מרכזית לפיצויים
אלטשולר שחם פיצויים כללי
Returns, performance and investment exposure
Fund / track number 1094 · Data as of 08/2026
Cumulative return · 12 months10.02%Back to comparison
Last month1.80%
Year to date5.89%
3 years34.88%
5 years33.40%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.94% | 1.94% |
| 10/2024 | -0.19% | 1.75% |
| 11/2024 | 1.52% | 3.29% |
| 12/2024 | -0.18% | 3.11% |
| 01/2025 | 1.37% | 4.52% |
| 02/2025 | -0.78% | 3.70% |
| 03/2025 | -1.42% | 2.23% |
| 04/2025 | 0.75% | 3.00% |
| 05/2025 | 2.77% | 5.85% |
| 06/2025 | 3.28% | 9.32% |
| 07/2025 | 0.77% | 10.17% |
| 08/2025 | 1.10% | 11.38% |
| 09/2025 | 2.17% | 13.79% |
| 10/2025 | 1.30% | 15.27% |
| 11/2025 | 0.41% | 15.75% |
| 12/2025 | -0.02% | 15.72% |
| 01/2026 | 1.74% | 17.74% |
| 02/2026 | -0.19% | 17.51% |
| 03/2026 | -3.08% | 13.89% |
| 04/2026 | 4.27% | 18.76% |
| 05/2026 | 1.85% | 20.95% |
| 06/2026 | -0.02% | 20.93% |
| 07/2026 | -0.46% | 20.37% |
| 08/2026 | 1.80% | 22.54% |
Calendar-year returns
202411.67%
202512.24%
Investment exposure
- Equity exposure
- 53.69%
- Overseas exposure
- 40.68%
- Foreign currency exposure
- 20.23%
— 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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Free initial review ←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.