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 02/27/2026
Price Return Total Return
YTD -1.6% -1.5%
1 Year 17.2% 18.3%
3 Years 80.5% 86.6%
5 Years 91.8% 104.0%
10 Years 359.0% 429.7%
Since Inception 622.1% 875.9%

Annualized Returns - through 02/27/2026
Price Return Total Return
3 Years 21.8% 23.1%
5 Years 14.5% 15.9%
10 Years 16.4% 18.1%
Since Inception 11.5% 13.4%

Standard Deviation - through 02/27/2026
Price Return Total Return
3 Years 13.7% 13.7%
5 Years 16.6% 16.6%
10 Years 16.3% 16.2%
Since Inception 16.3% 16.2%

Sharpe Ratio - through 02/27/2026
Price Return Total Return
3 Years 1.59 1.68
5 Years 0.87 0.96
10 Years 1.01 1.11
Since Inception 0.71 0.83

All returns in U.S. Dollars


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