How we're performing

Our investment experts manage over $199 million dollars of retirement savings invested by our Members so it’s important to us to regularly share with you how each of our investment funds are performing.

mysuper investment fund returns

You can use the tool below to view our current 12-month rolling investment returns. You can also view our monthly investment returns here.

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Our investment funds and how they’ve performed over time

Saving for your retirement is a long-term investment and sometimes short-term investment returns can be all over the place. When it comes to judging performance, the longer the period the better. To help give you an idea how our investment funds have performed over time we’ve plotted the performance of each of our investment funds, and the average KiwiSaver, over the past 5 years*, and calculated the affect each would have on a single investment of $10,000 in the graph below for you.

Year	Month	$	%
2013	January	10,000.00	0.00
2013	February	10,069.00	0.69
2013	March	10,205.94	1.36
2013	April	10,407.00	1.97
2013	May	10,649.48	2.33
2013	June	10,466.31	-1.72
2013	July	10,717.50	2.4
2013	August	10,701.42	-0.15
2013	September	11,083.46	3.57
2013	October	11,473.60	3.52
2013	November	11,586.04	0.98
2013	December	11,677.57	0.79
2014	January	11,572.47	-0.9
2014	February	11,830.54	2.23
2014	March	11,753.64	-0.65
2014	April	11,911.14	1.34
2014	May	12,102.91	1.61
2014	June	12,064.18	-0.32
2014	July	12,277.72	1.77
2014	August	12,452.06	1.42
2014	September	12,602.73	1.21
2014	October	12,601.47	-0.01
2014	November	13,018.58	3.31
2014	December	13,044.62	0.2
2015	January	13,331.60	2.2
2015	February	13,660.89	2.47
2015	March	13,618.54	-0.31
2015	April	13,636.24	0.13
2015	May	14,078.06	3.24
2015	June	13,955.58	-0.87
2015	July	14,395.18	3.15
2015	August	13,833.77	-3.9
2015	September	13,297.02	-3.88
2015	October	14,182.60	6.66
2015	November	14,389.66	1.46
2015	December	14,132.09	-1.79
2016	January	13,585.18	-3.87
2016	February	13,582.46	-0.02
2016	March	14,171.94	4.34
2016	April	14,333.50	1.14
2016	May	14,645.97	2.18
2016	June	14,133.36	-3.5
2016	July	14,717.07	4.13
2016	August	14,727.37	0.07
2016	September	14,671.41	-0.38
2016	October	14,524.69	-1
2016	November	14,681.56	1.08
2016	December	15,050.07	2.51
2017	January	15,068.13	0.12
2017	February	15,467.43	2.65
2017	March	15,688.62	1.43
2017	April	15,991.41	1.93
2017	May	15,996.20	0.03
2017	June	16,023.40	0.17
2017	July	16,085.89	0.39
2017	August	16,303.05	1.35
2017	September	16,562.27	1.59

Year	Month	$	%
2013	January	10,000.00	0.00
2013	February	10,055.00	0.55
2013	March	10,158.57	1.03
2013	April	10,323.14	1.62
2013	May	10,441.85	1.15
2013	June	10,266.43	-1.68
2013	July	10,435.82	1.65
2013	August	10,418.08	-0.17
2013	September	10,752.50	3.21
2013	October	11,033.14	2.61
2013	November	11,107.07	0.67
2013	December	11,174.82	0.61
2014	January	11,131.24	-0.39
2014	February	11,312.68	1.63
2014	March	11,269.69	-0.38
2014	April	11,392.53	1.09
2014	May	11,541.77	1.31
2014	June	11,529.07	-0.11
2014	July	11,682.41	1.33
2014	August	11,829.61	1.26
2014	September	11,918.33	0.75
2014	October	11,931.44	0.11
2014	November	12,273.87	2.87
2014	December	12,293.51	0.16
2015	January	12,538.15	1.99
2015	February	12,751.30	1.7
2015	March	12,744.93	-0.05
2015	April	12,748.75	0.03
2015	May	13,033.05	2.23
2015	June	12,936.60	-0.74
2015	July	13,265.19	2.54
2015	August	12,879.17	-2.91
2015	September	12,526.29	-2.74
2015	October	13,157.61	5.04
2015	November	13,302.34	1.1
2015	December	13,120.10	-1.37
2016	January	12,806.53	-2.39
2016	February	12,823.18	0.13
2016	March	13,270.71	3.49
2016	April	13,390.15	0.9
2016	May	13,611.08	1.65
2016	June	13,321.17	-2.13
2016	July	13,731.46	3.08
2016	August	13,749.31	0.13
2016	September	13,719.06	-0.22
2016	October	13,584.61	-0.98
2016	November	13,638.95	0.4
2016	December	13,872.18	1.71
2017	January	13,898.54	0.19
2017	February	14,161.22	1.89
2017	March	14,309.91	1.05
2017	April	14,524.56	1.50
2017	May	14,553.61	0.20
2017	June	14,573.98	0.14
2017	July	14,630.82	0.39
2017	August	14,793.22	1.11
2017	September	14,952.99	1.08

