Annual super fund performance Reckoner

In this guide

Financial years
Calendar years

[no_toc]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 7 financial and 6 calendar years. We’re grateful to Chant West for providing the statistics in this article.

The reckoners are easy to use. Just click on the Filter buttons. 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.

Financial years

2021 order		order	Investment option	Financial year
2021 order	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)
2	1	1	All growth	2022-23	12.4	10.8	7.5	9.2	9.4	7.2
3	2	2	All growth	2021-22	-6.3	5.4	7.4	7.5	10.2	5.5
4	3	3	All growth	2020-21	26.7	10.3	11.6	10.0	10.3	7.1
5	4	4	All growth	2019-20	-2.1	6.2	6.6	8.9	8.8	6.8
6	5	5	All growth	2018-19	7.8	11.9	9.5	12.2	10.2	7.8
8	6	6	All growth	2016-17	14.8	9.1	12.9	10.2	4.4	7.2
9	7	7	All growth	2015-16	0.2	9.6	9.2	9.6	4.8	5.1
10	8	8	High growth	2023-24	10.8	5.7	7.7	8.2	8.4	9.1
11	9	9	High growth	2022-23	11.5	9.5	7.1	8.5	8.8	7.1
12	10	10	High growth	2021-22	-4.0	5.4	6.9	7.2	9.6	5.8
14	11	11	High growth	2019-20	-0.9	5.9	6.7	8.3	8.4	6.6
15	12	12	High growth	2018-19	7.5	10.5	9.0	11.2	9.7	7.6
16	13	13	High growth	2017-18	11.4	8.9	10.6	9.8	6.9	8.2
17	14	14	High growth	2016-17	12.8	8.7	11.8	9.6	4.7	7.4
18	15	15	High growth	2015-16	2.8	9.3	9.0	9.4	5.2	6.3
20	16	16	Growth	2022-23	9.2	7.5	5.8	7.0	7.5	6.4
21	17	17	Growth	2021-22	-3.3	4.6	6.0	6.2	8.1	5.4
22	18	18	Growth	2020-21	18.0	7.9	8.8	8.2	8.6	6.5
23	19	19	Growth	2019-20	-0.6	5.3	6.2	7.5	7.7	6.4
24	20	20	Growth	2018-19	7.0	8.9	8.0	9.7	8.8	7.4
26	21	21	Growth	2016-17	10.7	7.6	10.4	8.8	5.1	7.2
27	22	22	Growth	2015-16	3.0	8.6	8.2	8.8	5.3	6.2
28	23	23	Balanced	2023-24	7.4	3.9	4.8	5.4	5.8	6.7
29	24	24	Balanced	2022-23	6.9	5.4	4.6	5.4	6.0	5.6
30	25	25	Balanced	2021-22	-2.6	3.3	4.6	4.9	6.5	4.7
1	26		All growth	2023-24	12.7	6.1	8.3	9.0	9.1	9.6
7	27		All growth	2017-18	12.5	9.1	11.3	10.4	7.1	8.4
13	28		High growth	2020-21	22.4	9.2	10.4	9.5	9.7	6.9
19	29		Growth	2023-24	9.1	4.9	6.3	6.9	7.2	8.0
25	30		Growth	2017-18	9.2	7.4	9.1	8.7	6.6	7.8
31	31		Balanced	2020-21	13.0	6.2	6.7	6.4	7.0	5.6
32	32		Balanced	2019-20	0.3	4.5	4.8	6.1	6.4	5.6
33	33		Balanced	2018-19	6.2	7.1	6.6	7.8	7.4	6.3
34	34		Balanced	2017-18	7.0	6.2	7.3	7.1	5.9	6.6
35	35		Balanced	2016-17	8.1	6.5	8.2	7.3	4.8	6.4
36	36		Balanced	2015-16	3.1	7.0	7.1	7.7	5.1	5.7
37	37		Conservative	2023-24	5.5	2.6	3.3	3.9	4.3	5.3
38	38		Conservative	2022-23	4.6	3.2	3.3	3.9	4.5	4.8
39	39		Conservative	2021-22	-2.2	2.1	3.4	3.8	4.9	4.3
40	40		Conservative	2020-21	7.9	4.6	4.8	4.9	5.5	5.0
45	41		Conservative	2015-16	3.6	5.8	5.9	6.6	5.1	5.5
44	42		Conservative	2016-17	5.4	5.0	6.3	6.1	4.8	5.8
43	43		Conservative	2017-18	5.0	4.8	5.6	5.8	5.3	6.0
42	44		Conservative	2018-19	5.6	5.3	5.1	5.9	6.2	5.7
41	45		Conservative	2019-20	1.0	3.8	4.2	5.0	5.4	5.0

