Compare the performance of investment options and see how they have grown over time.

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Investment returns

Long term returns to 30/6/2024

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Investment option 1 year 3 years 5 years 7 years 10 years
Cash 4.4% 2.3% 1.5% 1.5% 1.7%
Conservative 6.0% 3.0% 3.5% 4.1% 4.5%
Conservative balanced 7.3% 4.0% 5.0% 5.6% 6.0%
Balanced 9.3% 5.4% 6.8% 7.4% 7.7%
Balanced index 11.1% 4.5% 5.9% 7.1% 7.2%
Balanced Socially responsible 7.8% 3.5% 5.7% 6.5% 6.3%
Growth 10.7% 6.1% 7.6% 8.3% 8.6%
High growth 12.2% 7.0% 8.5% 9.1% 9.4%
Overseas shares 18.2% 8.3% 11.3% 10.9% 10.9%
Australian shares 10.5% 5.9% 7.2% 8.5% 8.6%
Investment option 1 year 3 years 5 years 7 years 10 years
Cash 4.6% 3.6% 2.1% 1.9% 1.8%
Conservative 8.0% 4.8% 5.1% 4.4% 4.5%
Conservative balanced 9.1% 5.9% 7.0% 5.8% 5.9%
Balanced 10.2% 7.0% 9.5% 7.4% 7.4%
Balanced index 9.6% 7.2% 8.8% 7.3% 6.8%
Balanced Socially responsible 6.8% 4.8% 7.9% 6.2% 5.7%
Growth 11.2% 8.0% 10.8% 8.2% 8.2%
High growth 11.8% 8.9% 12.1% 8.9% 9.0%
Overseas shares 18.8% 14.0% 15.0% 11.2% 10.6%
Australian shares 7.3% 5.8% 11.0% 7.8% 8.1%

Please refer to the disclaimers and assumptions below.

Monthly returns 2024 - 2025

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Option Investment option Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
Cash 0.4%0.4%0.4%0.4%0.4%0.4%0.4%0.3%0.3%0.4%--
Conservative 1.4%0.5%0.9%0.0%1.6%0.2%1.4%-0.1%-0.6%1.0%--
Conservative balanced 1.8%0.4%1.2%0.2%2.2%0.0%2.0%-0.5%-1.1%1.1%--
Balanced 2.2%0.4%1.4%0.7%2.8%-0.1%2.5%-1.0%-1.8%1.0%--
Balanced index 3.5%0.2%1.6%-0.1%2.9%-0.7%2.5%-1.3%-2.6%1.4%--
Balanced Socially responsible 3.4%0.5%0.9%-0.2%2.6%-1.2%2.4%-1.3%-2.6%1.4%--
Growth 2.6%0.4%1.5%1.0%3.3%-0.3%3.0%-1.4%-2.3%1.0%--
High growth 2.9%0.1%1.6%1.5%3.7%-0.3%3.4%-1.6%-2.8%0.9%--
Overseas shares 2.6%0.8%1.7%3.1%6.8%0.1%4.5%-1.2%-4.3%-0.5%--
Australian shares 4.2%0.4%2.4%-1.7%2.1%-2.2%4.1%-3.0%-3.0%3.0%--

Please refer to the disclaimers and assumptions below.

FYTD returns at 19/5/2025

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Option Investment option Estimated FYTD Buy price Sell price
Cash 4.0% $1.4668 $1.4668
Conservative 7.8% $2.2147 $2.2129
Conservative balanced 9.4% $2.7046 $2.7019
Balanced 11.2% $3.2453 $3.2407
Balanced index 9.6% $3.0725 $3.0685
Balanced Socially responsible 8.4% $2.4787 $2.4726
Growth 12.6% $3.6297 $3.6246
High growth 13.6% $4.1248 $4.1186
Overseas shares 22.6% $5.3884 $5.3803
Australian shares 8.1% $3.3531 $3.3464
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.