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 08/06/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
YTD 16.3% 18.7% 11.1% 13.3%
1 Year 15.8% 19.8% 15.8% 19.9%
3 Years 24.6% 39.4% 33.4% 49.2%
5 Years 63.8% 96.5% 81.9% 118.1%
10 Years 241.4% 405.0% 285.7% 470.4%
Since Inception 119.2% 387.9% 201.8% 571.7%

Annualized Returns - through 08/06/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 7.8% 11.9% 9.9% 14.1%
5 Years 10.4% 14.5% 12.7% 16.9%
10 Years 13.1% 17.6% 14.5% 19.0%
Since Inception 4.5% 9.4% 6.5% 11.4%

Standard Deviation - through 08/06/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 20.0% 19.8% 13.7% 13.5%
5 Years 21.8% 21.7% 14.7% 14.6%
10 Years 22.9% 22.9% 16.4% 16.3%
Since Inception 28.2% 28.3% 19.9% 19.8%

Sharpe Ratio - through 08/06/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 0.39 0.60 0.72 1.05
5 Years 0.48 0.67 0.86 1.15
10 Years 0.57 0.77 0.88 1.16
Since Inception 0.16 0.33 0.33 0.57

All returns in U.S. Dollars


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