קרנות פנסיה
כלל פנסיה קצבה לזכאים קיימים
Returns, performance and investment exposure
Fund / track number 9649 · Data as of 08/2026
Cumulative return · 12 months6.18%Back to comparison
Last month0.52%
Year to date4.38%
3 years23.26%
5 years39.93%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.10% | 1.10% |
| 10/2024 | 0.29% | 1.39% |
| 11/2024 | 0.97% | 2.38% |
| 12/2024 | 0.13% | 2.51% |
| 01/2025 | 0.11% | 2.62% |
| 02/2025 | 0.98% | 3.63% |
| 03/2025 | 0.24% | 3.88% |
| 04/2025 | 0.87% | 4.78% |
| 05/2025 | 1.40% | 6.25% |
| 06/2025 | 0.25% | 6.51% |
| 07/2025 | 0.62% | 7.17% |
| 08/2025 | 0.78% | 8.01% |
| 09/2025 | 1.06% | 9.15% |
| 10/2025 | -0.10% | 9.05% |
| 11/2025 | 0.85% | 9.97% |
| 12/2025 | -0.09% | 9.87% |
| 01/2026 | 0.40% | 10.31% |
| 02/2026 | 0.08% | 10.40% |
| 03/2026 | 0.45% | 10.90% |
| 04/2026 | 0.78% | 11.76% |
| 05/2026 | 1.79% | 13.76% |
| 06/2026 | 0.14% | 13.92% |
| 07/2026 | 0.15% | 14.09% |
| 08/2026 | 0.52% | 14.69% |
Calendar-year returns
20248.30%
20257.18%
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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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.