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 09/16/2026
Price Return Dividend Return Total Return
YTD 12.0% 6.4% 19.1%
1 Year 8.4% 7.1% 16.1%
3 Years 35.7% 21.0% 64.2%
5 Years 14.2% 41.8% 61.9%
10 Years 83.7% 86.7% 243.1%
Since Inception -15.0% 210.6% 163.9%

Annualized Returns - through 09/16/2026
Price Return Dividend Return Total Return
3 Years 10.5% 6.6% 17.8%
5 Years 2.7% 7.2% 10.1%
10 Years 6.3% 6.4% 13.1%
Since Inception -0.9% 6.3% 5.3%

Standard Deviation - through 09/16/2026
Price Return Total Return
3 Years 15.8% 15.4%
5 Years 20.2% 19.7%
10 Years 21.8% 21.3%
Since Inception 25.4% 25.1%

Sharpe Ratio - through 09/16/2026
Price Return Total Return
3 Years 0.66 1.16
5 Years 0.13 0.51
10 Years 0.29 0.62
Since Inception -0.04 0.21

All returns in U.S. Dollars


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