MarketGrader US Growth Compounding Portfolio



Calendar Year Total Returns
INDEX MG US Growth Compounding Portfolio (PR) MG US Growth Compounding Portfolio (TR)
2025 16.4% 17.8%
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 01/07/2026
Price Return Total Return
YTD 2.4% 2.4%
1 Year 17.6% 19.1%
3 Years 81.2% 88.5%
5 Years 97.9% 113.2%
10 Years 334.1% 408.9%
Since Inception 588.9% 862.1%

Annualized Returns - through 01/07/2026
Price Return Total Return
3 Years 21.9% 23.5%
5 Years 14.6% 16.3%
10 Years 15.8% 17.7%
Since Inception 11.3% 13.3%

Standard Deviation - through 01/07/2026
Price Return Total Return
3 Years 14.2% 14.2%
5 Years 16.8% 16.7%
10 Years 16.9% 16.9%
Since Inception 17.4% 17.4%

Sharpe Ratio - through 01/07/2026
Price Return Total Return
3 Years 1.55 1.66
5 Years 0.87 0.97
10 Years 0.93 1.05
Since Inception 0.65 0.77

All returns in U.S. Dollars


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