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מנורה מבטחים משלימה - מקבלי קצבה קיימים

Returns, performance and investment exposure

Fund / track number 2213 · Data as of 08/2026

Cumulative return · 12 months3.35%Back to comparison
Last month0.32%
Year to date1.23%
3 years6.44%
5 years-0.50%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/2024-0.02%-0.02%
10/20240.15%0.13%
11/20241.68%1.81%
12/20240.63%2.45%
01/2025-0.24%2.21%
02/20250.79%3.02%
03/2025-1.36%1.61%
04/20251.07%2.70%
05/2025-0.75%1.93%
06/20252.82%4.81%
07/2025-0.17%4.63%
08/20250.72%5.38%
09/20251.20%6.65%
10/20251.19%7.91%
11/20250.03%7.95%
12/2025-0.33%7.59%
01/20260.29%7.90%
02/2026-0.36%7.51%
03/2026-1.62%5.77%
04/20261.00%6.83%
05/20261.97%8.93%
06/20260.22%9.17%
07/2026-0.56%8.56%
08/20260.32%8.91%

Calendar-year returns

20241.91%
20255.01%

Investment exposure

Equity exposure
0.00%
Overseas exposure
0.00%
Foreign currency exposure
0.00%

— 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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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.