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 08/05/2026
Price Return Dividend Return Total Return
YTD 18.2% 2.5% 21.1%
1 Year 17.5% 5.8% 24.4%
3 Years 38.8% 19.7% 66.2%
5 Years 11.6% 39.9% 56.0%
10 Years 81.7% 82.9% 232.3%
Since Inception -10.3% 199.2% 168.3%

Annualized Returns - through 08/05/2026
Price Return Dividend Return Total Return
3 Years 11.5% 6.2% 18.4%
5 Years 2.2% 6.9% 9.3%
10 Years 6.2% 6.2% 12.8%
Since Inception -0.6% 6.0% 5.4%

Standard Deviation - through 08/05/2026
Price Return Total Return
3 Years 16.0% 15.6%
5 Years 20.2% 19.7%
10 Years 21.8% 21.3%
Since Inception 25.4% 25.2%

Sharpe Ratio - through 08/05/2026
Price Return Total Return
3 Years 0.72 1.18
5 Years 0.11 0.47
10 Years 0.28 0.60
Since Inception -0.02 0.21

All returns in U.S. Dollars


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