קופת גמל להשקעה
מיטב גמל להשקעה עוקב מדדים גמיש
Returns, performance and investment exposure
Fund / track number 7979 · Data as of 08/2026
Cumulative return · 12 months5.42%Back to comparison
Last month2.17%
Year to date3.37%
3 years23.41%
5 years26.74%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.03% | 3.03% |
| 10/2024 | -1.01% | 1.99% |
| 11/2024 | 0.35% | 2.35% |
| 12/2024 | -0.72% | 1.61% |
| 01/2025 | -0.31% | 1.29% |
| 02/2025 | -0.82% | 0.46% |
| 03/2025 | 0.61% | 1.08% |
| 04/2025 | -0.24% | 0.83% |
| 05/2025 | 1.65% | 2.50% |
| 06/2025 | 0.99% | 3.51% |
| 07/2025 | 1.61% | 5.18% |
| 08/2025 | -0.02% | 5.16% |
| 09/2025 | 1.70% | 6.95% |
| 10/2025 | 1.20% | 8.23% |
| 11/2025 | -0.01% | 8.22% |
| 12/2025 | -0.90% | 7.24% |
| 01/2026 | -0.64% | 6.56% |
| 02/2026 | 0.54% | 7.13% |
| 03/2026 | -3.80% | 3.06% |
| 04/2026 | 2.66% | 5.80% |
| 05/2026 | 1.33% | 7.21% |
| 06/2026 | 2.49% | 9.88% |
| 07/2026 | -1.25% | 8.51% |
| 08/2026 | 2.17% | 10.86% |
Calendar-year returns
202411.93%
20255.55%
Investment exposure
- Equity exposure
- 62.70%
- Overseas exposure
- 43.72%
- Foreign currency exposure
- 23.90%
— 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.