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 26.8% 16.8% 31.2% 20.9%
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 12/15/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
YTD 26.8% 31.2% 16.8% 20.9%
1 Year 23.8% 28.2% 16.8% 20.9%
3 Years 42.3% 58.5% 41.1% 57.1%
5 Years 40.3% 68.5% 57.0% 88.5%
10 Years 287.2% 470.1% 311.8% 506.3%
Since Inception 139.0% 439.4% 217.4% 616.6%

Annualized Returns - through 12/15/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 12.5% 16.6% 12.2% 16.2%
5 Years 7.0% 11.0% 9.4% 13.5%
10 Years 14.5% 19.0% 15.2% 19.7%
Since Inception 5.0% 9.8% 6.6% 11.6%

Standard Deviation - through 12/15/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 18.3% 18.3% 13.3% 13.2%
5 Years 20.9% 21.0% 14.4% 14.3%
10 Years 22.9% 22.9% 16.5% 16.4%
Since Inception 28.1% 28.2% 19.8% 19.8%

Sharpe Ratio - through 12/15/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 0.68 0.91 0.92 1.23
5 Years 0.33 0.52 0.65 0.94
10 Years 0.63 0.83 0.92 1.20
Since Inception 0.18 0.35 0.33 0.59

All returns in U.S. Dollars


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