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 06/04/2025
Price Return Total Return
YTD -0.5% 0.1%
1 Year 8.9% 10.3%
3 Years 46.3% 53.0%
5 Years 109.7% 126.3%
10 Years 236.1% 295.3%
Since Inception 475.6% 698.3%

Annualized Returns - through 06/04/2025
Price Return Total Return
3 Years 13.7% 15.4%
5 Years 16.0% 17.7%
10 Years 12.9% 14.7%
Since Inception 10.5% 12.6%

Standard Deviation - through 06/04/2025
Price Return Total Return
3 Years 19.2% 19.1%
5 Years 17.6% 17.6%
10 Years 17.3% 17.2%
Since Inception 17.7% 17.6%

Sharpe Ratio - through 06/04/2025
Price Return Total Return
3 Years 0.72 0.81
5 Years 0.91 1.01
10 Years 0.75 0.86
Since Inception 0.59 0.72

All returns in U.S. Dollars


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