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 4.5% 3.7% 2.2% 1.9% 1.8%
Conservative 9.3% 5.6% 5.2% 4.6% 4.6%
Conservative balanced 11.2% 7.1% 7.2% 6.1% 6.1%
Balanced 13.2% 8.6% 9.8% 7.9% 7.7%
Balanced index 11.8% 9.0% 8.5% 7.6% 6.9%
Balanced Socially responsible 9.2% 6.4% 8.0% 6.6% 6.0%
Growth 14.8% 9.9% 11.1% 8.8% 8.5%
High growth 16.0% 11.1% 12.5% 9.6% 9.3%
Overseas shares 25.4% 16.8% 16.1% 12.5% 11.2%
Australian shares 11.1% 8.3% 10.8% 8.3% 8.4%

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%0.4%0.3%-
Conservative 1.4%0.5%0.9%0.0%1.6%0.2%1.4%-0.1%-0.6%1.0%1.8%-
Conservative balanced 1.8%0.4%1.2%0.2%2.2%0.0%2.0%-0.5%-1.1%1.1%2.6%-
Balanced 2.2%0.4%1.4%0.7%2.8%-0.1%2.5%-1.0%-1.8%1.0%3.6%-
Balanced index 3.5%0.2%1.6%-0.1%2.9%-0.7%2.5%-1.3%-2.6%1.4%2.9%-
Balanced Socially responsible 3.4%0.5%0.9%-0.2%2.6%-1.2%2.4%-1.3%-2.6%1.4%3.1%-
Growth 2.6%0.4%1.5%1.0%3.3%-0.3%3.0%-1.4%-2.3%1.0%4.2%-
High growth 2.9%0.1%1.6%1.5%3.7%-0.3%3.4%-1.6%-2.8%0.9%4.8%-
Overseas shares 2.6%0.8%1.7%3.1%6.8%0.1%4.5%-1.2%-4.3%-0.5%8.1%-
Australian shares 4.2%0.4%2.4%-1.7%2.1%-2.2%4.1%-3.0%-3.0%3.0%3.6%-

Please refer to the disclaimers and assumptions below.

FYTD returns at 12/6/2025

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 4.3% $1.4704 $1.4704
Conservative 8.8% $2.2353 $2.2335
Conservative balanced 10.7% $2.7364 $2.7337
Balanced 12.7% $3.2899 $3.2853
Balanced index 11.8% $3.1341 $3.1301
Balanced Socially responsible 10.1% $2.5190 $2.5127
Growth 14.3% $3.6861 $3.6809
High growth 15.5% $4.1944 $4.1881
Overseas shares 24.3% $5.4648 $5.4566
Australian shares 11.2% $3.4496 $3.4427
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.