MarketGrader US Core Select 90 Portfolio



Calendar Year Total Returns
INDEX MG US Core Select 90 Portfolio (PR) MG US Core Select 90 Portfolio (TR)
2024 29.4% 30.6%
2023 25.7% 27.6%
2022 -17.3% -16.0%
2021 27.9% 29.4%
2020 22.2% 24.1%
2019 31.7% 33.7%
2018 -7.1% -5.4%
2017 26.2% 28.0%
2016 16.1% 18.4%
2015 2.5% 4.1%
2014 9.6% 11.4%
2013 29.0% 31.7%
Cumulative Returns - through 04/15/2025
Price Return Total Return
YTD -10.9% -10.5%
1 Year 4.5% 5.6%
3 Years 28.7% 34.0%
5 Years 114.6% 129.0%
10 Years 232.8% 287.3%
Since Inception 447.5% 634.9%

Annualized Returns - through 04/15/2025
Price Return Total Return
3 Years 8.8% 10.3%
5 Years 17.2% 18.7%
10 Years 12.6% 14.3%
Since Inception 10.3% 12.2%

Standard Deviation - through 04/15/2025
Price Return Total Return
3 Years 19.0% 19.0%
5 Years 18.1% 18.1%
10 Years 16.6% 16.5%
Since Inception 16.5% 16.4%

Sharpe Ratio - through 04/15/2025
Price Return Total Return
3 Years 0.46 0.54
5 Years 0.95 1.03
10 Years 0.76 0.87
Since Inception 0.62 0.74

All returns in U.S. Dollars


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