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 09/16/2026
Price Return Total Return
YTD 12.1% 13.1%
1 Year 16.2% 17.6%
3 Years 73.5% 79.7%
5 Years 77.4% 90.7%
10 Years 333.6% 407.0%
Since Inception 654.3% 962.4%

Annualized Returns - through 09/16/2026
Price Return Total Return
3 Years 20.1% 21.5%
5 Years 12.1% 13.8%
10 Years 15.8% 17.6%
Since Inception 11.4% 13.4%

Standard Deviation - through 09/16/2026
Price Return Total Return
3 Years 14.3% 14.3%
5 Years 17.5% 17.4%
10 Years 17.1% 17.0%
Since Inception 17.4% 17.3%

Sharpe Ratio - through 09/16/2026
Price Return Total Return
3 Years 1.41 1.51
5 Years 0.69 0.79
10 Years 0.92 1.03
Since Inception 0.66 0.77

All returns in U.S. Dollars


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