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Returns, performance and investment exposure
Fund / track number 9767 · Data as of 08/2026
Cumulative return · 12 months9.47%Back to comparison
Last month0.68%
Year to date5.36%
3 years27.32%
5 years28.94%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.11% | 1.11% |
| 10/2024 | 0.28% | 1.39% |
| 11/2024 | 1.35% | 2.76% |
| 12/2024 | 0.45% | 3.22% |
| 01/2025 | 0.58% | 3.82% |
| 02/2025 | 0.65% | 4.50% |
| 03/2025 | -0.46% | 4.02% |
| 04/2025 | 0.55% | 4.59% |
| 05/2025 | 0.91% | 5.54% |
| 06/2025 | 2.25% | 7.92% |
| 07/2025 | 0.57% | 8.53% |
| 08/2025 | 0.80% | 9.40% |
| 09/2025 | 1.36% | 10.89% |
| 10/2025 | 0.90% | 11.88% |
| 11/2025 | 0.90% | 12.89% |
| 12/2025 | 0.68% | 13.66% |
| 01/2026 | 1.24% | 15.07% |
| 02/2026 | 0.59% | 15.75% |
| 03/2026 | -1.27% | 14.28% |
| 04/2026 | 2.17% | 16.76% |
| 05/2026 | 1.46% | 18.46% |
| 06/2026 | 0.37% | 18.90% |
| 07/2026 | 0.04% | 18.95% |
| 08/2026 | 0.68% | 19.76% |
Calendar-year returns
20248.62%
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.