קופת גמל להשקעה
מגדל גמל להשקעה עוקב מדד s&p500
Returns, performance and investment exposure
Fund / track number 13563 · Data as of 08/2026
Cumulative return · 12 months7.97%Back to comparison
Last month1.27%
Year to date5.66%
3 years38.38%
5 years67.46%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.64% | 3.64% |
| 10/2024 | -0.16% | 3.47% |
| 11/2024 | 3.22% | 6.81% |
| 12/2024 | -1.54% | 5.16% |
| 01/2025 | 0.75% | 5.95% |
| 02/2025 | -2.87% | 2.91% |
| 03/2025 | -1.50% | 1.37% |
| 04/2025 | -2.88% | -1.55% |
| 05/2025 | 3.37% | 1.76% |
| 06/2025 | 0.80% | 2.58% |
| 07/2025 | 3.40% | 6.07% |
| 08/2025 | -0.21% | 5.84% |
| 09/2025 | 2.52% | 8.51% |
| 10/2025 | 1.24% | 9.86% |
| 11/2025 | 0.20% | 10.08% |
| 12/2025 | -1.74% | 8.16% |
| 01/2026 | -2.31% | 5.66% |
| 02/2026 | 0.36% | 6.04% |
| 03/2026 | -4.36% | 1.42% |
| 04/2026 | 3.59% | 5.06% |
| 05/2026 | 0.55% | 5.64% |
| 06/2026 | 4.61% | 10.51% |
| 07/2026 | 2.12% | 12.85% |
| 08/2026 | 1.27% | 14.28% |
Calendar-year returns
202425.78%
20252.85%
Investment exposure
- Equity exposure
- 99.79%
- Overseas exposure
- 99.79%
- Foreign currency exposure
- 99.41%
— 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.