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 07/10/2025
Price Return Dividend Return Total Return
YTD 7.0% 3.5% 10.7%
1 Year -0.1% 5.7% 5.6%
3 Years 26.5% 23.3% 56.0%
5 Years 37.0% 39.4% 91.0%
10 Years 59.3% 83.6% 192.6%
Since Inception -26.2% 182.8% 108.8%

Annualized Returns - through 07/10/2025
Price Return Dividend Return Total Return
3 Years 7.2% 7.2% 14.9%
5 Years 6.5% 6.9% 13.8%
10 Years 4.8% 6.2% 11.3%
Since Inception -1.7% 6.1% 4.3%

Standard Deviation - through 07/10/2025
Price Return Total Return
3 Years 21.3% 20.4%
5 Years 22.4% 21.8%
10 Years 23.1% 22.6%
Since Inception 26.0% 25.7%

Sharpe Ratio - through 07/10/2025
Price Return Total Return
3 Years 0.34 0.73
5 Years 0.29 0.63
10 Years 0.21 0.50
Since Inception -0.07 0.17

All returns in U.S. Dollars


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