קופת גמל להשקעה - חסכון לילד

מור חיסכון לילד - שריעה

Returns, performance and investment exposure

Fund / track number 9303 · Data as of 08/2026

Cumulative return · 12 months0.68%Back to comparison
Last month-0.57%
Year to date0.87%
3 years3.02%
5 years17.17%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.92%1.92%
10/2024-0.84%1.06%
11/2024-0.71%0.35%
12/2024-0.21%0.14%
01/2025-0.60%-0.47%
02/2025-1.06%-1.52%
03/20253.17%1.60%
04/2025-1.42%0.16%
05/2025-1.27%-1.11%
06/2025-1.54%-2.64%
07/20251.00%-1.66%
08/2025-0.42%-2.08%
09/20251.02%-1.08%
10/20250.36%-0.72%
11/20250.01%-0.71%
12/2025-1.56%-2.26%
01/2026-1.29%-3.52%
02/20262.24%-1.36%
03/2026-1.96%-3.29%
04/2026-2.18%-5.40%
05/2026-0.93%-6.28%
06/20265.17%-1.44%
07/20260.60%-0.84%
08/2026-0.57%-1.41%

Calendar-year returns

20245.92%
2025-2.39%

Investment exposure

Equity exposure
25.05%
Overseas exposure
77.15%
Foreign currency exposure
81.81%

— 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.