קופת גמל להשקעה

אנליסט מסלולית - קופת גמל להשקעה עוקב מדדים - גמיש

Returns, performance and investment exposure

Fund / track number 7843 · Data as of 08/2026

Cumulative return · 12 months22.20%Back to comparison
Last month0.79%
Year to date4.98%
3 years100.78%
5 years105.24%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.93%1.93%
10/20245.26%7.29%
11/20245.38%13.06%
12/20245.30%19.06%
01/20253.00%22.63%
02/20251.51%24.48%
03/2025-5.95%17.07%
04/20254.95%22.87%
05/20255.81%30.01%
06/202512.52%46.28%
07/20251.63%48.67%
08/20250.26%49.05%
09/20254.07%55.12%
10/20253.82%61.05%
11/20253.07%65.99%
12/20254.53%73.51%
01/20266.97%85.60%
02/20260.19%85.96%
03/2026-2.98%80.42%
04/20268.80%96.29%
05/20262.45%101.10%
06/2026-9.63%81.73%
07/2026-0.56%80.72%
08/20260.79%82.14%

Calendar-year returns

202428.55%
202545.74%

Investment exposure

Equity exposure
100.04%
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.

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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.