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Monthly returns

The graph and table below show the monthly investment returns for TWUSUPER’s investment options.

We update the estimated monthly returns each week. Generally by the third or fourth week of each month we have enough information from the previous month to declare a monthly return.

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Declared monthly returns

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Declared monthly returns

Returns are updated monthly and include estimated tax, fees and all expenses. If these differ from actual fees incurred, returns will be adjusted accordingly at year end.

Month %Balanced (MySuper) %Equity Plus %Cash Plus %
Mar 20171.792.250.14
Feb 20171.061.300.14
Jan 20170.13-0.110.17
Dec 20162.352.890.12
Nov 20161.191.470.11
Oct 2016-0.86-1.320.13
Sep 20160.03-0.130.13
Aug 20160.420.370.17
Jul 20162.523.070.15
Jun 2016-0.80-1.640.15
May 20162.152.990.19
Apr 20161.421.600.17
Mar 20161.962.180.19
Feb 2016-0.68-0.780.09
Jan 2016-2.09-2.800.16
Dec 20150.250.400.13
Nov 2015-0.050.090.15
Oct 20153.104.120.17
Sep 2015-0.94-1.070.12
Aug 2015-3.15-4.360.13
Jul 20151.882.400.16
Jun 2015-1.20-1.740.20
May 20150.901.010.17
Apr 2015-0.10-0.120.18
Mar 20150.550.600.16
Feb 20153.113.980.17
Jan 20151.511.630.19
Dec 20140.981.440.19
Nov 20140.660.600.16
Oct 20141.121.340.16
Sep 2014-0.17-0.230.22
Aug 20140.780.910.15
Jul 20141.031.350.20
Jun 20140.360.390.17
May 20141.181.550.16
Apr 20140.770.910.16
Mar 2014-0.25-0.390.17
Feb 20141.932.680.17
Jan 2014-1.02-1.740.18
Dec 20131.801.990.17
Nov 20130.991.190.17
Oct 20131.932.680.20
Sep 20131.502.100.19
Aug 20130.360.460.20
Jul 20132.923.730.21
Jun 2013-0.100.340.34
May 20131.351.510.21
Apr 20131.982.440.24
Mar 2013-0.03-0.180.26
Feb 20132.022.800.26
Jan 20132.763.960.26
Dec 20122.272.880.28
Nov 20120.610.820.23
Oct 20121.121.210.42
Sep 20121.672.000.41
Aug 20121.872.390.36
Jul 20121.281.700.33
Jun 2012-0.04-0.220.62
May 2012-2.23-4.100.23
Apr 20120.250.130.29
Mar 20121.812.210.38
Feb 20121.862.610.43
Jan 20122.043.020.36
Dec 2011-0.06-0.670.33
Nov 2011-0.88-1.550.22
Oct 20112.584.060.35
Sep 2011-1.80-3.120.26
Aug 2011-1.88-2.960.09
Jul 2011-1.48-2.220.30
Jun 2011-0.58-1.170.68
May 2011-0.16-0.520.36
Apr 2011-0.15-0.560.42
Mar 20110.550.500.39
Feb 20111.251.530.40
Jan 20111.071.030.41
Dec 20102.163.070.37
Nov 2010-0.30-0.430.43
Oct 20101.441.780.50
Sep 20102.513.470.49
Aug 2010-0.69-1.420.38
Jul 20102.423.200.45
Jun 2010-1.91-2.670.32
May 2010-2.72-3.990.14
Apr 2010-0.08-0.490.48
Mar 20103.434.410.46
Feb 20101.071.150.39
Jan 2010-2.41-3.900.67
Dec 20092.533.500.48
Nov 20091.311.690.40
Oct 2009-0.47-1.360.58
Sep 20092.052.930.61
Aug 20092.713.390.90
Jul 20094.104.910.96
Jun 20090.680.900.72
May 20091.091.451.40
Apr 20093.274.120.61
Mar 20091.952.77-0.28
Feb 2009-4.05-5.090.19
Jan 2009-1.38-2.630.36
Dec 2008-0.28-0.32-0.13
Nov 2008-3.00-3.990.24
Oct 2008-7.66-8.670.60
Sep 2008-4.71-7.19-0.67
Aug 20081.972.520.64
Jul 2008-1.58-2.380.72
Jun 2008-4.81-6.710.16
May 20081.181.140.61
Apr 20083.124.170.64
Mar 2008-1.28-1.830.15
Feb 2008-0.34-1.07-0.13
Jan 2008-5.36-8.040.16
Dec 2007-1.04-1.520.52
Nov 2007-2.09-1.89-0.11
Oct 20071.411.850.25
Sep 20072.253.260.43
Aug 20071.912.690.23
Jul 2007-1.53-1.860.17
Jun 2007-0.29-0.700.36
May 20072.042.850.38
Apr 20071.511.880.42
Mar 20071.081.500.34

Past performance is not a guarantee of future performance.

Super member investment returns and Pension investment returns differ as pension investment returns are tax free.


Interim monthly returns as at 16th May 2017

Returns are updated weekly and include estimated tax, fees and all expenses. If these differ from actual fees incurred, returns will be adjusted accordingly at year end.

Month %Balanced (MySuper) %Equity Plus %Cash Plus %
May 20170.420.760.13
Apr 20170.971.290.10

Past performance is not a guarantee of future performance.

Super member investment returns and Pension investment returns differ as pension investment returns are tax free.

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