MarketGrader US Growth Compounding Portfolio



Calendar Year Total Returns
INDEX (PR) (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 03/20/2026
Price Return Total Return
YTD -5.4% -5.1%
1 Year 15.8% 17.2%
3 Years 62.9% 69.4%
5 Years 68.7% 81.7%
10 Years 285.8% 352.1%
Since Inception 536.5% 791.6%

Annualized Returns - through 03/20/2026
Price Return Total Return
3 Years 17.7% 19.2%
5 Years 11.1% 12.8%
10 Years 14.4% 16.3%
Since Inception 10.7% 12.7%

Standard Deviation - through 03/20/2026
Price Return Total Return
3 Years 14.2% 14.2%
5 Years 17.1% 17.0%
10 Years 17.0% 16.9%
Since Inception 17.5% 17.4%

Sharpe Ratio - through 03/20/2026
Price Return Total Return
3 Years 1.25 1.36
5 Years 0.65 0.75
10 Years 0.85 0.96
Since Inception 0.61 0.73

All returns in U.S. Dollars


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