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 08/05/2025
Price Return Total Return
YTD 7.5% 8.3%
1 Year 22.1% 23.6%
3 Years 59.0% 66.1%
5 Years 113.2% 130.3%
10 Years 263.4% 327.5%
Since Inception 521.6% 763.8%

Annualized Returns - through 08/05/2025
Price Return Total Return
3 Years 16.7% 18.4%
5 Years 16.4% 18.2%
10 Years 13.8% 15.6%
Since Inception 10.9% 13.0%

Standard Deviation - through 08/05/2025
Price Return Total Return
3 Years 17.6% 17.6%
5 Years 17.6% 17.6%
10 Years 17.3% 17.3%
Since Inception 17.6% 17.6%

Sharpe Ratio - through 08/05/2025
Price Return Total Return
3 Years 0.95 1.05
5 Years 0.93 1.03
10 Years 0.80 0.90
Since Inception 0.62 0.74

All returns in U.S. Dollars


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