MarketGrader Australia Income 30 Index



Calendar Year Total Returns
INDEX MG Australia Income 30 (PR) MG Australia Income 30 (TR)
2025 7.9% 15.1%
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 12/15/2025
Price Return Dividend Return Total Return
YTD 7.9% 6.7% 15.1%
1 Year 5.5% 6.9% 12.7%
3 Years 16.3% 22.1% 42.0%
5 Years 5.6% 40.5% 48.4%
10 Years 88.5% 83.7% 246.3%
Since Inception -25.5% 191.8% 117.3%

Annualized Returns - through 12/15/2025
Price Return Dividend Return Total Return
3 Years 5.2% 6.8% 12.4%
5 Years 1.1% 7.0% 8.2%
10 Years 6.5% 6.3% 13.2%
Since Inception -1.6% 6.1% 4.4%

Standard Deviation - through 12/15/2025
Price Return Total Return
3 Years 18.5% 18.1%
5 Years 20.4% 19.9%
10 Years 22.6% 22.2%
Since Inception 25.7% 25.5%

Sharpe Ratio - through 12/15/2025
Price Return Total Return
3 Years 0.28 0.69
5 Years 0.05 0.41
10 Years 0.29 0.60
Since Inception -0.06 0.17

All returns in U.S. Dollars


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