תגמולים ואישית לפיצויים

אלטשולר שחם גמל לעמיתי חבר לבני 60 ומעלה

Returns, performance and investment exposure

Fund / track number 9846 · Data as of 08/2026

Cumulative return · 12 months7.20%Back to comparison
Last month1.11%
Year to date3.95%
3 years25.99%
5 years25.27%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.51%1.51%
10/2024-0.05%1.46%
11/20241.23%2.71%
12/2024-0.15%2.55%
01/20250.84%3.41%
02/20250.09%3.51%
03/2025-0.36%3.14%
04/20250.58%3.73%
05/20251.20%4.98%
06/20252.27%7.36%
07/20250.34%7.73%
08/20251.12%8.93%
09/20251.56%10.63%
10/20251.22%11.98%
11/20250.53%12.58%
12/2025-0.21%12.34%
01/20261.01%13.47%
02/20260.26%13.77%
03/2026-2.11%11.37%
04/20262.32%13.95%
05/20261.50%15.66%
06/20260.43%16.16%
07/2026-0.57%15.50%
08/20261.11%16.78%

Calendar-year returns

20248.62%
20259.54%

Investment exposure

Equity exposure
31.17%
Overseas exposure
40.38%
Foreign currency exposure
17.19%

— 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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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.