מרכזית לפיצויים
כלל ברזל - קופה מרכזית לפיצויים
Returns, performance and investment exposure
Fund / track number 152 · Data as of 08/2026
Cumulative return · 12 months5.10%Back to comparison
Last month0.20%
Year to date2.87%
3 years16.47%
5 years13.87%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.59% | 0.59% |
| 10/2024 | 0.35% | 0.94% |
| 11/2024 | 0.87% | 1.82% |
| 12/2024 | 0.67% | 2.50% |
| 01/2025 | 0.24% | 2.75% |
| 02/2025 | 0.82% | 3.59% |
| 03/2025 | -0.23% | 3.35% |
| 04/2025 | 0.56% | 3.93% |
| 05/2025 | -0.20% | 3.72% |
| 06/2025 | 1.57% | 5.35% |
| 07/2025 | 0.21% | 5.57% |
| 08/2025 | 0.70% | 6.31% |
| 09/2025 | 0.80% | 7.16% |
| 10/2025 | 0.79% | 8.01% |
| 11/2025 | 0.31% | 8.34% |
| 12/2025 | 0.25% | 8.62% |
| 01/2026 | 0.31% | 8.95% |
| 02/2026 | 0.01% | 8.96% |
| 03/2026 | -0.30% | 8.64% |
| 04/2026 | 0.76% | 9.46% |
| 05/2026 | 1.14% | 10.71% |
| 06/2026 | 0.78% | 11.57% |
| 07/2026 | -0.06% | 11.51% |
| 08/2026 | 0.20% | 11.73% |
Calendar-year returns
20245.48%
20255.96%
Investment exposure
- Equity exposure
- 0.15%
- Overseas exposure
- 16.20%
- Foreign currency exposure
- 7.06%
— 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.