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 01/06/2026
Price Return Total Return
YTD 1.5% 1.5%
1 Year 22.3% 23.4%
3 Years 123.0% 130.3%
5 Years 120.3% 132.6%
10 Years 406.8% 479.4%
Since Inception 667.5% 926.5%

Annualized Returns - through 01/06/2026
Price Return Total Return
3 Years 30.7% 32.1%
5 Years 17.1% 18.4%
10 Years 17.6% 19.2%
Since Inception 11.9% 13.7%

Standard Deviation - through 01/06/2026
Price Return Total Return
3 Years 14.2% 14.3%
5 Years 17.6% 17.6%
10 Years 16.5% 16.5%
Since Inception 15.7% 15.7%

Sharpe Ratio - through 01/06/2026
Price Return Total Return
3 Years 2.15 2.25
5 Years 0.97 1.05
10 Years 1.07 1.16
Since Inception 0.76 0.87

All returns in U.S. Dollars


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