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 11.3% 10.6% 8.2% 8.5% 7.8%
Cash 3.6% 3.6% 2.2% 1.9% 1.7%
Conservative 7.5% 6.5% 4.6% 4.8% 4.5%
Conservative balanced 9.1% 8.3% 6.1% 6.3% 5.9%
Balanced 11.3% 10.8% 8.3% 8.4% 7.8%
Balanced index 8.1% 10.2% 6.8% 7.6% 6.9%
Balanced Socially responsible 6.7% 7.5% 5.7% 6.7% 5.9%
Growth 12.7% 12.5% 9.4% 9.6% 8.8%
High growth 13.3% 14.0% 10.4% 10.7% 9.6%
Overseas shares 20.9% 22.4% 14.3% 14.6% 12.2%
Australian shares 9.3% 9.4% 7.8% 8.6% 8.1%

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%------
Cash 0.4%0.3%0.3%0.3%0.2%0.3%------
Conservative 0.8%0.6%0.9%0.7%-0.3%0.4%------
Conservative balanced 1.2%0.8%1.1%0.8%-0.4%0.5%------
Balanced 1.8%1.1%1.5%1.1%-0.5%0.5%------
Balanced index 1.9%1.6%0.2%1.0%-0.9%0.2%------
Balanced Socially responsible 0.5%1.2%0.5%1.1%-0.8%-0.1%------
Growth 2.2%1.3%1.7%1.2%-0.7%0.6%------
High growth 2.4%1.5%1.9%1.3%-0.8%0.6%------
Overseas shares 2.6%1.4%4.9%1.8%-0.6%0.7%------
Australian shares 2.4%2.4%-0.6%0.6%-2.0%1.0%------

Please refer to the disclaimers and assumptions below.

FYTD returns at 16/1/2026

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Option Investment option Estimated FYTD Buy price Sell price
MySuper Balanced 7.0% $3.2105 $3.2060
Cash 1.9% $1.4177 $1.4177
Conservative 3.8% $2.1419 $2.1402
Conservative balanced 5.0% $2.5976 $2.5950
Balanced 7.1% $3.1970 $3.1925
Balanced index 5.1% $2.9998 $2.9959
Balanced Socially responsible 3.5% $2.3433 $2.3374
Growth 8.2% $3.5960 $3.5909
High growth 8.9% $3.9492 $3.9432
Overseas shares 14.3% $5.3405 $5.3325
Australian shares 5.5% $3.1964 $3.1900
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.