מרכזית לפיצויים

ילין לפידות קופה מרכזית לפיצויים

Returns, performance and investment exposure

Fund / track number 1039 · Data as of 08/2026

Cumulative return · 12 months7.09%Back to comparison
Last month0.69%
Year to date3.58%
3 years23.63%
5 years25.28%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.51%1.51%
10/2024-0.42%1.08%
11/20241.21%2.31%
12/20240.15%2.46%
01/20250.72%3.20%
02/20250.44%3.65%
03/2025-0.41%3.23%
04/20250.64%3.89%
05/20250.87%4.79%
06/20251.94%6.82%
07/20250.56%7.42%
08/20250.87%8.36%
09/20251.41%9.89%
10/20251.13%11.13%
11/20250.46%11.64%
12/20250.35%12.03%
01/20260.89%13.03%
02/20260.26%13.32%
03/2026-1.80%11.28%
04/20262.27%13.81%
05/20261.39%15.39%
06/20260.07%15.47%
07/2026-0.19%15.25%
08/20260.69%16.04%

Calendar-year returns

20247.31%
20259.34%

Investment exposure

Equity exposure
26.00%
Overseas exposure
27.05%
Foreign currency exposure
12.89%

— means complete data is unavailable. Missing data is not treated as a zero return.

The chart compounds monthly returns. Three- and five-year returns are cumulative. 2024 and 2025 each cover a full calendar year.

Source: Capital Market, Insurance and Savings Authority reports held in the Gemelnet database.

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Returns are nominal and gross. Past performance does not guarantee future returns. This information does not replace personal advice. Gemelnet is a private website, not the government service.