פוליסות חיסכון
מגדל מסלול בסיסי למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 9606 · Data as of 08/2026
Cumulative return · 12 months9.20%Back to comparison
Last month0.59%
Year to date4.98%
3 years26.82%
5 years26.63%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.91% | 0.91% |
| 10/2024 | 0.22% | 1.13% |
| 11/2024 | 1.56% | 2.71% |
| 12/2024 | 0.63% | 3.36% |
| 01/2025 | 0.57% | 3.95% |
| 02/2025 | 0.56% | 4.53% |
| 03/2025 | -0.42% | 4.09% |
| 04/2025 | 0.87% | 4.99% |
| 05/2025 | 0.80% | 5.83% |
| 06/2025 | 2.07% | 8.03% |
| 07/2025 | 0.41% | 8.47% |
| 08/2025 | 0.87% | 9.41% |
| 09/2025 | 1.36% | 10.90% |
| 10/2025 | 1.04% | 12.05% |
| 11/2025 | 0.92% | 13.08% |
| 12/2025 | 0.64% | 13.81% |
| 01/2026 | 1.19% | 15.16% |
| 02/2026 | 0.55% | 15.80% |
| 03/2026 | -1.37% | 14.21% |
| 04/2026 | 2.11% | 16.62% |
| 05/2026 | 1.44% | 18.30% |
| 06/2026 | 0.28% | 18.63% |
| 07/2026 | 0.12% | 18.77% |
| 08/2026 | 0.59% | 19.47% |
Calendar-year returns
20248.41%
202510.11%
— 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.