תגמולים ואישית לפיצויים
שיבולת קופת תגמולים מניות מניות
Returns, performance and investment exposure
Fund / track number 13188 · Data as of 08/2026
Cumulative return · 12 months20.65%Back to comparison
Last month1.43%
Year to date11.91%
3 years69.84%
5 years87.40%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.13% | 2.13% |
| 10/2024 | 0.89% | 3.04% |
| 11/2024 | 2.83% | 5.96% |
| 12/2024 | 1.66% | 7.71% |
| 01/2025 | 2.97% | 10.91% |
| 02/2025 | -0.75% | 10.08% |
| 03/2025 | -2.17% | 7.69% |
| 04/2025 | 1.72% | 9.54% |
| 05/2025 | 4.88% | 14.89% |
| 06/2025 | 6.28% | 22.11% |
| 07/2025 | 2.29% | 24.90% |
| 08/2025 | 0.63% | 25.69% |
| 09/2025 | 2.93% | 29.37% |
| 10/2025 | 1.49% | 31.30% |
| 11/2025 | 1.12% | 32.77% |
| 12/2025 | 2.06% | 35.50% |
| 01/2026 | 5.95% | 43.57% |
| 02/2026 | 2.34% | 46.93% |
| 03/2026 | -3.25% | 42.15% |
| 04/2026 | 8.15% | 53.74% |
| 05/2026 | 3.95% | 59.81% |
| 06/2026 | -5.28% | 51.37% |
| 07/2026 | -1.23% | 49.51% |
| 08/2026 | 1.43% | 51.65% |
Calendar-year returns
202418.54%
202525.80%
Investment exposure
- Equity exposure
- 96.76%
- Overseas exposure
- 45.19%
- Foreign currency exposure
- 17.69%
— 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.