MarketGrader Australia Large Cap 30 Index



Calendar Year Total Returns
INDEX MG Australia Large Cap 30 (PR) - EW MG Australia Large Cap 30 (TR) - EW MG Australia Large Cap 30 (PR) - MCW MG Australia Large Cap 30 (TR) - MCW
2024 8.4% 11.4% 6.7% 10.5%
2023 13.8% 17.7% 8.0% 12.5%
2022 -12.9% -9.5% -11.2% -6.1%
2021 11.5% 15.7% 0.8% 7.1%
2020 20.2% 24.6% 17.5% 22.5%
2019 22.8% 27.4% 20.4% 27.5%
2018 -13.6% -10.6% -6.5% -2.5%
2017 21.8% 26.1% 19.6% 23.9%
2016 14.6% 19.0% 5.1% 10.2%
2015 -9.2% -5.4% -17.3% -12.8%
2014 -7.5% -3.4% -10.1% -6.3%
2013 -4.0% 0.6% -1.8% 3.7%
Cumulative Returns - through 04/21/2025
EW PR EW TR MCW PR MCW TR
YTD -1.4% 0.0% -3.7% -2.7%
1 Year 4.9% 8.3% 3.2% 7.3%
3 Years 4.7% 15.5% -7.5% 4.2%
5 Years 91.9% 127.0% 55.8% 94.3%
10 Years 89.5% 170.8% 35.5% 115.6%
Since Inception 66.7% 240.3% 10.4% 148.1%

Annualized Returns - through 04/21/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.5% 4.9% -2.6% 1.4%
5 Years 13.9% 17.8% 9.3% 14.2%
10 Years 6.6% 10.5% 3.1% 8.0%
Since Inception 3.0% 7.3% 0.6% 5.4%

Standard Deviation - through 04/21/2025
EW PR EW TR MCW PR MCW TR
3 Years 21.2% 21.0% 22.3% 22.3%
5 Years 22.5% 22.3% 22.8% 22.6%
10 Years 20.7% 20.4% 20.9% 20.5%
Since Inception 26.1% 25.9% 24.3% 24.0%

Sharpe Ratio - through 04/21/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.07 0.23 -0.12 0.06
5 Years 0.62 0.80 0.41 0.63
10 Years 0.32 0.51 0.15 0.39
Since Inception 0.12 0.28 0.02 0.23

All returns in U.S. Dollars


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