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 9.9% 8.9% 7.3% 7.3% 7.7%
Cash 3.4% 3.6% 2.4% 1.9% 1.7%
Conservative 6.4% 5.6% 4.3% 4.2% 4.5%
Conservative balanced 7.9% 7.0% 5.6% 5.4% 5.8%
Balanced 10.0% 9.0% 7.3% 7.2% 7.7%
Balanced index 6.4% 7.9% 5.9% 6.1% 6.7%
Balanced Socially responsible 4.6% 5.2% 4.6% 5.3% 5.8%
Growth 11.1% 10.2% 8.2% 8.1% 8.7%
High growth 11.6% 11.3% 9.0% 8.9% 9.5%
Overseas shares 17.3% 17.9% 12.0% 12.2% 12.1%
Australian shares 8.1% 7.2% 6.4% 6.8% 8.0%

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

Please refer to the disclaimers and assumptions below.

FYTD returns at 9/4/2026

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Option Investment option Estimated FYTD Buy price Sell price
MySuper Balanced 6.5% $3.1941 $3.1896
Cash 2.6% $1.4281 $1.4281
Conservative 4.0% $2.1452 $2.1435
Conservative balanced 4.8% $2.5930 $2.5904
Balanced 6.6% $3.1810 $3.1766
Balanced index 3.9% $2.9638 $2.9600
Balanced Socially responsible 1.9% $2.3064 $2.3006
Growth 7.3% $3.5648 $3.5598
High growth 7.4% $3.8946 $3.8888
Overseas shares 10.6% $5.1700 $5.1623
Australian shares 5.3% $3.1905 $3.1841
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.