תגמולים ואישית לפיצויים
כלל תמר 60 ומעלה
Returns, performance and investment exposure
Fund / track number 9653 · Data as of 08/2026
Cumulative return · 12 months10.66%Back to comparison
Last month1.03%
Year to date5.86%
3 years30.05%
5 years30.26%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.16% | 1.16% |
| 10/2024 | 0.40% | 1.56% |
| 11/2024 | 1.57% | 3.16% |
| 12/2024 | 0.59% | 3.77% |
| 01/2025 | 0.85% | 4.65% |
| 02/2025 | 0.31% | 4.97% |
| 03/2025 | -0.72% | 4.22% |
| 04/2025 | 0.64% | 4.89% |
| 05/2025 | 1.25% | 6.20% |
| 06/2025 | 2.57% | 8.93% |
| 07/2025 | 0.58% | 9.56% |
| 08/2025 | 0.87% | 10.51% |
| 09/2025 | 1.44% | 12.10% |
| 10/2025 | 1.19% | 13.44% |
| 11/2025 | 0.95% | 14.51% |
| 12/2025 | 0.88% | 15.52% |
| 01/2026 | 1.54% | 17.30% |
| 02/2026 | 0.56% | 17.96% |
| 03/2026 | -1.50% | 16.19% |
| 04/2026 | 2.78% | 19.42% |
| 05/2026 | 1.73% | 21.48% |
| 06/2026 | -0.06% | 21.41% |
| 07/2026 | -0.30% | 21.05% |
| 08/2026 | 1.03% | 22.29% |
Calendar-year returns
20248.90%
202511.33%
Investment exposure
- Equity exposure
- 32.74%
- Overseas exposure
- 39.66%
- Foreign currency exposure
- 13.87%
— 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.
Free initial review
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.