תגמולים ואישית לפיצויים

אנליסט גמל כספי (שקלי)

Returns, performance and investment exposure

Fund / track number 815 · Data as of 08/2026

Cumulative return · 12 months4.23%Back to comparison
Last month0.32%
Year to date2.73%
3 years13.72%
5 years16.81%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.34%0.34%
10/20240.34%0.68%
11/20240.33%1.01%
12/20240.44%1.46%
01/20250.35%1.81%
02/20250.31%2.13%
03/20250.38%2.52%
04/20250.36%2.89%
05/20250.32%3.22%
06/20250.41%3.64%
07/20250.35%4.00%
08/20250.38%4.40%
09/20250.39%4.80%
10/20250.35%5.17%
11/20250.35%5.54%
12/20250.36%5.92%
01/20260.39%6.33%
02/20260.32%6.67%
03/20260.23%6.92%
04/20260.34%7.28%
05/20260.42%7.73%
06/20260.45%8.22%
07/20260.23%8.46%
08/20260.32%8.81%

Calendar-year returns

20244.30%
20254.40%

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.

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.