מרכזית לפיצויים

אלטשולר שחם פיצויים כספי (שקלי)

Returns, performance and investment exposure

Fund / track number 2008 · Data as of 08/2026

Cumulative return · 12 months4.59%Back to comparison
Last month0.25%
Year to date2.69%
3 years14.02%
5 years17.88%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.37%0.37%
10/20240.36%0.73%
11/20240.32%1.05%
12/20240.42%1.48%
01/20250.34%1.82%
02/20250.32%2.15%
03/20250.37%2.53%
04/20250.33%2.87%
05/20250.38%3.26%
06/20250.34%3.61%
07/20250.13%3.74%
08/20250.64%4.41%
09/20250.45%4.88%
10/20250.72%5.63%
11/20250.36%6.01%
12/20250.31%6.34%
01/20260.54%6.91%
02/20260.30%7.23%
03/2026-0.06%7.17%
04/20260.44%7.64%
05/20260.86%8.57%
06/20260.35%8.95%
07/2026-0.02%8.93%
08/20260.25%9.20%

Calendar-year returns

20244.35%
20254.79%

Investment exposure

Equity exposure
0.00%
Overseas exposure
0.00%
Foreign currency exposure
0.00%

— 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.