תגמולים ואישית לפיצויים

מגדל לתגמולים ולפיצויים מסלול לבני 50 ומטה

Returns, performance and investment exposure

Fund / track number 9779 · Data as of 08/2026

Cumulative return · 12 months14.97%Back to comparison
Last month1.50%
Year to date7.80%
3 years46.62%
5 years49.54%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.81%1.81%
10/20240.21%2.02%
11/20242.21%4.28%
12/20240.83%5.14%
01/20251.57%6.79%
02/2025-0.35%6.42%
03/2025-1.39%4.94%
04/20251.07%6.06%
05/20252.73%8.96%
06/20253.95%13.26%
07/20250.97%14.36%
08/20250.98%15.48%
09/20252.34%18.19%
10/20251.69%20.18%
11/20251.21%21.64%
12/20251.25%23.16%
01/20262.79%26.59%
02/20260.68%27.45%
03/2026-2.82%23.86%
04/20264.88%29.91%
05/20262.51%33.17%
06/2026-1.18%31.59%
07/2026-0.60%30.80%
08/20261.50%32.77%

Calendar-year returns

202414.11%
202517.13%

Investment exposure

Equity exposure
60.31%
Overseas exposure
49.32%
Foreign currency exposure
19.79%

— 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.