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הכשרה חברה לביטוח בע"מ מסלול לבני 50 ומטה

Returns, performance and investment exposure

Fund / track number 9629 · Data as of 08/2026

Cumulative return · 12 months11.72%Back to comparison
Last month0.82%
Year to date6.24%
3 years35.88%
5 years35.82%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.76%1.76%
10/20240.00%1.76%
11/20242.14%3.94%
12/20240.86%4.83%
01/20250.95%5.83%
02/2025-0.83%4.95%
03/2025-1.04%3.86%
04/20250.94%4.83%
05/20252.17%7.11%
06/20252.67%9.97%
07/20251.47%11.59%
08/20251.05%12.76%
09/20252.11%15.14%
10/20251.33%16.67%
11/20250.57%17.33%
12/20251.05%18.56%
01/20262.37%21.37%
02/20260.27%21.70%
03/2026-2.69%18.43%
04/20264.39%23.63%
05/20262.64%26.89%
06/2026-0.94%25.70%
07/2026-0.60%24.94%
08/20260.82%25.97%

Calendar-year returns

202412.08%
202513.10%

— 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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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.