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 01/06/2026
Price Return Dividend Return Total Return
YTD -0.1% 0.0% -0.1%
1 Year 9.7% 6.8% 17.1%
3 Years 14.3% 22.1% 39.6%
5 Years 1.6% 40.6% 42.9%
10 Years 86.9% 83.1% 242.3%
Since Inception -24.2% 192.0% 121.4%

Annualized Returns - through 01/06/2026
Price Return Dividend Return Total Return
3 Years 4.6% 6.9% 11.8%
5 Years 0.3% 7.1% 7.4%
10 Years 6.5% 6.2% 13.1%
Since Inception -1.5% 6.1% 4.5%

Standard Deviation - through 01/06/2026
Price Return Total Return
3 Years 18.5% 18.0%
5 Years 19.9% 19.5%
10 Years 22.6% 22.2%
Since Inception 25.7% 25.4%

Sharpe Ratio - through 01/06/2026
Price Return Total Return
3 Years 0.25 0.65
5 Years 0.02 0.38
10 Years 0.29 0.59
Since Inception -0.06 0.18

All returns in U.S. Dollars


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