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 02/26/2026
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
YTD 4.5% 4.8% -1.8% -1.5%
1 Year 33.3% 38.0% 16.4% 20.5%
3 Years 53.2% 70.3% 42.2% 58.1%
5 Years 46.4% 75.6% 56.8% 88.0%
10 Years 303.4% 493.1% 299.7% 487.6%
Since Inception 160.9% 491.2% 223.2% 632.4%

Annualized Returns - through 02/26/2026
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 14.6% 18.8% 11.8% 15.8%
5 Years 7.9% 11.9% 9.4% 13.5%
10 Years 15.0% 19.5% 14.9% 19.4%
Since Inception 5.4% 10.3% 6.7% 11.6%

Standard Deviation - through 02/26/2026
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 17.6% 17.6% 12.7% 12.6%
5 Years 20.8% 20.8% 14.4% 14.3%
10 Years 22.8% 22.8% 16.3% 16.2%
Since Inception 28.0% 28.1% 19.7% 19.7%

Sharpe Ratio - through 02/26/2026
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 0.83 1.07 0.93 1.25
5 Years 0.38 0.57 0.65 0.94
10 Years 0.66 0.86 0.91 1.19
Since Inception 0.19 0.37 0.34 0.59

All returns in U.S. Dollars


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