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)
2025 19.5% 20.6%
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%
Cumulative Returns - through 01/06/2026
Price Return Total Return
YTD 2.3% 2.3%
1 Year 20.6% 21.7%
3 Years 96.2% 102.9%
5 Years 109.6% 122.9%
10 Years 372.6% 446.2%
Since Inception 650.8% 913.3%

Annualized Returns - through 01/06/2026
Price Return Total Return
3 Years 25.2% 26.6%
5 Years 16.0% 17.4%
10 Years 16.8% 18.5%
Since Inception 11.8% 13.7%

Standard Deviation - through 01/06/2026
Price Return Total Return
3 Years 13.9% 13.9%
5 Years 16.4% 16.4%
10 Years 16.4% 16.3%
Since Inception 16.3% 16.2%

Sharpe Ratio - through 01/06/2026
Price Return Total Return
3 Years 1.81 1.91
5 Years 0.97 1.06
10 Years 1.03 1.13
Since Inception 0.72 0.84

All returns in U.S. Dollars


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