תגמולים ואישית לפיצויים
אנליסט גמל משולב סחיר
Returns, performance and investment exposure
Fund / track number 818 · Data as of 08/2026
Cumulative return · 12 months-2.27%Back to comparison
Last month-1.06%
Year to date-1.41%
3 years8.35%
5 years21.87%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.09% | 3.09% |
| 10/2024 | -1.29% | 1.76% |
| 11/2024 | 0.46% | 2.23% |
| 12/2024 | -0.91% | 1.30% |
| 01/2025 | 0.15% | 1.45% |
| 02/2025 | -1.37% | 0.06% |
| 03/2025 | 3.20% | 3.26% |
| 04/2025 | -1.63% | 1.58% |
| 05/2025 | -1.01% | 0.55% |
| 06/2025 | -1.11% | -0.56% |
| 07/2025 | 1.16% | 0.59% |
| 08/2025 | -0.08% | 0.51% |
| 09/2025 | 0.95% | 1.46% |
| 10/2025 | -0.34% | 1.12% |
| 11/2025 | 0.57% | 1.70% |
| 12/2025 | -2.03% | -0.37% |
| 01/2026 | -2.39% | -2.75% |
| 02/2026 | 1.24% | -1.54% |
| 03/2026 | -2.24% | -3.75% |
| 04/2026 | -1.87% | -5.55% |
| 05/2026 | -2.17% | -7.60% |
| 06/2026 | 5.30% | -2.70% |
| 07/2026 | 2.04% | -0.72% |
| 08/2026 | -1.06% | -1.77% |
Calendar-year returns
202411.57%
2025-1.65%
Investment exposure
- Equity exposure
- 47.92%
- Overseas exposure
- 111.92%
- Foreign currency exposure
- 98.51%
— 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.