מרכזית לפיצויים
אלטשולר שחם לפנסיה תקציבית מסלול אג"ח
Returns, performance and investment exposure
Fund / track number 1309 · Data as of 08/2026
Cumulative return · 12 months3.71%Back to comparison
Last month0.46%
Year to date2.20%
3 years13.43%
5 years14.81%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.74% | 0.74% |
| 10/2024 | 0.06% | 0.80% |
| 11/2024 | 0.70% | 1.51% |
| 12/2024 | -0.06% | 1.45% |
| 01/2025 | 0.19% | 1.64% |
| 02/2025 | 0.89% | 2.54% |
| 03/2025 | 0.53% | 3.09% |
| 04/2025 | 0.47% | 3.57% |
| 05/2025 | -0.76% | 2.78% |
| 06/2025 | 1.09% | 3.90% |
| 07/2025 | -0.07% | 3.83% |
| 08/2025 | 0.96% | 4.83% |
| 09/2025 | 0.68% | 5.54% |
| 10/2025 | 0.98% | 6.57% |
| 11/2025 | 0.16% | 6.75% |
| 12/2025 | -0.35% | 6.37% |
| 01/2026 | 0.27% | 6.66% |
| 02/2026 | 0.57% | 7.27% |
| 03/2026 | -1.07% | 6.12% |
| 04/2026 | 0.92% | 7.10% |
| 05/2026 | 1.24% | 8.42% |
| 06/2026 | 0.49% | 8.95% |
| 07/2026 | -0.68% | 8.21% |
| 08/2026 | 0.46% | 8.71% |
Calendar-year returns
20244.24%
20254.86%
Investment exposure
- Equity exposure
- 5.03%
- Overseas exposure
- 23.75%
- Foreign currency exposure
- 6.13%
— 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.