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קופת גמל עמ"י 50-60

Returns, performance and investment exposure

Fund / track number 9943 · Data as of 08/2026

Cumulative return · 12 months12.06%Back to comparison
Last month1.08%
Year to date6.11%
3 years40.93%
5 years44.85%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.51%1.51%
10/20240.50%2.02%
11/20242.05%4.11%
12/20240.95%5.10%
01/20251.21%6.37%
02/2025-0.12%6.24%
03/2025-1.62%4.52%
04/20250.64%5.19%
05/20252.81%8.15%
06/20253.91%12.37%
07/20251.74%14.33%
08/20250.84%15.29%
09/20252.01%17.61%
10/20251.36%19.21%
11/20250.86%20.23%
12/20251.27%21.76%
01/20262.38%24.66%
02/20260.80%25.65%
03/2026-2.38%22.66%
04/20263.71%27.21%
05/20262.07%29.85%
06/2026-1.26%28.21%
07/2026-0.31%27.81%
08/20261.08%29.19%

Calendar-year returns

202413.00%
202515.85%

Investment exposure

Equity exposure
49.33%
Overseas exposure
39.52%
Foreign currency exposure
18.28%

— 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.