מטרה אחרת
מבטחים - קופת גמל למחלה ותאונה
Returns, performance and investment exposure
Fund / track number 526 · Data as of 08/2026
Cumulative return · 12 months14.64%Back to comparison
Last month0.79%
Year to date7.84%
3 years43.01%
5 years43.98%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.73% | 1.73% |
| 10/2024 | -0.04% | 1.69% |
| 11/2024 | 2.11% | 3.84% |
| 12/2024 | 0.37% | 4.22% |
| 01/2025 | 1.32% | 5.59% |
| 02/2025 | 0.27% | 5.88% |
| 03/2025 | -1.85% | 3.92% |
| 04/2025 | 0.93% | 4.89% |
| 05/2025 | 2.77% | 7.79% |
| 06/2025 | 3.46% | 11.52% |
| 07/2025 | 1.14% | 12.79% |
| 08/2025 | 0.98% | 13.90% |
| 09/2025 | 2.32% | 16.54% |
| 10/2025 | 1.44% | 18.22% |
| 11/2025 | 1.26% | 19.71% |
| 12/2025 | 1.15% | 21.09% |
| 01/2026 | 2.80% | 24.48% |
| 02/2026 | 0.92% | 25.62% |
| 03/2026 | -2.92% | 21.95% |
| 04/2026 | 4.49% | 27.43% |
| 05/2026 | 1.88% | 29.83% |
| 06/2026 | -1.09% | 28.41% |
| 07/2026 | 0.89% | 29.55% |
| 08/2026 | 0.79% | 30.58% |
Calendar-year returns
202412.82%
202516.18%
Investment exposure
- Equity exposure
- 62.68%
- Overseas exposure
- 46.01%
- Foreign currency exposure
- 20.92%
— 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.