מרכזית לפיצויים
אלטשולר שחם פיצויים אשראי ואג"ח (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 588 · Data as of 08/2026
Cumulative return · 12 months6.57%Back to comparison
Last month0.92%
Year to date3.81%
3 years20.57%
5 years19.58%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.02% | 1.02% |
| 10/2024 | 0.04% | 1.06% |
| 11/2024 | 0.91% | 1.98% |
| 12/2024 | -0.27% | 1.70% |
| 01/2025 | 0.82% | 2.54% |
| 02/2025 | 0.05% | 2.59% |
| 03/2025 | -0.38% | 2.20% |
| 04/2025 | 0.66% | 2.87% |
| 05/2025 | 0.88% | 3.78% |
| 06/2025 | 2.17% | 6.03% |
| 07/2025 | 0.31% | 6.36% |
| 08/2025 | 0.98% | 7.40% |
| 09/2025 | 1.45% | 8.96% |
| 10/2025 | 1.13% | 10.19% |
| 11/2025 | 0.17% | 10.38% |
| 12/2025 | -0.11% | 10.26% |
| 01/2026 | 0.89% | 11.24% |
| 02/2026 | 0.23% | 11.49% |
| 03/2026 | -1.67% | 9.63% |
| 04/2026 | 2.05% | 11.88% |
| 05/2026 | 1.31% | 13.35% |
| 06/2026 | 0.47% | 13.88% |
| 07/2026 | -0.41% | 13.41% |
| 08/2026 | 0.92% | 14.46% |
Calendar-year returns
20245.74%
20258.41%
Investment exposure
- Equity exposure
- 22.20%
- Overseas exposure
- 33.84%
- Foreign currency exposure
- 15.49%
— 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.