מרכזית לפיצויים
אלטשולר שחם פיצויים אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 1417 · Data as of 08/2026
Cumulative return · 12 months3.83%Back to comparison
Last month0.39%
Year to date2.31%
3 years13.79%
5 years12.95%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.78% | 0.78% |
| 10/2024 | 0.11% | 0.89% |
| 11/2024 | 0.65% | 1.55% |
| 12/2024 | 0.06% | 1.61% |
| 01/2025 | 0.27% | 1.88% |
| 02/2025 | 0.98% | 2.88% |
| 03/2025 | 0.37% | 3.26% |
| 04/2025 | 0.71% | 3.99% |
| 05/2025 | -0.53% | 3.44% |
| 06/2025 | 1.25% | 4.74% |
| 07/2025 | -0.01% | 4.73% |
| 08/2025 | 0.87% | 5.64% |
| 09/2025 | 0.67% | 6.34% |
| 10/2025 | 0.95% | 7.35% |
| 11/2025 | 0.16% | 7.53% |
| 12/2025 | -0.30% | 7.20% |
| 01/2026 | 0.29% | 7.51% |
| 02/2026 | 0.54% | 8.10% |
| 03/2026 | -0.99% | 7.03% |
| 04/2026 | 0.97% | 8.06% |
| 05/2026 | 1.23% | 9.39% |
| 06/2026 | 0.51% | 9.95% |
| 07/2026 | -0.63% | 9.26% |
| 08/2026 | 0.39% | 9.68% |
Calendar-year returns
20244.58%
20255.51%
Investment exposure
- Equity exposure
- 4.11%
- Overseas exposure
- 23.30%
- Foreign currency exposure
- 6.37%
— 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.