תגמולים ואישית לפיצויים
עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ - מסלול לבני 50 עד 60
Returns, performance and investment exposure
Fund / track number 9784 · Data as of 08/2026
Cumulative return · 12 months14.42%Back to comparison
Last month1.01%
Year to date8.99%
3 years39.05%
5 years35.81%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.17% | 2.17% |
| 10/2024 | 0.77% | 2.96% |
| 11/2024 | 1.82% | 4.83% |
| 12/2024 | 0.97% | 5.85% |
| 01/2025 | 1.32% | 7.24% |
| 02/2025 | -0.42% | 6.79% |
| 03/2025 | -0.84% | 5.90% |
| 04/2025 | 0.28% | 6.19% |
| 05/2025 | 2.01% | 8.33% |
| 06/2025 | 2.79% | 11.35% |
| 07/2025 | 1.45% | 12.97% |
| 08/2025 | 1.11% | 14.22% |
| 09/2025 | 1.73% | 16.19% |
| 10/2025 | 1.30% | 17.71% |
| 11/2025 | 0.79% | 18.64% |
| 12/2025 | 1.07% | 19.90% |
| 01/2026 | 2.76% | 23.21% |
| 02/2026 | 0.85% | 24.26% |
| 03/2026 | -1.69% | 22.16% |
| 04/2026 | 4.15% | 27.23% |
| 05/2026 | 2.86% | 30.87% |
| 06/2026 | -1.13% | 29.39% |
| 07/2026 | -0.01% | 29.38% |
| 08/2026 | 1.01% | 30.68% |
Calendar-year returns
202411.40%
202513.28%
Investment exposure
- Equity exposure
- 41.64%
- Overseas exposure
- 23.75%
- Foreign currency exposure
- 19.88%
— 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.