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 05/09/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
YTD 6.8% 8.6% 3.2% 5.0%
1 Year 4.5% 8.3% 7.2% 11.1%
3 Years 12.9% 26.9% 22.7% 37.9%
5 Years 94.1% 133.5% 96.0% 135.7%
10 Years 181.2% 317.2% 246.3% 413.9%
Since Inception 101.3% 346.5% 180.5% 522.2%

Annualized Returns - through 05/09/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 4.1% 8.3% 7.1% 11.3%
5 Years 14.6% 18.9% 15.0% 19.4%
10 Years 10.9% 15.4% 13.2% 17.8%
Since Inception 4.1% 9.0% 6.1% 11.1%

Standard Deviation - through 05/09/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 22.0% 21.9% 15.5% 15.3%
5 Years 22.6% 22.6% 15.4% 15.2%
10 Years 23.1% 23.0% 16.5% 16.5%
Since Inception 28.4% 28.5% 20.0% 19.9%

Sharpe Ratio - through 05/09/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 0.19 0.38 0.46 0.74
5 Years 0.64 0.84 0.98 1.26
10 Years 0.47 0.67 0.80 1.08
Since Inception 0.14 0.32 0.31 0.56

All returns in U.S. Dollars


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