תגמולים ואישית לפיצויים

מיטב גמל כספי (שקלי)

Returns, performance and investment exposure

Fund / track number 876 · Data as of 08/2026

Cumulative return · 12 months4.27%Back to comparison
Last month0.31%
Year to date2.82%
3 years12.01%
5 years10.72%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.46%0.46%
10/20240.38%0.84%
11/20240.32%1.16%
12/20240.44%1.61%
01/20250.34%1.96%
02/20250.31%2.27%
03/20250.53%2.81%
04/20250.29%3.11%
05/20250.16%3.28%
06/20250.31%3.60%
07/20250.35%3.96%
08/20250.36%4.33%
09/20250.35%4.70%
10/20250.35%5.06%
11/20250.36%5.44%
12/20250.34%5.80%
01/20260.40%6.22%
02/20260.28%6.52%
03/20260.19%6.72%
04/20260.42%7.17%
05/20260.48%7.69%
06/20260.49%8.22%
07/20260.22%8.45%
08/20260.31%8.79%

Calendar-year returns

20242.69%
20254.13%

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.

Free initial review

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.