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 09/11/2025
Price Return Total Return
YTD 12.7% 13.6%
1 Year 19.6% 21.0%
3 Years 77.0% 84.4%
5 Years 122.3% 139.6%
10 Years 299.1% 368.7%
Since Inception 551.5% 806.2%

Annualized Returns - through 09/11/2025
Price Return Total Return
3 Years 19.4% 21.1%
5 Years 17.7% 19.5%
10 Years 14.9% 16.8%
Since Inception 11.1% 13.2%

Standard Deviation - through 09/11/2025
Price Return Total Return
3 Years 17.3% 17.3%
5 Years 17.5% 17.5%
10 Years 17.2% 17.1%
Since Inception 17.6% 17.5%

Sharpe Ratio - through 09/11/2025
Price Return Total Return
3 Years 1.12 1.22
5 Years 1.01 1.11
10 Years 0.87 0.98
Since Inception 0.63 0.75

All returns in U.S. Dollars


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