מרכזית לפיצויים
אלטשולר שחם לפנסיה תקציבית מסלול כללי
Returns, performance and investment exposure
Fund / track number 1912 · Data as of 08/2026
Cumulative return · 12 months11.19%Back to comparison
Last month1.88%
Year to date6.22%
3 years37.90%
5 years32.95%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.15% | 2.15% |
| 10/2024 | -0.20% | 1.95% |
| 11/2024 | 1.58% | 3.56% |
| 12/2024 | -0.35% | 3.19% |
| 01/2025 | 1.63% | 4.88% |
| 02/2025 | -0.93% | 3.90% |
| 03/2025 | -1.50% | 2.34% |
| 04/2025 | 0.64% | 3.00% |
| 05/2025 | 3.10% | 6.19% |
| 06/2025 | 3.50% | 9.91% |
| 07/2025 | 1.24% | 11.27% |
| 08/2025 | -0.07% | 11.19% |
| 09/2025 | 2.28% | 13.73% |
| 10/2025 | 1.96% | 15.96% |
| 11/2025 | 0.56% | 16.61% |
| 12/2025 | -0.18% | 16.40% |
| 01/2026 | 1.69% | 18.36% |
| 02/2026 | -0.13% | 18.21% |
| 03/2026 | -3.08% | 14.57% |
| 04/2026 | 4.35% | 19.55% |
| 05/2026 | 1.90% | 21.82% |
| 06/2026 | -0.08% | 21.73% |
| 07/2026 | -0.31% | 21.35% |
| 08/2026 | 1.88% | 23.63% |
Calendar-year returns
202412.16%
202512.79%
Investment exposure
- Equity exposure
- 57.14%
- Overseas exposure
- 50.00%
- Foreign currency exposure
- 21.43%
— 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.