תגמולים ואישית לפיצויים

כלל תמר עוקב מדדי מניות

Returns, performance and investment exposure

Fund / track number 15093 · Data as of 08/2026

Cumulative return · 12 months9.95%Back to comparison
Last month2.23%
Year to date7.35%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.16%3.16%
10/2024-3.81%-0.77%
11/20240.64%-0.14%
12/20241.19%1.05%
01/20251.65%2.72%
02/2025-1.63%1.05%
03/2025-2.76%-1.74%
04/2025-0.61%-2.34%
05/20254.73%2.28%
06/20250.33%2.61%
07/2025-0.16%2.45%
08/2025-1.72%0.69%
09/20254.70%5.42%
10/20251.78%7.30%
11/2025-2.71%4.39%
12/2025-1.21%3.13%
01/2026-0.14%2.98%
02/2026-0.58%2.38%
03/2026-6.90%-4.68%
04/20267.91%2.86%
05/20264.36%7.34%
06/20262.65%10.19%
07/2026-1.72%8.29%
08/20262.23%10.71%

Calendar-year returns

2024—
20252.05%

Investment exposure

Equity exposure
98.11%
Overseas exposure
103.03%
Foreign currency exposure
99.94%

— 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.

Free initial review

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.