תגמולים ואישית לפיצויים

קופת גמל כלנית לבני 60 ומעלה

Returns, performance and investment exposure

Fund / track number 7240 · Data as of 08/2026

Cumulative return · 12 months8.24%Back to comparison
Last month0.60%
Year to date4.71%
3 years24.52%
5 years22.70%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.99%0.99%
10/20240.11%1.10%
11/20241.53%2.65%
12/20240.54%3.20%
01/20250.76%3.99%
02/20250.18%4.17%
03/2025-0.87%3.27%
04/20250.61%3.90%
05/20250.74%4.67%
06/20252.04%6.80%
07/20250.43%7.26%
08/20250.75%8.07%
09/20251.21%9.37%
10/20250.90%10.36%
11/20250.71%11.14%
12/20250.51%11.71%
01/20261.42%13.29%
02/20260.58%13.95%
03/2026-1.39%12.37%
04/20261.99%14.60%
05/20260.86%15.59%
06/20260.46%16.12%
07/20260.13%16.27%
08/20260.60%16.97%

Calendar-year returns

20248.10%
20258.24%

Investment exposure

Equity exposure
24.62%
Overseas exposure
18.64%
Foreign currency exposure
15.12%

— 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.