פוליסות חיסכון
מגדל מסלול S&P 500
Returns, performance and investment exposure
Fund / track number 13625 · Data as of 08/2026
Cumulative return · 12 months8.03%Back to comparison
Last month1.15%
Year to date5.68%
3 years38.39%
5 years67.45%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.95% | 3.95% |
| 10/2024 | -0.20% | 3.74% |
| 11/2024 | 3.55% | 7.42% |
| 12/2024 | -1.85% | 5.44% |
| 01/2025 | 0.96% | 6.45% |
| 02/2025 | -2.48% | 3.81% |
| 03/2025 | -2.16% | 1.57% |
| 04/2025 | -2.90% | -1.38% |
| 05/2025 | 3.42% | 2.00% |
| 06/2025 | 0.77% | 2.78% |
| 07/2025 | 3.40% | 6.27% |
| 08/2025 | -0.21% | 6.05% |
| 09/2025 | 2.51% | 8.71% |
| 10/2025 | 0.78% | 9.56% |
| 11/2025 | 0.66% | 10.28% |
| 12/2025 | -1.70% | 8.41% |
| 01/2026 | -2.02% | 6.22% |
| 02/2026 | 0.05% | 6.27% |
| 03/2026 | -4.35% | 1.65% |
| 04/2026 | 3.59% | 5.30% |
| 05/2026 | 0.55% | 5.88% |
| 06/2026 | 4.62% | 10.77% |
| 07/2026 | 2.25% | 13.26% |
| 08/2026 | 1.15% | 14.57% |
Calendar-year returns
202425.75%
20252.82%
— 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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