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 2.0% 11.4% 5.1% 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 12/26/2024
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
YTD 2.0% 5.0% 11.4% 14.8%
1 Year 1.5% 4.6% 11.4% 14.8%
3 Years -0.7% 11.3% 15.4% 29.4%
5 Years 49.9% 80.1% 67.1% 100.8%
10 Years 197.9% 341.6% 288.3% 475.6%
Since Inception 89.0% 311.9% 171.8% 492.6%

Annualized Returns - through 12/26/2024
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years -0.2% 3.6% 4.9% 9.0%
5 Years 8.4% 12.5% 10.8% 15.0%
10 Years 11.5% 16.0% 14.5% 19.1%
Since Inception 3.8% 8.7% 6.1% 11.0%

Standard Deviation - through 12/26/2024
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 23.1% 23.2% 15.5% 15.5%
5 Years 28.7% 28.6% 20.3% 20.2%
10 Years 23.1% 23.1% 16.5% 16.4%
Since Inception 28.6% 28.7% 20.1% 20.1%

Sharpe Ratio - through 12/26/2024
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years -0.01 0.16 0.32 0.58
5 Years 0.29 0.44 0.53 0.74
10 Years 0.50 0.69 0.88 1.16
Since Inception 0.13 0.30 0.30 0.55

All returns in U.S. Dollars


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