קרנות פנסיה
כלל פנסיה לבני 50-60
Returns, performance and investment exposure
Fund / track number 9655 · Data as of 08/2026
Cumulative return · 12 months15.43%Back to comparison
Last month1.17%
Year to date8.86%
3 years46.09%
5 years56.28%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.73% | 1.73% |
| 10/2024 | 0.43% | 2.17% |
| 11/2024 | 2.03% | 4.24% |
| 12/2024 | 0.39% | 4.65% |
| 01/2025 | 1.21% | 5.91% |
| 02/2025 | 0.49% | 6.43% |
| 03/2025 | -1.21% | 5.15% |
| 04/2025 | 0.85% | 6.04% |
| 05/2025 | 2.70% | 8.90% |
| 06/2025 | 3.14% | 12.32% |
| 07/2025 | 1.00% | 13.44% |
| 08/2025 | 0.97% | 14.55% |
| 09/2025 | 2.24% | 17.11% |
| 10/2025 | 1.19% | 18.50% |
| 11/2025 | 1.45% | 20.22% |
| 12/2025 | 1.03% | 21.46% |
| 01/2026 | 2.53% | 24.53% |
| 02/2026 | 1.09% | 25.89% |
| 03/2026 | -2.10% | 23.25% |
| 04/2026 | 4.18% | 28.40% |
| 05/2026 | 2.50% | 31.61% |
| 06/2026 | -0.65% | 30.75% |
| 07/2026 | -0.05% | 30.69% |
| 08/2026 | 1.17% | 32.22% |
Calendar-year returns
202413.57%
202516.07%
Investment exposure
- Equity exposure
- 49.83%
- Overseas exposure
- 46.05%
- Foreign currency exposure
- 18.89%
— 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.