קרנות פנסיה
מגדל מקפת אישית הלכה למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 12146 · Data as of 08/2026
Cumulative return · 12 months9.24%Back to comparison
Last month0.72%
Year to date5.52%
3 years31.44%
5 years48.34%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.65% | 1.65% |
| 10/2024 | 0.31% | 1.97% |
| 11/2024 | 1.31% | 3.30% |
| 12/2024 | 0.37% | 3.68% |
| 01/2025 | 0.60% | 4.31% |
| 02/2025 | 0.66% | 4.99% |
| 03/2025 | -0.36% | 4.62% |
| 04/2025 | 0.87% | 5.53% |
| 05/2025 | 1.82% | 7.45% |
| 06/2025 | 1.40% | 8.95% |
| 07/2025 | 0.99% | 10.03% |
| 08/2025 | 0.70% | 10.80% |
| 09/2025 | 1.57% | 12.54% |
| 10/2025 | 0.49% | 13.09% |
| 11/2025 | 1.06% | 14.29% |
| 12/2025 | 0.36% | 14.70% |
| 01/2026 | 1.18% | 16.05% |
| 02/2026 | 0.51% | 16.65% |
| 03/2026 | -0.85% | 15.65% |
| 04/2026 | 2.16% | 18.15% |
| 05/2026 | 1.65% | 20.10% |
| 06/2026 | -0.41% | 19.61% |
| 07/2026 | 0.47% | 20.17% |
| 08/2026 | 0.72% | 21.04% |
Calendar-year returns
202410.56%
202510.63%
Investment exposure
- Equity exposure
- 23.37%
- Overseas exposure
- 17.20%
- Foreign currency exposure
- 9.91%
— 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.