תגמולים ואישית לפיצויים
מחוג מסלול לבני 50 ומטה
Returns, performance and investment exposure
Fund / track number 7205 · Data as of 08/2026
Cumulative return · 12 months11.56%Back to comparison
Last month1.20%
Year to date5.70%
3 years42.00%
5 years43.76%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.45% | 2.45% |
| 10/2024 | -0.24% | 2.20% |
| 11/2024 | 2.48% | 4.74% |
| 12/2024 | 0.08% | 4.82% |
| 01/2025 | 1.79% | 6.70% |
| 02/2025 | -0.58% | 6.08% |
| 03/2025 | -1.57% | 4.41% |
| 04/2025 | 0.44% | 4.87% |
| 05/2025 | 2.67% | 7.67% |
| 06/2025 | 3.10% | 11.01% |
| 07/2025 | 1.49% | 12.67% |
| 08/2025 | 1.14% | 13.95% |
| 09/2025 | 2.14% | 16.39% |
| 10/2025 | 1.66% | 18.32% |
| 11/2025 | 0.86% | 19.34% |
| 12/2025 | 0.78% | 20.27% |
| 01/2026 | 2.13% | 22.83% |
| 02/2026 | 0.59% | 23.56% |
| 03/2026 | -3.01% | 19.84% |
| 04/2026 | 4.61% | 25.36% |
| 05/2026 | 1.93% | 27.78% |
| 06/2026 | -1.70% | 25.61% |
| 07/2026 | 0.01% | 25.62% |
| 08/2026 | 1.20% | 27.13% |
Calendar-year returns
202414.45%
202514.74%
Investment exposure
- Equity exposure
- 65.19%
- Overseas exposure
- 48.80%
- Foreign currency exposure
- 22.06%
— 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.