קופת גמל להשקעה
כלל גמל לעתיד כספי(שקלי)
Returns, performance and investment exposure
Fund / track number 7993 · Data as of 08/2026
Cumulative return · 12 months4.61%Back to comparison
Last month0.38%
Year to date3.21%
3 years15.66%
5 years19.81%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.40% | 0.40% |
| 10/2024 | 0.38% | 0.78% |
| 11/2024 | 0.38% | 1.16% |
| 12/2024 | 0.42% | 1.59% |
| 01/2025 | 0.62% | 2.22% |
| 02/2025 | 0.46% | 2.69% |
| 03/2025 | 0.36% | 3.06% |
| 04/2025 | 0.38% | 3.45% |
| 05/2025 | 0.50% | 3.97% |
| 06/2025 | 0.43% | 4.42% |
| 07/2025 | 0.55% | 4.99% |
| 08/2025 | 0.50% | 5.51% |
| 09/2025 | 0.33% | 5.86% |
| 10/2025 | 0.29% | 6.17% |
| 11/2025 | 0.34% | 6.53% |
| 12/2025 | 0.39% | 6.95% |
| 01/2026 | 0.45% | 7.43% |
| 02/2026 | 0.41% | 7.87% |
| 03/2026 | 0.31% | 8.20% |
| 04/2026 | 0.43% | 8.67% |
| 05/2026 | 0.39% | 9.09% |
| 06/2026 | 0.45% | 9.58% |
| 07/2026 | 0.35% | 9.97% |
| 08/2026 | 0.38% | 10.38% |
Calendar-year returns
20244.70%
20255.27%
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.
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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.