תגמולים ואישית לפיצויים
אלטשולר שחם גמל לבני 50 ומטה
Returns, performance and investment exposure
Fund / track number 9950 · Data as of 08/2026
Cumulative return · 12 months12.94%Back to comparison
Last month2.24%
Year to date7.59%
3 years43.73%
5 years38.63%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.35% | 2.35% |
| 10/2024 | -0.13% | 2.22% |
| 11/2024 | 1.85% | 4.11% |
| 12/2024 | -0.23% | 3.87% |
| 01/2025 | 1.50% | 5.43% |
| 02/2025 | -1.20% | 4.16% |
| 03/2025 | -1.43% | 2.67% |
| 04/2025 | 0.84% | 3.53% |
| 05/2025 | 3.64% | 7.30% |
| 06/2025 | 3.74% | 11.32% |
| 07/2025 | 0.99% | 12.42% |
| 08/2025 | 1.19% | 13.76% |
| 09/2025 | 2.78% | 16.92% |
| 10/2025 | 1.34% | 18.49% |
| 11/2025 | 0.67% | 19.28% |
| 12/2025 | 0.11% | 19.41% |
| 01/2026 | 2.08% | 21.89% |
| 02/2026 | -0.22% | 21.63% |
| 03/2026 | -2.99% | 17.99% |
| 04/2026 | 4.68% | 23.51% |
| 05/2026 | 2.19% | 26.22% |
| 06/2026 | -0.09% | 26.10% |
| 07/2026 | -0.35% | 25.66% |
| 08/2026 | 2.24% | 28.48% |
Calendar-year returns
202414.45%
202514.96%
Investment exposure
- Equity exposure
- 58.63%
- Overseas exposure
- 42.72%
- Foreign currency exposure
- 23.55%
— 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.