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
MySuper balanced 8.0% 4.9% 6.2% 6.7% 7.0%
Cash 3.7% 1.9% 1.3% 1.3% 1.4%
Conservative 4.9% 2.6% 3.2% 3.7% 4.0%
Conservative balanced 6.2% 3.6% 4.3% 4.9% 5.3%
Balanced 8.0% 4.9% 6.1% 6.6% 7.0%
Balanced index 9.7% 3.7% 5.1% 6.3% 6.5%
Balanced Socially responsible 6.4% 2.7% 4.9% 5.7% 5.6%
Growth 9.3% 5.6% 6.9% 7.5% 7.8%
High growth 10.8% 6.3% 7.7% 8.3% 8.5%
Overseas shares 15.9% 7.5% 10.3% 10.1% 10.0%
Australian shares 8.9% 5.1% 6.1% 7.3% 7.6%
Investment option 1 year 3 years 5 years 7 years 10 years
MySuper balanced 10.4% 6.8% 7.2% 7.0% 6.8%
Cash 3.9% 2.8% 1.6% 1.6% 1.5%
Conservative 6.9% 4.1% 3.8% 4.0% 4.0%
Conservative balanced 8.4% 5.4% 5.2% 5.2% 5.2%
Balanced 10.4% 6.8% 7.2% 6.9% 6.8%
Balanced index 9.9% 6.5% 5.7% 6.7% 6.1%
Balanced Socially responsible 6.2% 4.5% 5.3% 5.8% 5.2%
Growth 11.9% 8.0% 8.3% 7.8% 7.6%
High growth 13.1% 9.2% 9.4% 8.5% 8.3%
Overseas shares 22.1% 13.2% 13.1% 11.0% 10.2%
Australian shares 7.5% 6.9% 6.9% 6.9% 7.1%

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
MySuper balanced 2.0%0.4%1.3%0.7%2.6%-0.2%2.4%-0.9%----
Cash 0.3%0.3%0.3%0.3%0.3%0.3%0.3%0.3%----
Conservative 1.2%0.4%0.8%0.2%1.5%0.1%1.4%-0.1%----
Conservative balanced 1.5%0.4%1.1%0.3%2.1%0.0%1.8%-0.5%----
Balanced 2.0%0.4%1.2%0.8%2.6%-0.2%2.3%-0.9%----
Balanced index 3.2%0.2%1.4%0.2%2.5%-0.7%2.3%-1.1%----
Balanced Socially responsible 3.0%0.4%0.8%0.0%2.3%-1.0%2.1%-1.1%----
Growth 2.3%0.3%1.4%1.1%3.2%-0.4%2.8%-1.2%----
High growth 2.6%0.2%1.4%1.3%3.5%-0.5%3.1%-1.5%----
Overseas shares 2.3%0.8%1.8%2.9%6.4%-0.2%3.8%-1.2%----
Australian shares 3.9%0.3%2.1%-1.3%1.9%-2.1%3.8%-2.7%----

Please refer to the disclaimers and assumptions below.

FYTD returns at 13/3/2025

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Option Investment option Estimated FYTD Buy price Sell price
MySuper balanced 5.8% $2.8215 $2.8176
Cash 2.7% $1.3770 $1.3770
Conservative 4.4% $1.9819 $1.9803
Conservative balanced 5.0% $2.3501 $2.3478
Balanced 5.9% $2.8053 $2.8014
Balanced index 5.2% $2.7015 $2.6980
Balanced Socially responsible 3.8% $2.1411 $2.1358
Growth 6.6% $3.0985 $3.0942
High growth 6.9% $3.3610 $3.3559
Overseas shares 12.4% $4.2229 $4.2165
Australian shares 1.9% $2.7955 $2.7899
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.