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 05/06/2026
Price Return Dividend Return Total Return
YTD 8.0% 2.1% 10.3%
1 Year 22.8% 5.7% 29.8%
3 Years 25.8% 20.2% 51.1%
5 Years 6.1% 39.9% 48.4%
10 Years 88.5% 83.8% 246.4%
Since Inception -18.1% 198.2% 144.3%

Annualized Returns - through 05/06/2026
Price Return Dividend Return Total Return
3 Years 8.5% 6.4% 15.4%
5 Years 1.2% 6.9% 8.2%
10 Years 6.5% 6.3% 13.2%
Since Inception -1.1% 6.2% 5.0%

Standard Deviation - through 05/06/2026
Price Return Total Return
3 Years 17.6% 17.2%
5 Years 20.1% 19.6%
10 Years 22.1% 21.6%
Since Inception 25.5% 25.3%

Sharpe Ratio - through 05/06/2026
Price Return Total Return
3 Years 0.48 0.90
5 Years 0.06 0.42
10 Years 0.29 0.61
Since Inception -0.04 0.20

All returns in U.S. Dollars


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