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 06/02/2025
Price Return Total Return
YTD 1.6% 2.1%
1 Year 10.0% 11.1%
3 Years 53.9% 60.0%
5 Years 109.6% 123.3%
10 Years 273.8% 334.3%
Since Inception 524.0% 738.1%

Annualized Returns - through 06/02/2025
Price Return Total Return
3 Years 15.0% 16.5%
5 Years 17.0% 18.5%
10 Years 14.1% 15.8%
Since Inception 11.0% 12.9%

Standard Deviation - through 06/02/2025
Price Return Total Return
3 Years 18.5% 18.4%
5 Years 17.3% 17.3%
10 Years 16.7% 16.6%
Since Inception 16.5% 16.4%

Sharpe Ratio - through 06/02/2025
Price Return Total Return
3 Years 0.81 0.89
5 Years 0.98 1.07
10 Years 0.85 0.95
Since Inception 0.67 0.79

All returns in U.S. Dollars


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