קופת גמל להשקעה
מיטב גמל להשקעה עוקב מדדי אג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 15351 · Data as of 08/2026
Cumulative return · 12 months-3.52%Back to comparison
Last month-1.30%
Year to date-2.33%
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 | 2.81% | 2.81% |
| 10/2024 | -1.41% | 1.36% |
| 11/2024 | -0.61% | 0.74% |
| 12/2024 | -0.75% | -0.01% |
| 01/2025 | -0.71% | -0.72% |
| 02/2025 | -0.12% | -0.84% |
| 03/2025 | 2.85% | 1.98% |
| 04/2025 | -1.42% | 0.54% |
| 05/2025 | -1.78% | -1.25% |
| 06/2025 | -1.62% | -2.85% |
| 07/2025 | 1.12% | -1.77% |
| 08/2025 | -0.66% | -2.41% |
| 09/2025 | 0.68% | -1.75% |
| 10/2025 | -0.29% | -2.04% |
| 11/2025 | 0.35% | -1.69% |
| 12/2025 | -1.95% | -3.61% |
| 01/2026 | -2.45% | -5.97% |
| 02/2026 | 1.35% | -4.70% |
| 03/2026 | -1.75% | -6.37% |
| 04/2026 | -3.04% | -9.22% |
| 05/2026 | -2.41% | -11.40% |
| 06/2026 | 5.96% | -6.12% |
| 07/2026 | 1.61% | -4.61% |
| 08/2026 | -1.30% | -5.85% |
Calendar-year returns
2024—
2025-3.60%
Investment exposure
- Equity exposure
- 22.56%
- Overseas exposure
- 100.00%
- Foreign currency exposure
- 99.27%
— 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.