In the reckoner below you can view the median monthly investment returns for 5 superannuation investment options. We’re grateful to Chant West for providing the statistics that power the reckoner.
See also: Super fund performance: Monthly 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 panic about a negative month here or there because superannuation funds have been providing positive returns for 24 of the last 27 financial years.
The reckoner is easy to use. Just click on the blue filter boxes. You can then select if you’d like to filter by particular investment options, or by particular months. Just click the OK buttons to select those filters and the table will update automatically.
Source: Chant West. Performance is shown net of investment fees and tax, and before administration and adviser commissions.
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