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קופת גמל עמ"י 60 ומעלה

Returns, performance and investment exposure

Fund / track number 9942 · Data as of 08/2026

Cumulative return · 12 months9.70%Back to comparison
Last month0.62%
Year to date5.25%
3 years29.59%
5 years27.48%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.17%1.17%
10/20240.16%1.33%
11/20241.26%2.61%
12/20240.55%3.17%
01/20250.79%3.99%
02/20250.01%4.00%
03/2025-0.63%3.34%
04/20250.71%4.08%
05/20251.27%5.40%
06/20252.61%8.15%
07/20250.94%9.17%
08/20250.71%9.94%
09/20251.58%11.68%
10/20251.21%13.03%
11/20250.51%13.61%
12/20250.87%14.59%
01/20261.83%16.69%
02/20260.64%17.44%
03/2026-1.92%15.18%
04/20262.76%18.36%
05/20261.49%20.13%
06/2026-0.09%20.02%
07/2026-0.13%19.86%
08/20260.62%20.61%

Calendar-year returns

20248.94%
202511.07%

Investment exposure

Equity exposure
29.29%
Overseas exposure
21.67%
Foreign currency exposure
14.27%

— 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.