פוליסות חיסכון

כלל חברה לביטוח בע"מ מסלול לבני 60 ומעלה

Returns, performance and investment exposure

Fund / track number 9661 · Data as of 08/2026

Cumulative return · 12 months11.27%Back to comparison
Last month0.76%
Year to date6.25%
3 years31.57%
5 years31.89%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.95%0.95%
10/20240.46%1.41%
11/20241.68%3.12%
12/20240.49%3.62%
01/20250.79%4.44%
02/20250.53%5.00%
03/2025-0.86%4.09%
04/20250.63%4.75%
05/20251.39%6.20%
06/20252.66%9.03%
07/20250.61%9.69%
08/20250.93%10.71%
09/20251.53%12.41%
10/20251.16%13.71%
11/20250.97%14.82%
12/20250.98%15.94%
01/20261.60%17.80%
02/20260.63%18.54%
03/2026-1.36%16.93%
04/20262.87%20.28%
05/20261.85%22.51%
06/2026-0.08%22.41%
07/2026-0.12%22.26%
08/20260.76%23.19%

Calendar-year returns

20249.23%
202511.89%

— 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.