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 05/02/2025
Price Return Total Return
YTD -4.2% -3.8%
1 Year 8.0% 9.0%
3 Years 50.8% 56.9%
5 Years 119.8% 134.2%
10 Years 253.4% 310.8%
Since Inception 488.2% 689.6%

Annualized Returns - through 05/02/2025
Price Return Total Return
3 Years 13.0% 14.5%
5 Years 18.1% 19.6%
10 Years 13.5% 15.2%
Since Inception 10.7% 12.6%

Standard Deviation - through 05/02/2025
Price Return Total Return
3 Years 18.0% 17.9%
5 Years 17.1% 17.1%
10 Years 16.5% 16.4%
Since Inception 16.4% 16.4%

Sharpe Ratio - through 05/02/2025
Price Return Total Return
3 Years 0.72 0.81
5 Years 1.06 1.15
10 Years 0.82 0.92
Since Inception 0.65 0.77

All returns in U.S. Dollars


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