פוליסות חיסכון
מגדל מסלול אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 8659 · Data as of 08/2026
Cumulative return · 12 months4.99%Back to comparison
Last month0.28%
Year to date2.80%
3 years15.29%
5 years11.96%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.60% | 0.60% |
| 10/2024 | 0.18% | 0.78% |
| 11/2024 | 0.80% | 1.59% |
| 12/2024 | 0.55% | 2.15% |
| 01/2025 | 0.15% | 2.30% |
| 02/2025 | 0.83% | 3.15% |
| 03/2025 | -0.04% | 3.11% |
| 04/2025 | 0.73% | 3.86% |
| 05/2025 | -0.20% | 3.65% |
| 06/2025 | 1.19% | 4.89% |
| 07/2025 | 0.16% | 5.05% |
| 08/2025 | 0.58% | 5.66% |
| 09/2025 | 0.56% | 6.25% |
| 10/2025 | 0.90% | 7.21% |
| 11/2025 | 0.41% | 7.65% |
| 12/2025 | 0.24% | 7.91% |
| 01/2026 | 0.50% | 8.45% |
| 02/2026 | 0.15% | 8.61% |
| 03/2026 | -0.66% | 7.89% |
| 04/2026 | 0.96% | 8.93% |
| 05/2026 | 1.11% | 10.14% |
| 06/2026 | 0.51% | 10.70% |
| 07/2026 | -0.07% | 10.62% |
| 08/2026 | 0.28% | 10.93% |
Calendar-year returns
20245.33%
20255.64%
— 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.
Free initial review
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.