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אלטשולר שחם גמל עוקב מדדים- גמיש

Returns, performance and investment exposure

Fund / track number 14354 · Data as of 08/2026

Cumulative return · 12 months3.94%Back to comparison
Last month-0.63%
Year to date2.57%
3 years21.03%
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.02%2.02%
10/2024-0.31%1.70%
11/20241.57%3.30%
12/20240.15%3.46%
01/2025-0.14%3.31%
02/2025-1.83%1.42%
03/20252.48%3.94%
04/2025-0.81%3.09%
05/20250.18%3.28%
06/2025-0.21%3.06%
07/20251.31%4.41%
08/2025-0.05%4.36%
09/20252.29%6.75%
10/20250.76%7.56%
11/20250.28%7.86%
12/2025-1.95%5.76%
01/2026-1.29%4.39%
02/20261.51%5.97%
03/2026-2.14%3.70%
04/2026-0.86%2.81%
05/2026-0.92%1.87%
06/20266.79%8.78%
07/20260.35%9.16%
08/2026-0.63%8.48%

Calendar-year returns

202412.87%
20252.23%

Investment exposure

Equity exposure
51.16%
Overseas exposure
99.28%
Foreign currency exposure
99.28%

— 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.