קופת גמל להשקעה

מור גמל להשקעה - עוקב מדד S&P500

Returns, performance and investment exposure

Fund / track number 7958 · Data as of 08/2026

Cumulative return · 12 months7.79%Back to comparison
Last month1.11%
Year to date5.58%
3 years38.47%
5 years62.95%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.98%3.98%
10/2024-0.21%3.76%
11/20243.11%6.99%
12/2024-1.82%5.04%
01/20251.04%6.13%
02/2025-3.47%2.45%
03/2025-0.95%1.48%
04/2025-2.79%-1.35%
05/20253.19%1.79%
06/20250.76%2.57%
07/20253.26%5.91%
08/2025-0.03%5.88%
09/20252.64%8.67%
10/20250.83%9.58%
11/20250.40%10.01%
12/2025-1.74%8.10%
01/2026-1.70%6.26%
02/20260.18%6.45%
03/2026-4.30%1.88%
04/20263.07%5.00%
05/20260.59%5.62%
06/20264.69%10.58%
07/20262.08%12.88%
08/20261.11%14.13%

Calendar-year returns

202425.31%
20252.91%

Investment exposure

Equity exposure
100.29%
Overseas exposure
100.29%
Foreign currency exposure
100.24%

— 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.