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 05/09/2025
Price Return Dividend Return Total Return
YTD -2.2% 3.3% 1.0%
1 Year -4.0% 6.1% 1.9%
3 Years -1.1% 24.0% 22.6%
5 Years 46.1% 39.5% 103.8%
10 Years 26.0% 84.1% 132.0%
Since Inception -32.5% 182.4% 90.7%

Annualized Returns - through 05/09/2025
Price Return Dividend Return Total Return
3 Years -0.4% 7.4% 7.0%
5 Years 8.1% 6.8% 15.5%
10 Years 2.4% 6.3% 8.9%
Since Inception -2.2% 6.1% 3.8%

Standard Deviation - through 05/09/2025
Price Return Total Return
3 Years 22.8% 22.1%
5 Years 22.7% 22.1%
10 Years 23.2% 22.8%
Since Inception 26.1% 25.8%

Sharpe Ratio - through 05/09/2025
Price Return Total Return
3 Years -0.02 0.32
5 Years 0.36 0.70
10 Years 0.10 0.39
Since Inception -0.08 0.15

All returns in U.S. Dollars


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