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 01/30/2026
Price Return Total Return
YTD 2.3% 2.4%
1 Year 13.9% 15.3%
3 Years 71.8% 78.8%
5 Years 95.5% 110.6%
10 Years 346.7% 423.6%
Since Inception 588.2% 861.5%

Annualized Returns - through 01/30/2026
Price Return Total Return
3 Years 19.8% 21.4%
5 Years 14.8% 16.6%
10 Years 16.2% 18.0%
Since Inception 11.3% 13.3%

Standard Deviation - through 01/30/2026
Price Return Total Return
3 Years 13.6% 13.6%
5 Years 16.9% 16.9%
10 Years 16.9% 16.8%
Since Inception 17.4% 17.4%

Sharpe Ratio - through 01/30/2026
Price Return Total Return
3 Years 1.46 1.58
5 Years 0.88 0.98
10 Years 0.96 1.07
Since Inception 0.65 0.77

All returns in U.S. Dollars


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