מרכזית לפיצויים
מיטב פיצויים שקלי
Returns, performance and investment exposure
Fund / track number 1528 · Data as of 08/2026
Cumulative return · 12 months4.68%Back to comparison
Last month0.28%
Year to date2.34%
3 years16.93%
5 years15.62%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.28% | 0.28% |
| 10/2024 | 0.59% | 0.87% |
| 11/2024 | 1.92% | 2.81% |
| 12/2024 | 0.62% | 3.45% |
| 01/2025 | 0.54% | 4.00% |
| 02/2025 | 0.65% | 4.68% |
| 03/2025 | 0.07% | 4.75% |
| 04/2025 | 0.86% | 5.65% |
| 05/2025 | -0.38% | 5.25% |
| 06/2025 | 1.67% | 7.01% |
| 07/2025 | -0.25% | 6.74% |
| 08/2025 | 0.90% | 7.70% |
| 09/2025 | 0.55% | 8.30% |
| 10/2025 | 1.40% | 9.81% |
| 11/2025 | 0.13% | 9.96% |
| 12/2025 | 0.19% | 10.16% |
| 01/2026 | 0.75% | 10.99% |
| 02/2026 | 0.34% | 11.37% |
| 03/2026 | -1.23% | 10.00% |
| 04/2026 | 0.74% | 10.81% |
| 05/2026 | 1.24% | 12.19% |
| 06/2026 | 0.86% | 13.15% |
| 07/2026 | -0.64% | 12.43% |
| 08/2026 | 0.28% | 12.74% |
Calendar-year returns
20245.38%
20256.49%
Investment exposure
- Equity exposure
- 0.00%
- Overseas exposure
- 6.98%
- Foreign currency exposure
- 3.83%
— 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.