קרנות פנסיה
אלטשולר שחם פנסיה כללית מסלול לבני 50 עד 60
Returns, performance and investment exposure
Fund / track number 9762 · Data as of 08/2026
Cumulative return · 12 months11.14%Back to comparison
Last month1.90%
Year to date6.44%
3 years39.68%
5 years35.62%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.26% | 2.26% |
| 10/2024 | -0.19% | 2.07% |
| 11/2024 | 1.56% | 3.66% |
| 12/2024 | -0.22% | 3.43% |
| 01/2025 | 1.49% | 4.97% |
| 02/2025 | -0.96% | 3.96% |
| 03/2025 | -1.30% | 2.61% |
| 04/2025 | 0.55% | 3.18% |
| 05/2025 | 3.08% | 6.35% |
| 06/2025 | 3.59% | 10.17% |
| 07/2025 | 0.80% | 11.05% |
| 08/2025 | 1.23% | 12.42% |
| 09/2025 | 2.50% | 15.23% |
| 10/2025 | 1.34% | 16.77% |
| 11/2025 | 0.52% | 17.38% |
| 12/2025 | 0.00% | 17.38% |
| 01/2026 | 1.82% | 19.52% |
| 02/2026 | -0.15% | 19.34% |
| 03/2026 | -3.16% | 15.57% |
| 04/2026 | 4.53% | 20.80% |
| 05/2026 | 2.13% | 23.38% |
| 06/2026 | -0.11% | 23.24% |
| 07/2026 | -0.51% | 22.61% |
| 08/2026 | 1.90% | 24.94% |
Calendar-year returns
202413.11%
202513.49%
Investment exposure
- Equity exposure
- 53.44%
- Overseas exposure
- 44.92%
- Foreign currency exposure
- 20.18%
— 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.