מרכזית לפיצויים

אנליסט קופה מרכזית לפיצויים מסלול כללי

Returns, performance and investment exposure

Fund / track number 118 · Data as of 08/2026

Cumulative return · 12 months11.69%Back to comparison
Last month0.62%
Year to date6.00%
3 years43.06%
5 years45.89%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.07%2.07%
10/20240.42%2.50%
11/20242.32%4.88%
12/20241.00%5.93%
01/20251.72%7.75%
02/2025-0.34%7.38%
03/2025-1.06%6.24%
04/20250.81%7.10%
05/20252.44%9.72%
06/20253.72%13.80%
07/20251.04%14.98%
08/20250.80%15.90%
09/20252.09%18.32%
10/20251.43%20.02%
11/20250.90%21.10%
12/20250.85%22.13%
01/20262.12%24.71%
02/20260.24%25.01%
03/2026-1.94%22.59%
04/20264.18%27.71%
05/20262.47%30.87%
06/2026-1.21%29.28%
07/2026-0.49%28.65%
08/20260.62%29.45%

Calendar-year returns

202414.42%
202515.29%

Investment exposure

Equity exposure
53.48%
Overseas exposure
34.41%
Foreign currency exposure
21.01%

— 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.