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 09/12/2025
EW PR EW TR MCW PR MCW TR
YTD 15.7% 20.1% 10.9% 17.8%
1 Year 12.1% 16.9% 2.4% 10.2%
3 Years 42.3% 58.4% 28.1% 48.6%
5 Years 63.1% 94.5% 34.7% 73.7%
10 Years 166.0% 281.4% 97.1% 220.9%
Since Inception 95.5% 308.5% 27.1% 200.3%

Annualized Returns - through 09/12/2025
EW PR EW TR MCW PR MCW TR
3 Years 12.5% 16.6% 8.6% 14.1%
5 Years 10.5% 14.5% 6.4% 11.9%
10 Years 10.5% 14.5% 7.2% 12.6%
Since Inception 3.9% 8.3% 1.4% 6.4%

Standard Deviation - through 09/12/2025
EW PR EW TR MCW PR MCW TR
3 Years 19.1% 19.0% 19.6% 19.9%
5 Years 20.2% 20.1% 21.6% 21.6%
10 Years 20.5% 20.2% 20.5% 20.2%
Since Inception 25.8% 25.7% 24.1% 23.8%

Sharpe Ratio - through 09/12/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.65 0.88 0.44 0.71
5 Years 0.52 0.72 0.30 0.55
10 Years 0.51 0.72 0.35 0.62
Since Inception 0.15 0.32 0.06 0.27

All returns in U.S. Dollars


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