פוליסות חיסכון

כלל חברה לביטוח בע"מ מסלול לבני 50 ומטה פוליסות לפני 2004

Returns, performance and investment exposure

Fund / track number 11341 · Data as of 08/2026

Cumulative return · 12 months15.88%Back to comparison
Last month0.72%
Year to date8.73%
3 years46.64%
5 years46.32%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.46%1.46%
10/20240.50%1.97%
11/20242.13%4.14%
12/20240.54%4.70%
01/20251.51%6.28%
02/20250.23%6.53%
03/2025-1.66%4.76%
04/20250.51%5.29%
05/20252.85%8.29%
06/20253.77%12.38%
07/20251.27%13.80%
08/20250.93%14.86%
09/20252.20%17.39%
10/20251.73%19.42%
11/20251.36%21.04%
12/20251.13%22.41%
01/20262.76%25.79%
02/20261.55%27.74%
03/2026-2.45%24.61%
04/20264.25%29.91%
05/20262.75%33.48%
06/2026-0.28%33.11%
07/2026-0.72%32.15%
08/20260.72%33.10%

Calendar-year returns

202413.49%
202516.91%

— 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.

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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.