מטרה אחרת
קרן בטוח ופנסיה לפועלים חקלאים ובלתי מקצועיים בישראל א.ש. בע"מ
Returns, performance and investment exposure
Fund / track number 507 · Data as of 08/2026
Cumulative return · 12 months14.44%Back to comparison
Last month0.87%
Year to date7.74%
3 years42.67%
5 years43.45%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.58% | 1.58% |
| 10/2024 | -0.01% | 1.57% |
| 11/2024 | 2.11% | 3.71% |
| 12/2024 | 0.41% | 4.14% |
| 01/2025 | 1.35% | 5.54% |
| 02/2025 | 0.26% | 5.82% |
| 03/2025 | -1.93% | 3.78% |
| 04/2025 | 0.89% | 4.70% |
| 05/2025 | 2.71% | 7.54% |
| 06/2025 | 3.46% | 11.26% |
| 07/2025 | 1.03% | 12.40% |
| 08/2025 | 1.10% | 13.64% |
| 09/2025 | 2.31% | 16.27% |
| 10/2025 | 1.47% | 17.97% |
| 11/2025 | 1.19% | 19.38% |
| 12/2025 | 1.11% | 20.70% |
| 01/2026 | 2.81% | 24.10% |
| 02/2026 | 1.19% | 25.57% |
| 03/2026 | -3.29% | 21.44% |
| 04/2026 | 4.57% | 26.99% |
| 05/2026 | 1.88% | 29.38% |
| 06/2026 | -1.09% | 27.97% |
| 07/2026 | 0.75% | 28.93% |
| 08/2026 | 0.87% | 30.05% |
Calendar-year returns
202413.02%
202515.91%
Investment exposure
- Equity exposure
- 62.95%
- Overseas exposure
- 42.07%
- Foreign currency exposure
- 20.75%
— 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.