פוליסות חיסכון

כלל חברה לביטוח בע"מ מסלול לבני 60 ומעלה פוליסות לפני 2004

Returns, performance and investment exposure

Fund / track number 11349 · Data as of 08/2026

Cumulative return · 12 months11.07%Back to comparison
Last month0.68%
Year to date6.05%
3 years30.98%
5 years31.51%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.96%0.96%
10/20240.36%1.32%
11/20241.69%3.04%
12/20240.48%3.53%
01/20250.83%4.39%
02/20250.57%4.98%
03/2025-0.90%4.04%
04/20250.57%4.63%
05/20251.37%6.07%
06/20252.65%8.88%
07/20250.63%9.56%
08/20250.92%10.57%
09/20251.55%12.28%
10/20251.15%13.58%
11/20250.93%14.63%
12/20251.02%15.80%
01/20261.62%17.68%
02/20260.80%18.62%
03/2026-1.49%16.85%
04/20262.87%20.21%
05/20261.78%22.34%
06/2026-0.09%22.23%
07/2026-0.21%21.98%
08/20260.68%22.81%

Calendar-year returns

20249.26%
202511.85%

— 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.