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 08/05/2026
Price Return Total Return
YTD 15.5% 16.2%
1 Year 25.0% 26.4%
3 Years 73.6% 80.0%
5 Years 85.0% 99.0%
10 Years 343.9% 419.1%
Since Inception 676.9% 991.9%

Annualized Returns - through 08/05/2026
Price Return Total Return
3 Years 20.5% 22.0%
5 Years 13.1% 14.8%
10 Years 16.1% 17.9%
Since Inception 11.6% 13.7%

Standard Deviation - through 08/05/2026
Price Return Total Return
3 Years 14.3% 14.2%
5 Years 17.4% 17.4%
10 Years 17.1% 17.0%
Since Inception 17.4% 17.3%

Sharpe Ratio - through 08/05/2026
Price Return Total Return
3 Years 1.44 1.54
5 Years 0.75 0.85
10 Years 0.94 1.05
Since Inception 0.67 0.79

All returns in U.S. Dollars


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