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 04/14/2026
Price Return Total Return
YTD 2.1% 2.4%
1 Year 36.9% 38.1%
3 Years 84.9% 90.9%
5 Years 90.2% 102.3%
10 Years 340.9% 408.8%
Since Inception 649.5% 914.6%

Annualized Returns - through 04/14/2026
Price Return Total Return
3 Years 22.7% 24.1%
5 Years 13.7% 15.1%
10 Years 16.0% 17.7%
Since Inception 11.6% 13.5%

Standard Deviation - through 04/14/2026
Price Return Total Return
3 Years 14.3% 14.3%
5 Years 16.9% 16.9%
10 Years 16.4% 16.4%
Since Inception 16.3% 16.3%

Sharpe Ratio - through 04/14/2026
Price Return Total Return
3 Years 1.58 1.68
5 Years 0.81 0.90
10 Years 0.97 1.08
Since Inception 0.71 0.83

All returns in U.S. Dollars


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