In the reckoner below you can view the median monthly investment returns for 5 superannuation investment options going back to January 2016. We’re grateful to Chant West for providing the data that powers the reckoner.
See also: Latest monthly super fund returns
Important: Superannuation is primarily a long-term investment. While the monthly investment returns can be interesting to readers who pay close attention to their investments, and perhaps would like to spot trends over particular times of the year, it’s important to remember that ideally super is built up over a working lifetime. That could equate to more than 500 working months, or more than 40 years.
Don’t be too concerned about a negative month here or there because on average super funds have been providing positive returns for 26 of the last 31 financial years.
See an animation of fund performance for periods of one month to 15 years over six years.
