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אלטשולר שחם גמל עוקב מדד S&P 500
Returns, performance and investment exposure
Fund / track number 14858 · Data as of 08/2026
Cumulative return · 12 months7.63%Back to comparison
Last month0.81%
Year to date5.24%
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 | 3.86% | 3.86% |
| 10/2024 | -0.40% | 3.44% |
| 11/2024 | 3.29% | 6.85% |
| 12/2024 | -1.63% | 5.11% |
| 01/2025 | 0.85% | 6.00% |
| 02/2025 | -2.84% | 2.99% |
| 03/2025 | -1.72% | 1.22% |
| 04/2025 | -2.86% | -1.68% |
| 05/2025 | 3.41% | 1.68% |
| 06/2025 | 0.83% | 2.52% |
| 07/2025 | 3.53% | 6.14% |
| 08/2025 | -0.32% | 5.80% |
| 09/2025 | 2.46% | 8.40% |
| 10/2025 | 1.34% | 9.85% |
| 11/2025 | 0.15% | 10.02% |
| 12/2025 | -1.65% | 8.20% |
| 01/2026 | -2.36% | 5.65% |
| 02/2026 | 0.56% | 6.24% |
| 03/2026 | -4.28% | 1.69% |
| 04/2026 | 3.36% | 5.11% |
| 05/2026 | 0.49% | 5.63% |
| 06/2026 | 4.58% | 10.46% |
| 07/2026 | 2.26% | 12.96% |
| 08/2026 | 0.81% | 13.88% |
Calendar-year returns
202424.91%
20252.95%
Investment exposure
- Equity exposure
- 99.44%
- Overseas exposure
- 177.84%
- Foreign currency exposure
- 99.20%
— 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.