פוליסות חיסכון
מגדל שוקי הון מסלול S&P 500
Returns, performance and investment exposure
Fund / track number 15062 · Data as of 08/2026
Cumulative return · 12 months18.12%Back to comparison
Last month3.11%
Year to date11.09%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.04% | 2.04% |
| 10/2024 | 0.54% | 2.59% |
| 11/2024 | 4.17% | 6.87% |
| 12/2024 | -1.70% | 5.05% |
| 01/2025 | 2.55% | 7.73% |
| 02/2025 | -1.81% | 5.78% |
| 03/2025 | -6.90% | -1.52% |
| 04/2025 | -1.16% | -2.66% |
| 05/2025 | 6.92% | 4.08% |
| 06/2025 | 4.50% | 8.76% |
| 07/2025 | 3.51% | 12.58% |
| 08/2025 | 1.10% | 13.82% |
| 09/2025 | 2.86% | 17.07% |
| 10/2025 | 3.27% | 20.90% |
| 11/2025 | -0.39% | 20.43% |
| 12/2025 | 0.49% | 21.02% |
| 01/2026 | 0.79% | 21.97% |
| 02/2026 | -0.65% | 21.18% |
| 03/2026 | -6.85% | 12.88% |
| 04/2026 | 10.94% | 25.23% |
| 05/2026 | 5.89% | 32.60% |
| 06/2026 | -1.46% | 30.67% |
| 07/2026 | -0.22% | 30.38% |
| 08/2026 | 3.11% | 34.44% |
Calendar-year returns
2024—
202515.20%
— 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.
Free initial review
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.