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 12.0% 7.7% 8.8% 7.1% 6.9%
Cash 3.8% 3.2% 1.8% 1.7% 1.6%
Conservative 8.4% 5.0% 4.6% 4.1% 4.1%
Conservative balanced 10.1% 6.3% 6.4% 5.4% 5.3%
Balanced 12.1% 7.8% 8.8% 7.1% 6.9%
Balanced index 10.7% 7.7% 7.5% 6.7% 6.2%
Balanced Socially responsible 8.2% 5.3% 6.8% 5.8% 5.3%
Growth 13.6% 8.9% 10.0% 7.9% 7.8%
High growth 14.7% 10.1% 11.3% 8.7% 8.4%
Overseas shares 22.8% 15.2% 14.5% 11.4% 10.3%
Australian shares 10.4% 7.4% 9.5% 7.1% 7.4%

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%-1.6%0.9%3.2%-
Cash 0.3%0.3%0.3%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%-0.6%0.9%1.6%-
Conservative balanced 1.5%0.4%1.1%0.3%2.1%0.0%1.8%-0.5%-1.0%0.9%2.4%-
Balanced 2.0%0.4%1.2%0.8%2.6%-0.2%2.3%-0.9%-1.6%0.9%3.2%-
Balanced index 3.2%0.2%1.4%0.2%2.5%-0.7%2.3%-1.1%-2.3%1.1%2.6%-
Balanced Socially responsible 3.0%0.4%0.8%0.0%2.3%-1.0%2.1%-1.1%-2.3%1.2%2.8%-
Growth 2.3%0.3%1.4%1.1%3.2%-0.4%2.8%-1.2%-2.1%0.9%3.9%-
High growth 2.6%0.2%1.4%1.3%3.5%-0.5%3.1%-1.5%-2.6%0.8%4.5%-
Overseas shares 2.3%0.8%1.8%2.9%6.4%-0.2%3.8%-1.2%-4.0%-0.3%7.6%-
Australian shares 3.9%0.3%2.1%-1.3%1.9%-2.1%3.8%-2.7%-2.7%2.6%3.3%-

Please refer to the disclaimers and assumptions below.

FYTD returns at 10/6/2025

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Option Investment option Estimated FYTD Buy price Sell price
MySuper balanced 11.6% $2.9746 $2.9705
Cash 3.6% $1.3888 $1.3888
Conservative 8.0% $2.0489 $2.0473
Conservative balanced 9.7% $2.4544 $2.4520
Balanced 11.7% $2.9589 $2.9547
Balanced index 10.3% $2.8325 $2.8288
Balanced Socially responsible 9.0% $2.2473 $2.2417
Growth 13.2% $3.2922 $3.2876
High growth 14.3% $3.5921 $3.5867
Overseas shares 21.8% $4.5755 $4.5687
Australian shares 10.6% $3.0328 $3.0267
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.