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כלל פנסיה משלימה כספי(שקלי)

Returns, performance and investment exposure

Fund / track number 13214 · Data as of 08/2026

Cumulative return · 12 months4.57%Back to comparison
Last month0.34%
Year to date3.19%
3 years15.52%
5 years19.36%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.40%0.40%
10/20240.38%0.78%
11/20240.37%1.15%
12/20240.41%1.57%
01/20250.59%2.17%
02/20250.45%2.63%
03/20250.36%3.00%
04/20250.39%3.40%
05/20250.50%3.92%
06/20250.43%4.36%
07/20250.54%4.93%
08/20250.50%5.45%
09/20250.33%5.80%
10/20250.28%6.10%
11/20250.33%6.45%
12/20250.39%6.86%
01/20260.49%7.38%
02/20260.39%7.80%
03/20260.28%8.11%
04/20260.43%8.57%
05/20260.39%8.99%
06/20260.44%9.47%
07/20260.39%9.90%
08/20260.34%10.27%

Calendar-year returns

20244.71%
20255.21%

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.