MarketGrader US Growth Compounding Portfolio



Calendar Year Total Returns
INDEX MG US Growth Compounding Portfolio (PR) MG US Growth Compounding Portfolio (TR)
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%
2013 31.8% 34.9%
Cumulative Returns - through 11/03/2025
Price Return Total Return
YTD 14.1% 15.2%
1 Year 17.5% 19.0%
3 Years 85.8% 93.6%
5 Years 117.9% 135.0%
10 Years 283.3% 350.2%
Since Inception 559.6% 819.0%

Annualized Returns - through 11/03/2025
Price Return Total Return
3 Years 22.9% 24.6%
5 Years 16.9% 18.6%
10 Years 14.4% 16.2%
Since Inception 11.1% 13.2%

Standard Deviation - through 11/03/2025
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% 17.4%

Sharpe Ratio - through 11/03/2025
Price Return Total Return
3 Years 1.51 1.62
5 Years 0.97 1.07
10 Years 0.85 0.96
Since Inception 0.63 0.76

All returns in U.S. Dollars


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