קרנות פנסיה
כלל פנסיה אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 9648 · Data as of 08/2026
Cumulative return · 12 months6.29%Back to comparison
Last month0.42%
Year to date4.03%
3 years22.11%
5 years27.24%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.91% | 0.91% |
| 10/2024 | 0.33% | 1.24% |
| 11/2024 | 0.73% | 1.98% |
| 12/2024 | 0.57% | 2.56% |
| 01/2025 | 0.29% | 2.86% |
| 02/2025 | 1.05% | 3.94% |
| 03/2025 | 0.08% | 4.02% |
| 04/2025 | 0.52% | 4.56% |
| 05/2025 | 0.59% | 5.18% |
| 06/2025 | 1.11% | 6.35% |
| 07/2025 | 0.48% | 6.86% |
| 08/2025 | 0.70% | 7.61% |
| 09/2025 | 0.96% | 8.64% |
| 10/2025 | 0.29% | 8.96% |
| 11/2025 | 0.64% | 9.65% |
| 12/2025 | 0.27% | 9.95% |
| 01/2026 | 0.51% | 10.51% |
| 02/2026 | 0.13% | 10.65% |
| 03/2026 | -0.28% | 10.34% |
| 04/2026 | 1.13% | 11.59% |
| 05/2026 | 1.30% | 13.04% |
| 06/2026 | 0.59% | 13.71% |
| 07/2026 | 0.17% | 13.90% |
| 08/2026 | 0.42% | 14.38% |
Calendar-year returns
20247.29%
20257.20%
Investment exposure
- Equity exposure
- 5.57%
- Overseas exposure
- 16.92%
- Foreign currency exposure
- 7.05%
— 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.