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מגדל מסלול לבני 60 ומעלה

Returns, performance and investment exposure

Fund / track number 9729 · Data as of 08/2026

Cumulative return · 12 months9.67%Back to comparison
Last month0.71%
Year to date5.31%
3 years29.21%
5 years30.11%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.99%0.99%
10/20240.25%1.24%
11/20241.67%2.93%
12/20240.63%3.58%
01/20250.68%4.29%
02/20250.51%4.82%
03/2025-0.58%4.21%
04/20250.89%5.14%
05/20251.12%6.32%
06/20252.32%8.78%
07/20250.52%9.35%
08/20250.88%10.31%
09/20251.32%11.77%
10/20251.09%12.98%
11/20250.94%14.05%
12/20250.73%14.88%
01/20261.32%16.39%
02/20260.57%17.06%
03/2026-1.50%15.30%
04/20262.47%18.15%
05/20261.64%20.09%
06/20260.03%20.12%
07/20260.00%20.12%
08/20260.71%20.98%

Calendar-year returns

20249.36%
202510.91%

— 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.