MarketGrader Australia Small Cap 60 Index

*Inception date: December 31, 2007.

Calendar Year Total Returns
INDEX MG Australia Small Cap 60 (PR) - USD MG Australia Small Cap 60 (TR) - USD MG Australia Small Cap 60 (PR) - AUD MG Australia Small Cap 60 (TR) - AUD
2025 32.5% 21.2% 37.2% 25.4%
2024 1.7% 11.3% 4.8% 14.8%
2023 10.6% 10.5% 15.3% 15.2%
2022 -13.9% -7.8% -10.1% -3.8%
2021 9.6% 16.3% 13.2% 20.1%
2020 39.3% 26.9% 44.4% 31.6%
2019 29.3% 29.5% 35.1% 35.3%
2018 -10.5% -0.6% -6.8% 3.5%
2017 28.5% 19.0% 34.1% 24.2%
2016 29.2% 29.8% 34.6% 35.2%
2015 2.3% 15.0% 6.8% 20.1%
2014 -16.8% -9.0% -12.7% -4.6%
Cumulative Returns - through 05/28/2026
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
YTD -8.7% -7.4% -13.7% -12.5%
1 Year 12.8% 16.4% 1.1% 4.4%
3 Years 38.5% 53.6% 25.7% 39.4%
5 Years 18.2% 41.7% 26.8% 52.0%
10 Years 216.5% 363.5% 216.3% 363.1%
Since Inception 128.0% 422.3% 184.1% 550.7%

Annualized Returns - through 05/28/2026
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 11.7% 15.6% 8.0% 11.8%
5 Years 3.4% 7.2% 4.9% 8.7%
10 Years 12.2% 16.5% 12.2% 16.5%
Since Inception 4.6% 9.4% 5.8% 10.7%

Standard Deviation - through 05/28/2026
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 20.7% 20.6% 15.8% 15.5%
5 Years 22.2% 22.1% 15.7% 15.5%
10 Years 23.6% 23.4% 17.2% 17.0%
Since Inception 28.2% 28.3% 20.0% 19.9%

Sharpe Ratio - through 05/28/2026
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 0.56 0.76 0.51 0.76
5 Years 0.15 0.33 0.31 0.55
10 Years 0.52 0.70 0.71 0.96
Since Inception 0.16 0.33 0.29 0.54

All returns in U.S. Dollars


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