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 11.9% 5.2% 6.6% 6.8% 7.2%
Cash 3.9% 2.6% 1.5% 1.5% 1.5%
Conservative 7.0% 3.2% 3.5% 3.8% 4.1%
Conservative balanced 9.1% 4.2% 4.7% 5.0% 5.4%
Balanced 12.1% 5.3% 6.5% 6.8% 7.2%
Balanced index 11.8% 4.6% 5.7% 6.5% 6.6%
Balanced Socially responsible 7.9% 2.5% 4.9% 5.7% 5.6%
Growth 14.3% 6.3% 7.4% 7.6% 8.1%
High growth 16.4% 7.1% 8.3% 8.4% 8.9%
Overseas shares 28.6% 10.4% 11.5% 10.9% 10.6%
Australian shares 8.0% 5.0% 6.0% 6.8% 7.9%

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

Please refer to the disclaimers and assumptions below.

FYTD returns at 20/1/2025

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Option Investment option Estimated FYTD Buy price Sell price
MySuper balanced 8.2% $2.8832 $2.8792
Cash 2.2% $1.3695 $1.3695
Conservative 5.0% $1.9932 $1.9916
Conservative balanced 6.4% $2.3812 $2.3789
Balanced 8.3% $2.8692 $2.8652
Balanced index 8.1% $2.7761 $2.7725
Balanced Socially responsible 6.2% $2.1899 $2.1845
Growth 9.6% $3.1878 $3.1834
High growth 10.8% $3.4835 $3.4782
Overseas shares 17.3% $4.4059 $4.3993
Australian shares 6.9% $2.9303 $2.9245
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.