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 6.5% 5.6% 9.2% 6.8% 6.6%
Cash 3.9% 2.9% 1.7% 1.6% 1.6%
Conservative 5.2% 3.7% 4.7% 3.9% 3.9%
Conservative balanced 5.7% 4.6% 6.6% 5.1% 5.0%
Balanced 6.5% 5.7% 9.2% 6.8% 6.5%
Balanced index 4.8% 5.2% 8.6% 6.5% 5.8%
Balanced Socially responsible 2.0% 3.3% 7.3% 5.6% 4.8%
Growth 7.1% 6.5% 10.5% 7.6% 7.3%
High growth 7.5% 7.5% 12.0% 8.4% 8.0%
Overseas shares 13.6% 11.6% 14.7% 10.6% 9.7%
Australian shares 1.6% 4.3% 10.9% 6.9% 6.7%

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

Please refer to the disclaimers and assumptions below.

FYTD returns at 16/4/2025

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Option Investment option Estimated FYTD Buy price Sell price
MySuper balanced 5.0% $2.7998 $2.7958
Cash 3.1% $1.3817 $1.3817
Conservative 4.6% $1.9857 $1.9841
Conservative balanced 4.8% $2.3453 $2.3430
Balanced 5.1% $2.7833 $2.7794
Balanced index 4.1% $2.6712 $2.6678
Balanced Socially responsible 2.4% $2.1120 $2.1067
Growth 5.2% $3.0597 $3.0555
High growth 5.1% $3.3047 $3.2998
Overseas shares 7.8% $4.0505 $4.0444
Australian shares 1.8% $2.7908 $2.7852
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.