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 16.0% 17.0%
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 11/24/2025
Price Return Total Return
YTD 16.0% 17.0%
1 Year 13.1% 14.2%
3 Years 80.3% 86.7%
5 Years 109.0% 122.3%
10 Years 323.4% 389.9%
Since Inception 612.5% 860.8%

Annualized Returns - through 11/24/2025
Price Return Total Return
3 Years 21.7% 23.1%
5 Years 15.9% 17.3%
10 Years 15.5% 17.2%
Since Inception 11.6% 13.5%

Standard Deviation - through 11/24/2025
Price Return Total Return
3 Years 15.0% 15.0%
5 Years 17.0% 17.0%
10 Years 16.5% 16.4%
Since Inception 16.4% 16.3%

Sharpe Ratio - through 11/24/2025
Price Return Total Return
3 Years 1.44 1.54
5 Years 0.93 1.02
10 Years 0.94 1.05
Since Inception 0.71 0.83

All returns in U.S. Dollars


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