תגמולים ואישית לפיצויים
אנליסט מסלולית קופת גמל - מסלול לבני 50-60
Returns, performance and investment exposure
Fund / track number 9731 · Data as of 08/2026
Cumulative return · 12 months11.76%Back to comparison
Last month0.75%
Year to date6.31%
3 years40.56%
5 years45.22%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.88% | 1.88% |
| 10/2024 | 0.37% | 2.26% |
| 11/2024 | 2.27% | 4.58% |
| 12/2024 | 0.80% | 5.41% |
| 01/2025 | 1.65% | 7.15% |
| 02/2025 | -0.09% | 7.06% |
| 03/2025 | -1.16% | 5.82% |
| 04/2025 | 0.62% | 6.47% |
| 05/2025 | 2.18% | 8.79% |
| 06/2025 | 3.44% | 12.54% |
| 07/2025 | 1.09% | 13.76% |
| 08/2025 | 0.85% | 14.73% |
| 09/2025 | 2.00% | 17.02% |
| 10/2025 | 1.39% | 18.65% |
| 11/2025 | 0.77% | 19.56% |
| 12/2025 | 0.87% | 20.60% |
| 01/2026 | 2.07% | 23.10% |
| 02/2026 | 0.41% | 23.61% |
| 03/2026 | -2.05% | 21.07% |
| 04/2026 | 4.36% | 26.35% |
| 05/2026 | 2.50% | 29.51% |
| 06/2026 | -1.23% | 27.92% |
| 07/2026 | -0.51% | 27.26% |
| 08/2026 | 0.75% | 28.22% |
Calendar-year returns
202413.31%
202514.41%
Investment exposure
- Equity exposure
- 50.73%
- Overseas exposure
- 33.84%
- Foreign currency exposure
- 19.35%
— 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.