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 04/18/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
YTD -0.8% 0.9% -3.8% -2.2%
1 Year -0.0% 3.7% -0.0% 3.7%
3 Years -5.3% 6.6% 9.5% 23.2%
5 Years 96.3% 136.6% 94.9% 134.8%
10 Years 167.2% 297.1% 223.9% 381.3%
Since Inception 87.0% 314.9% 161.3% 479.7%

Annualized Returns - through 04/18/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years -1.8% 2.1% 3.1% 7.2%
5 Years 14.4% 18.8% 14.3% 18.6%
10 Years 10.3% 14.8% 12.5% 17.0%
Since Inception 3.7% 8.6% 5.7% 10.7%

Standard Deviation - through 04/18/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 21.9% 21.8% 15.2% 15.1%
5 Years 25.3% 25.2% 17.1% 17.0%
10 Years 23.0% 23.0% 16.5% 16.4%
Since Inception 28.4% 28.5% 20.0% 20.0%

Sharpe Ratio - through 04/18/2025
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years -0.08 0.10 0.20 0.48
5 Years 0.57 0.75 0.83 1.08
10 Years 0.45 0.64 0.76 1.03
Since Inception 0.13 0.30 0.29 0.54

All returns in U.S. Dollars


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