קופת גמל להשקעה
מיטב גמל להשקעה עוקב מדד S&P 500
Returns, performance and investment exposure
Fund / track number 13259 · Data as of 08/2026
Cumulative return · 12 months7.99%Back to comparison
Last month0.79%
Year to date5.77%
3 years39.27%
5 years67.41%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 4.26% | 4.26% |
| 10/2024 | -0.61% | 3.62% |
| 11/2024 | 3.30% | 7.04% |
| 12/2024 | -1.71% | 5.21% |
| 01/2025 | 1.35% | 6.63% |
| 02/2025 | -3.76% | 2.62% |
| 03/2025 | -0.29% | 2.33% |
| 04/2025 | -2.82% | -0.56% |
| 05/2025 | 2.73% | 2.16% |
| 06/2025 | 0.76% | 2.93% |
| 07/2025 | 2.99% | 6.01% |
| 08/2025 | 0.17% | 6.19% |
| 09/2025 | 2.75% | 9.11% |
| 10/2025 | 0.64% | 9.81% |
| 11/2025 | 0.81% | 10.70% |
| 12/2025 | -2.06% | 8.42% |
| 01/2026 | -1.40% | 6.90% |
| 02/2026 | 0.00% | 6.90% |
| 03/2026 | -4.24% | 2.37% |
| 04/2026 | 3.33% | 5.78% |
| 05/2026 | 0.32% | 6.11% |
| 06/2026 | 4.83% | 11.24% |
| 07/2026 | 2.28% | 13.78% |
| 08/2026 | 0.79% | 14.67% |
Calendar-year returns
202425.67%
20253.05%
Investment exposure
- Equity exposure
- 99.56%
- Overseas exposure
- 99.56%
- Foreign currency exposure
- 99.32%
— 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.