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 18.8% 19.9%
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 12/15/2025
Price Return Total Return
YTD 18.8% 19.9%
1 Year 15.0% 16.1%
3 Years 90.3% 96.9%
5 Years 107.9% 121.1%
10 Years 348.3% 418.4%
Since Inception 629.7% 884.3%

Annualized Returns - through 12/15/2025
Price Return Total Return
3 Years 23.9% 25.3%
5 Years 15.8% 17.2%
10 Years 16.2% 17.9%
Since Inception 11.7% 13.5%

Standard Deviation - through 12/15/2025
Price Return Total Return
3 Years 14.7% 14.6%
5 Years 16.5% 16.5%
10 Years 16.4% 16.4%
Since Inception 16.3% 16.3%

Sharpe Ratio - through 12/15/2025
Price Return Total Return
3 Years 1.63 1.73
5 Years 0.96 1.04
10 Years 0.99 1.09
Since Inception 0.72 0.83

All returns in U.S. Dollars


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