תגמולים ואישית לפיצויים

קופת גמל עו"ס לבני 60 ומעלה

Returns, performance and investment exposure

Fund / track number 7223 · Data as of 08/2026

Cumulative return · 12 months7.79%Back to comparison
Last month0.62%
Year to date4.15%
3 years24.78%
5 years24.20%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.16%1.16%
10/20240.15%1.31%
11/20241.67%3.00%
12/20240.48%3.50%
01/20250.71%4.23%
02/2025-0.02%4.21%
03/2025-0.87%3.31%
04/20250.68%4.01%
05/20250.82%4.86%
06/20252.19%7.16%
07/20250.44%7.63%
08/20250.66%8.34%
09/20251.28%9.73%
10/20250.88%10.69%
11/20250.73%11.50%
12/20250.56%12.12%
01/20261.31%13.59%
02/20260.47%14.13%
03/2026-1.40%12.53%
04/20261.83%14.59%
05/20260.77%15.47%
06/20260.30%15.82%
07/20260.21%16.06%
08/20260.62%16.78%

Calendar-year returns

20248.33%
20258.33%

Investment exposure

Equity exposure
25.00%
Overseas exposure
18.00%
Foreign currency exposure
15.50%

— 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.

Free initial review

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.