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 11/03/2025
EW PR EW TR MCW PR MCW TR
YTD 12.0% 16.7% 7.0% 13.8%
1 Year 9.5% 14.6% 1.0% 8.9%
3 Years 51.4% 68.9% 30.8% 52.0%
5 Years 56.8% 87.5% 32.5% 71.3%
10 Years 144.8% 252.4% 87.5% 206.0%
Since Inception 89.3% 296.9% 22.7% 190.4%

Annualized Returns - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 14.8% 19.1% 9.4% 15.0%
5 Years 9.4% 13.4% 5.8% 11.4%
10 Years 9.4% 13.4% 6.5% 11.8%
Since Inception 3.6% 8.0% 1.1% 6.1%

Standard Deviation - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 17.1% 17.0% 17.0% 17.3%
5 Years 20.0% 19.9% 21.3% 21.3%
10 Years 20.4% 20.1% 20.4% 20.1%
Since Inception 25.7% 25.6% 24.0% 23.7%

Sharpe Ratio - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.87 1.13 0.55 0.87
5 Years 0.47 0.67 0.27 0.53
10 Years 0.46 0.67 0.32 0.59
Since Inception 0.14 0.31 0.05 0.26

All returns in U.S. Dollars


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