תגמולים ואישית לפיצויים

מגדל לתגמולים ולפיצויים מסלול משולב סחיר

Returns, performance and investment exposure

Fund / track number 14229 · Data as of 08/2026

Cumulative return · 12 months13.88%Back to comparison
Last month1.25%
Year to date7.11%
3 years41.61%
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.85%1.85%
10/2024-0.09%1.76%
11/20241.87%3.66%
12/20240.41%4.09%
01/20251.41%5.55%
02/2025-0.39%5.14%
03/2025-1.37%3.70%
04/20250.71%4.44%
05/20252.46%7.01%
06/20253.78%11.05%
07/20251.01%12.17%
08/20251.04%13.34%
09/20252.49%16.16%
10/20251.68%18.11%
11/20250.96%19.25%
12/20251.05%20.50%
01/20262.68%23.73%
02/20260.71%24.61%
03/2026-3.12%20.72%
04/20264.86%26.59%
05/20262.55%29.82%
06/2026-1.08%28.41%
07/2026-0.73%27.48%
08/20261.25%29.07%

Calendar-year returns

202411.46%
202515.77%

Investment exposure

Equity exposure
58.08%
Overseas exposure
41.75%
Foreign currency exposure
18.81%

— 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.