קופת גמל להשקעה
מיטב גמל להשקעה כללי
Returns, performance and investment exposure
Fund / track number 7978 · Data as of 08/2026
Cumulative return · 12 months13.11%Back to comparison
Last month1.68%
Year to date6.90%
3 years43.14%
5 years45.99%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.81% | 1.81% |
| 10/2024 | 0.15% | 1.96% |
| 11/2024 | 2.27% | 4.28% |
| 12/2024 | 0.77% | 5.08% |
| 01/2025 | 1.32% | 6.47% |
| 02/2025 | -0.04% | 6.42% |
| 03/2025 | -0.91% | 5.46% |
| 04/2025 | 0.62% | 6.11% |
| 05/2025 | 2.28% | 8.53% |
| 06/2025 | 3.16% | 11.96% |
| 07/2025 | 1.18% | 13.28% |
| 08/2025 | 1.20% | 14.64% |
| 09/2025 | 2.00% | 16.93% |
| 10/2025 | 1.44% | 18.62% |
| 11/2025 | 1.06% | 19.87% |
| 12/2025 | 1.19% | 21.30% |
| 01/2026 | 2.12% | 23.87% |
| 02/2026 | 0.69% | 24.73% |
| 03/2026 | -2.53% | 21.57% |
| 04/2026 | 4.01% | 26.45% |
| 05/2026 | 1.84% | 28.77% |
| 06/2026 | -0.49% | 28.14% |
| 07/2026 | -0.48% | 27.53% |
| 08/2026 | 1.68% | 29.67% |
Calendar-year returns
202413.49%
202515.44%
Investment exposure
- Equity exposure
- 47.35%
- Overseas exposure
- 46.23%
- Foreign currency exposure
- 19.77%
— 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.