קרנות פנסיה
מיטב פנסיה מקיפה הלכה למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 12966 · Data as of 08/2026
Cumulative return · 12 months10.16%Back to comparison
Last month0.72%
Year to date6.29%
3 years33.99%
5 years49.64%
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 | 0.37% | 1.80% |
| 11/2024 | 1.46% | 3.28% |
| 12/2024 | 0.31% | 3.60% |
| 01/2025 | 0.79% | 4.42% |
| 02/2025 | 0.36% | 4.80% |
| 03/2025 | -0.33% | 4.45% |
| 04/2025 | 0.89% | 5.38% |
| 05/2025 | 2.01% | 7.50% |
| 06/2025 | 1.55% | 9.16% |
| 07/2025 | 0.76% | 9.99% |
| 08/2025 | 0.90% | 10.98% |
| 09/2025 | 1.52% | 12.67% |
| 10/2025 | 0.61% | 13.36% |
| 11/2025 | 0.93% | 14.41% |
| 12/2025 | 0.54% | 15.03% |
| 01/2026 | 1.36% | 16.59% |
| 02/2026 | 0.51% | 17.19% |
| 03/2026 | -0.78% | 16.28% |
| 04/2026 | 2.34% | 19.00% |
| 05/2026 | 1.41% | 20.67% |
| 06/2026 | 0.24% | 20.96% |
| 07/2026 | 0.35% | 21.39% |
| 08/2026 | 0.72% | 22.26% |
Calendar-year returns
202410.50%
202511.03%
Investment exposure
- Equity exposure
- 19.76%
- Overseas exposure
- 17.87%
- Foreign currency exposure
- 12.32%
— 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.