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
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%
2013 -9.0% 5.6% -4.3% 11.1%
Cumulative Returns - through 06/02/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
YTD 8.0% 9.9% 3.7% 5.5%
1 Year 3.8% 7.5% 7.1% 10.9%
3 Years 13.3% 27.2% 25.9% 41.3%
5 Years 65.5% 98.6% 76.2% 111.6%
10 Years 189.4% 329.0% 246.5% 413.7%
Since Inception 103.5% 351.6% 181.7% 525.0%

Annualized Returns - through 06/02/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 4.3% 8.3% 8.0% 12.2%
5 Years 10.6% 14.7% 12.0% 16.2%
10 Years 11.2% 15.7% 13.2% 17.8%
Since Inception 4.1% 9.0% 6.1% 11.0%

Standard Deviation - through 06/02/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 21.9% 21.8% 15.2% 15.0%
5 Years 22.0% 21.9% 14.6% 14.4%
10 Years 23.1% 23.0% 16.6% 16.5%
Since Inception 28.3% 28.4% 19.9% 19.9%

Sharpe Ratio - through 06/02/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 0.20 0.38 0.53 0.81
5 Years 0.48 0.67 0.82 1.11
10 Years 0.49 0.68 0.80 1.07
Since Inception 0.14 0.32 0.31 0.55

All returns in U.S. Dollars


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