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 04/14/2026
Price Return Total Return
YTD 2.9% 3.3%
1 Year 35.2% 36.8%
3 Years 70.0% 76.7%
5 Years 75.4% 88.9%
10 Years 313.2% 384.0%
Since Inception 592.1% 870.0%

Annualized Returns - through 04/14/2026
Price Return Total Return
3 Years 19.4% 20.9%
5 Years 11.9% 13.6%
10 Years 15.2% 17.1%
Since Inception 11.1% 13.2%

Standard Deviation - through 04/14/2026
Price Return Total Return
3 Years 14.8% 14.8%
5 Years 17.3% 17.3%
10 Years 17.1% 17.0%
Since Inception 17.5% 17.4%

Sharpe Ratio - through 04/14/2026
Price Return Total Return
3 Years 1.31 1.42
5 Years 0.69 0.79
10 Years 0.89 1.01
Since Inception 0.63 0.76

All returns in U.S. Dollars


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