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מיטב גמל עוקב מדד S&P500
Returns, performance and investment exposure
Fund / track number 13246 · Data as of 08/2026
Cumulative return · 12 months8.03%Back to comparison
Last month0.80%
Year to date5.81%
3 years39.39%
5 years67.47%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 4.27% | 4.27% |
| 10/2024 | -0.61% | 3.63% |
| 11/2024 | 3.30% | 7.05% |
| 12/2024 | -1.71% | 5.22% |
| 01/2025 | 1.35% | 6.64% |
| 02/2025 | -3.76% | 2.63% |
| 03/2025 | -0.30% | 2.33% |
| 04/2025 | -2.80% | -0.54% |
| 05/2025 | 2.73% | 2.18% |
| 06/2025 | 0.76% | 2.95% |
| 07/2025 | 2.99% | 6.03% |
| 08/2025 | 0.18% | 6.22% |
| 09/2025 | 2.75% | 9.14% |
| 10/2025 | 0.63% | 9.83% |
| 11/2025 | 0.81% | 10.72% |
| 12/2025 | -2.05% | 8.45% |
| 01/2026 | -1.41% | 6.92% |
| 02/2026 | 0.02% | 6.94% |
| 03/2026 | -4.23% | 2.42% |
| 04/2026 | 3.34% | 5.84% |
| 05/2026 | 0.32% | 6.18% |
| 06/2026 | 4.83% | 11.31% |
| 07/2026 | 2.28% | 13.84% |
| 08/2026 | 0.80% | 14.76% |
Calendar-year returns
202425.71%
20253.07%
Investment exposure
- Equity exposure
- 99.22%
- Overseas exposure
- 99.22%
- Foreign currency exposure
- 98.98%
— 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.