קופת גמל להשקעה
כלל גמל לעתיד עוקב מדדים גמיש
Returns, performance and investment exposure
Fund / track number 14681 · Data as of 08/2026
Cumulative return · 12 months0.29%Back to comparison
Last month-0.97%
Year to date0.22%
3 years11.53%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.05% | 3.05% |
| 10/2024 | -1.74% | 1.26% |
| 11/2024 | 0.29% | 1.55% |
| 12/2024 | -1.50% | 0.03% |
| 01/2025 | 0.33% | 0.36% |
| 02/2025 | -1.34% | -0.99% |
| 03/2025 | 3.10% | 2.08% |
| 04/2025 | -1.89% | 0.15% |
| 05/2025 | -0.52% | -0.37% |
| 06/2025 | -1.13% | -1.49% |
| 07/2025 | 1.31% | -0.20% |
| 08/2025 | 0.16% | -0.04% |
| 09/2025 | 1.62% | 1.58% |
| 10/2025 | -0.14% | 1.43% |
| 11/2025 | 0.59% | 2.03% |
| 12/2025 | -1.96% | 0.03% |
| 01/2026 | -1.70% | -1.67% |
| 02/2026 | 1.82% | 0.12% |
| 03/2026 | -2.65% | -2.53% |
| 04/2026 | -1.84% | -4.33% |
| 05/2026 | -2.10% | -6.33% |
| 06/2026 | 5.74% | -0.96% |
| 07/2026 | 2.21% | 1.23% |
| 08/2026 | -0.97% | 0.25% |
Calendar-year returns
202410.44%
20250.00%
Investment exposure
- Equity exposure
- 51.26%
- Overseas exposure
- 101.95%
- Foreign currency exposure
- 100.03%
— 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.