תגמולים ואישית לפיצויים
אלטשולר שחם גמל הלכה
Returns, performance and investment exposure
Fund / track number 2017 · Data as of 08/2026
Cumulative return · 12 months11.48%Back to comparison
Last month1.48%
Year to date6.50%
3 years36.60%
5 years37.04%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.87% | 1.87% |
| 10/2024 | -0.13% | 1.74% |
| 11/2024 | 1.37% | 3.13% |
| 12/2024 | 0.13% | 3.27% |
| 01/2025 | 1.04% | 4.34% |
| 02/2025 | -1.43% | 2.85% |
| 03/2025 | -1.45% | 1.36% |
| 04/2025 | 0.60% | 1.96% |
| 05/2025 | 2.96% | 4.98% |
| 06/2025 | 2.69% | 7.81% |
| 07/2025 | 0.81% | 8.68% |
| 08/2025 | 0.78% | 9.53% |
| 09/2025 | 2.46% | 12.22% |
| 10/2025 | 1.74% | 14.17% |
| 11/2025 | 0.23% | 14.44% |
| 12/2025 | 0.19% | 14.65% |
| 01/2026 | 1.76% | 16.67% |
| 02/2026 | 0.16% | 16.86% |
| 03/2026 | -2.88% | 13.49% |
| 04/2026 | 4.47% | 18.57% |
| 05/2026 | 2.68% | 21.74% |
| 06/2026 | 0.45% | 22.29% |
| 07/2026 | -1.61% | 20.32% |
| 08/2026 | 1.48% | 22.10% |
Calendar-year returns
202412.26%
202511.03%
Investment exposure
- Equity exposure
- 51.97%
- Overseas exposure
- 62.21%
- Foreign currency exposure
- 21.50%
— 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.