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 4.5% 2.9% 1.8% 1.7% 1.7%
Conservative 9.9% 3.9% 3.8% 4.3% 4.7%
Conservative balanced 13.0% 5.1% 5.4% 5.9% 6.3%
Balanced 17.0% 6.6% 7.3% 7.7% 8.1%
Balanced index 19.2% 6.1% 6.4% 7.5% 7.6%
Balanced Socially responsible 15.6% 4.5% 6.1% 6.7% 6.6%
Growth 20.1% 7.7% 8.2% 8.6% 9.1%
High growth 23.0% 8.8% 9.2% 9.5% 10.0%
Overseas shares 36.9% 12.3% 13.1% 11.8% 11.7%
Australian shares 18.5% 7.1% 7.1% 8.6% 9.3%

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%-------
Conservative 1.4%0.5%0.9%0.0%1.6%-------
Conservative balanced 1.8%0.4%1.2%0.2%2.2%-------
Balanced 2.2%0.4%1.4%0.7%2.8%-------
Balanced index 3.5%0.2%1.6%-0.1%2.9%-------
Balanced Socially responsible 3.4%0.5%0.9%-0.2%2.6%-------
Growth 2.6%0.4%1.5%1.0%3.3%-------
High growth 2.9%0.1%1.6%1.5%3.7%-------
Overseas shares 2.6%0.8%1.7%3.1%6.8%-------
Australian shares 4.2%0.4%2.4%-1.7%2.1%-------

Please refer to the disclaimers and assumptions below.

FYTD returns at 18/12/2024

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Option Investment option Estimated FYTD Buy price Sell price
Cash 2.1% $1.4403 $1.4403
Conservative 4.5% $2.1471 $2.1454
Conservative balanced 5.8% $2.6143 $2.6117
Balanced 7.5% $3.1365 $3.1321
Balanced index 8.5% $3.0400 $3.0361
Balanced Socially responsible 7.3% $2.4548 $2.4487
Growth 8.8% $3.5087 $3.5038
High growth 9.9% $3.9922 $3.9862
Overseas shares 16.0% $5.1002 $5.0926
Australian shares 6.3% $3.2985 $3.2919
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.