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 10.3% 6.7% 6.9% 7.1% 7.2%
Cash 3.5% 1.6% 1.2% 1.2% 1.4%
Conservative 5.3% 3.3% 3.6% 3.9% 4.1%
Conservative balanced 7.5% 4.7% 4.9% 5.2% 5.5%
Balanced 10.3% 6.7% 6.8% 7.0% 7.2%
Balanced index 12.5% 6.0% 6.3% 6.5% 6.8%
Balanced Socially responsible 9.2% 5.4% 6.1% 6.2% 5.9%
Growth 12.5% 7.6% 7.7% 7.9% 8.0%
High growth 14.9% 8.6% 8.7% 8.7% 8.7%
Overseas shares 22.9% 9.7% 10.9% 10.7% 10.3%
Australian shares 12.1% 7.6% 7.6% 7.7% 7.7%

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%---
Cash 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%---
Conservative balanced 1.0%-0.3%-1.1%-0.9%1.8%2.1%0.6%1.4%1.5%---
Balanced 1.4%-0.5%-1.5%-1.3%2.4%2.6%0.8%2.1%1.9%---
Balanced index 1.7%0.2%-2.7%-2.0%3.9%4.0%1.3%1.7%2.4%---
Balanced Socially responsible 1.3%-0.1%-2.8%-2.2%4.2%3.7%0.9%1.7%1.6%---
Growth 1.7%-0.7%-1.9%-1.6%2.9%3.0%1.1%2.6%2.2%---
High growth 1.9%-0.8%-2.2%-1.9%3.4%3.4%1.4%3.0%2.6%---
Overseas shares 1.9%-1.5%-3.2%-1.9%4.7%3.4%2.2%5.8%3.2%---
Australian shares 2.6%-0.6%-2.4%-3.4%4.1%5.7%0.8%0.7%3.0%---

Please refer to the disclaimers and assumptions below.

FYTD returns at 29/4/2024

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Option Investment option Estimated FYTD Buy price Sell price
MySuper balanced 6.4% $2.6264 $2.6228
Cash 3.0% $1.3315 $1.3315
Conservative 3.9% $1.8803 $1.8788
Conservative balanced 5.0% $2.2118 $2.2096
Balanced 6.4% $2.6109 $2.6073
Balanced index 7.5% $2.5151 $2.5118
Balanced Socially responsible 5.8% $2.0507 $2.0456
Growth 7.5% $2.8602 $2.8562
High growth 8.8% $3.0866 $3.0819
Overseas shares 12.5% $3.6450 $3.6396
Australian shares 7.8% $2.7134 $2.7080
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.