קופת גמל להשקעה
ילין לפידות קופת גמל להשקעה מסלול אשראי ואג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 11392 · Data as of 08/2026
Cumulative return · 12 months6.90%Back to comparison
Last month0.50%
Year to date3.44%
3 years23.77%
5 years25.38%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.64% | 1.64% |
| 10/2024 | -0.42% | 1.21% |
| 11/2024 | 1.25% | 2.48% |
| 12/2024 | 0.12% | 2.60% |
| 01/2025 | 0.71% | 3.33% |
| 02/2025 | 0.44% | 3.78% |
| 03/2025 | -0.42% | 3.35% |
| 04/2025 | 0.68% | 4.05% |
| 05/2025 | 0.78% | 4.86% |
| 06/2025 | 1.91% | 6.87% |
| 07/2025 | 0.59% | 7.50% |
| 08/2025 | 0.76% | 8.31% |
| 09/2025 | 1.50% | 9.94% |
| 10/2025 | 1.03% | 11.07% |
| 11/2025 | 0.50% | 11.63% |
| 12/2025 | 0.28% | 11.94% |
| 01/2026 | 0.82% | 12.86% |
| 02/2026 | 0.28% | 13.17% |
| 03/2026 | -1.65% | 11.30% |
| 04/2026 | 2.06% | 13.60% |
| 05/2026 | 1.32% | 15.10% |
| 06/2026 | 0.18% | 15.30% |
| 07/2026 | -0.08% | 15.21% |
| 08/2026 | 0.50% | 15.79% |
Calendar-year returns
20247.82%
20259.10%
Investment exposure
- Equity exposure
- 24.54%
- Overseas exposure
- 26.68%
- Foreign currency exposure
- 15.30%
— 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.