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 30/6/2025

View as
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 4.5% 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 4.2% 4.1% 2.5% 2.0% 1.9%
Conservative 10.0% 7.4% 5.7% 5.2% 5.0%
Conservative balanced 12.3% 9.3% 7.6% 6.9% 6.7%
Balanced 15.1% 11.8% 10.4% 9.0% 8.6%
Balanced index 12.3% 12.0% 9.4% 8.5% 7.7%
Balanced Socially responsible 10.4% 9.5% 8.7% 7.4% 6.8%
Growth 16.9% 13.6% 11.8% 10.1% 9.6%
High growth 18.3% 15.2% 13.3% 11.1% 10.5%
Overseas shares 31.1% 24.2% 17.8% 15.2% 12.8%
Australian shares 11.2% 11.5% 10.9% 9.4% 9.7%

Please refer to the disclaimers and assumptions below.

Monthly returns 2025 - 2026

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 0.3%0.3%0.3%0.3%--------
Conservative 0.9%0.7%0.9%0.7%--------
Conservative balanced 1.2%0.9%1.2%0.8%--------
Balanced 1.8%1.2%1.6%1.1%--------
Balanced index 2.2%1.8%0.2%1.1%--------
Balanced Socially responsible 0.9%1.4%0.6%1.3%--------
Growth 2.1%1.5%1.8%1.3%--------
High growth 2.5%1.6%1.9%1.4%--------
Overseas shares 2.7%1.5%5.3%2.0%--------
Australian shares 2.8%2.6%-0.7%0.5%--------

Please refer to the disclaimers and assumptions below.

FYTD returns at 13/11/2025

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 1.4% $1.4941 $1.4941
Conservative 3.0% $2.3204 $2.3186
Conservative balanced 3.8% $2.8646 $2.8618
Balanced 5.3% $3.4967 $3.4918
Balanced index 5.4% $3.3139 $3.3096
Balanced Socially responsible 4.2% $2.6443 $2.6377
Growth 6.0% $3.9470 $3.9415
High growth 6.7% $4.5201 $4.5134
Overseas shares 10.5% $6.1689 $6.1597
Australian shares 4.3% $3.6017 $3.5945
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.