פוליסות חיסכון

הכשרה מסלול S&P 500

Returns, performance and investment exposure

Fund / track number 15108 · Data as of 08/2026

Cumulative return · 12 months7.51%Back to comparison
Last month1.06%
Year to date5.57%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20244.03%4.03%
10/2024-0.52%3.49%
11/20243.30%6.90%
12/2024-1.99%4.78%
01/20251.23%6.07%
02/2025-3.70%2.14%
03/2025-0.44%1.69%
04/2025-2.81%-1.17%
05/20252.99%1.79%
06/20250.78%2.58%
07/20253.07%5.73%
08/20250.03%5.76%
09/20252.66%8.58%
10/20250.86%9.51%
11/20250.37%9.92%
12/2025-2.01%7.71%
01/2026-2.02%5.53%
02/20260.27%5.82%
03/2026-4.29%1.28%
04/20263.45%4.77%
05/20260.39%5.18%
06/20264.67%10.09%
07/20262.20%12.51%
08/20261.06%13.71%

Calendar-year returns

2024—
20252.80%

— 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.