Year	Month	$	%
2013	January	10,000.00	0.00
2013	February	10,037.00	0.37
2013	March	10,085.18	0.48
2013	April	10,182.00	0.96
2013	May	10,187.09	0.05
2013	June	10,089.29	-0.96
2013	July	10,152.85	0.63
2013	August	10,153.87	0.01
2013	September	10,423.96	2.66
2013	October	10,561.56	1.32
2013	November	10,574.23	0.12
2013	December	10,598.55	0.23
2014	January	10,633.53	0.33
2014	February	10,716.47	0.78
2014	March	10,729.33	0.12
2014	April	10,789.41	0.56
2014	May	10,846.60	0.53
2014	June	10,844.43	-0.02
2014	July	10,919.25	0.69
2014	August	11,009.88	0.83
2014	September	11,027.50	0.16
2014	October	11,081.53	0.49
2014	November	11,273.24	1.73
2014	December	11,308.19	0.31
2015	January	11,439.37	1.16
2015	February	11,513.72	0.65
2015	March	11,517.18	0.03
2015	April	11,521.78	0.04
2015	May	11,616.26	0.82
2015	June	11,586.06	-0.26
2015	July	11,749.42	1.41
2015	August	11,619.00	-1.11
2015	September	11,520.24	-0.85
2015	October	11,819.77	2.6
2015	November	11,882.41	0.53
2015	December	11,858.65	-0.2
2016	January	11,811.21	-0.4
2016	February	11,845.47	0.29
2016	March	12,090.67	2.07
2016	April	12,153.54	0.52
2016	May	12,254.41	0.83
2016	June	12,201.72	-0.43
2016	July	12,384.75	1.5
2016	August	12,404.56	0.16
2016	September	12,400.84	-0.03
2016	October	12,300.39	-0.81
2016	November	12,273.33	-0.22
2016	December	12,337.15	0.52
2017	January	12,377.87	0.33
2017	February	12,489.27	0.9
2017	March	12,535.48	0.37
2017	April	12,633.25	0.78
2017	May	12,676.21	0.34
2017	June	12,695.22	0.15
2017	July	12,733.31	0.30
2017	August	12,813.53	0.63
2017	September	12,860.94	0.37

Year	Month	$	%
2016	September	10,000.00	0.00
2016	October	10,015.00	0.15
2016	November	10,029.02	0.14
2016	December	10,043.06	0.14
2017	January	10,057.12	0.14
2017	February	10,070.20	0.13
2017	March	10,085.30	0.15
2017	April	10,099.42	0.14
2017	May	10,113.56	0.14
2017	June	10,127.72	0.14
2017	July	10,143.92	0.16
2017	August	10,158.12	0.14
2017	September	10,171.33	0.13

Year	Month	$	%
2013	January	10,000.00	0.00
2013	February	10,104.33	1.04
2013	March	10,205.24	1.00
2013	April	10,342.26	1.34
2013	May	10,397.82	0.53
2013	June	10,228.67	-1.62
2013	July	10,386.35	1.54
2013	August	10,374.42	-0.12
2013	September	10,516.23	1.36
2013	October	10,740.19	2.12
2013	November	10,762.96	0.21
2013	December	10,796.30	0.31
2014	January	10,763.37	-0.29
2014	February	10,937.80	1.61
2014	March	10,948.80	0.10
2014	April	11,040.00	0.83
2014	May	11,203.74	1.48
2014	June	11,199.45	-0.03
2014	July	11,289.83	0.80
2014	August	11,468.70	1.57
2014	September	11,532.65	0.55
2014	October	11,683.50	1.30
2014	November	11,801.71	1.01
2014	December	11,850.95	0.42
2015	January	12,152.02	2.52
2015	February	12,302.54	1.22
2015	March	12,318.57	0.14
2015	April	12,331.24	0.10
2015	May	12,552.65	1.76
2015	June	12,532.98	-0.15
2015	July	12,778.09	1.93
2015	August	12,512.99	-2.01
2015	September	12,352.35	-1.25
2015	October	12,663.99	2.48
2015	November	12,767.51	0.80
2015	December	12,673.79	-0.71
2016	January	12,518.50	-1.18
2016	February	12,530.14	0.10
2016	March	12,848.22	2.51
2016	April	12,935.32	0.67
2016	May	13,146.36	1.61
2016	June	13,001.69	-1.05
2016	July	13,329.35	2.48
2016	August	13,341.14	0.10
2016	September	13,348.98	0.06
2016	October	12,384.36	-0.93
2016	November	12,387.79	0.02
2016	December	12,495.43	0.81
2017	January	12,522.38	0.21
2017	February	12,701.82	1.33
2017	March	12,840.74	1.01
2017	April	12,980.50	1.01
2017	May	13,025.58	0.34
2017	June	13,021.75	-0.01
2017	July	13,082.90	0.44
2017	August	13,227.08	1.02
2017	September	13,306.91	0.56

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Important: The returns below show how our Funds have performed up to now, it’s not a guaranteed guide to how they’ll perform in the future. It’s always important to remember there is risk is associated with each investment fund offered by mysuper or any KiwiSaver scheme.

* Our choice of five years means we can include most KiwiSaver investments, although we have to exclude a few newer investment funds until they have a five-year record.

View this page on your desktop to see the performance in a graph.

Annual Reporting

Every year around the end of September we'll publish a full set of reports on how mysuper has performed (from 1 July to 30 June). It's available for you to access at any time here.

How to plan for your retirement

Knowing how much you'll need for your retirement can be tricky, but working out how much you might be able to save towards it can be a little easier. Tools like Retirement Income Simulators are a great way to help you do this.

If you're a Member of mysuper you can access the free tool provided by our administrator Mercer, when you login to your account. By being logged in the tool can use your current mysuper balance and account information to get you started.

If you're not yet a Member of mysuper and wanted to try out a similar tool you could try this one offered by Sorted.

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