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אנליסט מסלולית קופת גמל - מסלול לבני 60 ומעלה

Returns, performance and investment exposure

Fund / track number 9732 · Data as of 08/2026

Cumulative return · 12 months9.48%Back to comparison
Last month0.52%
Year to date5.19%
3 years29.92%
5 years30.33%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.28%1.28%
10/20240.25%1.53%
11/20241.59%3.15%
12/20240.67%3.84%
01/20251.06%4.94%
02/20250.20%5.15%
03/2025-0.71%4.40%
04/20250.66%5.09%
05/20251.22%6.37%
06/20252.59%9.13%
07/20250.77%9.97%
08/20250.79%10.84%
09/20251.48%12.48%
10/20251.18%13.81%
11/20250.68%14.58%
12/20250.68%15.36%
01/20261.52%17.11%
02/20260.45%17.64%
03/2026-1.37%16.03%
04/20262.97%19.47%
05/20262.05%21.92%
06/2026-0.59%21.20%
07/2026-0.40%20.72%
08/20260.52%21.35%

Calendar-year returns

20249.25%
202511.09%

Investment exposure

Equity exposure
30.69%
Overseas exposure
19.50%
Foreign currency exposure
13.03%

— 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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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.