General Information Only
This page displays publicly available historical return data sorted by 5-year average. Past performance is not a reliable indicator of future returns. This is not financial advice.
KiwiSaver scheme returns — historical 5-year data
KiwiSaver scheme return data sorted by 5-year average. Sourced from FMA-filed Quarterly Fund Updates. Data refreshed Q1 2026.
About Historical Return Data
Return data is publicly reported by fund managers to the FMA. Returns vary between funds, fund types, and time periods. This page shows return data sorted from highest to lowest 5-year average.
Important Notice
Past performance is not a reliable indicator of future returns. Investment returns fluctuate and can be negative. Market conditions change, and a fund that performed well in the past may not continue to do so.
Note: If you need advice on fund selection, consult a licensed Financial Advice Provider.
Fund Return Data (Sorted by 5-Year Average)
Showing 50 funds sorted by 5-year average return (highest to lowest). You may use this data for your own comparison.
| # | Fund Name | Provider | 5-Year Return | Fees | Fund Type | Risk |
|---|---|---|---|---|---|---|
| 1 | Australian Financials Fund | Smartshares | 18.58% | 0.69% | Aggressive | 6/7 |
| 2 | Us Large Growth Fund | Smartshares | 17.61% | 0.67% | Aggressive | 6/7 |
| 3 | US 500 Fund | Smartshares | 16.78% | 0.64% | Aggressive | 5/7 |
| 4 | Australian Mid Cap Fund |
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Compare Fund Data
Use our comparison tool to sort and filter by fees, returns, and provider.
View Comparison ToolData source: FMA-filed Quarterly Fund Updates, provider Product Disclosure Statements. Data refreshed: Q1 2026.
Disclaimer: Past performance does not guarantee future results. This is not financial advice. Consult a licensed financial adviser before making investment decisions.
