קרנות פנסיה
כלל פנסיה עוקב מדדים גמיש
Returns, performance and investment exposure
Fund / track number 14233 · Data as of 08/2026
Cumulative return · 12 months4.18%Back to comparison
Last month0.17%
Year to date3.04%
3 years21.24%
5 years—
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 | -1.42% | 1.64% |
| 11/2024 | 1.43% | 3.09% |
| 12/2024 | -1.81% | 1.22% |
| 01/2025 | 0.21% | 1.44% |
| 02/2025 | 0.69% | 2.14% |
| 03/2025 | 0.48% | 2.63% |
| 04/2025 | -1.19% | 1.40% |
| 05/2025 | 0.77% | 2.19% |
| 06/2025 | -0.39% | 1.79% |
| 07/2025 | 1.30% | 3.11% |
| 08/2025 | 0.55% | 3.68% |
| 09/2025 | 1.83% | 5.57% |
| 10/2025 | -0.29% | 5.27% |
| 11/2025 | 1.02% | 6.34% |
| 12/2025 | -1.42% | 4.83% |
| 01/2026 | -0.94% | 3.85% |
| 02/2026 | 1.56% | 5.47% |
| 03/2026 | -2.67% | 2.65% |
| 04/2026 | 0.17% | 2.83% |
| 05/2026 | -0.46% | 2.35% |
| 06/2026 | 3.98% | 6.43% |
| 07/2026 | 1.32% | 7.83% |
| 08/2026 | 0.17% | 8.01% |
Calendar-year returns
202411.85%
20253.57%
Investment exposure
- Equity exposure
- 51.88%
- Overseas exposure
- 86.74%
- Foreign currency exposure
- 73.50%
— 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.