קופת גמל להשקעה
מיטב גמל להשקעה מניות
Returns, performance and investment exposure
Fund / track number 7860 · Data as of 08/2026
Cumulative return · 12 months22.33%Back to comparison
Last month2.60%
Year to date11.28%
3 years77.51%
5 years78.26%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.86% | 2.86% |
| 10/2024 | 0.45% | 3.32% |
| 11/2024 | 3.78% | 7.23% |
| 12/2024 | 1.09% | 8.40% |
| 01/2025 | 2.53% | 11.14% |
| 02/2025 | -0.91% | 10.13% |
| 03/2025 | -2.86% | 6.98% |
| 04/2025 | 0.96% | 8.01% |
| 05/2025 | 5.33% | 13.76% |
| 06/2025 | 5.73% | 20.28% |
| 07/2025 | 2.36% | 23.12% |
| 08/2025 | 1.31% | 24.73% |
| 09/2025 | 3.55% | 29.16% |
| 10/2025 | 2.50% | 32.39% |
| 11/2025 | 1.42% | 34.27% |
| 12/2025 | 2.12% | 37.12% |
| 01/2026 | 4.34% | 43.07% |
| 02/2026 | 1.10% | 44.64% |
| 03/2026 | -4.85% | 37.63% |
| 04/2026 | 8.10% | 48.77% |
| 05/2026 | 3.34% | 53.74% |
| 06/2026 | -2.31% | 50.19% |
| 07/2026 | -0.98% | 48.72% |
| 08/2026 | 2.60% | 52.59% |
Calendar-year returns
202422.08%
202526.49%
Investment exposure
- Equity exposure
- 96.77%
- Overseas exposure
- 69.53%
- Foreign currency exposure
- 29.16%
— 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.