תגמולים ואישית לפיצויים
אלטשולר שחם עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 989 · Data as of 08/2026
Cumulative return · 12 months18.19%Back to comparison
Last month1.47%
Year to date12.86%
3 years58.45%
5 years57.46%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 4.76% | 4.76% |
| 10/2024 | -1.31% | 3.39% |
| 11/2024 | 1.53% | 4.97% |
| 12/2024 | 0.11% | 5.08% |
| 01/2025 | 1.00% | 6.14% |
| 02/2025 | -4.17% | 1.71% |
| 03/2025 | -1.12% | 0.57% |
| 04/2025 | -1.16% | -0.60% |
| 05/2025 | 4.98% | 4.35% |
| 06/2025 | 2.26% | 6.71% |
| 07/2025 | 2.64% | 9.53% |
| 08/2025 | -0.33% | 9.17% |
| 09/2025 | 4.71% | 14.31% |
| 10/2025 | 2.70% | 17.40% |
| 11/2025 | -0.79% | 16.47% |
| 12/2025 | -1.84% | 14.33% |
| 01/2026 | 0.75% | 15.18% |
| 02/2026 | -0.81% | 14.25% |
| 03/2026 | -4.31% | 9.33% |
| 04/2026 | 7.44% | 17.46% |
| 05/2026 | 4.60% | 22.86% |
| 06/2026 | 6.82% | 31.24% |
| 07/2026 | -3.11% | 27.16% |
| 08/2026 | 1.47% | 29.03% |
Calendar-year returns
202425.31%
20258.79%
Investment exposure
- Equity exposure
- 99.37%
- Overseas exposure
- 146.54%
- Foreign currency exposure
- 98.69%
— 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.