קופת גמל להשקעה
אנליסט מסלולית - קופת גמל להשקעה כספי (שקלי)
Returns, performance and investment exposure
Fund / track number 7839 · Data as of 08/2026
Cumulative return · 12 months4.23%Back to comparison
Last month0.32%
Year to date2.72%
3 years13.74%
5 years16.91%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.34% | 0.34% |
| 10/2024 | 0.35% | 0.69% |
| 11/2024 | 0.32% | 1.01% |
| 12/2024 | 0.44% | 1.46% |
| 01/2025 | 0.36% | 1.82% |
| 02/2025 | 0.31% | 2.14% |
| 03/2025 | 0.38% | 2.53% |
| 04/2025 | 0.37% | 2.91% |
| 05/2025 | 0.31% | 3.23% |
| 06/2025 | 0.42% | 3.66% |
| 07/2025 | 0.34% | 4.01% |
| 08/2025 | 0.38% | 4.41% |
| 09/2025 | 0.39% | 4.81% |
| 10/2025 | 0.35% | 5.18% |
| 11/2025 | 0.35% | 5.55% |
| 12/2025 | 0.37% | 5.94% |
| 01/2026 | 0.39% | 6.35% |
| 02/2026 | 0.31% | 6.68% |
| 03/2026 | 0.23% | 6.93% |
| 04/2026 | 0.35% | 7.30% |
| 05/2026 | 0.41% | 7.74% |
| 06/2026 | 0.44% | 8.22% |
| 07/2026 | 0.24% | 8.48% |
| 08/2026 | 0.32% | 8.82% |
Calendar-year returns
20244.31%
20254.42%
Investment exposure
- Equity exposure
- 0.00%
- Overseas exposure
- 0.00%
- Foreign currency exposure
- 0.00%
— 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.