MarketGrader US Growth Compounding Portfolio



Calendar Year Total Returns
INDEX MG US Growth Compounding Portfolio (PR) MG US Growth Compounding Portfolio (TR)
2025 16.0% 17.3%
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 12/15/2025
Price Return Total Return
YTD 16.0% 17.3%
1 Year 12.1% 13.5%
3 Years 77.8% 85.1%
5 Years 98.7% 114.1%
10 Years 307.1% 377.6%
Since Inception 570.5% 835.8%

Annualized Returns - through 12/15/2025
Price Return Total Return
3 Years 21.2% 22.8%
5 Years 14.7% 16.4%
10 Years 15.1% 16.9%
Since Inception 11.1% 13.2%

Standard Deviation - through 12/15/2025
Price Return Total Return
3 Years 14.8% 14.8%
5 Years 16.9% 16.8%
10 Years 17.0% 17.0%
Since Inception 17.5% 17.4%

Sharpe Ratio - through 12/15/2025
Price Return Total Return
3 Years 1.43 1.54
5 Years 0.87 0.97
10 Years 0.89 1.00
Since Inception 0.64 0.76

All returns in U.S. Dollars


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