תגמולים ואישית לפיצויים
כלל תמר עד 50
Returns, performance and investment exposure
Fund / track number 9651 · Data as of 08/2026
Cumulative return · 12 months16.96%Back to comparison
Last month1.53%
Year to date9.10%
3 years48.88%
5 years49.81%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.77% | 1.77% |
| 10/2024 | 0.49% | 2.27% |
| 11/2024 | 2.10% | 4.42% |
| 12/2024 | 0.74% | 5.19% |
| 01/2025 | 1.52% | 6.79% |
| 02/2025 | -0.13% | 6.65% |
| 03/2025 | -1.41% | 5.15% |
| 04/2025 | 0.86% | 6.05% |
| 05/2025 | 2.98% | 9.21% |
| 06/2025 | 4.01% | 13.59% |
| 07/2025 | 1.04% | 14.77% |
| 08/2025 | 1.08% | 16.01% |
| 09/2025 | 2.41% | 18.81% |
| 10/2025 | 1.64% | 20.75% |
| 11/2025 | 1.53% | 22.60% |
| 12/2025 | 1.44% | 24.37% |
| 01/2026 | 3.05% | 28.16% |
| 02/2026 | 1.05% | 29.51% |
| 03/2026 | -2.42% | 26.37% |
| 04/2026 | 4.72% | 32.34% |
| 05/2026 | 2.51% | 35.66% |
| 06/2026 | -0.73% | 34.67% |
| 07/2026 | -0.76% | 33.64% |
| 08/2026 | 1.53% | 35.69% |
Calendar-year returns
202413.54%
202518.23%
Investment exposure
- Equity exposure
- 56.99%
- Overseas exposure
- 54.14%
- Foreign currency exposure
- 20.01%
— 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.