מרכזית לפיצויים
כלל תקציבית
Returns, performance and investment exposure
Fund / track number 1284 · Data as of 08/2026
Cumulative return · 12 months6.66%Back to comparison
Last month0.35%
Year to date3.72%
3 years19.86%
5 years15.00%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.57% | 0.57% |
| 10/2024 | 0.35% | 0.92% |
| 11/2024 | 1.29% | 2.22% |
| 12/2024 | 0.85% | 3.09% |
| 01/2025 | 0.41% | 3.52% |
| 02/2025 | 0.87% | 4.42% |
| 03/2025 | -0.89% | 3.49% |
| 04/2025 | 1.55% | 5.09% |
| 05/2025 | 0.27% | 5.37% |
| 06/2025 | 2.03% | 7.51% |
| 07/2025 | 0.15% | 7.67% |
| 08/2025 | 0.87% | 8.61% |
| 09/2025 | 0.95% | 9.64% |
| 10/2025 | 1.04% | 10.78% |
| 11/2025 | 0.26% | 11.07% |
| 12/2025 | 0.55% | 11.68% |
| 01/2026 | 0.99% | 12.79% |
| 02/2026 | 0.00% | 12.79% |
| 03/2026 | -0.25% | 12.51% |
| 04/2026 | 1.32% | 13.99% |
| 05/2026 | 1.35% | 15.53% |
| 06/2026 | 0.01% | 15.54% |
| 07/2026 | -0.09% | 15.44% |
| 08/2026 | 0.35% | 15.84% |
Calendar-year returns
20245.58%
20258.33%
Investment exposure
- Equity exposure
- 4.25%
- Overseas exposure
- 1.72%
- Foreign currency exposure
- 0.19%
— 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.