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Monthly super fund performance Reckoner: Monthly returns for 5 investment categories

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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 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 28 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.

Learn more about super fund performance in the following SuperGuide articles:

Learn more about the best performing super funds in the following SuperGuide articles:

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IMPORTANT: All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions. Comments provided by readers that may include information relating to tax, superannuation or other rules cannot be relied upon as advice. SuperGuide does not verify the information provided within comments from readers. Learn more

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