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)
03	1	All growth	2021	19.4	14.4	11.0	9.9	11.7	6.7
04	2	All growth	2020	4.1	7.3	9.0	8.8	9.0	6.7
05	3	All growth	2019	20.8	10.9	9.5	11.4	8.9	7.7
06	4	All growth	2018	-1.8	7.2	7.4	10.8	9.2	7.4
09	5	All growth	2015	6.4	13.1	9.4	10.2	5.4	5.6
10	6	High growth	2023	11.4	7.1	8.9	8.1	8.1	8.7
11	7	High growth	2022	-5.7	5.0	6.4	7.6	8.9	5.8
12	8	High growth	2021	16.9	12.4	10.0	9.3	11.0	6.7
15	9	High growth	2018	-0.2	6.8	7.0	9.8	8.7	7.3
16	10	High growth	2017	12.8	9.3	11.5	9.5	5.5	8.1
17	11	High growth	2016	8.6	8.0	11.8	8.3	5.1	6.9
18	12	High growth	2015	6.6	12.2	9.1	9.7	5.9	6.4
21	13	Growth	2021	13.4	10.5	8.5	8.0	9.4	6.3
22	14	Growth	2020	3.7	6.2	7.5	7.4	7.8	6.4
23	15	Growth	2019	14.7	8.7	8.0	9.3	7.9	7.0
24	16	Growth	2018	0.8	6.2	6.5	8.7	7.9	7.0
27	17	Growth	2015	5.8	10.5	8.4	8.7	5.8	6.4
28	18	Balanced	2023	8.1	4.4	5.7	5.4	5.6	6.5
29	19	Balanced	2022	-3.7	2.8	4.2	5.0	6.1	5.1
30	20	Balanced	2021	9.9	7.9	6.6	6.3	7.4	5.5
02	21	All growth	2022	-6.6	5.3	6.7	8.1	9.6	5.8
08	22	All growth	2016	8.8	8.1	12.7	8.4	4.7	6.2
14	23	High growth	2019	17.6	9.9	8.9	10.6	8.8	7.6
20	24	Growth	2022	-4.6	4.0	5.4	6.4	7.6	5.5
26	25	Growth	2016	7.7	7.4	10.3	7.7	5.3	6.6
01	26	All growth	2023	13.1	8.0	9.9	8.7	8.5	9.4
07	27	All growth	2017	14.9	9.7	12.6	9.9	5.3	8.3
13	28	High growth	2020	3.7	7.0	8.5	8.2	8.7	6.9
19	29	Growth	2023	9.9	5.9	7.3	6.9	7.0	7.8
25	30	Growth	2017	10.8	8.0	10.0	8.6	5.4	7.7
31	31	Balanced	2020	3.0	5.0	5.9	6.0	6.5	5.5
32	32	Balanced	2019	11.4	6.8	6.2	7.4	6.6	6.0
33	33	Balanced	2018	1.0	5.0	5.4	7.1	6.8	6.1
34	34	Balanced	2017	8.5	6.4	7.9	7.1	5.1	6.6
35	35	Balanced	2016	6.6	6.2	8.4	6.8	4.9	6.0
36	36	Balanced	2015	4.7	8.2	7.2	7.8	5.4	5.7
37	37	Conservative	2023	6.2	3.1	4.0	4.0	4.4	5.3
38	38	Conservative	2022	-2.9	1.9	3.1	3.8	4.7	4.4
39	39	Conservative	2021	5.7	5.4	4.8	4.7	5.6	4.8
40	40	Conservative	2020	2.4	4.1	4.7	4.9	5.5	5.0
41	41	Conservative	2019	8.3	5.3	5.0	5.6	5.7	5.5
42	42	Conservative	2018	1.6	4.2	4.6	5.7	5.8	5.7
43	43	Conservative	2017	6.2	5.0	6.0	6.0	4.9	6.0
44	44	Conservative	2016	5.1	5.2	6.5	6.0	5.0	5.7
45	45	Conservative	2015	3.8	6.2	6.1	6.6	5.3	5.4