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 05/27/2026
Price Return Dividend Return Total Return
YTD 9.9% 2.3% 12.4%
1 Year 22.1% 5.5% 28.9%
3 Years 41.2% 19.6% 68.9%
5 Years 8.2% 39.7% 51.2%
10 Years 93.1% 83.3% 253.9%
Since Inception -16.6% 198.6% 149.0%

Annualized Returns - through 05/27/2026
Price Return Dividend Return Total Return
3 Years 12.2% 6.1% 19.1%
5 Years 1.6% 6.9% 8.6%
10 Years 6.8% 6.3% 13.5%
Since Inception -1.0% 6.2% 5.1%

Standard Deviation - through 05/27/2026
Price Return Total Return
3 Years 17.7% 17.2%
5 Years 20.1% 19.7%
10 Years 22.1% 21.6%
Since Inception 25.6% 25.3%

Sharpe Ratio - through 05/27/2026
Price Return Total Return
3 Years 0.69 1.11
5 Years 0.08 0.44
10 Years 0.31 0.63
Since Inception -0.04 0.20

All returns in U.S. Dollars


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