פוליסות חיסכון
כלל אשראי ואג"ח עד 25% מניות
Returns, performance and investment exposure
Fund / track number 6 · Data as of 08/2026
Cumulative return · 12 months4.07%Back to comparison
Last month0.10%
Year to date2.19%
3 years15.00%
5 years15.45%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.76% | 0.76% |
| 10/2024 | 0.41% | 1.17% |
| 11/2024 | 0.73% | 1.91% |
| 12/2024 | 0.28% | 2.20% |
| 01/2025 | -0.06% | 2.14% |
| 02/2025 | 0.76% | 2.91% |
| 03/2025 | 0.36% | 3.28% |
| 04/2025 | 0.36% | 3.65% |
| 05/2025 | -0.33% | 3.31% |
| 06/2025 | 0.84% | 4.18% |
| 07/2025 | 0.25% | 4.44% |
| 08/2025 | 0.52% | 4.98% |
| 09/2025 | 0.52% | 5.53% |
| 10/2025 | 0.39% | 5.94% |
| 11/2025 | 0.51% | 6.48% |
| 12/2025 | 0.41% | 6.92% |
| 01/2026 | -0.01% | 6.91% |
| 02/2026 | 0.20% | 7.12% |
| 03/2026 | 0.02% | 7.14% |
| 04/2026 | 0.17% | 7.32% |
| 05/2026 | 0.40% | 7.75% |
| 06/2026 | 1.00% | 8.83% |
| 07/2026 | 0.29% | 9.15% |
| 08/2026 | 0.10% | 9.26% |
Calendar-year returns
20246.13%
20254.62%
— 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.