תגמולים ואישית לפיצויים
מגדל לתגמולים ולפיצויים מסלול מניות
Returns, performance and investment exposure
Fund / track number 863 · Data as of 08/2026
Cumulative return · 12 months22.31%Back to comparison
Last month2.05%
Year to date11.26%
3 years76.15%
5 years77.37%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.77% | 2.77% |
| 10/2024 | 0.60% | 3.39% |
| 11/2024 | 3.40% | 6.90% |
| 12/2024 | 1.35% | 8.34% |
| 01/2025 | 2.70% | 11.27% |
| 02/2025 | -1.14% | 10.00% |
| 03/2025 | -2.92% | 6.79% |
| 04/2025 | 1.12% | 7.99% |
| 05/2025 | 5.24% | 13.64% |
| 06/2025 | 6.10% | 20.58% |
| 07/2025 | 1.73% | 22.66% |
| 08/2025 | 1.22% | 24.16% |
| 09/2025 | 3.71% | 28.77% |
| 10/2025 | 2.40% | 31.86% |
| 11/2025 | 1.58% | 33.94% |
| 12/2025 | 1.91% | 36.50% |
| 01/2026 | 4.83% | 43.09% |
| 02/2026 | 1.08% | 44.64% |
| 03/2026 | -4.45% | 38.20% |
| 04/2026 | 8.02% | 49.28% |
| 05/2026 | 3.61% | 54.67% |
| 06/2026 | -2.72% | 50.46% |
| 07/2026 | -1.10% | 48.81% |
| 08/2026 | 2.05% | 51.86% |
Calendar-year returns
202422.02%
202525.98%
Investment exposure
- Equity exposure
- 99.94%
- Overseas exposure
- 64.51%
- Foreign currency exposure
- 25.50%
— 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.