קרנות פנסיה
אלטשולר שחם פנסיה כללית עוקב מדד S1;P 500
Returns, performance and investment exposure
Fund / track number 14854 · Data as of 08/2026
Cumulative return · 12 months7.60%Back to comparison
Last month0.83%
Year to date5.21%
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 | 3.86% | 3.86% |
| 10/2024 | -0.41% | 3.43% |
| 11/2024 | 3.31% | 6.86% |
| 12/2024 | -1.54% | 5.21% |
| 01/2025 | 0.81% | 6.06% |
| 02/2025 | -2.86% | 3.03% |
| 03/2025 | -1.66% | 1.32% |
| 04/2025 | -2.98% | -1.70% |
| 05/2025 | 3.40% | 1.64% |
| 06/2025 | 0.93% | 2.59% |
| 07/2025 | 3.45% | 6.13% |
| 08/2025 | -0.28% | 5.83% |
| 09/2025 | 2.44% | 8.41% |
| 10/2025 | 1.34% | 9.87% |
| 11/2025 | 0.15% | 10.03% |
| 12/2025 | -1.63% | 8.24% |
| 01/2026 | -2.36% | 5.68% |
| 02/2026 | 0.57% | 6.29% |
| 03/2026 | -4.31% | 1.70% |
| 04/2026 | 3.36% | 5.12% |
| 05/2026 | 0.47% | 5.62% |
| 06/2026 | 4.57% | 10.44% |
| 07/2026 | 2.26% | 12.94% |
| 08/2026 | 0.83% | 13.88% |
Calendar-year returns
202424.33%
20252.88%
Investment exposure
- Equity exposure
- 99.83%
- Overseas exposure
- 178.52%
- Foreign currency exposure
- 99.58%
— 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.