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.

Time period
Date range
to
Rotate device for better view
Highchart goes here

Select and deselect investment options to compare

Investment returns

Long term returns to 30/6/2024

Swipe left and right to see the whole table or
 rotate device for a better view
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% 3.5% 2.0% 1.8% 1.8%
Conservative 5.9% 4.2% 5.4% 4.4% 4.3%
Conservative balanced 6.5% 5.2% 7.5% 5.8% 5.7%
Balanced 7.3% 6.3% 10.3% 7.6% 7.3%
Balanced index 5.2% 6.1% 9.8% 7.4% 6.5%
Balanced Socially responsible 2.8% 4.1% 8.6% 6.3% 5.5%
Growth 7.8% 7.2% 11.7% 8.4% 8.1%
High growth 8.2% 8.2% 13.3% 9.2% 8.8%
Overseas shares 15.8% 13.0% 16.4% 11.6% 10.7%
Australian shares 1.4% 4.8% 12.5% 8.0% 7.6%

Please refer to the disclaimers and assumptions below.

Monthly returns 2024 - 2025

Select year
Swipe left and right to see the whole table or
 rotate device for a better view
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%---
Conservative 1.4%0.5%0.9%0.0%1.6%0.2%1.4%-0.1%-0.6%---
Conservative balanced 1.8%0.4%1.2%0.2%2.2%0.0%2.0%-0.5%-1.1%---
Balanced 2.2%0.4%1.4%0.7%2.8%-0.1%2.5%-1.0%-1.8%---
Balanced index 3.5%0.2%1.6%-0.1%2.9%-0.7%2.5%-1.3%-2.6%---
Balanced Socially responsible 3.4%0.5%0.9%-0.2%2.6%-1.2%2.4%-1.3%-2.6%---
Growth 2.6%0.4%1.5%1.0%3.3%-0.3%3.0%-1.4%-2.3%---
High growth 2.9%0.1%1.6%1.5%3.7%-0.3%3.4%-1.6%-2.8%---
Overseas shares 2.6%0.8%1.7%3.1%6.8%0.1%4.5%-1.2%-4.3%---
Australian shares 4.2%0.4%2.4%-1.7%2.1%-2.2%4.1%-3.0%-3.0%---

Please refer to the disclaimers and assumptions below.

FYTD returns at 29/4/2025

Swipe left and right to see the whole table or
 rotate device for a better view
Option Investment option Estimated FYTD Buy price Sell price
Cash 3.8% $1.4635 $1.4635
Conservative 6.3% $2.1839 $2.1822
Conservative balanced 7.1% $2.6480 $2.6454
Balanced 7.9% $3.1489 $3.1445
Balanced index 6.5% $2.9848 $2.9809
Balanced Socially responsible 4.8% $2.3968 $2.3909
Growth 8.6% $3.5016 $3.4967
High growth 9.0% $3.9580 $3.9521
Overseas shares 13.8% $5.0013 $4.9938
Australian shares 5.4% $3.2703 $3.2638
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.