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מיטב גמל לבני 50 עד 60

Returns, performance and investment exposure

Fund / track number 103 · Data as of 08/2026

Cumulative return · 12 months13.05%Back to comparison
Last month1.68%
Year to date6.89%
3 years42.96%
5 years47.42%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.81%1.81%
10/20240.17%1.98%
11/20242.29%4.32%
12/20240.80%5.15%
01/20251.32%6.54%
02/2025-0.02%6.52%
03/2025-0.92%5.54%
04/20250.60%6.17%
05/20252.21%8.52%
06/20253.11%11.89%
07/20251.19%13.23%
08/20251.22%14.61%
09/20251.96%16.85%
10/20251.44%18.54%
11/20251.05%19.78%
12/20251.19%21.21%
01/20262.08%23.73%
02/20260.73%24.63%
03/2026-2.49%21.53%
04/20263.95%26.33%
05/20261.82%28.63%
06/2026-0.46%28.04%
07/2026-0.48%27.42%
08/20261.68%29.56%

Calendar-year returns

202413.52%
202515.27%

Investment exposure

Equity exposure
46.80%
Overseas exposure
46.22%
Foreign currency exposure
19.70%

— 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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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.