תגמולים ואישית לפיצויים
עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ - מסלול לבני 50 ומטה
Returns, performance and investment exposure
Fund / track number 9783 · Data as of 08/2026
Cumulative return · 12 months20.58%Back to comparison
Last month1.06%
Year to date12.62%
3 years55.10%
5 years51.52%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.42% | 2.42% |
| 10/2024 | 1.27% | 3.72% |
| 11/2024 | 2.51% | 6.32% |
| 12/2024 | 1.28% | 7.69% |
| 01/2025 | 1.90% | 9.73% |
| 02/2025 | -1.09% | 8.54% |
| 03/2025 | -1.54% | 6.86% |
| 04/2025 | 0.13% | 7.00% |
| 05/2025 | 3.54% | 10.79% |
| 06/2025 | 3.56% | 14.73% |
| 07/2025 | 2.00% | 17.03% |
| 08/2025 | 1.59% | 18.89% |
| 09/2025 | 2.35% | 21.68% |
| 10/2025 | 1.78% | 23.85% |
| 11/2025 | 1.46% | 25.66% |
| 12/2025 | 1.30% | 27.29% |
| 01/2026 | 3.49% | 31.73% |
| 02/2026 | 0.59% | 32.51% |
| 03/2026 | -2.10% | 29.73% |
| 04/2026 | 5.79% | 37.24% |
| 05/2026 | 4.59% | 43.54% |
| 06/2026 | -1.26% | 41.73% |
| 07/2026 | 0.09% | 41.86% |
| 08/2026 | 1.06% | 43.36% |
Calendar-year returns
202415.13%
202518.21%
Investment exposure
- Equity exposure
- 50.53%
- Overseas exposure
- 31.79%
- Foreign currency exposure
- 21.19%
— 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.