תגמולים ואישית לפיצויים

קופת התגמולים של עובדי בנק לאומי

Returns, performance and investment exposure

Fund / track number 229 · Data as of 08/2026

Cumulative return · 12 months11.95%Back to comparison
Last month1.32%
Year to date7.65%
3 years34.09%
5 years44.29%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.25%1.25%
10/20240.18%1.43%
11/20242.23%3.69%
12/20240.91%4.64%
01/20251.04%5.73%
02/20250.37%6.12%
03/20250.05%6.17%
04/20250.58%6.79%
05/20251.73%8.63%
06/20252.33%11.16%
07/20251.18%12.48%
08/20251.23%13.86%
09/20251.17%15.19%
10/20250.74%16.04%
11/20251.43%17.70%
12/20250.60%18.41%
01/20260.84%19.40%
02/20260.97%20.56%
03/20260.14%20.73%
04/20262.24%23.44%
05/20260.99%24.66%
06/20260.77%25.62%
07/20260.15%25.81%
08/20261.32%27.47%

Calendar-year returns

20249.81%
202513.16%

Investment exposure

Equity exposure
41.20%
Overseas exposure
41.71%
Foreign currency exposure
26.38%

— 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.