קופת גמל להשקעה
אלטשולר שחם חיסכון פלוס עוקב מדד S&P 500
Returns, performance and investment exposure
Fund / track number 14865 · Data as of 08/2026
Cumulative return · 12 months7.62%Back to comparison
Last month0.81%
Year to date5.21%
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 | -1.58% | 5.16% |
| 01/2025 | 0.84% | 6.04% |
| 02/2025 | -2.83% | 3.04% |
| 03/2025 | -1.71% | 1.28% |
| 04/2025 | -2.87% | -1.63% |
| 05/2025 | 3.38% | 1.70% |
| 06/2025 | 0.84% | 2.55% |
| 07/2025 | 3.48% | 6.12% |
| 08/2025 | -0.33% | 5.77% |
| 09/2025 | 2.44% | 8.35% |
| 10/2025 | 1.32% | 9.78% |
| 11/2025 | 0.16% | 9.96% |
| 12/2025 | -1.61% | 8.19% |
| 01/2026 | -2.34% | 5.66% |
| 02/2026 | 0.56% | 6.25% |
| 03/2026 | -4.28% | 1.70% |
| 04/2026 | 3.35% | 5.11% |
| 05/2026 | 0.48% | 5.61% |
| 06/2026 | 4.56% | 10.43% |
| 07/2026 | 2.25% | 12.91% |
| 08/2026 | 0.81% | 13.83% |
Calendar-year returns
202424.61%
20252.88%
Investment exposure
- Equity exposure
- 99.81%
- Overseas exposure
- 178.51%
- Foreign currency exposure
- 99.57%
— 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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