SuperGuide’s Asset Sector Performance reckoner allows you to compare the investment performance of various asset classes over the short, medium and long term.
The reckoner covers 12 asset classes over 1, 3 and 5 years and, where available, also over 7, 10 and 15 years. The asset classes and maximum performance timeframe available is listed below:
|Australian Shares||15 years|
|International Shares (Hedged)||15 years|
|International Shares (Unhedged)||15 years|
|Private Equity||10 years|
|Australian Listed Property||15 years|
|Global Listed Property||10 years|
|Unlisted Property||10 years|
|Global Listed Infrastructure (Hedged)||5 years|
|Unlisted Infrastructure||10 years|
|Australian Bonds||15 years|
|International Bonds (Hedged)||15 years|
We are grateful to Chant West for providing this information because it can assist readers to better understand the short-term and long-term performance of different assets over time. This can help with the selection of investment options for your super fund or in determining your investment strategy if you have an SMSF.
Below we have split the performance data by financial year and by calendar year (each for the last 4 years). To use the reckoner just click on the blue filter buttons to select the Asset type and/or Financial year that would like to filter by. Just select the options you are interested in, and then click the green OK button. The results will then appear based on your selection.
Alternatively, you can simply browse through the results if that suits you better.
|Order||Asset type||Calendar year|
|wdt_ID||Order||Asset type||Calendar year||1 year (%)||3 years (% p.a.)||5 years (% p.a.)||7 years (% p.a.)||10 years (% p.a.)||15 years (% p.a.)|
|5||5||International Shares (Hedged)||2018/2019||6.6||12.0||8.2||11.9||11.3||7.0|
|6||6||International Shares (Hedged)||2017/2018||10.8||8.6||11.1||10.5||7.3||7.9|
|7||7||International Shares (Hedged)||2016/2017||18.9||7.9||13.2||12.1||4.4||6.7|
|8||8||International Shares (Hedged)||2015/2016||-2.7||8.8||8.9||11.1||4.6||4.0|
|9||9||International Shares (Unhedged)||2018/2019||11.9||14.0||13.2||16.9||12.4||6.9|
|10||10||International Shares (Unhedged)||2017/2018||15.4||10.0||14.9||15.0||9.2||7.4|
|Asset type||Calendar year|
|wdt_ID||Asset type||Calendar year||1 year (%)||3 years (% p.a.)||5 years (% p.a.)||7 years (% p.a.)||10 years (% p.a.)||15 years (% p.a.)|
|5||International Shares (Hedged)||2018||-7.5||6.1||6.1||10.4||10.1||6.3|
|6||International Shares (Hedged)||2017||18.7||9.7||13.4||10.8||5.7||8.4|
|7||International Shares (Hedged)||2016||8.9||6.9||12.8||9.7||4.3||5.2|
|8||International Shares (Hedged)||2015||2.1||13.2||9.7||11.9||4.9||3.5|
|9||International Shares (Unhedged)||2018||1.5||7.5||9.8||15.2||9.6||6.6|
|10||International Shares (Unhedged)||2017||13.4||11.0||18.4||14.1||6.3||6.5|
Learn more about super investing in the following SuperGuide articles:
- How to choose an investment option for your super pension
- Risk profiling and your investment choice
- Understanding the dynamics on which your super fund invests
- SMSF investment rules: What every trustee should know
- How to create an SMSF investment strategy (including examples)
- Super investing: How to choose a responsible investment option
- Super investing: Should you change your investment option?
- Super investing: How to change your investment option
- Super investing: Are you investing in infrastructure?
- Super investing: What are listed and unlisted investments?
Learn more about investment performance over calendar years in the following SuperGuide articles:
- Best performing pension funds over 5 years (to September 2019)
- Best performing super funds over 5 years (to September 2019)
- Asset sector performance: Returns over 1 to 15 calendar years (to December 2018)
- Super fund performance over 26 calendar years (to December 2018)
- Best performing super funds over 15 calendar years
- Best performing super funds over 1 calendar year (to December 2018)
Learn more about investment performance over financial years in the following SuperGuide articles: