קופת גמל להשקעה
מגדל גמל להשקעה מניות
Returns, performance and investment exposure
Fund / track number 7934 · Data as of 08/2026
Cumulative return · 12 months21.70%Back to comparison
Last month1.97%
Year to date10.51%
3 years75.85%
5 years77.11%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.77% | 2.77% |
| 10/2024 | 0.59% | 3.38% |
| 11/2024 | 3.39% | 6.88% |
| 12/2024 | 1.34% | 8.31% |
| 01/2025 | 2.67% | 11.21% |
| 02/2025 | -1.01% | 10.08% |
| 03/2025 | -2.93% | 6.86% |
| 04/2025 | 1.24% | 8.18% |
| 05/2025 | 5.29% | 13.90% |
| 06/2025 | 6.29% | 21.07% |
| 07/2025 | 1.73% | 23.16% |
| 08/2025 | 1.20% | 24.64% |
| 09/2025 | 3.69% | 29.24% |
| 10/2025 | 2.42% | 32.37% |
| 11/2025 | 1.70% | 34.62% |
| 12/2025 | 1.97% | 37.27% |
| 01/2026 | 4.87% | 43.96% |
| 02/2026 | 1.10% | 45.54% |
| 03/2026 | -4.36% | 39.19% |
| 04/2026 | 7.89% | 50.18% |
| 05/2026 | 3.43% | 55.33% |
| 06/2026 | -3.22% | 50.33% |
| 07/2026 | -1.04% | 48.76% |
| 08/2026 | 1.97% | 51.69% |
Calendar-year returns
202422.03%
202526.73%
Investment exposure
- Equity exposure
- 100.68%
- Overseas exposure
- 60.08%
- Foreign currency exposure
- 25.79%
— 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.