פוליסות חיסכון
כלל מסלול אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 4 · Data as of 08/2026
Cumulative return · 12 months5.65%Back to comparison
Last month0.30%
Year to date3.25%
3 years17.87%
5 years17.23%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.61% | 0.61% |
| 10/2024 | 0.57% | 1.18% |
| 11/2024 | 1.19% | 2.39% |
| 12/2024 | 0.48% | 2.88% |
| 01/2025 | 0.28% | 3.17% |
| 02/2025 | 0.88% | 4.08% |
| 03/2025 | -0.06% | 4.01% |
| 04/2025 | 0.52% | 4.55% |
| 05/2025 | -0.02% | 4.53% |
| 06/2025 | 1.36% | 5.95% |
| 07/2025 | 0.23% | 6.20% |
| 08/2025 | 0.72% | 6.96% |
| 09/2025 | 0.72% | 7.73% |
| 10/2025 | 0.55% | 8.33% |
| 11/2025 | 0.52% | 8.89% |
| 12/2025 | 0.52% | 9.45% |
| 01/2026 | 0.47% | 9.97% |
| 02/2026 | 0.24% | 10.23% |
| 03/2026 | -0.37% | 9.83% |
| 04/2026 | 0.99% | 10.91% |
| 05/2026 | 1.11% | 12.14% |
| 06/2026 | 0.52% | 12.73% |
| 07/2026 | -0.05% | 12.67% |
| 08/2026 | 0.30% | 13.01% |
Calendar-year returns
20246.02%
20256.39%
— 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.