קופת גמל להשקעה
כלל גמל לעתיד עוקב מדד s&p 500
Returns, performance and investment exposure
Fund / track number 13344 · Data as of 08/2026
Cumulative return · 12 months7.81%Back to comparison
Last month1.01%
Year to date5.67%
3 years37.69%
5 years66.30%
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 | -0.46% | 3.43% |
| 11/2024 | 3.27% | 6.81% |
| 12/2024 | -1.57% | 5.14% |
| 01/2025 | 0.87% | 6.05% |
| 02/2025 | -3.11% | 2.75% |
| 03/2025 | -1.24% | 1.48% |
| 04/2025 | -2.95% | -1.51% |
| 05/2025 | 3.22% | 1.66% |
| 06/2025 | 0.69% | 2.36% |
| 07/2025 | 3.41% | 5.85% |
| 08/2025 | -0.21% | 5.63% |
| 09/2025 | 2.44% | 8.20% |
| 10/2025 | 1.14% | 9.44% |
| 11/2025 | 0.32% | 9.79% |
| 12/2025 | -1.84% | 7.77% |
| 01/2026 | -2.03% | 5.58% |
| 02/2026 | 0.38% | 5.98% |
| 03/2026 | -4.34% | 1.38% |
| 04/2026 | 3.33% | 4.76% |
| 05/2026 | 0.49% | 5.27% |
| 06/2026 | 4.73% | 10.25% |
| 07/2026 | 2.26% | 12.74% |
| 08/2026 | 1.01% | 13.88% |
Calendar-year returns
202425.41%
20252.50%
Investment exposure
- Equity exposure
- 99.89%
- Overseas exposure
- 106.18%
- Foreign currency exposure
- 100.07%
— 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.