תגמולים ואישית לפיצויים

קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ 60 ומעלה

Returns, performance and investment exposure

Fund / track number 7229 · Data as of 08/2026

Cumulative return · 12 months8.05%Back to comparison
Last month0.61%
Year to date4.50%
3 years24.51%
5 years26.47%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.55%1.55%
10/20240.02%1.57%
11/20241.34%2.93%
12/20240.07%3.00%
01/20250.76%3.79%
02/20250.11%3.90%
03/2025-0.41%3.47%
04/2025-0.31%3.15%
05/20250.77%3.95%
06/20251.63%5.64%
07/20250.98%6.68%
08/20250.68%7.40%
09/20251.25%8.75%
10/20251.01%9.84%
11/20250.77%10.69%
12/20250.33%11.05%
01/20261.03%12.20%
02/20260.62%12.89%
03/2026-1.41%11.30%
04/20262.36%13.93%
05/20261.89%16.08%
06/20260.40%16.55%
07/2026-1.03%15.35%
08/20260.61%16.05%

Calendar-year returns

20249.65%
20257.82%

Investment exposure

Equity exposure
29.84%
Overseas exposure
28.33%
Foreign currency exposure
16.42%

— 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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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.