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 | 2.7% | 0.8% | 0.9% | 1.1% | 1.6% |
Conservative | 4.7% | 3.6% | 3.4% | 4.2% | 4.8% |
Conservative balanced | 6.8% | 5.7% | 4.9% | 5.9% | 6.5% |
Balanced | 9.0% | 8.5% | 6.5% | 7.8% | 8.2% |
Balanced index | 10.8% | 6.8% | 5.8% | 6.7% | 7.4% |
Balanced Socially responsible | 8.5% | 7.0% | 5.6% | 6.5% | 7.0% |
Growth | 10.7% | 9.7% | 7.1% | 8.8% | 9.1% |
High growth | 12.7% | 11.1% | 7.7% | 9.7% | 9.9% |
Overseas shares | 16.8% | 12.4% | 9.3% | 11.1% | 11.0% |
Australian shares | 12.9% | 10.0% | 6.8% | 9.1% | 9.3% |
Investment option | 1 year | 3 years | 5 years | 7 years | 10 years |
---|---|---|---|---|---|
Cash | 4.0% | 1.7% | 1.3% | 1.4% | 1.6% |
Conservative | 5.6% | 3.7% | 3.8% | 4.2% | 4.5% |
Conservative balanced | 7.7% | 5.3% | 5.4% | 5.9% | 6.0% |
Balanced | 10.4% | 7.6% | 7.4% | 7.7% | 7.6% |
Balanced index | 12.3% | 6.9% | 6.9% | 7.2% | 7.1% |
Balanced Socially responsible | 9.2% | 6.9% | 6.6% | 6.8% | 6.4% |
Growth | 12.4% | 8.6% | 8.2% | 8.6% | 8.5% |
High growth | 14.7% | 9.7% | 9.1% | 9.6% | 9.2% |
Overseas shares | 24.5% | 10.9% | 11.5% | 11.2% | 10.6% |
Australian shares | 10.1% | 8.6% | 8.3% | 9.0% | 8.4% |
Please refer to the disclaimers and assumptions below.
Investment option | Jul | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr | May | Jun |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Cash | 0.4% | 0.4% | 0.4% | 0.3% | 0.4% | 0.3% | 0.4% | 0.3% | - | - | - | - |
Conservative | 0.9% | -0.2% | -0.7% | -0.7% | 1.4% | 1.8% | 0.5% | 1.1% | - | - | - | - |
Conservative balanced | 1.2% | -0.3% | -1.2% | -1.1% | 2.1% | 2.4% | 0.7% | 1.6% | - | - | - | - |
Balanced | 1.6% | -0.5% | -1.7% | -1.5% | 2.7% | 2.9% | 1.0% | 2.3% | - | - | - | - |
Balanced index | 1.9% | 0.3% | -3.1% | -2.3% | 4.4% | 4.6% | 1.4% | 1.9% | - | - | - | - |
Balanced Socially responsible | 1.5% | -0.1% | -3.4% | -2.5% | 4.9% | 4.2% | 1.1% | 2.0% | - | - | - | - |
Growth | 1.9% | -0.7% | -2.1% | -1.8% | 3.2% | 3.4% | 1.3% | 2.7% | - | - | - | - |
High growth | 2.2% | -0.9% | -2.4% | -2.1% | 3.8% | 3.9% | 1.5% | 3.2% | - | - | - | - |
Overseas shares | 2.1% | -1.4% | -3.5% | -2.0% | 5.1% | 3.7% | 2.4% | 6.4% | - | - | - | - |
Australian shares | 2.9% | -0.7% | -2.5% | -3.8% | 4.6% | 6.4% | 1.0% | 0.8% | - | - | - | - |
Please refer to the disclaimers and assumptions below.
Investment option | Estimated FYTD | Buy price | Sell price |
---|---|---|---|
Cash | 3.2% | $1.3941 | $1.3941 |
Conservative | 5.1% | $2.0372 | $2.0356 |
Conservative balanced | 6.6% | $2.4549 | $2.4525 |
Balanced | 8.6% | $2.8988 | $2.8948 |
Balanced index | 11.0% | $2.7998 | $2.7962 |
Balanced Socially responsible | 8.6% | $2.3031 | $2.2973 |
Growth | 10.1% | $3.2083 | $3.2038 |
High growth | 11.7% | $3.6163 | $3.6109 |
Overseas shares | 16.5% | $4.3357 | $4.3292 |
Australian shares | 11.1% | $3.1204 | $3.1142 |
Please refer to the disclaimers and assumptions below.