קרנות פנסיה
כלל פנסיה משלימה - כללי
Returns, performance and investment exposure
Fund / track number 2176 · Data as of 08/2026
Cumulative return · 12 months15.30%Back to comparison
Last month0.87%
Year to date8.31%
3 years43.46%
5 years44.93%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.40% | 1.40% |
| 10/2024 | 0.47% | 1.88% |
| 11/2024 | 2.21% | 4.13% |
| 12/2024 | 0.57% | 4.72% |
| 01/2025 | 1.28% | 6.06% |
| 02/2025 | 0.52% | 6.61% |
| 03/2025 | -1.44% | 5.08% |
| 04/2025 | 0.88% | 6.00% |
| 05/2025 | 2.39% | 8.54% |
| 06/2025 | 3.75% | 12.61% |
| 07/2025 | 0.89% | 13.61% |
| 08/2025 | 1.02% | 14.77% |
| 09/2025 | 2.09% | 17.17% |
| 10/2025 | 1.47% | 18.89% |
| 11/2025 | 1.37% | 20.52% |
| 12/2025 | 1.38% | 22.18% |
| 01/2026 | 2.60% | 25.36% |
| 02/2026 | 1.19% | 26.85% |
| 03/2026 | -2.30% | 23.93% |
| 04/2026 | 4.36% | 29.33% |
| 05/2026 | 2.29% | 32.30% |
| 06/2026 | -0.60% | 31.50% |
| 07/2026 | -0.24% | 31.19% |
| 08/2026 | 0.87% | 32.33% |
Calendar-year returns
202412.35%
202516.67%
Investment exposure
- Equity exposure
- 52.34%
- Overseas exposure
- 53.38%
- Foreign currency exposure
- 19.69%
— 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.