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Returns, performance and investment exposure
Fund / track number 9987 · Data as of 08/2026
Cumulative return · 12 months5.98%Back to comparison
Last month0.62%
Year to date4.12%
3 years20.04%
5 years34.17%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.14% | 1.14% |
| 10/2024 | 0.21% | 1.35% |
| 11/2024 | 0.97% | 2.34% |
| 12/2024 | 0.09% | 2.43% |
| 01/2025 | -0.75% | 1.66% |
| 02/2025 | 0.94% | 2.62% |
| 03/2025 | 0.15% | 2.77% |
| 04/2025 | 0.95% | 3.75% |
| 05/2025 | 0.84% | 4.62% |
| 06/2025 | 0.74% | 5.39% |
| 07/2025 | 0.52% | 5.94% |
| 08/2025 | 0.17% | 6.12% |
| 09/2025 | 1.08% | 7.27% |
| 10/2025 | 0.09% | 7.36% |
| 11/2025 | 0.70% | 8.11% |
| 12/2025 | -0.09% | 8.02% |
| 01/2026 | 0.33% | 8.37% |
| 02/2026 | -0.03% | 8.34% |
| 03/2026 | 0.20% | 8.56% |
| 04/2026 | 0.90% | 9.53% |
| 05/2026 | 1.57% | 11.25% |
| 06/2026 | 0.15% | 11.42% |
| 07/2026 | 0.32% | 11.78% |
| 08/2026 | 0.62% | 12.47% |
Calendar-year returns
20247.55%
20255.46%
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.