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 11.8% 16.8% 7.2% 14.8%
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 01/07/2026
EW PR EW TR MCW PR MCW TR
YTD 0.8% 0.8% -0.2% -0.2%
1 Year 10.2% 15.3% 4.2% 11.6%
3 Years 33.9% 48.8% 21.0% 39.8%
5 Years 32.4% 58.6% 8.1% 40.5%
10 Years 161.3% 274.4% 96.0% 218.4%
Since Inception 90.3% 300.4% 22.6% 192.2%

Annualized Returns - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 10.6% 14.6% 6.5% 11.8%
5 Years 5.8% 9.7% 1.6% 7.0%
10 Years 9.8% 13.8% 7.0% 12.3%
Since Inception 3.6% 8.0% 1.1% 6.1%

Standard Deviation - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 15.5% 15.4% 16.1% 16.3%
5 Years 19.1% 19.0% 20.1% 20.2%
10 Years 20.4% 20.2% 20.4% 20.1%
Since Inception 25.6% 25.5% 23.9% 23.6%

Sharpe Ratio - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.68 0.95 0.40 0.72
5 Years 0.30 0.51 0.08 0.35
10 Years 0.48 0.68 0.34 0.61
Since Inception 0.14 0.31 0.05 0.26

All returns in U.S. Dollars


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