קרנות פנסיה
כלל פנסיה משלימה לבני 50 ומטה
Returns, performance and investment exposure
Fund / track number 9633 · Data as of 08/2026
Cumulative return · 12 months17.29%Back to comparison
Last month1.08%
Year to date9.52%
3 years50.56%
5 years50.86%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.59% | 1.59% |
| 10/2024 | 0.47% | 2.07% |
| 11/2024 | 2.33% | 4.45% |
| 12/2024 | 0.58% | 5.05% |
| 01/2025 | 1.48% | 6.61% |
| 02/2025 | 0.39% | 7.02% |
| 03/2025 | -1.94% | 4.95% |
| 04/2025 | 0.93% | 5.92% |
| 05/2025 | 2.94% | 9.04% |
| 06/2025 | 4.26% | 13.68% |
| 07/2025 | 0.98% | 14.79% |
| 08/2025 | 1.14% | 16.10% |
| 09/2025 | 2.50% | 19.01% |
| 10/2025 | 1.72% | 21.05% |
| 11/2025 | 1.44% | 22.80% |
| 12/2025 | 1.25% | 24.33% |
| 01/2026 | 2.91% | 27.95% |
| 02/2026 | 1.14% | 29.41% |
| 03/2026 | -2.56% | 26.09% |
| 04/2026 | 4.88% | 32.25% |
| 05/2026 | 2.77% | 35.91% |
| 06/2026 | -0.68% | 34.99% |
| 07/2026 | -0.20% | 34.72% |
| 08/2026 | 1.08% | 36.17% |
Calendar-year returns
202413.81%
202518.35%
Investment exposure
- Equity exposure
- 56.71%
- Overseas exposure
- 50.64%
- Foreign currency exposure
- 20.27%
— 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.