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Home / Super funds / Super fund average returns / Investment performance reckoners

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

January 19, 2021 by Barbara Drury Leave a Comment

Reading time: 1 minute

In the reckoners below you can view the median super fund returns for 1, 3, 5, 7, 10 and 15 years across five different investment options.

These options are:

  • All Growth (96% to 100% invested in growth assets)
  • High Growth (81% to 95% invested in growth assets)
  • Growth (61% to 80% invested in growth assets)
  • Balanced (41% to 60% invested in growth assets) and
  • Conservative (21% to 40% invested in growth assets)

Your fund may label investment options differently, so it’s important to know the level of growth assets in your chosen option so you can compare your performance with the median return for similar funds.

There are two reckoners – containing returns for the last 5 financial years and 5 calendar years respectively. We’re grateful to Chant West for providing the statistics in this article.

The reckoners are 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 years. Just click the OK buttons to select those filters and the table will update automatically.

Calendar years

Investment option Calendar year
Order wdt_ID Investment option Calendar year 1 yr (%) 3 yrs (% per yr) 5 yrs (% per yr) 7 yrs (% per yr) 10 yrs (% per yr) 15 yrs (% per yr)

Financial years

Order Investment option Financial year
wdt_ID Order Investment option Financial year 1 yr (%) 3 yrs (% per yr) 5 yrs (% per yr) 7 yrs (% per yr) 10 yrs (% per yr) 15 years (% per year)

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August 7, 2019

How reliable are retirement income calculators?

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August 1, 2019

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

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

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

January 19, 2021

Super fund performance over 28 calendar years (to December 2020)

Super fund performance over 28 calendar years (to December 2020)

January 19, 2021

Super fund performance: Monthly returns to December 2020

Super fund performance: Monthly returns to December 2020

January 19, 2021

What are lifecycle super funds, and how do they perform?

What are lifecycle super funds, and how do they perform?

September 16, 2020

Pension fund performance to September 2020

Pension fund performance to September 2020

August 7, 2020

Superannuation funds: Does size really matter?

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June 3, 2019

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May 7, 2019

Related topics

Investment performance reckoners Super fund average returns Super funds

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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Retirement calculators and reckoners
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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.

Learn more

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