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 07/07/2025
EW PR EW TR MCW PR MCW TR
YTD 12.2% 14.2% 5.0% 6.9%
1 Year 12.2% 15.7% 3.5% 7.4%
3 Years 49.3% 64.0% 28.4% 43.9%
5 Years 69.8% 100.8% 33.9% 67.9%
10 Years 131.4% 230.1% 62.6% 159.0%
Since Inception 89.7% 288.4% 20.3% 172.6%

Annualized Returns - through 07/07/2025
EW PR EW TR MCW PR MCW TR
3 Years 14.3% 17.9% 8.7% 12.9%
5 Years 11.2% 15.0% 6.0% 10.9%
10 Years 8.8% 12.7% 5.0% 10.0%
Since Inception 3.7% 8.0% 1.1% 5.9%

Standard Deviation - through 07/07/2025
EW PR EW TR MCW PR MCW TR
3 Years 19.6% 19.4% 20.4% 20.3%
5 Years 20.5% 20.4% 21.8% 21.6%
10 Years 20.8% 20.5% 20.9% 20.5%
Since Inception 25.9% 25.8% 24.2% 23.9%

Sharpe Ratio - through 07/07/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.73 0.92 0.43 0.63
5 Years 0.55 0.74 0.28 0.50
10 Years 0.42 0.62 0.24 0.49
Since Inception 0.14 0.31 0.05 0.25

All returns in U.S. Dollars


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