תגמולים ואישית לפיצויים
אלטשולר שחם גמל לבני 50 עד 60
Returns, performance and investment exposure
Fund / track number 9951 · Data as of 08/2026
Cumulative return · 12 months10.78%Back to comparison
Last month1.90%
Year to date6.32%
3 years36.19%
5 years32.65%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.05% | 2.05% |
| 10/2024 | -0.05% | 2.00% |
| 11/2024 | 1.69% | 3.72% |
| 12/2024 | -0.23% | 3.48% |
| 01/2025 | 1.30% | 4.83% |
| 02/2025 | -0.73% | 4.06% |
| 03/2025 | -1.16% | 2.86% |
| 04/2025 | 0.66% | 3.54% |
| 05/2025 | 2.74% | 6.37% |
| 06/2025 | 3.15% | 9.72% |
| 07/2025 | 0.80% | 10.60% |
| 08/2025 | 1.19% | 11.92% |
| 09/2025 | 2.27% | 14.46% |
| 10/2025 | 1.19% | 15.82% |
| 11/2025 | 0.64% | 16.56% |
| 12/2025 | 0.04% | 16.61% |
| 01/2026 | 1.65% | 18.53% |
| 02/2026 | -0.11% | 18.40% |
| 03/2026 | -2.60% | 15.32% |
| 04/2026 | 3.96% | 19.89% |
| 05/2026 | 1.85% | 22.11% |
| 06/2026 | 0.03% | 22.14% |
| 07/2026 | -0.39% | 21.67% |
| 08/2026 | 1.90% | 23.98% |
Calendar-year returns
202412.17%
202512.68%
Investment exposure
- Equity exposure
- 50.07%
- Overseas exposure
- 39.74%
- Foreign currency exposure
- 21.12%
— 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.
Free initial review
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.