קופת גמל להשקעה

מגדל גמל להשקעה מסלול עוקב מדדי מניות

Returns, performance and investment exposure

Fund / track number 14943 · Data as of 08/2026

Cumulative return · 12 months9.06%Back to comparison
Last month3.73%
Year to date5.46%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20245.58%5.58%
10/20240.09%5.68%
11/20243.77%9.66%
12/20240.35%10.04%
01/20250.38%10.46%
02/2025-3.85%6.21%
03/2025-2.63%3.41%
04/2025-1.43%1.94%
05/20255.18%7.22%
06/20253.22%10.67%
07/20252.59%13.54%
08/2025-0.17%13.34%
09/20255.66%19.76%
10/20250.25%20.06%
11/2025-2.05%17.60%
12/2025-0.32%17.22%
01/2026-2.85%13.88%
02/2026-1.79%11.84%
03/2026-5.13%6.10%
04/20267.07%13.60%
05/20264.45%18.66%
06/20261.67%20.64%
07/2026-1.22%19.17%
08/20263.73%23.61%

Calendar-year returns

2024—
20256.52%

Investment exposure

Equity exposure
100.07%
Overseas exposure
100.07%
Foreign currency exposure
99.76%

— 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.