מרכזית לפיצויים
מיטב פיצויים שוהם כהלכה
Returns, performance and investment exposure
Fund / track number 769 · Data as of 08/2026
Cumulative return · 12 months11.85%Back to comparison
Last month0.94%
Year to date5.71%
3 years37.20%
5 years39.02%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.15% | 1.15% |
| 10/2024 | 0.35% | 1.50% |
| 11/2024 | 1.93% | 3.46% |
| 12/2024 | 0.63% | 4.11% |
| 01/2025 | 1.27% | 5.44% |
| 02/2025 | 0.46% | 5.92% |
| 03/2025 | -1.82% | 3.99% |
| 04/2025 | 0.87% | 4.90% |
| 05/2025 | 2.15% | 7.15% |
| 06/2025 | 3.22% | 10.60% |
| 07/2025 | 1.23% | 11.97% |
| 08/2025 | 0.77% | 12.83% |
| 09/2025 | 1.82% | 14.88% |
| 10/2025 | 1.70% | 16.83% |
| 11/2025 | 0.83% | 17.80% |
| 12/2025 | 1.34% | 19.38% |
| 01/2026 | 2.03% | 21.81% |
| 02/2026 | 0.90% | 22.90% |
| 03/2026 | -2.58% | 19.73% |
| 04/2026 | 3.60% | 24.04% |
| 05/2026 | 1.68% | 26.13% |
| 06/2026 | -1.02% | 24.84% |
| 07/2026 | 0.15% | 25.03% |
| 08/2026 | 0.94% | 26.20% |
Calendar-year returns
202411.34%
202514.66%
Investment exposure
- Equity exposure
- 48.92%
- Overseas exposure
- 33.27%
- Foreign currency exposure
- 17.81%
— 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.