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 9.1% 6.3% 8.5% 6.7% 6.7%
Cash 3.9% 3.1% 1.7% 1.6% 1.6%
Conservative 6.9% 4.2% 4.5% 3.9% 4.0%
Conservative balanced 8.0% 5.2% 6.2% 5.1% 5.2%
Balanced 9.2% 6.3% 8.5% 6.7% 6.7%
Balanced index 8.7% 6.1% 7.7% 6.4% 6.0%
Balanced Socially responsible 5.4% 3.9% 6.7% 5.5% 5.0%
Growth 10.1% 7.2% 9.7% 7.4% 7.5%
High growth 10.6% 8.1% 10.9% 8.1% 8.1%
Overseas shares 16.4% 12.6% 13.5% 10.3% 9.7%
Australian shares 6.8% 5.2% 9.6% 6.7% 7.2%

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

Please refer to the disclaimers and assumptions below.

FYTD returns at 20/5/2025

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Option Investment option Estimated FYTD Buy price Sell price
MySuper balanced 10.5% $2.9450 $2.9409
Cash 3.4% $1.3864 $1.3864
Conservative 7.3% $2.0356 $2.0340
Conservative balanced 8.8% $2.4338 $2.4313
Balanced 10.6% $2.9292 $2.9251
Balanced index 8.9% $2.7967 $2.7931
Balanced Socially responsible 7.3% $2.2127 $2.2072
Growth 11.9% $3.2547 $3.2501
High growth 12.9% $3.5481 $3.5428
Overseas shares 20.4% $4.5235 $4.5168
Australian shares 8.2% $2.9664 $2.9605
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.