קופת גמל להשקעה
מיטב גמל להשקעה כספי (שקלי)
Returns, performance and investment exposure
Fund / track number 7861 · Data as of 08/2026
Cumulative return · 12 months4.15%Back to comparison
Last month0.30%
Year to date2.71%
3 years13.84%
5 years16.31%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.42% | 0.42% |
| 10/2024 | 0.39% | 0.81% |
| 11/2024 | 0.31% | 1.12% |
| 12/2024 | 0.41% | 1.54% |
| 01/2025 | 0.41% | 1.96% |
| 02/2025 | 0.31% | 2.27% |
| 03/2025 | 0.37% | 2.65% |
| 04/2025 | 0.39% | 3.05% |
| 05/2025 | 0.31% | 3.37% |
| 06/2025 | 0.44% | 3.82% |
| 07/2025 | 0.38% | 4.22% |
| 08/2025 | 0.40% | 4.64% |
| 09/2025 | 0.37% | 5.02% |
| 10/2025 | 0.34% | 5.38% |
| 11/2025 | 0.33% | 5.73% |
| 12/2025 | 0.35% | 6.10% |
| 01/2026 | 0.40% | 6.52% |
| 02/2026 | 0.26% | 6.80% |
| 03/2026 | 0.19% | 7.00% |
| 04/2026 | 0.43% | 7.46% |
| 05/2026 | 0.41% | 7.90% |
| 06/2026 | 0.43% | 8.37% |
| 07/2026 | 0.26% | 8.65% |
| 08/2026 | 0.30% | 8.97% |
Calendar-year returns
20244.61%
20254.49%
Investment exposure
- Equity exposure
- 0.00%
- Overseas exposure
- 0.00%
- Foreign currency exposure
- 0.04%
— 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.