תגמולים ואישית לפיצויים

כלל תמר כספי(שקלי)

Returns, performance and investment exposure

Fund / track number 128 · Data as of 08/2026

Cumulative return · 12 months4.57%Back to comparison
Last month0.38%
Year to date3.18%
3 years15.63%
5 years19.75%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.40%0.40%
10/20240.38%0.78%
11/20240.37%1.15%
12/20240.45%1.61%
01/20250.59%2.21%
02/20250.45%2.67%
03/20250.36%3.04%
04/20250.38%3.43%
05/20250.49%3.94%
06/20250.43%4.38%
07/20250.55%4.96%
08/20250.50%5.48%
09/20250.32%5.82%
10/20250.29%6.13%
11/20250.34%6.49%
12/20250.39%6.90%
01/20260.44%7.37%
02/20260.41%7.81%
03/20260.30%8.14%
04/20260.43%8.60%
05/20260.39%9.03%
06/20260.45%9.52%
07/20260.34%9.89%
08/20260.38%10.31%

Calendar-year returns

20244.72%
20255.21%

Investment exposure

Equity exposure
0.00%
Overseas exposure
0.00%
Foreign currency exposure
0.00%

— 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.