Compare the performance of investment options and see how they have grown over time.
You can select and deselect different investment options below the chart.
| Investment option | 1 year | 3 years | 5 years | 7 years | 10 years |
|---|---|---|---|---|---|
| Cash | 4.5% | 3.9% | 2.2% | 1.9% | 1.9% |
| Conservative | 9.6% | 6.8% | 5.3% | 4.7% | 4.8% |
| Conservative balanced | 11.7% | 8.6% | 7.2% | 6.2% | 6.4% |
| Balanced | 13.8% | 10.7% | 9.7% | 7.9% | 8.1% |
| Balanced index | 12.2% | 11.4% | 8.7% | 7.4% | 7.4% |
| Balanced Socially responsible | 10.9% | 9.1% | 8.0% | 6.6% | 6.4% |
| Growth | 15.5% | 12.3% | 11.0% | 8.8% | 9.0% |
| High growth | 16.7% | 13.8% | 12.4% | 9.6% | 9.9% |
| Overseas shares | 27.0% | 20.6% | 16.4% | 12.9% | 11.8% |
| Australian shares | 11.3% | 11.5% | 10.3% | 7.9% | 9.2% |
| Investment option | 1 year | 3 years | 5 years | 7 years | 10 years |
|---|---|---|---|---|---|
| Cash | 4.3% | 4.1% | 2.4% | 2.0% | 1.9% |
| Conservative | 9.3% | 7.7% | 5.5% | 4.8% | 5.1% |
| Conservative balanced | 11.5% | 9.8% | 7.5% | 6.4% | 6.8% |
| Balanced | 14.6% | 12.6% | 10.2% | 8.3% | 8.8% |
| Balanced index | 11.0% | 13.2% | 9.3% | 7.7% | 8.0% |
| Balanced Socially responsible | 8.8% | 10.6% | 8.4% | 6.7% | 7.0% |
| Growth | 16.5% | 14.5% | 11.6% | 9.2% | 9.9% |
| High growth | 18.4% | 16.4% | 13.1% | 10.0% | 10.9% |
| Overseas shares | 32.5% | 25.7% | 17.1% | 13.8% | 13.3% |
| Australian shares | 8.8% | 13.2% | 11.3% | 8.3% | 10.2% |
Please refer to the disclaimers and assumptions below.
| Investment option | Jul | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr | May | Jun |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash | 0.3% | 0.3% | 0.3% | - | - | - | - | - | - | - | - | - |
| Conservative | 0.9% | 0.7% | 0.9% | - | - | - | - | - | - | - | - | - |
| Conservative balanced | 1.2% | 0.9% | 1.2% | - | - | - | - | - | - | - | - | - |
| Balanced | 1.8% | 1.2% | 1.6% | - | - | - | - | - | - | - | - | - |
| Balanced index | 2.2% | 1.8% | 0.2% | - | - | - | - | - | - | - | - | - |
| Balanced Socially responsible | 0.9% | 1.4% | 0.6% | - | - | - | - | - | - | - | - | - |
| Growth | 2.1% | 1.5% | 1.8% | - | - | - | - | - | - | - | - | - |
| High growth | 2.5% | 1.6% | 1.9% | - | - | - | - | - | - | - | - | - |
| Overseas shares | 2.7% | 1.5% | 5.3% | - | - | - | - | - | - | - | - | - |
| Australian shares | 2.8% | 2.6% | -0.7% | - | - | - | - | - | - | - | - | - |
Please refer to the disclaimers and assumptions below.
| Investment option | Estimated FYTD | Buy price | Sell price |
|---|---|---|---|
| Cash | 1.2% | $1.4913 | $1.4913 |
| Conservative | 3.4% | $2.3296 | $2.3277 |
| Conservative balanced | 4.5% | $2.8835 | $2.8807 |
| Balanced | 6.3% | $3.5318 | $3.5268 |
| Balanced index | 6.3% | $3.3427 | $3.3383 |
| Balanced Socially responsible | 4.8% | $2.6590 | $2.6524 |
| Growth | 7.4% | $3.9970 | $3.9914 |
| High growth | 8.3% | $4.5869 | $4.5800 |
| Overseas shares | 11.9% | $6.2461 | $6.2368 |
| Australian shares | 6.8% | $3.6862 | $3.6789 |
Please refer to the disclaimers and assumptions below.