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 10/21/2026
Price Return Total Return
YTD 13.7% 14.8%
1 Year 18.4% 19.8%
3 Years 85.6% 92.2%
5 Years 76.2% 89.4%
10 Years 337.0% 410.7%
Since Inception 664.7% 978.0%

Annualized Returns - through 10/21/2026
Price Return Total Return
3 Years 22.2% 23.6%
5 Years 12.0% 13.6%
10 Years 15.9% 17.7%
Since Inception 11.4% 13.5%

Standard Deviation - through 10/21/2026
Price Return Total Return
3 Years 13.9% 13.9%
5 Years 17.3% 17.3%
10 Years 17.1% 17.0%
Since Inception 17.4% 17.3%

Sharpe Ratio - through 10/21/2026
Price Return Total Return
3 Years 1.59 1.69
5 Years 0.69 0.79
10 Years 0.93 1.04
Since Inception 0.66 0.78

All returns in U.S. Dollars


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