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 06/02/2025
Price Return Total Return
YTD 3.5% 3.9%
1 Year 15.7% 16.7%
3 Years 66.8% 72.8%
5 Years 117.9% 130.3%
10 Years 315.6% 377.8%
Since Inception 538.5% 749.7%

Annualized Returns - through 06/02/2025
Price Return Total Return
3 Years 18.6% 20.0%
5 Years 16.9% 18.2%
10 Years 15.3% 16.9%
Since Inception 11.2% 13.0%

Standard Deviation - through 06/02/2025
Price Return Total Return
3 Years 18.7% 18.7%
5 Years 18.5% 18.5%
10 Years 16.9% 16.8%
Since Inception 15.9% 15.9%

Sharpe Ratio - through 06/02/2025
Price Return Total Return
3 Years 1.00 1.07
5 Years 0.91 0.98
10 Years 0.91 1.00
Since Inception 0.70 0.82

All returns in U.S. Dollars


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