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אקטיון גמל IRA

Returns, performance and investment exposure

Fund / track number 14938 · Data as of 08/2026

Cumulative return · 12 months5.27%Back to comparison
Last month1.30%
Year to date6.32%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 12 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20251.52%1.52%
10/2025-0.29%1.23%
11/2025-1.08%0.13%
12/2025-1.12%-0.99%
01/2026-0.52%-1.50%
02/20263.51%1.95%
03/2026-2.19%-0.28%
04/20264.50%4.21%
05/20262.30%6.60%
06/2026-2.23%4.23%
07/2026-0.30%3.91%
08/20261.30%5.27%

Calendar-year returns

2024—
20255.07%

Investment exposure

Equity exposure
33.16%
Overseas exposure
35.86%
Foreign currency exposure
35.44%

— 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.