קרנות פנסיה
כלל פנסיה עוקב מדד s1;p 500
Returns, performance and investment exposure
Fund / track number 13347 · Data as of 08/2026
Cumulative return · 12 months7.61%Back to comparison
Last month0.73%
Year to date5.54%
3 years34.29%
5 years62.05%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.10% | 3.10% |
| 10/2024 | -0.31% | 2.78% |
| 11/2024 | 2.93% | 5.79% |
| 12/2024 | -1.44% | 4.27% |
| 01/2025 | 0.68% | 4.98% |
| 02/2025 | -1.28% | 3.63% |
| 03/2025 | -1.52% | 2.06% |
| 04/2025 | -1.88% | 0.14% |
| 05/2025 | 2.77% | 2.91% |
| 06/2025 | 0.51% | 3.44% |
| 07/2025 | 2.68% | 6.21% |
| 08/2025 | 0.06% | 6.27% |
| 09/2025 | 2.07% | 8.47% |
| 10/2025 | 0.58% | 9.10% |
| 11/2025 | 0.68% | 9.85% |
| 12/2025 | -1.35% | 8.36% |
| 01/2026 | -1.28% | 6.98% |
| 02/2026 | 0.23% | 7.22% |
| 03/2026 | -2.95% | 4.06% |
| 04/2026 | 2.60% | 6.76% |
| 05/2026 | 0.77% | 7.59% |
| 06/2026 | 3.46% | 11.31% |
| 07/2026 | 2.00% | 13.53% |
| 08/2026 | 0.73% | 14.36% |
Calendar-year returns
202420.57%
20253.93%
Investment exposure
- Equity exposure
- 73.02%
- Overseas exposure
- 77.62%
- Foreign currency exposure
- 73.15%
— 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.