קרנות פנסיה
כלל פנסיה משלימה לבני 50 עד 60
Returns, performance and investment exposure
Fund / track number 9634 · Data as of 08/2026
Cumulative return · 12 months15.02%Back to comparison
Last month1.01%
Year to date8.38%
3 years43.65%
5 years44.12%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.41% | 1.41% |
| 10/2024 | 0.49% | 1.91% |
| 11/2024 | 2.09% | 4.04% |
| 12/2024 | 0.68% | 4.74% |
| 01/2025 | 1.30% | 6.11% |
| 02/2025 | 0.50% | 6.64% |
| 03/2025 | -1.63% | 4.90% |
| 04/2025 | 0.82% | 5.76% |
| 05/2025 | 2.27% | 8.16% |
| 06/2025 | 3.66% | 12.12% |
| 07/2025 | 0.83% | 13.05% |
| 08/2025 | 0.95% | 14.12% |
| 09/2025 | 2.19% | 16.62% |
| 10/2025 | 1.55% | 18.43% |
| 11/2025 | 1.20% | 19.85% |
| 12/2025 | 1.05% | 21.11% |
| 01/2026 | 2.54% | 24.18% |
| 02/2026 | 0.98% | 25.40% |
| 03/2026 | -2.35% | 22.46% |
| 04/2026 | 4.27% | 27.68% |
| 05/2026 | 2.45% | 30.81% |
| 06/2026 | -0.49% | 30.17% |
| 07/2026 | -0.17% | 29.95% |
| 08/2026 | 1.01% | 31.26% |
Calendar-year returns
202412.63%
202515.62%
Investment exposure
- Equity exposure
- 49.47%
- Overseas exposure
- 41.93%
- Foreign currency exposure
- 19.96%
— 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.