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
2025 10.4% 15.4% 6.4% 14.0%
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%
Cumulative Returns - through 12/15/2025
EW PR EW TR MCW PR MCW TR
YTD 10.4% 15.3% 6.4% 13.9%
1 Year 7.1% 11.9% 3.0% 10.3%
3 Years 34.3% 49.4% 20.9% 39.8%
5 Years 36.1% 63.1% 12.6% 46.2%
10 Years 154.1% 264.5% 101.2% 226.6%
Since Inception 86.6% 292.4% 21.9% 190.6%

Annualized Returns - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 10.3% 14.3% 6.5% 11.8%
5 Years 6.4% 10.3% 2.4% 7.9%
10 Years 9.8% 13.8% 7.2% 12.6%
Since Inception 3.5% 7.9% 1.1% 6.1%

Standard Deviation - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 15.8% 15.7% 16.4% 16.6%
5 Years 19.3% 19.2% 20.5% 20.5%
10 Years 20.4% 20.2% 20.4% 20.1%
Since Inception 25.7% 25.5% 23.9% 23.6%

Sharpe Ratio - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.65 0.91 0.40 0.71
5 Years 0.33 0.54 0.12 0.39
10 Years 0.48 0.68 0.35 0.63
Since Inception 0.14 0.31 0.05 0.26

All returns in U.S. Dollars


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