Total cumulative return

The gross performance of SMSF index over time

Figure 1 : The SMSFs Equal Weighted Index was produced by taking an equally-weighted average of the SMSF portfolios' daily returns. In contrast, the SMSFs Dollar Weighted Index uses the previous day's portfolio values as the weights in calculating the weighted average of the portfolios' daily returns. Returns measured before fees and costs and without the benefits of franking credits.
Chart: Monash Centre for Financial Studies Source: Monash Centre for Financial Studies