פוליסות חיסכון

מנורה אשראי ואג"ח עד 25% מניות

Returns, performance and investment exposure

Fund / track number 13029 · Data as of 08/2026

Cumulative return · 12 months7.45%Back to comparison
Last month0.49%
Year to date3.73%
3 years24.86%
5 years23.97%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.95%0.95%
10/20240.38%1.33%
11/20241.36%2.71%
12/20240.74%3.47%
01/20250.78%4.28%
02/20250.32%4.61%
03/2025-0.55%4.04%
04/20250.91%4.98%
05/20250.67%5.69%
06/20252.19%8.00%
07/20250.49%8.53%
08/20250.87%9.48%
09/20251.37%10.98%
10/20251.08%12.17%
11/20250.65%12.90%
12/20250.44%13.40%
01/20261.02%14.56%
02/20260.30%14.90%
03/2026-1.46%13.22%
04/20261.61%15.05%
05/20261.19%16.41%
06/20260.61%17.12%
07/2026-0.06%17.05%
08/20260.49%17.63%

Calendar-year returns

20248.23%
20259.59%

— 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.