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 09/03/2025
Price Return Total Return
YTD 13.1% 13.9%
1 Year 20.0% 21.1%
3 Years 82.0% 88.7%
5 Years 121.2% 135.3%
10 Years 331.1% 399.6%
Since Inception 594.8% 835.2%

Annualized Returns - through 09/03/2025
Price Return Total Return
3 Years 21.8% 23.3%
5 Years 16.7% 18.2%
10 Years 16.0% 17.7%
Since Inception 11.5% 13.4%

Standard Deviation - through 09/03/2025
Price Return Total Return
3 Years 16.5% 16.5%
5 Years 17.1% 17.1%
10 Years 16.6% 16.5%
Since Inception 16.4% 16.4%

Sharpe Ratio - through 09/03/2025
Price Return Total Return
3 Years 1.32 1.41
5 Years 0.97 1.06
10 Years 0.96 1.07
Since Inception 0.70 0.82

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE