קרנות פנסיה
כלל פנסיה משלימה עוקב מדד s1;p500
Returns, performance and investment exposure
Fund / track number 14795 · Data as of 08/2026
Cumulative return · 12 months7.85%Back to comparison
Last month0.75%
Year to date5.74%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.74% | 3.74% |
| 10/2024 | -0.44% | 3.28% |
| 11/2024 | 3.69% | 7.09% |
| 12/2024 | -1.97% | 4.98% |
| 01/2025 | 0.88% | 5.91% |
| 02/2025 | -2.11% | 3.67% |
| 03/2025 | -2.26% | 1.33% |
| 04/2025 | -2.96% | -1.67% |
| 05/2025 | 3.27% | 1.55% |
| 06/2025 | 0.66% | 2.22% |
| 07/2025 | 3.41% | 5.70% |
| 08/2025 | -0.20% | 5.49% |
| 09/2025 | 2.44% | 8.07% |
| 10/2025 | 0.85% | 8.98% |
| 11/2025 | 0.57% | 9.61% |
| 12/2025 | -1.83% | 7.60% |
| 01/2026 | -1.93% | 5.52% |
| 02/2026 | 0.27% | 5.81% |
| 03/2026 | -4.30% | 1.26% |
| 04/2026 | 3.31% | 4.61% |
| 05/2026 | 0.47% | 5.10% |
| 06/2026 | 4.73% | 10.07% |
| 07/2026 | 2.59% | 12.92% |
| 08/2026 | 0.75% | 13.77% |
Calendar-year returns
202425.37%
20252.49%
Investment exposure
- Equity exposure
- 99.95%
- Overseas exposure
- 106.23%
- Foreign currency exposure
- 100.13%
— 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.