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 11.4% 9.2% 7.4% 7.3% 7.8%
Cash 3.4% 3.6% 2.5% 1.9% 1.8%
Conservative 6.7% 5.8% 4.4% 4.2% 4.5%
Conservative balanced 8.6% 7.3% 5.6% 5.5% 5.9%
Balanced 11.5% 9.3% 7.4% 7.3% 7.8%
Balanced index 7.7% 8.1% 5.9% 6.2% 6.8%
Balanced Socially responsible 6.2% 5.8% 4.6% 5.4% 6.0%
Growth 13.2% 10.7% 8.3% 8.2% 8.8%
High growth 13.9% 11.7% 9.0% 9.0% 9.6%
Overseas shares 25.3% 19.7% 12.7% 12.6% 12.6%
Australian shares 7.1% 7.0% 6.2% 6.7% 7.9%

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

Please refer to the disclaimers and assumptions below.

FYTD returns at 20/5/2026

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Option Investment option Estimated FYTD Buy price Sell price
MySuper Balanced 6.8% $3.2034 $3.1989
Cash 3.0% $1.4340 $1.4340
Conservative 4.3% $2.1513 $2.1496
Conservative balanced 5.1% $2.6000 $2.5974
Balanced 6.9% $3.1906 $3.1861
Balanced index 4.5% $2.9801 $2.9763
Balanced Socially responsible 2.5% $2.3207 $2.3149
Growth 7.6% $3.5762 $3.5712
High growth 7.7% $3.9047 $3.8988
Overseas shares 15.6% $5.4024 $5.3943
Australian shares 1.1% $3.0623 $3.0562
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.