תגמולים ואישית לפיצויים
אנליסט מסלולית קופת גמל - מסלול לבני 50 ומטה
Returns, performance and investment exposure
Fund / track number 9730 · Data as of 08/2026
Cumulative return · 12 months13.13%Back to comparison
Last month0.83%
Year to date7.11%
3 years50.63%
5 years55.38%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.24% | 2.24% |
| 10/2024 | 0.73% | 2.99% |
| 11/2024 | 2.93% | 6.00% |
| 12/2024 | 1.09% | 7.16% |
| 01/2025 | 2.15% | 9.46% |
| 02/2025 | -0.11% | 9.34% |
| 03/2025 | -1.66% | 7.53% |
| 04/2025 | 0.79% | 8.38% |
| 05/2025 | 2.73% | 11.34% |
| 06/2025 | 4.13% | 15.93% |
| 07/2025 | 1.34% | 17.49% |
| 08/2025 | 1.13% | 18.82% |
| 09/2025 | 2.25% | 21.49% |
| 10/2025 | 1.42% | 23.21% |
| 11/2025 | 0.92% | 24.35% |
| 12/2025 | 0.92% | 25.49% |
| 01/2026 | 2.19% | 28.24% |
| 02/2026 | 0.15% | 28.43% |
| 03/2026 | -2.01% | 25.85% |
| 04/2026 | 4.93% | 32.05% |
| 05/2026 | 3.13% | 36.19% |
| 06/2026 | -1.53% | 34.10% |
| 07/2026 | -0.59% | 33.31% |
| 08/2026 | 0.83% | 34.42% |
Calendar-year returns
202417.45%
202517.11%
Investment exposure
- Equity exposure
- 62.36%
- Overseas exposure
- 38.28%
- Foreign currency exposure
- 21.48%
— 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.