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 10/02/2026
Price Return Dividend Return Total Return
YTD 10.4% 4.8% 15.7%
1 Year 8.3% 5.1% 13.8%
3 Years 36.9% 19.0% 62.9%
5 Years 15.2% 39.4% 60.6%
10 Years 70.6% 83.1% 212.3%
Since Inception -16.3% 206.0% 156.3%

Annualized Returns - through 10/02/2026
Price Return Dividend Return Total Return
3 Years 11.0% 6.0% 17.7%
5 Years 3.2% 6.9% 10.3%
10 Years 5.6% 6.2% 12.2%
Since Inception -0.9% 6.1% 5.1%

Standard Deviation - through 10/02/2026
Price Return Total Return
3 Years 15.8% 15.5%
5 Years 20.1% 19.6%
10 Years 21.8% 21.3%
Since Inception 25.3% 25.1%

Sharpe Ratio - through 10/02/2026
Price Return Total Return
3 Years 0.70 1.14
5 Years 0.16 0.53
10 Years 0.26 0.57
Since Inception -0.04 0.20

All returns in U.S. Dollars


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