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קופת גמל כלנית לבני 50 עד 60

Returns, performance and investment exposure

Fund / track number 7245 · Data as of 08/2026

Cumulative return · 12 months13.45%Back to comparison
Last month1.04%
Year to date7.52%
3 years43.03%
5 years50.50%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.49%1.49%
10/20240.18%1.67%
11/20241.96%3.67%
12/20240.95%4.65%
01/20251.62%6.35%
02/2025-0.30%6.03%
03/2025-0.89%5.08%
04/20250.71%5.83%
05/20251.86%7.80%
06/20253.40%11.46%
07/20251.54%13.18%
08/20251.04%14.36%
09/20252.07%16.72%
10/20251.20%18.12%
11/20250.79%19.06%
12/20251.34%20.65%
01/20263.08%24.37%
02/20261.58%26.33%
03/2026-2.43%23.26%
04/20263.90%28.07%
05/20261.91%30.52%
06/2026-0.40%30.00%
07/2026-1.23%28.40%
08/20261.04%29.73%

Calendar-year returns

202413.33%
202515.29%

Investment exposure

Equity exposure
48.69%
Overseas exposure
41.78%
Foreign currency exposure
18.05%

— 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.