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 7.9% 7.7% 5.9% 7.0% 7.5%
Cash 2.2% 0.6% 0.9% 1.0% 1.4%
Conservative 4.2% 3.3% 3.2% 3.8% 4.3%
Conservative balanced 6.0% 5.1% 4.3% 5.2% 5.8%
Balanced 8.0% 7.7% 5.9% 7.0% 7.4%
Balanced index 8.7% 5.8% 5.1% 6.0% 6.7%
Balanced Socially responsible 6.8% 5.9% 5.0% 5.9% 6.3%
Growth 9.6% 8.8% 6.5% 7.9% 8.3%
High growth 11.5% 10.0% 7.0% 8.8% 9.0%
Overseas shares 15.5% 11.5% 8.7% 10.3% 10.1%
Australian shares 11.3% 8.8% 5.7% 8.0% 8.3%
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% 8.6%
Overseas shares 15.9% 7.5% 10.3% 10.1% 10.0%
Australian shares 8.9% 5.1% 6.1% 7.3% 7.6%

Please refer to the disclaimers and assumptions below.

Monthly returns 2023 - 2024

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Option Investment option Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
MySuper balanced 1.4%-0.5%-1.5%-1.3%2.4%2.6%0.8%2.1%1.9%-1.5%0.6%0.9%
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 0.8%-0.2%-0.6%-0.6%1.2%1.6%0.4%0.9%1.1%-0.8%0.3%0.7%
Conservative balanced 1.0%-0.3%-1.1%-0.9%1.8%2.1%0.6%1.4%1.5%-1.2%0.4%0.8%
Balanced 1.4%-0.5%-1.5%-1.3%2.4%2.6%0.8%2.1%1.9%-1.5%0.6%0.9%
Balanced index 1.7%0.2%-2.7%-2.0%3.9%4.0%1.3%1.7%2.4%-2.4%0.7%0.8%
Balanced Socially responsible 1.3%-0.1%-2.8%-2.2%4.2%3.7%0.9%1.7%1.6%-2.1%0.1%0.1%
Growth 1.7%-0.7%-1.9%-1.6%2.9%3.0%1.1%2.6%2.2%-1.8%0.7%0.9%
High growth 1.9%-0.8%-2.2%-1.9%3.4%3.4%1.4%3.0%2.6%-2.1%0.8%1.1%
Overseas shares 1.9%-1.5%-3.2%-1.9%4.7%3.4%2.2%5.8%3.2%-2.7%1.9%1.5%
Australian shares 2.6%-0.6%-2.4%-3.4%4.1%5.7%0.8%0.7%3.0%-2.3%-0.1%1.1%

Please refer to the disclaimers and assumptions below.

FYTD returns at 25/7/2024

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Option Investment option Estimated FYTD Buy price Sell price
MySuper balanced 0.6% $2.6824 $2.6787
Cash 0.3% $1.3439 $1.3439
Conservative 0.5% $1.9069 $1.9054
Conservative balanced 0.5% $2.2491 $2.2468
Balanced 0.6% $2.6659 $2.6622
Balanced index 1.7% $2.6099 $2.6065
Balanced Socially responsible 1.4% $2.0902 $2.0850
Growth 0.7% $2.9283 $2.9242
High growth 0.8% $3.1699 $3.1652
Overseas shares 0.2% $3.7621 $3.7565
Australian shares 1.5% $2.7825 $2.7770
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.