תגמולים ואישית לפיצויים

כלל תמר מסלול הלכתי (הוד)

Returns, performance and investment exposure

Fund / track number 1533 · Data as of 08/2026

Cumulative return · 12 months12.86%Back to comparison
Last month0.98%
Year to date6.58%
3 years38.00%
5 years39.07%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.62%1.62%
10/20240.24%1.86%
11/20241.87%3.77%
12/20240.45%4.24%
01/20251.31%5.60%
02/20250.04%5.64%
03/2025-1.40%4.16%
04/20250.76%4.96%
05/20252.26%7.33%
06/20253.35%10.92%
07/20251.11%12.15%
08/20250.89%13.15%
09/20252.13%15.56%
10/20251.44%17.23%
11/20251.09%18.51%
12/20251.11%19.82%
01/20262.73%23.09%
02/20260.75%24.01%
03/2026-2.54%20.86%
04/20263.89%25.57%
05/20261.74%27.75%
06/2026-0.97%26.51%
07/2026-0.04%26.46%
08/20260.98%27.70%

Calendar-year returns

202411.10%
202514.95%

Investment exposure

Equity exposure
47.54%
Overseas exposure
32.14%
Foreign currency exposure
19.58%

— 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.