תגמולים ואישית לפיצויים

אלטשולר שחם גמל כספי (שקלי)

Returns, performance and investment exposure

Fund / track number 1394 · Data as of 08/2026

Cumulative return · 12 months4.77%Back to comparison
Last month0.38%
Year to date2.83%
3 years14.92%
5 years19.14%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.41%0.41%
10/20240.36%0.77%
11/20240.62%1.40%
12/20240.43%1.83%
01/20250.47%2.31%
02/20250.43%2.75%
03/20250.23%2.99%
04/20250.55%3.55%
05/20250.20%3.76%
06/20250.78%4.57%
07/2025-0.11%4.46%
08/20250.64%5.12%
09/20250.45%5.60%
10/20250.75%6.39%
11/20250.36%6.77%
12/20250.31%7.10%
01/20260.54%7.68%
02/20260.30%8.00%
03/2026-0.06%7.94%
04/20260.44%8.41%
05/20260.87%9.36%
06/20260.35%9.74%
07/2026-0.02%9.72%
08/20260.38%10.14%

Calendar-year returns

20244.93%
20255.18%

Investment exposure

Equity exposure
0.00%
Overseas exposure
-0.03%
Foreign currency exposure
0.00%

— 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.