קופת גמל להשקעה
אנליסט מסלולית - קופת גמל להשקעה עוקב מדד S&P500
Returns, performance and investment exposure
Fund / track number 13854 · Data as of 08/2026
Cumulative return · 12 months7.45%Back to comparison
Last month1.07%
Year to date5.44%
3 years37.24%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.75% | 3.75% |
| 10/2024 | -0.16% | 3.58% |
| 11/2024 | 3.13% | 6.83% |
| 12/2024 | -1.70% | 5.01% |
| 01/2025 | 1.04% | 6.10% |
| 02/2025 | -3.13% | 2.78% |
| 03/2025 | -1.68% | 1.05% |
| 04/2025 | -2.71% | -1.68% |
| 05/2025 | 3.38% | 1.64% |
| 06/2025 | 0.77% | 2.42% |
| 07/2025 | 3.51% | 6.02% |
| 08/2025 | -0.29% | 5.71% |
| 09/2025 | 2.52% | 8.37% |
| 10/2025 | 1.05% | 9.51% |
| 11/2025 | 0.21% | 9.74% |
| 12/2025 | -1.84% | 7.72% |
| 01/2026 | -1.86% | 5.72% |
| 02/2026 | 0.33% | 6.07% |
| 03/2026 | -4.66% | 1.12% |
| 04/2026 | 3.24% | 4.40% |
| 05/2026 | 0.61% | 5.04% |
| 06/2026 | 4.72% | 10.00% |
| 07/2026 | 2.17% | 12.38% |
| 08/2026 | 1.07% | 13.58% |
Calendar-year returns
202425.58%
20252.58%
Investment exposure
- Equity exposure
- 100.09%
- Overseas exposure
- 113.12%
- Foreign currency exposure
- 99.98%
— 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.