פוליסות חיסכון

כלל מסלול S&P 500

Returns, performance and investment exposure

Fund / track number 13346 · Data as of 08/2026

Cumulative return · 12 months7.87%Back to comparison
Last month0.75%
Year to date5.73%
3 years37.69%
5 years65.70%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.74%3.74%
10/2024-0.44%3.28%
11/20243.68%7.08%
12/2024-1.97%4.97%
01/20250.87%5.89%
02/2025-2.11%3.65%
03/2025-2.26%1.31%
04/2025-2.95%-1.68%
05/20253.27%1.54%
06/20250.65%2.20%
07/20253.41%5.68%
08/2025-0.20%5.47%
09/20252.44%8.04%
10/20250.85%8.96%
11/20250.60%9.62%
12/2025-1.84%7.60%
01/2026-1.93%5.52%
02/20260.26%5.80%
03/2026-4.30%1.25%
04/20263.32%4.61%
05/20260.47%5.10%
06/20264.73%10.07%
07/20262.59%12.92%
08/20260.75%13.77%

Calendar-year returns

202425.34%
20252.50%

— 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.