קרנות פנסיה
אלטשולר שחם פנסיה מקיפה עוקב מדד S1;P500
Returns, performance and investment exposure
Fund / track number 14850 · Data as of 08/2026
Cumulative return · 12 months7.25%Back to comparison
Last month0.79%
Year to date5.07%
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 | 3.15% | 3.15% |
| 10/2024 | -0.26% | 2.88% |
| 11/2024 | 2.49% | 5.44% |
| 12/2024 | -1.02% | 4.37% |
| 01/2025 | 0.60% | 4.99% |
| 02/2025 | -1.82% | 3.08% |
| 03/2025 | -0.77% | 2.29% |
| 04/2025 | -1.67% | 0.58% |
| 05/2025 | 2.63% | 3.23% |
| 06/2025 | 0.60% | 3.85% |
| 07/2025 | 2.49% | 6.43% |
| 08/2025 | 0.01% | 6.44% |
| 09/2025 | 2.02% | 8.59% |
| 10/2025 | 0.86% | 9.53% |
| 11/2025 | 0.34% | 9.90% |
| 12/2025 | -1.14% | 8.65% |
| 01/2026 | -1.59% | 6.92% |
| 02/2026 | 0.43% | 7.38% |
| 03/2026 | -2.91% | 4.25% |
| 04/2026 | 2.60% | 6.96% |
| 05/2026 | 0.79% | 7.81% |
| 06/2026 | 3.27% | 11.33% |
| 07/2026 | 1.73% | 13.26% |
| 08/2026 | 0.79% | 14.16% |
Calendar-year returns
202418.49%
20254.10%
Investment exposure
- Equity exposure
- 70.53%
- Overseas exposure
- 126.14%
- Foreign currency exposure
- 70.36%
— 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.