תגמולים ואישית לפיצויים

מיטב גמל לבני 60 ומעלה

Returns, performance and investment exposure

Fund / track number 551 · Data as of 08/2026

Cumulative return · 12 months9.84%Back to comparison
Last month1.23%
Year to date5.24%
3 years31.52%
5 years35.02%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.29%1.29%
10/20240.10%1.39%
11/20241.84%3.26%
12/20240.71%3.99%
01/20250.91%4.94%
02/20250.24%5.19%
03/2025-0.46%4.70%
04/20250.69%5.43%
05/20251.13%6.62%
06/20252.31%9.08%
07/20250.80%9.95%
08/20251.11%11.17%
09/20251.44%12.78%
10/20251.16%14.08%
11/20250.84%15.04%
12/20250.86%16.03%
01/20261.37%17.62%
02/20260.52%18.23%
03/2026-1.69%16.23%
04/20262.65%19.31%
05/20261.45%21.04%
06/20260.02%21.07%
07/2026-0.36%20.63%
08/20261.23%22.12%

Calendar-year returns

20249.93%
202511.58%

Investment exposure

Equity exposure
28.45%
Overseas exposure
36.52%
Foreign currency exposure
13.93%

— 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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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.