קופת גמל להשקעה
אנליסט מסלולית - קופת גמל להשקעה אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 7837 · Data as of 08/2026
Cumulative return · 12 months5.62%Back to comparison
Last month0.18%
Year to date3.18%
3 years16.97%
5 years13.75%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.36% | 0.36% |
| 10/2024 | 0.35% | 0.71% |
| 11/2024 | 0.97% | 1.69% |
| 12/2024 | 0.73% | 2.43% |
| 01/2025 | 0.24% | 2.68% |
| 02/2025 | 0.72% | 3.42% |
| 03/2025 | -0.05% | 3.36% |
| 04/2025 | 0.69% | 4.08% |
| 05/2025 | -0.14% | 3.93% |
| 06/2025 | 1.29% | 5.27% |
| 07/2025 | 0.23% | 5.51% |
| 08/2025 | 0.79% | 6.35% |
| 09/2025 | 0.70% | 7.09% |
| 10/2025 | 0.88% | 8.03% |
| 11/2025 | 0.41% | 8.48% |
| 12/2025 | 0.35% | 8.86% |
| 01/2026 | 0.65% | 9.56% |
| 02/2026 | 0.25% | 9.84% |
| 03/2026 | -0.57% | 9.21% |
| 04/2026 | 0.97% | 10.27% |
| 05/2026 | 1.30% | 11.71% |
| 06/2026 | 0.54% | 12.31% |
| 07/2026 | -0.17% | 12.12% |
| 08/2026 | 0.18% | 12.32% |
Calendar-year returns
20244.92%
20256.27%
Investment exposure
- Equity exposure
- 0.89%
- Overseas exposure
- 3.13%
- Foreign currency exposure
- 4.08%
— 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.