פוליסות חיסכון

הכשרה אשראי ואג"ח עד 25% מניות

Returns, performance and investment exposure

Fund / track number 15373 · Data as of 08/2026

Cumulative return · 12 months8.13%Back to comparison
Last month0.68%
Year to date4.49%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.82%0.82%
10/20240.42%1.24%
11/20241.22%2.48%
12/20240.78%3.28%
01/20250.53%3.83%
02/20250.29%4.13%
03/2025-1.33%2.74%
04/20250.76%3.52%
05/20251.40%4.97%
06/20252.24%7.32%
07/20250.78%8.16%
08/20250.71%8.93%
09/20251.31%10.36%
10/20251.16%11.64%
11/20250.39%12.07%
12/20250.58%12.72%
01/20261.20%14.07%
02/20260.33%14.45%
03/2026-1.46%12.78%
04/20262.41%15.50%
05/20261.65%17.40%
06/2026-0.17%17.20%
07/2026-0.18%16.99%
08/20260.68%17.79%

Calendar-year returns

2024—
20259.14%

— 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.