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 13.5% 11.3% 9.2% 7.5% 8.0%
Cash 3.8% 3.5% 2.1% 1.8% 1.7%
Conservative 8.5% 6.8% 4.9% 4.3% 4.6%
Conservative balanced 10.7% 8.8% 6.7% 5.6% 6.1%
Balanced 13.7% 11.4% 9.2% 7.5% 8.0%
Balanced index 10.0% 11.7% 8.2% 6.8% 7.1%
Balanced Socially responsible 7.6% 8.9% 7.1% 5.9% 6.2%
Growth 15.7% 13.3% 10.6% 8.4% 9.0%
High growth 17.0% 15.0% 11.9% 9.2% 10.0%
Overseas shares 29.6% 23.3% 15.6% 12.6% 12.3%
Australian shares 8.1% 11.7% 9.9% 7.2% 9.1%

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

Please refer to the disclaimers and assumptions below.

FYTD returns at 9/10/2025

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Option Investment option Estimated FYTD Buy price Sell price
MySuper Balanced 5.4% $3.1619 $3.1575
Cash 1.0% $1.4055 $1.4055
Conservative 2.7% $2.1191 $2.1174
Conservative balanced 3.7% $2.5664 $2.5639
Balanced 5.5% $3.1481 $3.1437
Balanced index 4.6% $2.9837 $2.9798
Balanced Socially responsible 3.1% $2.3340 $2.3281
Growth 6.5% $3.5376 $3.5326
High growth 7.1% $3.8834 $3.8776
Overseas shares 10.4% $5.1594 $5.1516
Australian shares 5.4% $3.1930 $3.1866
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.