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קופת גמל עמ"י מסלול לבני 50 ומטה

Returns, performance and investment exposure

Fund / track number 9938 · Data as of 08/2026

Cumulative return · 12 months14.60%Back to comparison
Last month1.21%
Year to date7.60%
3 years48.00%
5 years42.55%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.60%1.60%
10/20240.23%1.83%
11/20242.40%4.28%
12/20240.51%4.81%
01/20251.63%6.52%
02/2025-0.57%5.91%
03/2025-1.79%4.01%
04/20250.89%4.94%
05/20252.63%7.70%
06/20254.50%12.55%
07/20251.48%14.21%
08/20250.80%15.13%
09/20252.55%18.06%
10/20251.74%20.12%
11/20250.76%21.03%
12/20251.31%22.61%
01/20262.91%26.18%
02/20260.90%27.32%
03/2026-3.06%23.42%
04/20265.11%29.73%
05/20262.24%32.64%
06/2026-1.25%30.98%
07/2026-0.47%30.36%
08/20261.21%31.94%

Calendar-year returns

202414.98%
202516.99%

Investment exposure

Equity exposure
62.34%
Overseas exposure
43.48%
Foreign currency exposure
20.06%

— 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.