קרנות פנסיה
מיטב פנסיה מקיפה בסיסי למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 12157 · Data as of 08/2026
Cumulative return · 12 months8.61%Back to comparison
Last month1.05%
Year to date5.44%
3 years30.90%
5 years46.99%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.56% | 1.56% |
| 10/2024 | 0.20% | 1.76% |
| 11/2024 | 1.24% | 3.03% |
| 12/2024 | 0.33% | 3.37% |
| 01/2025 | 0.52% | 3.90% |
| 02/2025 | 0.57% | 4.49% |
| 03/2025 | 0.18% | 4.68% |
| 04/2025 | 0.75% | 5.47% |
| 05/2025 | 1.50% | 7.05% |
| 06/2025 | 1.07% | 8.20% |
| 07/2025 | 0.86% | 9.13% |
| 08/2025 | 0.94% | 10.15% |
| 09/2025 | 1.30% | 11.58% |
| 10/2025 | 0.38% | 12.01% |
| 11/2025 | 0.99% | 13.12% |
| 12/2025 | 0.31% | 13.47% |
| 01/2026 | 0.84% | 14.42% |
| 02/2026 | 0.39% | 14.87% |
| 03/2026 | -0.37% | 14.44% |
| 04/2026 | 1.58% | 16.25% |
| 05/2026 | 1.40% | 17.88% |
| 06/2026 | 0.20% | 18.11% |
| 07/2026 | 0.24% | 18.40% |
| 08/2026 | 1.05% | 19.64% |
Calendar-year returns
202410.66%
20259.77%
Investment exposure
- Equity exposure
- 16.75%
- Overseas exposure
- 20.94%
- Foreign currency exposure
- 10.52%
— 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.