פוליסות חיסכון
מגדל כספי שקלי
Returns, performance and investment exposure
Fund / track number 1955 · Data as of 08/2026
Cumulative return · 12 months4.47%Back to comparison
Last month0.30%
Year to date2.83%
3 years14.01%
5 years16.33%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.35% | 0.35% |
| 10/2024 | 0.33% | 0.68% |
| 11/2024 | 0.33% | 1.01% |
| 12/2024 | 0.48% | 1.50% |
| 01/2025 | 0.29% | 1.79% |
| 02/2025 | 0.32% | 2.12% |
| 03/2025 | 0.31% | 2.43% |
| 04/2025 | 0.42% | 2.87% |
| 05/2025 | 0.31% | 3.18% |
| 06/2025 | 0.53% | 3.73% |
| 07/2025 | 0.32% | 4.06% |
| 08/2025 | 0.48% | 4.56% |
| 09/2025 | 0.47% | 5.05% |
| 10/2025 | 0.35% | 5.42% |
| 11/2025 | 0.31% | 5.75% |
| 12/2025 | 0.45% | 6.22% |
| 01/2026 | 0.40% | 6.65% |
| 02/2026 | 0.22% | 6.88% |
| 03/2026 | 0.14% | 7.03% |
| 04/2026 | 0.48% | 7.55% |
| 05/2026 | 0.45% | 8.03% |
| 06/2026 | 0.57% | 8.65% |
| 07/2026 | 0.24% | 8.91% |
| 08/2026 | 0.30% | 9.23% |
Calendar-year returns
20244.18%
20254.66%
— 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.