קופת גמל להשקעה
מיטב גמל להשקעה קיימות
Returns, performance and investment exposure
Fund / track number 14270 · Data as of 08/2026
Cumulative return · 12 months20.44%Back to comparison
Last month3.94%
Year to date12.20%
3 years38.80%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.59% | 2.59% |
| 10/2024 | -1.23% | 1.33% |
| 11/2024 | 4.81% | 6.20% |
| 12/2024 | -2.68% | 3.36% |
| 01/2025 | 2.20% | 5.63% |
| 02/2025 | -3.40% | 2.04% |
| 03/2025 | -4.10% | -2.15% |
| 04/2025 | -1.93% | -4.03% |
| 05/2025 | 5.40% | 1.15% |
| 06/2025 | 5.09% | 6.30% |
| 07/2025 | 2.74% | 9.21% |
| 08/2025 | 2.07% | 11.47% |
| 09/2025 | 3.40% | 15.26% |
| 10/2025 | 2.98% | 18.69% |
| 11/2025 | 0.22% | 18.96% |
| 12/2025 | 0.59% | 19.66% |
| 01/2026 | 2.16% | 22.24% |
| 02/2026 | -0.60% | 21.51% |
| 03/2026 | -6.22% | 13.95% |
| 04/2026 | 9.82% | 25.14% |
| 05/2026 | 4.08% | 30.25% |
| 06/2026 | 0.62% | 31.05% |
| 07/2026 | -1.44% | 29.17% |
| 08/2026 | 3.94% | 34.26% |
Calendar-year returns
202410.76%
202515.77%
Investment exposure
- Equity exposure
- 99.22%
- Overseas exposure
- 99.22%
- Foreign currency exposure
- 4.11%
— 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.