מרכזית לפיצויים
קופת בל"ד
Returns, performance and investment exposure
Fund / track number 233 · Data as of 08/2026
Cumulative return · 12 months12.03%Back to comparison
Last month0.81%
Year to date6.30%
3 years36.52%
5 years31.16%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.16% | 1.16% |
| 10/2024 | 0.09% | 1.25% |
| 11/2024 | 1.57% | 2.84% |
| 12/2024 | 0.22% | 3.07% |
| 01/2025 | 0.96% | 4.06% |
| 02/2025 | -0.01% | 4.05% |
| 03/2025 | -0.43% | 3.60% |
| 04/2025 | 0.73% | 4.35% |
| 05/2025 | 1.57% | 5.99% |
| 06/2025 | 3.13% | 9.31% |
| 07/2025 | 1.35% | 10.79% |
| 08/2025 | 0.48% | 11.32% |
| 09/2025 | 2.55% | 14.16% |
| 10/2025 | 1.51% | 15.88% |
| 11/2025 | 0.37% | 16.31% |
| 12/2025 | 0.87% | 17.32% |
| 01/2026 | 2.30% | 20.02% |
| 02/2026 | 0.52% | 20.64% |
| 03/2026 | -1.49% | 18.85% |
| 04/2026 | 3.57% | 23.09% |
| 05/2026 | 1.65% | 25.12% |
| 06/2026 | -0.77% | 24.16% |
| 07/2026 | -0.36% | 23.71% |
| 08/2026 | 0.81% | 24.71% |
Calendar-year returns
202410.33%
202513.83%
Investment exposure
- Equity exposure
- 48.40%
- Overseas exposure
- 38.84%
- Foreign currency exposure
- 18.12%
— 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.