Compare the performance of investment options and see how they have grown over time.

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Investment returns

Long term returns to 30/6/2025

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Investment option 1 year 3 years 5 years 7 years 10 years
MySuper Balanced 12.6% 9.5% 8.7% 7.2% 7.3%
Cash 3.8% 3.2% 1.9% 1.7% 1.6%
Conservative 8.7% 5.9% 4.7% 4.2% 4.3%
Conservative balanced 10.6% 7.6% 6.4% 5.4% 5.6%
Balanced 12.7% 9.5% 8.7% 7.1% 7.3%
Balanced index 11.1% 9.9% 7.7% 6.6% 6.6%
Balanced Socially responsible 9.7% 7.6% 6.8% 5.9% 5.7%
Growth 14.3% 11.0% 10.0% 7.9% 8.2%
High growth 15.3% 12.5% 11.2% 8.7% 8.9%
Overseas shares 24.4% 18.5% 14.8% 11.8% 10.8%
Australian shares 10.4% 10.2% 9.1% 6.8% 8.1%
Investment option 1 year 3 years 5 years 7 years 10 years
MySuper Balanced 13.2% 9.6% 8.7% 7.3% 7.7%
Cash 3.8% 3.4% 2.0% 1.8% 1.6%
Conservative 8.5% 5.9% 4.7% 4.2% 4.5%
Conservative balanced 10.7% 7.6% 6.4% 5.5% 5.9%
Balanced 13.4% 9.7% 8.7% 7.2% 7.7%
Balanced index 11.4% 10.0% 7.9% 6.7% 6.9%
Balanced Socially responsible 7.9% 7.2% 6.8% 5.7% 6.0%
Growth 15.4% 11.2% 9.9% 8.1% 8.7%
High growth 16.5% 12.7% 11.1% 8.8% 9.6%
Overseas shares 25.6% 19.2% 14.2% 11.8% 11.4%
Australian shares 11.1% 9.7% 9.4% 7.1% 9.0%

Please refer to the disclaimers and assumptions below.

Monthly returns 2025 - 2026

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Option Investment option Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
MySuper Balanced 1.8%1.1%----------
Cash 0.4%0.3%----------
Conservative 0.8%0.6%----------
Conservative balanced 1.2%0.8%----------
Balanced 1.8%1.1%----------
Balanced index 1.9%1.6%----------
Balanced Socially responsible 0.5%1.2%----------
Growth 2.2%1.3%----------
High growth 2.4%1.5%----------
Overseas shares 2.6%1.4%----------
Australian shares 2.4%2.4%----------

Please refer to the disclaimers and assumptions below.

FYTD returns at 17/9/2025

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Option Investment option Estimated FYTD Buy price Sell price
MySuper Balanced 3.5% $3.1054 $3.1011
Cash 0.8% $1.4030 $1.4030
Conservative 1.8% $2.1001 $2.0984
Conservative balanced 2.5% $2.5362 $2.5336
Balanced 3.6% $3.0914 $3.0870
Balanced index 3.7% $2.9581 $2.9543
Balanced Socially responsible 1.8% $2.3045 $2.2987
Growth 4.2% $3.4638 $3.4590
High growth 4.6% $3.7926 $3.7869
Overseas shares 7.0% $4.9982 $4.9907
Australian shares 3.9% $3.1466 $3.1403
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.