3%
3 Years 113.8% 120.0%
5 Years 117.4% 129.4%
10 Years 435.0% 509.2%
Since Inception 745.6% 1034.7%

Annualized Returns - through 05/28/2026
Price Return Total Return
3 Years 28.8% 30.0%
5 Years 16.8% 18.1%
10 Years 18.3% 19.8%
Since Inception 12.3% 14.1%

Standard Deviation - through 05/28/2026
Price Return Total Return
3 Years 16.0% 16.0%
5 Years 18.8% 18.8%
10 Years 17.1% 17.0%
Since Inception 16.0% 16.0%

Sharpe Ratio - through 05/28/2026
Price Return Total Return
3 Years 1.80 1.87
5 Years 0.90 0.96
10 Years 1.07 1.16
Since Inception 0.77 0.88

All returns in U.S. Dollars


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