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 9.7% 9.9% 7.5% 7.7% 7.7%
Cash 3.5% 3.7% 2.5% 2.0% 1.8%
Conservative 6.1% 6.2% 4.5% 4.4% 4.5%
Conservative balanced 7.4% 7.8% 5.7% 5.7% 5.8%
Balanced 9.9% 9.9% 7.5% 7.7% 7.7%
Balanced index 7.0% 9.1% 6.0% 6.5% 6.7%
Balanced Socially responsible 5.2% 6.7% 4.6% 5.8% 5.9%
Growth 11.0% 11.4% 8.5% 8.7% 8.7%
High growth 11.4% 12.4% 9.2% 9.6% 9.5%
Overseas shares 21.3% 20.6% 13.3% 14.0% 12.7%
Australian shares 4.9% 8.1% 6.3% 6.8% 7.5%

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%1.5%1.1%-0.5%0.5%0.6%1.3%-3.2%2.2%1.7%-
Cash 0.4%0.3%0.3%0.3%0.2%0.3%0.3%0.3%0.3%0.3%0.3%-
Conservative 0.8%0.6%0.9%0.7%-0.3%0.4%0.4%1.0%-1.6%1.2%1.0%-
Conservative balanced 1.2%0.8%1.1%0.8%-0.4%0.5%0.4%1.2%-2.3%1.6%1.3%-
Balanced 1.8%1.1%1.5%1.1%-0.5%0.5%0.6%1.3%-3.3%2.3%1.7%-
Balanced index 1.9%1.6%0.2%1.0%-0.9%0.2%-0.1%1.3%-3.9%2.4%2.0%-
Balanced Socially responsible 0.5%1.2%0.5%1.1%-0.8%-0.1%-0.1%1.2%-4.4%2.8%1.8%-
Growth 2.2%1.3%1.7%1.2%-0.7%0.6%0.6%1.4%-3.9%2.7%2.0%-
High growth 2.4%1.5%1.9%1.3%-0.8%0.6%0.6%1.2%-4.3%2.9%2.2%-
Overseas shares 2.6%1.4%4.9%1.8%-0.6%0.7%0.5%0.6%-5.4%6.4%4.2%-
Australian shares 2.4%2.4%-0.6%0.6%-2.0%1.0%1.4%2.7%-6.6%1.7%1.2%-

Please refer to the disclaimers and assumptions below.

FYTD returns at 11/6/2026

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Option Investment option Estimated FYTD Buy price Sell price
MySuper Balanced 7.7% $3.2328 $3.2282
Cash 3.3% $1.4373 $1.4373
Conservative 4.9% $2.1651 $2.1634
Conservative balanced 5.9% $2.6209 $2.6182
Balanced 7.9% $3.2203 $3.2158
Balanced index 5.3% $3.0029 $2.9990
Balanced Socially responsible 2.8% $2.3273 $2.3215
Growth 8.8% $3.6140 $3.6089
High growth 9.0% $3.9511 $3.9452
Overseas shares 16.5% $5.4422 $5.4341
Australian shares 3.0% $3.1186 $3.1124
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.