MarketGrader Australia Income 30 Index



Calendar Year Total Returns
INDEX MG Australia Income 30 (PR) MG Australia Income 30 (TR)
2025 9.9% 17.4%
2024 0.0% 5.2%
2023 7.0% 16.3%
2022 -13.6% -6.3%
2021 1.6% 7.9%
2020 21.9% 28.8%
2019 24.7% 32.2%
2018 -17.4% -12.5%
2017 25.1% 29.9%
2016 8.0% 14.2%
2015 -17.4% -12.6%
2014 -22.8% -18.9%
Cumulative Returns - through 02/06/2026
Price Return Dividend Return Total Return
YTD 2.7% 0.0% 2.8%
1 Year 10.1% 6.8% 17.6%
3 Years 12.6% 22.1% 37.5%
5 Years 2.2% 40.6% 43.7%
10 Years 100.0% 83.3% 266.5%
Since Inception -22.0% 192.0% 127.6%

Annualized Returns - through 02/06/2026
Price Return Dividend Return Total Return
3 Years 4.0% 6.9% 11.2%
5 Years 0.8% 7.0% 7.9%
10 Years 7.2% 6.2% 13.9%
Since Inception -1.4% 6.1% 4.6%

Standard Deviation - through 02/06/2026
Price Return Total Return
3 Years 17.9% 17.4%
5 Years 20.1% 19.6%
10 Years 22.5% 22.0%
Since Inception 25.7% 25.4%

Sharpe Ratio - through 02/06/2026
Price Return Total Return
3 Years 0.22 0.64
5 Years 0.04 0.40
10 Years 0.32 0.63
Since Inception -0.05 0.18

All returns in U.S. Dollars


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