MarketGrader Australia Income 30 Index



Calendar Year Total Returns
INDEX MG Australia Income 30 (PR) MG Australia Income 30 (TR)
2025 9.9% 17.4%
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%
Cumulative Returns - through 01/29/2026
Price Return Dividend Return Total Return
YTD 6.5% 0.0% 6.5%
1 Year 14.2% 6.8% 22.0%
3 Years 13.0% 22.1% 37.9%
5 Years 11.9% 40.5% 57.3%
10 Years 104.0% 83.0% 273.4%
Since Inception -19.2% 192.0% 136.0%

Annualized Returns - through 01/29/2026
Price Return Dividend Return Total Return
3 Years 3.6% 6.9% 10.7%
5 Years 2.3% 7.0% 9.5%
10 Years 7.4% 6.2% 14.1%
Since Inception -1.2% 6.2% 4.9%

Standard Deviation - through 01/29/2026
Price Return Total Return
3 Years 18.8% 18.3%
5 Years 20.2% 19.8%
10 Years 22.6% 22.1%
Since Inception 25.7% 25.5%

Sharpe Ratio - through 01/29/2026
Price Return Total Return
3 Years 0.19 0.59
5 Years 0.11 0.48
10 Years 0.33 0.64
Since Inception -0.05 0.19

All returns in U.S. Dollars


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