מרכזית לפיצויים

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Returns, performance and investment exposure

Fund / track number 8056 · Data as of 08/2026

Cumulative return · 12 months10.52%Back to comparison
Last month1.19%
Year to date5.77%
3 years37.02%
5 years40.05%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.36%2.36%
10/2024-0.64%1.70%
11/20241.84%3.58%
12/2024-0.09%3.48%
01/20251.29%4.82%
02/2025-0.14%4.67%
03/2025-1.06%3.56%
04/20250.69%4.28%
05/20252.19%6.56%
06/20252.73%9.47%
07/20251.05%10.62%
08/20250.88%11.59%
09/20251.91%13.72%
10/20251.44%15.36%
11/20250.58%16.03%
12/20250.50%16.61%
01/20261.32%18.15%
02/20260.33%18.54%
03/2026-2.66%15.39%
04/20264.29%20.34%
05/20262.03%22.78%
06/2026-0.68%21.94%
07/2026-0.05%21.88%
08/20261.19%23.33%

Calendar-year returns

202412.13%
202512.69%

Investment exposure

Equity exposure
51.72%
Overseas exposure
41.02%
Foreign currency exposure
19.54%

— 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.