תגמולים ואישית לפיצויים
כלל תמר 50-60
Returns, performance and investment exposure
Fund / track number 9652 · Data as of 08/2026
Cumulative return · 12 months14.93%Back to comparison
Last month1.34%
Year to date8.15%
3 years43.27%
5 years43.75%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.64% | 1.64% |
| 10/2024 | 0.49% | 2.14% |
| 11/2024 | 1.94% | 4.12% |
| 12/2024 | 0.75% | 4.90% |
| 01/2025 | 1.28% | 6.24% |
| 02/2025 | 0.05% | 6.30% |
| 03/2025 | -1.07% | 5.16% |
| 04/2025 | 0.81% | 6.01% |
| 05/2025 | 2.33% | 8.48% |
| 06/2025 | 3.52% | 12.30% |
| 07/2025 | 0.88% | 13.29% |
| 08/2025 | 1.00% | 14.42% |
| 09/2025 | 2.11% | 16.83% |
| 10/2025 | 1.46% | 18.54% |
| 11/2025 | 1.33% | 20.12% |
| 12/2025 | 1.23% | 21.59% |
| 01/2026 | 2.60% | 24.76% |
| 02/2026 | 0.91% | 25.89% |
| 03/2026 | -2.19% | 23.13% |
| 04/2026 | 4.16% | 28.26% |
| 05/2026 | 2.35% | 31.27% |
| 06/2026 | -0.52% | 30.59% |
| 07/2026 | -0.63% | 29.77% |
| 08/2026 | 1.34% | 31.50% |
Calendar-year returns
202412.55%
202515.91%
Investment exposure
- Equity exposure
- 49.53%
- Overseas exposure
- 48.05%
- Foreign currency exposure
- 19.62%
— 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.