קרנות פנסיה
אלטשולר שחם פנסיה כללית עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 13820 · Data as of 08/2026
Cumulative return · 12 months18.32%Back to comparison
Last month1.48%
Year to date12.91%
3 years58.01%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 4.63% | 4.63% |
| 10/2024 | -1.31% | 3.26% |
| 11/2024 | 1.60% | 4.91% |
| 12/2024 | 0.20% | 5.12% |
| 01/2025 | 0.95% | 6.12% |
| 02/2025 | -4.22% | 1.64% |
| 03/2025 | -1.07% | 0.55% |
| 04/2025 | -1.18% | -0.63% |
| 05/2025 | 5.00% | 4.34% |
| 06/2025 | 2.49% | 6.93% |
| 07/2025 | 2.57% | 9.68% |
| 08/2025 | -0.29% | 9.36% |
| 09/2025 | 4.70% | 14.50% |
| 10/2025 | 2.72% | 17.62% |
| 11/2025 | -0.79% | 16.69% |
| 12/2025 | -1.79% | 14.60% |
| 01/2026 | 1.47% | 16.29% |
| 02/2026 | -1.56% | 14.47% |
| 03/2026 | -4.26% | 9.59% |
| 04/2026 | 7.45% | 17.76% |
| 05/2026 | 4.60% | 23.18% |
| 06/2026 | 6.80% | 31.55% |
| 07/2026 | -3.07% | 27.51% |
| 08/2026 | 1.48% | 29.40% |
Calendar-year returns
202424.93%
20259.02%
Investment exposure
- Equity exposure
- 99.91%
- Overseas exposure
- 147.34%
- Foreign currency exposure
- 99.22%
— 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.