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 08/05/2026
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
YTD -2.1% -0.5% -6.8% -5.3%
1 Year 11.5% 15.0% 1.6% 4.8%
3 Years 43.3% 58.3% 31.7% 45.5%
5 Years 25.4% 50.1% 30.3% 56.0%
10 Years 179.5% 308.5% 197.9% 335.5%
Since Inception 144.4% 461.0% 206.7% 604.2%

Annualized Returns - through 08/05/2026
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 12.8% 16.6% 9.6% 13.4%
5 Years 4.6% 8.5% 5.4% 9.3%
10 Years 10.8% 15.1% 11.5% 15.9%
Since Inception 4.9% 9.7% 6.2% 11.0%

Standard Deviation - through 08/05/2026
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 20.5% 20.3% 15.6% 15.3%
5 Years 22.5% 22.4% 16.0% 15.8%
10 Years 23.4% 23.2% 17.0% 16.8%
Since Inception 28.1% 28.1% 19.9% 19.8%

Sharpe Ratio - through 08/05/2026
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 0.62 0.82 0.61 0.88
5 Years 0.20 0.38 0.34 0.58
10 Years 0.46 0.65 0.68 0.94
Since Inception 0.17 0.34 0.31 0.55

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE