קופת גמל להשקעה - חסכון לילד

מיטב קופת גמל להשקעה לחיסכון ארוך טווח לילד הלכה

Returns, performance and investment exposure

Fund / track number 11388 · Data as of 08/2026

Cumulative return · 12 months7.73%Back to comparison
Last month0.73%
Year to date5.46%
3 years19.43%
5 years19.53%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.65%1.65%
10/20240.03%1.68%
11/20242.09%3.81%
12/2024-1.71%2.03%
01/20251.31%3.37%
02/2025-3.65%-0.41%
03/2025-0.44%-0.84%
04/2025-2.86%-3.68%
05/20252.62%-1.16%
06/20250.63%-0.53%
07/20253.02%2.47%
08/20250.08%2.55%
09/20252.81%5.43%
10/20250.71%6.18%
11/20250.67%6.89%
12/2025-2.00%4.76%
01/2026-1.50%3.18%
02/20260.04%3.23%
03/2026-4.10%-1.01%
04/20263.31%2.27%
05/20260.35%2.63%
06/20264.57%7.32%
07/20262.20%9.68%
08/20260.73%10.48%

Calendar-year returns

20248.56%
20252.67%

Investment exposure

Equity exposure
96.05%
Overseas exposure
96.05%
Foreign currency exposure
94.73%

— 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.