קופת גמל להשקעה

ילין לפידות קופת גמל להשקעה מסלול אשראי ואג"ח

Returns, performance and investment exposure

Fund / track number 11391 · Data as of 08/2026

Cumulative return · 12 months5.30%Back to comparison
Last month0.35%
Year to date2.73%
3 years18.40%
5 years19.64%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.13%1.13%
10/2024-0.36%0.77%
11/20240.79%1.56%
12/20240.11%1.67%
01/20250.43%2.11%
02/20250.71%2.84%
03/2025-0.08%2.75%
04/20250.66%3.43%
05/20250.10%3.54%
06/20251.46%5.05%
07/20250.41%5.48%
08/20250.75%6.27%
09/20251.07%7.41%
10/20250.83%8.30%
11/20250.39%8.72%
12/20250.19%8.93%
01/20260.57%9.55%
02/20260.21%9.78%
03/2026-1.08%8.59%
04/20261.37%10.08%
05/20261.34%11.55%
06/20260.16%11.73%
07/2026-0.20%11.51%
08/20260.35%11.90%

Calendar-year returns

20245.85%
20257.13%

Investment exposure

Equity exposure
11.98%
Overseas exposure
16.98%
Foreign currency exposure
7.26%

— 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.