קופת גמל להשקעה
כלל גמל לעתיד עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 14791 · Data as of 08/2026
Cumulative return · 12 months10.00%Back to comparison
Last month2.21%
Year to date7.42%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.17% | 3.17% |
| 10/2024 | -3.91% | -0.86% |
| 11/2024 | 0.64% | -0.23% |
| 12/2024 | 1.20% | 0.97% |
| 01/2025 | 1.62% | 2.60% |
| 02/2025 | -1.65% | 0.91% |
| 03/2025 | -2.81% | -1.93% |
| 04/2025 | -0.74% | -2.65% |
| 05/2025 | 4.74% | 1.96% |
| 06/2025 | 0.33% | 2.30% |
| 07/2025 | -0.24% | 2.05% |
| 08/2025 | -1.66% | 0.36% |
| 09/2025 | 4.70% | 5.08% |
| 10/2025 | 1.76% | 6.93% |
| 11/2025 | -2.71% | 4.03% |
| 12/2025 | -1.21% | 2.77% |
| 01/2026 | -0.10% | 2.67% |
| 02/2026 | -0.59% | 2.06% |
| 03/2026 | -6.86% | -4.94% |
| 04/2026 | 7.97% | 2.64% |
| 05/2026 | 4.38% | 7.13% |
| 06/2026 | 2.68% | 10.00% |
| 07/2026 | -1.81% | 8.01% |
| 08/2026 | 2.21% | 10.40% |
Calendar-year returns
202411.78%
20251.79%
Investment exposure
- Equity exposure
- 98.15%
- Overseas exposure
- 103.07%
- Foreign currency exposure
- 99.99%
— 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.