MarketGrader Developed Markets (ex-Australia) Health Care Index


*Inception date: December 31, 2007.

Calendar Year Total Returns
Cumulative Returns - through 10/20/2020
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
YTD 21.4% 30.2% 13.1% 21.3%
1 Year 36.4% 46.5% 24.3% 33.5%
3 Years 60.7% 76.1% 66.4% 82.3%
5 Years 116.5% 142.2% 108.6% 133.3%
10 Years 378.6% 469.2% 523.1% 641.1%
Since Inception 390.3% 509.2% 472.6% 611.6%

Annualized Returns - through 10/20/2020
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 17.1% 20.8% 18.5% 22.2%
5 Years 16.7% 19.4% 15.8% 18.5%
10 Years 16.9% 19.0% 20.1% 22.2%
Since Inception 13.2% 15.1% 14.6% 16.5%

Standard Deviation - through 10/20/2020
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 15.2% 15.8% 12.0% 11.6%
5 Years 14.2% 14.6% 12.3% 12.1%
10 Years 13.1% 13.3% 12.6% 12.5%
Since Inception 14.2% 14.4% 13.2% 13.1%

Sharpe Ratio - through 10/20/2020
PR - (USD) TR - (USD) PR - (AUD) TR - (AUD)
3 Years 1.13 1.32 1.54 1.92
5 Years 1.17 1.33 1.29 1.51
10 Years 1.29 1.43 1.60 1.76
Since Inception 0.93 1.05 1.11 1.25

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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