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 10.4% 9.7% 8.2% 8.2% 7.7%
Cash 3.6% 3.5% 2.2% 1.8% 1.7%
Conservative 7.2% 6.0% 4.5% 4.6% 4.5%
Conservative balanced 8.6% 7.6% 6.1% 6.1% 5.9%
Balanced 10.5% 9.8% 8.2% 8.1% 7.7%
Balanced index 7.1% 9.1% 6.9% 7.5% 6.9%
Balanced Socially responsible 5.6% 6.6% 6.0% 6.5% 5.9%
Growth 11.6% 11.2% 9.4% 9.2% 8.7%
High growth 12.1% 12.5% 10.5% 10.2% 9.5%
Overseas shares 19.9% 20.4% 14.5% 13.7% 11.9%
Australian shares 6.0% 8.0% 7.5% 8.2% 8.3%

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

Please refer to the disclaimers and assumptions below.

FYTD returns at 29/12/2025

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Option Investment option Estimated FYTD Buy price Sell price
MySuper Balanced 5.4% $3.1636 $3.1592
Cash 1.7% $1.4154 $1.4154
Conservative 2.9% $2.1237 $2.1220
Conservative balanced 3.8% $2.5689 $2.5664
Balanced 5.5% $3.1498 $3.1454
Balanced index 4.3% $2.9752 $2.9713
Balanced Socially responsible 2.7% $2.3241 $2.3183
Growth 6.4% $3.5362 $3.5312
High growth 7.0% $3.8783 $3.8725
Overseas shares 11.6% $5.2157 $5.2079
Australian shares 3.7% $3.1419 $3.1356
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.