MarketGrader Developed Markets (ex-Australia) Health Care Index


*Inception date: December 31, 2007.

Calendar Year Total Returns
Cumulative Returns - through 06/29/2022
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
YTD -22.1% -21.6% -17.6% -17.1%
1 Year -16.8% -16.1% -9.1% -8.4%
3 Years 28.6% 32.1% 29.8% 33.4%
5 Years 61.5% 69.3% 79.2% 87.8%
10 Years 288.1% 330.2% 473.5% 535.7%
Since Inception 362.8% 448.5% 489.9% 599.2%

Annualized Returns - through 06/29/2022
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 9.0% 10.0% 9.6% 10.6%
5 Years 10.1% 11.1% 12.4% 13.4%
10 Years 14.5% 15.7% 19.1% 20.3%
Since Inception 11.1% 12.5% 13.0% 14.4%

Standard Deviation - through 06/29/2022
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 16.7% 16.7% 13.5% 13.6%
5 Years 16.1% 16.1% 13.2% 13.2%
10 Years 14.2% 14.2% 13.4% 13.4%
Since Inception 14.8% 14.8% 13.4% 13.4%

Sharpe Ratio - through 06/29/2022
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 0.54 0.60 0.71 0.78
5 Years 0.63 0.69 0.94 1.02
10 Years 1.02 1.10 1.42 1.51
Since Inception 0.75 0.84 0.97 1.07

All returns in U.S. Dollars

The MarketGrader Developed Markets (ex-Australia) Health Care Index index was first published on August 3, 2020. All estimated daily historical closing prices prior to that date are based on back-testing (i.e., calculations of how the index might have performed in the past if it had existed). Backtested performance information is purely hypothetical and is solely for informational purposes. Backtested performance does not represent actual performance, and should not be interpreted as an indication of actual performance. Past performance is not indicative of future results.

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