קופת גמל להשקעה

עמ"י קופת גמל להשקעה מסלול עוקב מדד s&p 500

Returns, performance and investment exposure

Fund / track number 15394 · Data as of 08/2026

Cumulative return · 12 months7.37%Back to comparison
Last month1.61%
Year to date5.29%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.40%3.40%
10/20240.47%3.89%
11/20242.69%6.68%
12/2024-1.59%4.98%
01/20250.62%5.64%
02/2025-2.26%3.25%
03/2025-2.92%0.23%
04/2025-2.69%-2.46%
05/20253.81%1.25%
06/20250.61%1.87%
07/20254.18%6.13%
08/2025-0.68%5.41%
09/20252.07%7.59%
10/20251.53%9.24%
11/2025-0.09%9.14%
12/2025-1.51%7.49%
01/2026-2.29%5.03%
02/20260.80%5.87%
03/2026-5.38%0.17%
04/20263.24%3.42%
05/20260.93%4.38%
06/20264.69%9.27%
07/20261.93%11.38%
08/20261.61%13.18%

Calendar-year returns

2024—
20252.39%

Investment exposure

Equity exposure
99.21%
Overseas exposure
99.21%
Foreign currency exposure
99.21%

— 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.