תגמולים ואישית לפיצויים

קופת גמל מחר לבני 60 ומעלה

Returns, performance and investment exposure

Fund / track number 9937 · Data as of 08/2026

Cumulative return · 12 months9.11%Back to comparison
Last month0.77%
Year to date4.87%
3 years29.30%
5 years29.68%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.14%1.14%
10/20240.24%1.38%
11/20241.47%2.87%
12/20240.68%3.57%
01/20250.73%4.33%
02/20250.23%4.57%
03/2025-0.81%3.72%
04/20250.68%4.43%
05/20251.26%5.74%
06/20252.64%8.53%
07/20250.91%9.52%
08/20250.78%10.38%
09/20251.48%12.01%
10/20251.25%13.41%
11/20250.51%13.99%
12/20250.74%14.83%
01/20261.52%16.58%
02/20260.55%17.22%
03/2026-1.85%15.05%
04/20262.60%18.04%
05/20261.69%20.04%
06/2026-0.17%19.83%
07/2026-0.27%19.51%
08/20260.77%20.43%

Calendar-year returns

20249.32%
202510.87%

Investment exposure

Equity exposure
29.12%
Overseas exposure
21.03%
Foreign currency exposure
12.65%

— 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.