תגמולים ואישית לפיצויים

מגדל לתגמולים ולפיצויים עוקב מדד s&p500

Returns, performance and investment exposure

Fund / track number 13565 · Data as of 08/2026

Cumulative return · 12 months8.00%Back to comparison
Last month1.27%
Year to date5.68%
3 years38.25%
5 years67.59%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.64%3.64%
10/2024-0.18%3.45%
11/20243.22%6.78%
12/2024-1.53%5.15%
01/20250.73%5.92%
02/2025-2.88%2.87%
03/2025-1.51%1.31%
04/2025-2.92%-1.64%
05/20253.37%1.67%
06/20250.80%2.48%
07/20253.40%5.97%
08/2025-0.21%5.75%
09/20252.52%8.41%
10/20251.24%9.76%
11/20250.19%9.96%
12/2025-1.73%8.06%
01/2026-2.31%5.57%
02/20260.36%5.95%
03/2026-4.35%1.34%
04/20263.58%4.96%
05/20260.55%5.54%
06/20264.62%10.42%
07/20262.13%12.77%
08/20261.27%14.20%

Calendar-year returns

202425.76%
20252.77%

Investment exposure

Equity exposure
99.92%
Overseas exposure
99.92%
Foreign currency exposure
99.54%

— 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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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.