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 06/18/2026
Price Return Dividend Return Total Return
YTD 14.8% 2.4% 17.5%
1 Year 25.9% 5.6% 33.0%
3 Years 38.9% 19.7% 66.3%
5 Years 12.1% 39.9% 56.8%
10 Years 96.1% 83.1% 259.0%
Since Inception -12.9% 198.9% 160.4%

Annualized Returns - through 06/18/2026
Price Return Dividend Return Total Return
3 Years 11.2% 6.2% 18.1%
5 Years 2.3% 6.9% 9.4%
10 Years 7.3% 6.2% 14.0%
Since Inception -0.7% 6.0% 5.3%

Standard Deviation - through 06/18/2026
Price Return Total Return
3 Years 16.8% 16.3%
5 Years 20.2% 19.7%
10 Years 22.1% 21.6%
Since Inception 25.5% 25.3%

Sharpe Ratio - through 06/18/2026
Price Return Total Return
3 Years 0.67 1.11
5 Years 0.11 0.48
10 Years 0.33 0.65
Since Inception -0.03 0.21

All returns in U.S. Dollars


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