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קופת גמל עו"ס לבני 50 ומטה
Returns, performance and investment exposure
Fund / track number 7221 · Data as of 08/2026
Cumulative return · 12 months13.96%Back to comparison
Last month1.60%
Year to date7.99%
3 years43.06%
5 years44.31%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.70% | 1.70% |
| 10/2024 | 0.23% | 1.93% |
| 11/2024 | 2.61% | 4.59% |
| 12/2024 | 0.43% | 5.04% |
| 01/2025 | 1.45% | 6.57% |
| 02/2025 | -0.70% | 5.82% |
| 03/2025 | -2.13% | 3.57% |
| 04/2025 | 0.77% | 4.36% |
| 05/2025 | 2.95% | 7.44% |
| 06/2025 | 3.66% | 11.38% |
| 07/2025 | 1.05% | 12.55% |
| 08/2025 | 0.65% | 13.28% |
| 09/2025 | 1.98% | 15.52% |
| 10/2025 | 1.40% | 17.14% |
| 11/2025 | 0.95% | 18.25% |
| 12/2025 | 1.09% | 19.54% |
| 01/2026 | 2.66% | 22.72% |
| 02/2026 | 1.06% | 24.02% |
| 03/2026 | -2.95% | 20.36% |
| 04/2026 | 4.79% | 26.13% |
| 05/2026 | 1.77% | 28.36% |
| 06/2026 | -0.66% | 27.51% |
| 07/2026 | -0.36% | 27.05% |
| 08/2026 | 1.60% | 29.09% |
Calendar-year returns
202413.45%
202513.80%
Investment exposure
- Equity exposure
- 57.32%
- Overseas exposure
- 38.62%
- Foreign currency exposure
- 18.08%
— 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.