מרכזית לפיצויים

מיטב פיצויים - כללי

Returns, performance and investment exposure

Fund / track number 886 · Data as of 08/2026

Cumulative return · 12 months12.48%Back to comparison
Last month1.35%
Year to date6.42%
3 years42.65%
5 years45.35%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.85%1.85%
10/20240.24%2.09%
11/20242.31%4.45%
12/20240.83%5.32%
01/20251.33%6.72%
02/2025-0.02%6.70%
03/2025-1.06%5.57%
04/20250.63%6.23%
05/20252.21%8.58%
06/20253.30%12.16%
07/20251.20%13.51%
08/20251.05%14.70%
09/20252.05%17.05%
10/20251.56%18.88%
11/20250.89%19.94%
12/20251.08%21.23%
01/20262.08%23.75%
02/20260.70%24.62%
03/2026-2.69%21.27%
04/20264.04%26.17%
05/20261.87%28.53%
06/2026-0.45%27.95%
07/2026-0.51%27.30%
08/20261.35%29.01%

Calendar-year returns

202413.69%
202515.11%

Investment exposure

Equity exposure
47.24%
Overseas exposure
41.13%
Foreign currency exposure
19.36%

— 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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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.