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 10/14/2025
Price Return Total Return
YTD 11.6% 12.7%
1 Year 13.9% 15.3%
3 Years 89.2% 97.1%
5 Years 108.3% 124.6%
10 Years 297.9% 367.2%
Since Inception 545.3% 798.6%

Annualized Returns - through 10/14/2025
Price Return Total Return
3 Years 23.7% 25.4%
5 Years 15.8% 17.6%
10 Years 14.8% 16.7%
Since Inception 11.0% 13.1%

Standard Deviation - through 10/14/2025
Price Return Total Return
3 Years 16.0% 16.0%
5 Years 17.4% 17.4%
10 Years 17.2% 17.1%
Since Inception 17.6% 17.5%

Sharpe Ratio - through 10/14/2025
Price Return Total Return
3 Years 1.48 1.59
5 Years 0.91 1.01
10 Years 0.86 0.98
Since Inception 0.63 0.75

All returns in U.S. Dollars


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