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 05/06/2026
Price Return Total Return
YTD 7.4% 7.9%
1 Year 33.4% 35.0%
3 Years 81.9% 89.0%
5 Years 80.2% 94.1%
10 Years 342.4% 418.0%
Since Inception 622.8% 913.3%

Annualized Returns - through 05/06/2026
Price Return Total Return
3 Years 22.1% 23.6%
5 Years 12.5% 14.2%
10 Years 16.0% 17.9%
Since Inception 11.3% 13.4%

Standard Deviation - through 05/06/2026
Price Return Total Return
3 Years 14.5% 14.5%
5 Years 17.2% 17.1%
10 Years 17.0% 16.9%
Since Inception 17.5% 17.4%

Sharpe Ratio - through 05/06/2026
Price Return Total Return
3 Years 1.52 1.63
5 Years 0.73 0.83
10 Years 0.94 1.06
Since Inception 0.65 0.77

All returns in U.S. Dollars


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