תגמולים ואישית לפיצויים
כלל תמר עוקב מדד s&p 500
Returns, performance and investment exposure
Fund / track number 13343 · Data as of 08/2026
Cumulative return · 12 months7.86%Back to comparison
Last month1.03%
Year to date5.72%
3 years37.70%
5 years66.27%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.91% | 3.91% |
| 10/2024 | -0.44% | 3.45% |
| 11/2024 | 3.26% | 6.83% |
| 12/2024 | -1.57% | 5.15% |
| 01/2025 | 0.87% | 6.06% |
| 02/2025 | -3.12% | 2.75% |
| 03/2025 | -1.23% | 1.49% |
| 04/2025 | -2.96% | -1.51% |
| 05/2025 | 3.23% | 1.67% |
| 06/2025 | 0.69% | 2.37% |
| 07/2025 | 3.41% | 5.86% |
| 08/2025 | -0.20% | 5.65% |
| 09/2025 | 2.44% | 8.23% |
| 10/2025 | 1.14% | 9.46% |
| 11/2025 | 0.31% | 9.80% |
| 12/2025 | -1.83% | 7.79% |
| 01/2026 | -2.04% | 5.59% |
| 02/2026 | 0.38% | 5.99% |
| 03/2026 | -4.31% | 1.42% |
| 04/2026 | 3.31% | 4.78% |
| 05/2026 | 0.47% | 5.27% |
| 06/2026 | 4.73% | 10.25% |
| 07/2026 | 2.30% | 12.79% |
| 08/2026 | 1.03% | 13.95% |
Calendar-year returns
202425.41%
20252.51%
Investment exposure
- Equity exposure
- 99.88%
- Overseas exposure
- 106.16%
- Foreign currency exposure
- 100.06%
— 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.