תגמולים ואישית לפיצויים
אלטשולר שחם גמל לבני 60 ומעלה
Returns, performance and investment exposure
Fund / track number 9952 · Data as of 08/2026
Cumulative return · 12 months7.58%Back to comparison
Last month1.19%
Year to date4.55%
3 years25.14%
5 years23.76%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.31% | 1.31% |
| 10/2024 | 0.08% | 1.39% |
| 11/2024 | 1.22% | 2.63% |
| 12/2024 | -0.14% | 2.48% |
| 01/2025 | 0.67% | 3.17% |
| 02/2025 | 0.14% | 3.32% |
| 03/2025 | -0.15% | 3.16% |
| 04/2025 | 0.59% | 3.77% |
| 05/2025 | 0.91% | 4.71% |
| 06/2025 | 2.09% | 6.90% |
| 07/2025 | 0.41% | 7.34% |
| 08/2025 | 0.94% | 8.35% |
| 09/2025 | 1.49% | 9.96% |
| 10/2025 | 1.06% | 11.13% |
| 11/2025 | 0.38% | 11.55% |
| 12/2025 | -0.06% | 11.48% |
| 01/2026 | 0.95% | 12.54% |
| 02/2026 | 0.22% | 12.79% |
| 03/2026 | -1.55% | 11.04% |
| 04/2026 | 2.06% | 13.33% |
| 05/2026 | 1.39% | 14.91% |
| 06/2026 | 0.58% | 15.57% |
| 07/2026 | -0.33% | 15.19% |
| 08/2026 | 1.19% | 16.56% |
Calendar-year returns
20248.46%
20258.78%
Investment exposure
- Equity exposure
- 28.63%
- Overseas exposure
- 34.80%
- Foreign currency exposure
- 18.91%
— 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.