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
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%
2013 -9.0% 5.6% -4.3% 11.1%
2012 15.8% 14.3% 22.1% 20.6%
Cumulative Returns - through 10/18/2024
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
YTD 16.2% 19.5% 17.8% 21.2%
1 Year 38.1% 42.7% 30.1% 34.4%
3 Years 11.9% 25.7% 23.8% 39.0%
5 Years 84.0% 121.9% 88.0% 126.7%
10 Years 209.0% 359.5% 304.9% 502.1%
Since Inception 115.2% 368.5% 187.5% 525.8%

Annualized Returns - through 10/18/2024
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 3.8% 7.9% 7.4% 11.6%
5 Years 13.0% 17.3% 13.5% 17.8%
10 Years 12.1% 16.6% 15.1% 19.8%
Since Inception 4.7% 9.6% 6.5% 11.5%

Standard Deviation - through 10/18/2024
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 23.0% 23.1% 15.3% 15.4%
5 Years 28.3% 28.2% 20.2% 20.1%
10 Years 23.0% 23.0% 16.5% 16.4%
Since Inception 28.7% 28.8% 20.1% 20.1%

Sharpe Ratio - through 10/18/2024
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 0.17 0.34 0.48 0.76
5 Years 0.46 0.61 0.67 0.88
10 Years 0.53 0.72 0.92 1.20
Since Inception 0.16 0.33 0.32 0.57

All returns in U.S. Dollars


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