Compare the performance of investment options and see how they have grown over time.

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Investment returns

Long term returns to 30/6/2023

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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 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%

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%3.2%1.4%
Cash 0.3%0.3%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%1.6%1.0%
Conservative balanced 1.5%0.4%1.1%0.3%2.1%0.0%1.8%-0.5%-1.0%0.9%2.4%1.2%
Balanced 2.0%0.4%1.2%0.8%2.6%-0.2%2.3%-0.9%-1.6%0.9%3.2%1.4%
Balanced index 3.2%0.2%1.4%0.2%2.5%-0.7%2.3%-1.1%-2.3%1.1%2.6%1.2%
Balanced Socially responsible 3.0%0.4%0.8%0.0%2.3%-1.0%2.1%-1.1%-2.3%1.2%2.8%1.5%
Growth 2.3%0.3%1.4%1.1%3.2%-0.4%2.8%-1.2%-2.1%0.9%3.9%1.5%
High growth 2.6%0.2%1.4%1.3%3.5%-0.5%3.1%-1.5%-2.6%0.8%4.5%1.6%
Overseas shares 2.3%0.8%1.8%2.9%6.4%-0.2%3.8%-1.2%-4.0%-0.3%7.6%2.8%
Australian shares 3.9%0.3%2.1%-1.3%1.9%-2.1%3.8%-2.7%-2.7%2.6%3.3%1.2%

Please refer to the disclaimers and assumptions below.

FYTD returns at 14/7/2025

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Option Investment option Estimated FYTD Buy price Sell price
MySuper balanced 0.2% $3.0071 $3.0028
Cash 0.1% $1.3932 $1.3932
Conservative 0.0% $2.0631 $2.0615
Conservative balanced 0.1% $2.4759 $2.4734
Balanced 0.2% $2.9915 $2.9873
Balanced index 0.1% $2.8557 $2.8520
Balanced Socially responsible -0.3% $2.2572 $2.2516
Growth 0.3% $3.3333 $3.3286
High growth 0.4% $3.6398 $3.6343
Overseas shares 0.3% $4.6867 $4.6797
Australian shares 0.8% $3.0514 $3.0453
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.