פוליסות חיסכון
הכשרה - מנוהל באמצעות אנליסט ניהול תיקי השקעות בע"מ - מניות
Returns, performance and investment exposure
Fund / track number 13500 · Data as of 08/2026
Cumulative return · 12 months18.52%Back to comparison
Last month1.75%
Year to date9.45%
3 years66.22%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.57% | 2.57% |
| 10/2024 | 0.57% | 3.15% |
| 11/2024 | 3.16% | 6.41% |
| 12/2024 | 0.48% | 6.93% |
| 01/2025 | 2.45% | 9.54% |
| 02/2025 | -1.02% | 8.43% |
| 03/2025 | -3.16% | 5.00% |
| 04/2025 | 0.96% | 6.01% |
| 05/2025 | 5.21% | 11.53% |
| 06/2025 | 4.87% | 16.96% |
| 07/2025 | 2.29% | 19.64% |
| 08/2025 | 0.61% | 20.37% |
| 09/2025 | 3.29% | 24.33% |
| 10/2025 | 2.43% | 27.35% |
| 11/2025 | 1.07% | 28.72% |
| 12/2025 | 1.26% | 30.34% |
| 01/2026 | 3.37% | 34.73% |
| 02/2026 | 0.59% | 35.53% |
| 03/2026 | -4.26% | 29.75% |
| 04/2026 | 7.03% | 38.87% |
| 05/2026 | 3.14% | 43.23% |
| 06/2026 | -1.70% | 40.80% |
| 07/2026 | -0.42% | 40.21% |
| 08/2026 | 1.75% | 42.66% |
Calendar-year returns
202421.63%
202521.90%
— 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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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.