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 05/07/2025
Price Return Total Return
YTD -6.3% -5.9%
1 Year 6.4% 7.6%
3 Years 43.0% 49.6%
5 Years 122.0% 139.8%
10 Years 220.8% 277.5%
Since Inception 441.6% 650.5%

Annualized Returns - through 05/07/2025
Price Return Total Return
3 Years 11.4% 13.1%
5 Years 17.3% 19.1%
10 Years 12.4% 14.2%
Since Inception 10.2% 12.3%

Standard Deviation - through 05/07/2025
Price Return Total Return
3 Years 18.9% 18.8%
5 Years 17.5% 17.5%
10 Years 17.2% 17.1%
Since Inception 17.7% 17.6%

Sharpe Ratio - through 05/07/2025
Price Return Total Return
3 Years 0.60 0.70
5 Years 0.99 1.09
10 Years 0.72 0.83
Since Inception 0.58 0.70

All returns in U.S. Dollars


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