קרנות פנסיה

כלל פנסיה כספי (שקלי)

Returns, performance and investment exposure

Fund / track number 13213 · Data as of 08/2026

Cumulative return · 12 months5.19%Back to comparison
Last month0.44%
Year to date3.67%
3 years18.10%
5 years27.36%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.64%0.64%
10/20240.34%0.98%
11/20240.51%1.50%
12/20240.29%1.79%
01/20250.47%2.27%
02/20250.58%2.86%
03/20250.37%3.24%
04/20250.52%3.78%
05/20250.77%4.58%
06/20250.34%4.94%
07/20250.58%5.54%
08/20250.58%6.16%
09/20250.54%6.73%
10/20250.16%6.90%
11/20250.49%7.42%
12/20250.27%7.71%
01/20260.46%8.21%
02/20260.33%8.57%
03/20260.36%8.96%
04/20260.53%9.53%
05/20260.75%10.36%
06/20260.35%10.74%
07/20260.39%11.17%
08/20260.44%11.66%

Calendar-year returns

20245.72%
20255.82%

Investment exposure

Equity exposure
0.00%
Overseas exposure
0.00%
Foreign currency exposure
0.00%

— 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.