תגמולים ואישית לפיצויים
מיטב גמל מניות
Returns, performance and investment exposure
Fund / track number 877 · Data as of 08/2026
Cumulative return · 12 months22.17%Back to comparison
Last month2.59%
Year to date11.16%
3 years76.92%
5 years78.04%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.87% | 2.87% |
| 10/2024 | 0.44% | 3.32% |
| 11/2024 | 3.81% | 7.26% |
| 12/2024 | 1.08% | 8.42% |
| 01/2025 | 2.52% | 11.15% |
| 02/2025 | -0.91% | 10.14% |
| 03/2025 | -2.89% | 6.96% |
| 04/2025 | 0.97% | 7.99% |
| 05/2025 | 5.31% | 13.73% |
| 06/2025 | 5.71% | 20.22% |
| 07/2025 | 2.34% | 23.03% |
| 08/2025 | 1.31% | 24.65% |
| 09/2025 | 3.56% | 29.08% |
| 10/2025 | 2.45% | 32.25% |
| 11/2025 | 1.42% | 34.12% |
| 12/2025 | 2.13% | 36.98% |
| 01/2026 | 4.29% | 42.86% |
| 02/2026 | 1.10% | 44.43% |
| 03/2026 | -4.81% | 37.48% |
| 04/2026 | 7.99% | 48.47% |
| 05/2026 | 3.31% | 53.38% |
| 06/2026 | -2.29% | 49.87% |
| 07/2026 | -0.96% | 48.43% |
| 08/2026 | 2.59% | 52.27% |
Calendar-year returns
202421.90%
202526.35%
Investment exposure
- Equity exposure
- 96.52%
- Overseas exposure
- 69.65%
- Foreign currency exposure
- 29.14%
— 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.