קופת גמל להשקעה
מיטב גמל להשקעה אשראי ואג"ח עם מניות (עד 25% במניות)
Returns, performance and investment exposure
Fund / track number 7980 · Data as of 08/2026
Cumulative return · 12 months8.72%Back to comparison
Last month0.90%
Year to date4.54%
3 years28.99%
5 years30.78%
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 | -0.08% | 1.07% |
| 11/2024 | 1.75% | 2.84% |
| 12/2024 | 0.69% | 3.55% |
| 01/2025 | 0.90% | 4.48% |
| 02/2025 | 0.31% | 4.80% |
| 03/2025 | -0.46% | 4.32% |
| 04/2025 | 0.66% | 5.01% |
| 05/2025 | 1.08% | 6.14% |
| 06/2025 | 2.37% | 8.66% |
| 07/2025 | 0.78% | 9.51% |
| 08/2025 | 1.04% | 10.65% |
| 09/2025 | 1.38% | 12.17% |
| 10/2025 | 1.15% | 13.46% |
| 11/2025 | 0.71% | 14.27% |
| 12/2025 | 0.71% | 15.08% |
| 01/2026 | 1.24% | 16.51% |
| 02/2026 | 0.48% | 17.07% |
| 03/2026 | -1.69% | 15.09% |
| 04/2026 | 2.40% | 17.85% |
| 05/2026 | 1.30% | 19.38% |
| 06/2026 | 0.18% | 19.60% |
| 07/2026 | -0.31% | 19.23% |
| 08/2026 | 0.90% | 20.30% |
Calendar-year returns
20248.91%
202511.14%
Investment exposure
- Equity exposure
- 23.80%
- Overseas exposure
- 31.88%
- Foreign currency exposure
- 13.50%
— 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.