קופת גמל להשקעה - חסכון לילד

מיטב קופת גמל להשקעה לחיסכון ארוך טווח לילד אחר חיסכון לכל ילד - חוסכים המעדיפים סיכון מועט

Returns, performance and investment exposure

Fund / track number 11385 · Data as of 08/2026

Cumulative return · 12 months10.03%Back to comparison
Last month1.27%
Year to date5.37%
3 years32.87%
5 years33.57%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.31%1.31%
10/20240.08%1.39%
11/20241.87%3.29%
12/20240.70%4.01%
01/20250.91%4.96%
02/20250.31%5.28%
03/2025-0.45%4.81%
04/20250.68%5.52%
05/20251.15%6.73%
06/20252.45%9.35%
07/20250.81%10.24%
08/20251.11%11.46%
09/20251.47%13.10%
10/20251.22%14.48%
11/20250.83%15.43%
12/20250.84%16.40%
01/20261.41%18.04%
02/20260.55%18.69%
03/2026-1.76%16.60%
04/20262.71%19.76%
05/20261.49%21.54%
06/20260.03%21.58%
07/2026-0.39%21.10%
08/20261.27%22.64%

Calendar-year returns

202410.23%
202511.91%

Investment exposure

Equity exposure
28.56%
Overseas exposure
34.95%
Foreign currency exposure
13.72%

— 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.

Free initial review

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.