פוליסות חיסכון

מגדל אשראי ואג"ח עד 25% מניות

Returns, performance and investment exposure

Fund / track number 14926 · Data as of 08/2026

Cumulative return · 12 months8.59%Back to comparison
Last month0.41%
Year to date4.59%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.12%1.12%
10/20240.19%1.31%
11/20241.45%2.78%
12/20240.69%3.49%
01/20250.71%4.23%
02/20250.55%4.80%
03/2025-0.68%4.09%
04/20250.95%5.07%
05/20251.12%6.25%
06/20252.52%8.93%
07/20250.54%9.52%
08/20250.88%10.48%
09/20251.32%11.94%
10/20251.14%13.22%
11/20250.71%14.02%
12/20250.60%14.70%
01/20261.29%16.18%
02/20260.44%16.69%
03/2026-1.55%14.89%
04/20262.40%17.64%
05/20261.57%19.49%
06/2026-0.08%19.39%
07/20260.07%19.48%
08/20260.41%19.97%

Calendar-year returns

20248.20%
202510.83%

— 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.