תגמולים ואישית לפיצויים

כלל תמר מניות

Returns, performance and investment exposure

Fund / track number 127 · Data as of 08/2026

Cumulative return · 12 months25.89%Back to comparison
Last month2.01%
Year to date13.53%
3 years78.88%
5 years74.69%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.64%2.64%
10/20240.64%3.30%
11/20243.25%6.65%
12/20240.96%7.68%
01/20253.04%10.95%
02/2025-0.98%9.86%
03/2025-3.34%6.19%
04/20250.97%7.22%
05/20255.65%13.28%
06/20256.00%20.08%
07/20251.78%22.22%
08/20251.26%23.76%
09/20253.84%28.51%
10/20252.69%31.97%
11/20251.89%34.46%
12/20252.06%37.23%
01/20265.42%44.67%
02/20261.58%46.95%
03/2026-4.82%39.87%
04/20268.58%51.87%
05/20264.41%58.57%
06/2026-2.20%55.08%
07/2026-1.52%52.72%
08/20262.01%55.79%

Calendar-year returns

202420.79%
202527.45%

Investment exposure

Equity exposure
100.03%
Overseas exposure
69.03%
Foreign currency exposure
24.75%

— 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.

Free initial review

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.