קופת גמל להשקעה
מיטב גמל להשקעה סחיר - אג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 15348 · Data as of 08/2026
Cumulative return · 12 months10.70%Back to comparison
Last month0.84%
Year to date5.00%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.26% | 1.26% |
| 10/2024 | -0.16% | 1.10% |
| 11/2024 | 1.51% | 2.62% |
| 12/2024 | 0.43% | 3.07% |
| 01/2025 | 0.57% | 3.65% |
| 02/2025 | 0.17% | 3.83% |
| 03/2025 | -1.21% | 2.57% |
| 04/2025 | 0.54% | 3.13% |
| 05/2025 | 1.23% | 4.40% |
| 06/2025 | 4.03% | 8.60% |
| 07/2025 | 0.94% | 9.62% |
| 08/2025 | 0.96% | 10.68% |
| 09/2025 | 1.58% | 12.42% |
| 10/2025 | 1.32% | 13.91% |
| 11/2025 | 1.21% | 15.29% |
| 12/2025 | 1.21% | 16.68% |
| 01/2026 | 2.14% | 19.18% |
| 02/2026 | 0.65% | 19.95% |
| 03/2026 | -1.06% | 18.68% |
| 04/2026 | 2.59% | 21.76% |
| 05/2026 | 1.40% | 23.46% |
| 06/2026 | -1.71% | 21.35% |
| 07/2026 | 0.12% | 21.49% |
| 08/2026 | 0.84% | 22.52% |
Calendar-year returns
2024—
202513.21%
Investment exposure
- Equity exposure
- 21.24%
- Overseas exposure
- 4.00%
- Foreign currency exposure
- 4.89%
— 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.