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מיטב גמל לבני 50 ומטה
Returns, performance and investment exposure
Fund / track number 7215 · Data as of 08/2026
Cumulative return · 12 months14.80%Back to comparison
Last month1.88%
Year to date7.68%
3 years48.41%
5 years51.59%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.03% | 2.03% |
| 10/2024 | 0.17% | 2.20% |
| 11/2024 | 2.59% | 4.85% |
| 12/2024 | 0.86% | 5.75% |
| 01/2025 | 1.55% | 7.39% |
| 02/2025 | -0.16% | 7.22% |
| 03/2025 | -1.19% | 5.94% |
| 04/2025 | 0.62% | 6.60% |
| 05/2025 | 2.73% | 9.51% |
| 06/2025 | 3.63% | 13.49% |
| 07/2025 | 1.33% | 15.00% |
| 08/2025 | 1.29% | 16.48% |
| 09/2025 | 2.28% | 19.13% |
| 10/2025 | 1.61% | 21.05% |
| 11/2025 | 1.17% | 22.47% |
| 12/2025 | 1.39% | 24.17% |
| 01/2026 | 2.51% | 27.29% |
| 02/2026 | 0.75% | 28.24% |
| 03/2026 | -2.93% | 24.49% |
| 04/2026 | 4.69% | 30.32% |
| 05/2026 | 2.07% | 33.02% |
| 06/2026 | -0.76% | 32.01% |
| 07/2026 | -0.58% | 31.24% |
| 08/2026 | 1.88% | 33.71% |
Calendar-year returns
202414.76%
202517.42%
Investment exposure
- Equity exposure
- 56.97%
- Overseas exposure
- 51.46%
- Foreign currency exposure
- 21.84%
— 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.