MarketGrader Australia Income 30 Index



Calendar Year Total Returns
INDEX MG Australia Income 30 (PR) MG Australia Income 30 (TR)
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%
2013 2.3% 8.0%
Cumulative Returns - through 04/21/2025
Price Return Dividend Return Total Return
YTD -9.6% 3.2% -6.7%
1 Year -9.1% 6.2% -3.4%
3 Years -18.3% 24.1% 1.4%
5 Years 55.4% 39.3% 116.5%
10 Years 23.8% 84.2% 128.1%
Since Inception -37.6% 182.3% 76.1%

Annualized Returns - through 04/21/2025
Price Return Dividend Return Total Return
3 Years -6.5% 7.5% 0.5%
5 Years 9.2% 6.9% 16.7%
10 Years 2.2% 6.3% 8.6%
Since Inception -2.7% 6.2% 3.3%

Standard Deviation - through 04/21/2025
Price Return Total Return
3 Years 22.7% 22.1%
5 Years 24.4% 23.9%
10 Years 23.2% 22.7%
Since Inception 26.1% 25.8%

Sharpe Ratio - through 04/21/2025
Price Return Total Return
3 Years -0.29 0.02
5 Years 0.38 0.70
10 Years 0.09 0.38
Since Inception -0.10 0.13

All returns in U.S. Dollars


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