קופת גמל להשקעה
מנורה מבטחים גמל להשקעה עוקב מדד S&P500
Returns, performance and investment exposure
Fund / track number 13874 · Data as of 08/2026
Cumulative return · 12 months7.97%Back to comparison
Last month1.04%
Year to date5.76%
3 years37.89%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.76% | 3.76% |
| 10/2024 | -0.20% | 3.55% |
| 11/2024 | 3.15% | 6.81% |
| 12/2024 | -1.56% | 5.15% |
| 01/2025 | 0.86% | 6.05% |
| 02/2025 | -3.06% | 2.81% |
| 03/2025 | -1.41% | 1.36% |
| 04/2025 | -2.85% | -1.53% |
| 05/2025 | 3.23% | 1.65% |
| 06/2025 | 0.95% | 2.62% |
| 07/2025 | 3.19% | 5.89% |
| 08/2025 | 0.09% | 5.98% |
| 09/2025 | 2.61% | 8.75% |
| 10/2025 | 1.02% | 9.86% |
| 11/2025 | 0.31% | 10.20% |
| 12/2025 | -1.82% | 8.19% |
| 01/2026 | -1.84% | 6.20% |
| 02/2026 | 0.26% | 6.48% |
| 03/2026 | -4.36% | 1.84% |
| 04/2026 | 3.54% | 5.44% |
| 05/2026 | 0.54% | 6.01% |
| 06/2026 | 4.55% | 10.84% |
| 07/2026 | 2.18% | 13.25% |
| 08/2026 | 1.04% | 14.43% |
Calendar-year returns
202425.59%
20252.90%
Investment exposure
- Equity exposure
- 99.68%
- Overseas exposure
- 103.69%
- Foreign currency exposure
- 97.69%
— 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.