MarketGrader US Growth Compounding Portfolio



Calendar Year Total Returns
INDEX MG US Growth Compounding Portfolio (PR) MG US Growth Compounding Portfolio (TR)
2025 12.6% 13.8%
2024 24.4% 25.7%
2023 25.0% 27.2%
2022 -17.7% -16.1%
2021 31.5% 33.5%
2020 22.8% 25.4%
2019 28.2% 30.2%
2018 -6.6% -4.9%
2017 21.5% 23.2%
2016 17.3% 19.2%
2015 0.7% 2.3%
2014 9.3% 11.6%
Cumulative Returns - through 11/24/2025
Price Return Total Return
YTD 12.6% 13.8%
1 Year 8.6% 10.0%
3 Years 66.9% 73.9%
5 Years 98.6% 114.1%
10 Years 279.4% 345.4%
Since Inception 550.9% 807.7%

Annualized Returns - through 11/24/2025
Price Return Total Return
3 Years 18.6% 20.2%
5 Years 14.7% 16.4%
10 Years 14.3% 16.1%
Since Inception 11.0% 13.1%

Standard Deviation - through 11/24/2025
Price Return Total Return
3 Years 15.2% 15.2%
5 Years 17.4% 17.4%
10 Years 17.0% 17.0%
Since Inception 17.5% 17.5%

Sharpe Ratio - through 11/24/2025
Price Return Total Return
3 Years 1.22 1.33
5 Years 0.84 0.94
10 Years 0.84 0.95
Since Inception 0.63 0.75

All returns in U.S. Dollars


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