תגמולים ואישית לפיצויים
אלטשולר שחם מרפא קופה מרכזית לדמי מחלה
Returns, performance and investment exposure
Fund / track number 872 · Data as of 08/2026
Cumulative return · 12 months10.85%Back to comparison
Last month1.90%
Year to date6.20%
3 years38.85%
5 years35.13%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.26% | 2.26% |
| 10/2024 | -0.21% | 2.05% |
| 11/2024 | 1.64% | 3.72% |
| 12/2024 | -0.26% | 3.45% |
| 01/2025 | 1.60% | 5.10% |
| 02/2025 | -0.92% | 4.14% |
| 03/2025 | -1.44% | 2.64% |
| 04/2025 | 0.68% | 3.34% |
| 05/2025 | 3.15% | 6.59% |
| 06/2025 | 3.62% | 10.45% |
| 07/2025 | 0.80% | 11.33% |
| 08/2025 | 1.22% | 12.69% |
| 09/2025 | 2.53% | 15.54% |
| 10/2025 | 1.38% | 17.14% |
| 11/2025 | 0.45% | 17.66% |
| 12/2025 | -0.03% | 17.63% |
| 01/2026 | 1.87% | 19.83% |
| 02/2026 | -0.20% | 19.59% |
| 03/2026 | -3.34% | 15.59% |
| 04/2026 | 4.64% | 20.96% |
| 05/2026 | 2.04% | 23.43% |
| 06/2026 | -0.16% | 23.23% |
| 07/2026 | -0.52% | 22.59% |
| 08/2026 | 1.90% | 24.92% |
Calendar-year returns
202412.63%
202513.71%
Investment exposure
- Equity exposure
- 53.81%
- Overseas exposure
- 45.50%
- Foreign currency exposure
- 20.24%
— 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.