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 08/25/2026
Price Return Dividend Return Total Return
YTD 18.0% 2.9% 21.4%
1 Year 16.0% 4.9% 21.7%
3 Years 43.6% 19.3% 71.3%
5 Years 14.3% 39.1% 59.0%
10 Years 81.7% 82.9% 232.3%
Since Inception -10.4% 200.4% 169.0%

Annualized Returns - through 08/25/2026
Price Return Dividend Return Total Return
3 Years 12.8% 6.1% 19.7%
5 Years 2.7% 6.8% 9.7%
10 Years 6.2% 6.2% 12.8%
Since Inception -0.6% 6.0% 5.4%

Standard Deviation - through 08/25/2026
Price Return Total Return
3 Years 16.0% 15.6%
5 Years 20.2% 19.7%
10 Years 21.8% 21.3%
Since Inception 25.4% 25.2%

Sharpe Ratio - through 08/25/2026
Price Return Total Return
3 Years 0.80 1.26
5 Years 0.13 0.49
10 Years 0.28 0.60
Since Inception -0.02 0.21

All returns in U.S. Dollars


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