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 11/24/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
YTD 23.9% 28.1% 15.9% 19.8%
1 Year 16.5% 20.7% 14.3% 18.4%
3 Years 37.8% 53.6% 39.9% 55.9%
5 Years 46.0% 75.3% 61.4% 93.8%
10 Years 271.9% 447.7% 304.7% 496.0%
Since Inception 133.6% 426.7% 214.9% 610.2%

Annualized Returns - through 11/24/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 11.3% 15.4% 11.8% 16.0%
5 Years 7.9% 11.9% 10.0% 14.1%
10 Years 14.0% 18.5% 15.0% 19.5%
Since Inception 4.8% 9.7% 6.6% 11.6%

Standard Deviation - through 11/24/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 19.3% 19.3% 13.5% 13.4%
5 Years 21.9% 21.9% 14.9% 14.8%
10 Years 23.0% 23.0% 16.5% 16.4%
Since Inception 28.2% 28.3% 19.8% 19.8%

Sharpe Ratio - through 11/24/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 0.59 0.80 0.88 1.19
5 Years 0.36 0.54 0.67 0.95
10 Years 0.61 0.80 0.91 1.18
Since Inception 0.17 0.34 0.33 0.58

All returns in U.S. Dollars


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