מרכזית לפיצויים
מיטב מרכזית להשתתפות בפנסיה תקציבית כללי
Returns, performance and investment exposure
Fund / track number 9491 · Data as of 08/2026
Cumulative return · 12 months7.34%Back to comparison
Last month0.83%
Year to date4.23%
3 years29.21%
5 years32.02%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.42% | 1.42% |
| 10/2024 | 0.18% | 1.60% |
| 11/2024 | 2.02% | 3.65% |
| 12/2024 | 0.73% | 4.41% |
| 01/2025 | 1.00% | 5.46% |
| 02/2025 | 0.20% | 5.67% |
| 03/2025 | -0.82% | 4.80% |
| 04/2025 | 0.62% | 5.45% |
| 05/2025 | 1.09% | 6.60% |
| 06/2025 | 2.70% | 9.48% |
| 07/2025 | 0.85% | 10.41% |
| 08/2025 | 0.65% | 11.13% |
| 09/2025 | 1.43% | 12.71% |
| 10/2025 | 0.74% | 13.55% |
| 11/2025 | 0.33% | 13.92% |
| 12/2025 | 0.45% | 14.44% |
| 01/2026 | 0.71% | 15.25% |
| 02/2026 | 0.95% | 16.34% |
| 03/2026 | -2.35% | 13.61% |
| 04/2026 | 2.52% | 16.47% |
| 05/2026 | 1.15% | 17.81% |
| 06/2026 | 0.10% | 17.93% |
| 07/2026 | 0.31% | 18.30% |
| 08/2026 | 0.83% | 19.28% |
Calendar-year returns
202410.43%
20259.60%
Investment exposure
- Equity exposure
- 28.97%
- Overseas exposure
- 25.52%
- Foreign currency exposure
- 18.62%
— 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.