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 07/10/2026
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
YTD -7.8% -6.2% -11.0% -9.6%
1 Year 11.5% 15.1% 4.6% 8.0%
3 Years 39.0% 53.9% 31.4% 45.5%
5 Years 21.5% 45.6% 29.2% 54.9%
10 Years 180.5% 310.4% 200.3% 339.5%
Since Inception 130.3% 428.7% 192.8% 572.3%

Annualized Returns - through 07/10/2026
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 11.6% 15.5% 9.5% 13.3%
5 Years 4.1% 8.0% 5.4% 9.3%
10 Years 11.0% 15.4% 11.8% 16.2%
Since Inception 4.6% 9.4% 6.0% 10.8%

Standard Deviation - through 07/10/2026
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 20.5% 20.3% 15.5% 15.2%
5 Years 22.4% 22.3% 15.8% 15.6%
10 Years 23.6% 23.5% 17.2% 17.0%
Since Inception 28.1% 28.2% 19.9% 19.8%

Sharpe Ratio - through 07/10/2026
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 0.57 0.76 0.61 0.87
5 Years 0.18 0.36 0.34 0.59
10 Years 0.47 0.66 0.69 0.94
Since Inception 0.16 0.33 0.30 0.54

All returns in U.S. Dollars


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