Retained Benefit - Annual Performance  

The following table shows the effective rate of net earnings of each of the investment options (net of investment charges) each year since inception.

30 June

Growth

Equity

Capital Stable

Enhanced Cash

2002

-3.99%

-8.279%

1.04%

 

2003

-0.24%

-4.64%

4.15%

 

2004

12.59%

16.26%

5.38%

 

2005

13.40%

15.53%

10.05%

 

2006

15.31%

19.50%

7.86%

5.05%

2007

15.24%

18.59%

8.87%

5.31%

2008

-8.97%

-13.72%

-1.77%

4.65%

2009

-11.53%

-18.49%

-2.81%

3.45%

2010

9.22%

11.76%

8.73%

6.00%

2011

9.72%

11.45%

7.49%

6.15%

2012

0.54%

-2.77%

3.39%

3.96%

2013

16.04%

20.76%

9.29%

4.23%

2014

13.67%

17.54%

8.26%

3.06%

2015

7.69%

9.30%

5.21%

2.52%

2016

2.01%

1.14%

2.84%

2.00%

2017

11.56%

14.88%

7.05%

2.38%

2018

9.18%

12.06%

5.68%

2.02%

2019

5.81%

7.12%

4.30%

2.13%

2020

-0.22%

-1.20%

0.66%

1.27%

2021

17.50%

25.64%

8.08%

0.60%

2022

-1.26% -2.63% -1.06% -0.48%

2023

8.72% 11.19% 5.78% 2.94%

Average annual compound return over the 5 years to 30 June 2023

5.90% pa 7.56% pa 3.50% pa 1.29% pa

Average annual compound return over the 10 years to 30 June 2023

7.31% pa 9.30% pa 4.64% pa 1.84% pa


Past performance is not necessarily an indication of future performance. Particular care should be taken in reviewing short term returns.

This information has been prepared by Alcoa of Australia Retirement Plan Pty Ltd ABN 80 065 702 454 for general information only. The information does not take into account your personal objectives, financial situation or needs. Therefore, you should not act on this information if you have not considered the appropriateness of this information to your personal objectives, financial situation and needs. You should consult a licensed or appropriately authorised financial adviser before making any financial decision.

25 July 2023