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 06/02/2025
Price Return Dividend Return Total Return
YTD -0.9% 3.5% 2.6%
1 Year -5.0% 6.1% 0.7%
3 Years -2.1% 23.6% 21.0%
5 Years 26.4% 39.6% 76.4%
10 Years 28.2% 84.3% 136.3%
Since Inception -31.6% 183.0% 93.6%

Annualized Returns - through 06/02/2025
Price Return Dividend Return Total Return
3 Years -0.7% 7.4% 6.6%
5 Years 4.8% 6.9% 12.0%
10 Years 2.5% 6.3% 9.0%
Since Inception -2.1% 6.0% 3.8%

Standard Deviation - through 06/02/2025
Price Return Total Return
3 Years 22.7% 22.0%
5 Years 22.3% 21.8%
10 Years 23.2% 22.8%
Since Inception 26.0% 25.8%

Sharpe Ratio - through 06/02/2025
Price Return Total Return
3 Years -0.03 0.30
5 Years 0.21 0.55
10 Years 0.11 0.40
Since Inception -0.08 0.15

All returns in U.S. Dollars


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