פוליסות חיסכון
כלל-קרן י'
Returns, performance and investment exposure
Fund / track number 14012 · Data as of 08/2026
Cumulative return · 12 months15.27%Back to comparison
Last month0.89%
Year to date8.23%
3 years43.61%
5 years47.83%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.42% | 1.42% |
| 10/2024 | 0.56% | 1.99% |
| 11/2024 | 2.10% | 4.13% |
| 12/2024 | 0.75% | 4.91% |
| 01/2025 | 1.28% | 6.25% |
| 02/2025 | 0.44% | 6.72% |
| 03/2025 | -1.47% | 5.15% |
| 04/2025 | 0.98% | 6.18% |
| 05/2025 | 2.45% | 8.78% |
| 06/2025 | 3.65% | 12.75% |
| 07/2025 | 0.88% | 13.75% |
| 08/2025 | 0.92% | 14.79% |
| 09/2025 | 2.16% | 17.27% |
| 10/2025 | 1.44% | 18.96% |
| 11/2025 | 1.38% | 20.60% |
| 12/2025 | 1.38% | 22.27% |
| 01/2026 | 2.65% | 25.51% |
| 02/2026 | 1.19% | 27.00% |
| 03/2026 | -2.42% | 23.93% |
| 04/2026 | 4.31% | 29.27% |
| 05/2026 | 2.31% | 32.26% |
| 06/2026 | -0.58% | 31.49% |
| 07/2026 | -0.25% | 31.16% |
| 08/2026 | 0.89% | 32.33% |
Calendar-year returns
202412.65%
202516.54%
— 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.