תגמולים ואישית לפיצויים

אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - אשראי ואג"ח

Returns, performance and investment exposure

Fund / track number 14481 · Data as of 08/2026

Cumulative return · 12 months6.68%Back to comparison
Last month0.39%
Year to date3.83%
3 years28.89%
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.94%0.94%
10/20240.72%1.67%
11/20241.17%2.86%
12/20241.06%3.95%
01/20250.81%4.79%
02/20250.85%5.68%
03/20250.00%5.68%
04/20250.80%6.52%
05/20250.38%6.93%
06/20251.43%8.46%
07/20250.71%9.23%
08/20250.69%9.98%
09/20250.64%10.69%
10/20250.97%11.76%
11/20250.58%12.41%
12/20250.53%13.00%
01/20261.00%14.13%
02/20260.23%14.40%
03/2026-0.05%14.34%
04/20261.17%15.68%
05/20260.55%16.31%
06/20260.36%16.73%
07/20260.12%16.87%
08/20260.39%17.33%

Calendar-year returns

20249.53%
20258.71%

Investment exposure

Equity exposure
3.52%
Overseas exposure
7.89%
Foreign currency exposure
5.30%

— 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.