תגמולים ואישית לפיצויים
בר קרן גמולים קופת גמל לתגמולים ופיצויים בניהול כלל גמל בע"מ
Returns, performance and investment exposure
Fund / track number 263 · Data as of 08/2026
Cumulative return · 12 months14.93%Back to comparison
Last month1.34%
Year to date8.10%
3 years42.28%
5 years44.00%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.53% | 1.53% |
| 10/2024 | 0.36% | 1.90% |
| 11/2024 | 1.97% | 3.90% |
| 12/2024 | 0.62% | 4.55% |
| 01/2025 | 1.32% | 5.93% |
| 02/2025 | 0.00% | 5.93% |
| 03/2025 | -1.19% | 4.67% |
| 04/2025 | 0.91% | 5.62% |
| 05/2025 | 2.44% | 8.20% |
| 06/2025 | 3.69% | 12.19% |
| 07/2025 | 0.85% | 13.14% |
| 08/2025 | 0.98% | 14.25% |
| 09/2025 | 2.07% | 16.62% |
| 10/2025 | 1.52% | 18.39% |
| 11/2025 | 1.32% | 19.95% |
| 12/2025 | 1.26% | 21.46% |
| 01/2026 | 2.75% | 24.80% |
| 02/2026 | 0.96% | 26.00% |
| 03/2026 | -2.34% | 23.05% |
| 04/2026 | 4.29% | 28.33% |
| 05/2026 | 2.28% | 31.26% |
| 06/2026 | -0.62% | 30.44% |
| 07/2026 | -0.67% | 29.57% |
| 08/2026 | 1.34% | 31.31% |
Calendar-year returns
202411.94%
202516.18%
Investment exposure
- Equity exposure
- 52.70%
- Overseas exposure
- 51.16%
- Foreign currency exposure
- 19.82%
— 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.
Free initial review
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.