קופת גמל להשקעה - חסכון לילד

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

Returns, performance and investment exposure

Fund / track number 11386 · Data as of 08/2026

Cumulative return · 12 months13.40%Back to comparison
Last month1.77%
Year to date7.10%
3 years43.97%
5 years46.12%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.82%1.82%
10/20240.16%1.98%
11/20242.35%4.38%
12/20240.78%5.19%
01/20251.36%6.62%
02/20250.01%6.64%
03/2025-0.95%5.62%
04/20250.61%6.27%
05/20252.23%8.64%
06/20253.28%12.20%
07/20251.19%13.53%
08/20251.22%14.92%
09/20252.01%17.23%
10/20251.49%18.98%
11/20251.07%20.25%
12/20251.19%21.68%
01/20262.14%24.28%
02/20260.74%25.20%
03/2026-2.55%22.01%
04/20264.03%26.93%
05/20261.87%29.30%
06/2026-0.47%28.69%
07/2026-0.50%28.05%
08/20261.77%30.32%

Calendar-year returns

202413.53%
202515.67%

Investment exposure

Equity exposure
47.72%
Overseas exposure
46.56%
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.