MarketGrader US Core Select 90 Portfolio



Calendar Year Total Returns
INDEX (PR) (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 03/20/2026
Price Return Total Return
YTD -7.4% -7.2%
1 Year 16.6% 17.7%
3 Years 72.8% 78.5%
5 Years 80.3% 91.7%
10 Years 306.6% 369.6%
Since Inception 579.9% 819.7%

Annualized Returns - through 03/20/2026
Price Return Total Return
3 Years 20.0% 21.3%
5 Years 12.6% 14.0%
10 Years 15.1% 16.8%
Since Inception 11.1% 12.9%

Standard Deviation - through 03/20/2026
Price Return Total Return
3 Years 14.2% 14.2%
5 Years 16.8% 16.7%
10 Years 16.5% 16.4%
Since Inception 16.3% 16.3%

Sharpe Ratio - through 03/20/2026
Price Return Total Return
3 Years 1.41 1.50
5 Years 0.75 0.84
10 Years 0.92 1.02
Since Inception 0.68 0.79

All returns in U.S. Dollars


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