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אלטשולר שחם גמל מניות
Returns, performance and investment exposure
Fund / track number 1375 · Data as of 08/2026
Cumulative return · 12 months18.40%Back to comparison
Last month3.52%
Year to date10.61%
3 years65.49%
5 years55.95%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.48% | 3.48% |
| 10/2024 | -0.26% | 3.21% |
| 11/2024 | 2.39% | 5.68% |
| 12/2024 | -0.51% | 5.14% |
| 01/2025 | 2.59% | 7.86% |
| 02/2025 | -2.60% | 5.06% |
| 03/2025 | -2.99% | 1.92% |
| 04/2025 | 0.95% | 2.88% |
| 05/2025 | 6.49% | 9.56% |
| 06/2025 | 5.57% | 15.66% |
| 07/2025 | 1.65% | 17.57% |
| 08/2025 | 1.15% | 18.92% |
| 09/2025 | 4.09% | 23.79% |
| 10/2025 | 1.60% | 25.77% |
| 11/2025 | 1.04% | 27.08% |
| 12/2025 | 0.18% | 27.31% |
| 01/2026 | 2.92% | 31.02% |
| 02/2026 | -0.55% | 30.30% |
| 03/2026 | -4.97% | 23.83% |
| 04/2026 | 7.90% | 33.61% |
| 05/2026 | 2.74% | 37.27% |
| 06/2026 | -0.64% | 36.39% |
| 07/2026 | -0.27% | 36.02% |
| 08/2026 | 3.52% | 40.81% |
Calendar-year returns
202421.26%
202521.08%
Investment exposure
- Equity exposure
- 95.29%
- Overseas exposure
- 59.87%
- Foreign currency exposure
- 30.76%
— 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.