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 11/03/2025
Price Return Total Return
YTD 23.5% 24.5%
1 Year 28.0% 29.2%
3 Years 132.0% 140.0%
5 Years 131.1% 144.2%
10 Years 376.4% 446.5%
Since Inception 662.0% 917.8%

Annualized Returns - through 11/03/2025
Price Return Total Return
3 Years 32.4% 33.9%
5 Years 18.2% 19.5%
10 Years 16.9% 18.5%
Since Inception 12.0% 13.8%

Standard Deviation - through 11/03/2025
Price Return Total Return
3 Years 15.3% 15.3%
5 Years 17.7% 17.7%
10 Years 16.5% 16.5%
Since Inception 15.8% 15.8%

Sharpe Ratio - through 11/03/2025
Price Return Total Return
3 Years 2.12 2.21
5 Years 1.03 1.10
10 Years 1.02 1.12
Since Inception 0.76 0.88

All returns in U.S. Dollars


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