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 01/13/2025
Price Return Total Return
YTD 0.3% 0.3%
1 Year 25.0% 26.3%
3 Years 30.5% 36.8%
5 Years 103.6% 121.2%
10 Years 264.5% 329.1%
Since Inception 479.9% 700.1%

Annualized Returns - through 01/13/2025
Price Return Total Return
3 Years 9.3% 11.0%
5 Years 15.3% 17.2%
10 Years 13.8% 15.7%
Since Inception 10.8% 12.9%

Standard Deviation - through 01/13/2025
Price Return Total Return
3 Years 19.2% 19.1%
5 Years 19.9% 19.8%
10 Years 17.0% 17.0%
Since Inception 17.7% 17.6%

Sharpe Ratio - through 01/13/2025
Price Return Total Return
3 Years 0.48 0.57
5 Years 0.77 0.87
10 Years 0.81 0.93
Since Inception 0.61 0.73

All returns in U.S. Dollars


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