MarketGrader Australia Income 30 Index



Calendar Year Total Returns
INDEX MG Australia Income 30 (PR) MG Australia Income 30 (TR)
2024 0.0% 5.2%
2023 7.0% 16.3%
2022 -13.6% -6.3%
2021 1.6% 7.9%
2020 21.9% 28.8%
2019 24.7% 32.2%
2018 -17.4% -12.5%
2017 25.1% 29.9%
2016 8.0% 14.2%
2015 -17.4% -12.6%
2014 -22.8% -18.9%
2013 2.3% 8.0%
Cumulative Returns - through 11/03/2025
Price Return Dividend Return Total Return
YTD 9.2% 6.6% 16.4%
1 Year 3.8% 7.0% 11.0%
3 Years 32.4% 22.5% 62.2%
5 Years 29.9% 40.6% 82.7%
10 Years 79.7% 84.7% 232.0%
Since Inception -24.6% 191.5% 119.7%

Annualized Returns - through 11/03/2025
Price Return Dividend Return Total Return
3 Years 9.8% 7.0% 17.5%
5 Years 5.4% 7.0% 12.8%
10 Years 6.0% 6.3% 12.7%
Since Inception -1.6% 6.2% 4.5%

Standard Deviation - through 11/03/2025
Price Return Total Return
3 Years 19.7% 19.2%
5 Years 21.9% 21.5%
10 Years 22.6% 22.2%
Since Inception 25.8% 25.6%

Sharpe Ratio - through 11/03/2025
Price Return Total Return
3 Years 0.50 0.91
5 Years 0.25 0.60
10 Years 0.27 0.57
Since Inception -0.06 0.18

All returns in U.S. Dollars


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