קרנות פנסיה
מיטב פנסיה מקיפה עוקב מדד S1;P500
Returns, performance and investment exposure
Fund / track number 13260 · Data as of 08/2026
Cumulative return · 12 months7.59%Back to comparison
Last month0.76%
Year to date5.47%
3 years35.02%
5 years63.77%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.36% | 3.36% |
| 10/2024 | -0.36% | 2.99% |
| 11/2024 | 2.54% | 5.60% |
| 12/2024 | -1.18% | 4.36% |
| 01/2025 | 1.03% | 5.43% |
| 02/2025 | -2.44% | 2.86% |
| 03/2025 | -0.08% | 2.78% |
| 04/2025 | -1.70% | 1.03% |
| 05/2025 | 2.36% | 3.41% |
| 06/2025 | 0.58% | 4.01% |
| 07/2025 | 2.35% | 6.46% |
| 08/2025 | 0.35% | 6.83% |
| 09/2025 | 2.26% | 9.25% |
| 10/2025 | 0.41% | 9.69% |
| 11/2025 | 0.83% | 10.60% |
| 12/2025 | -1.47% | 8.98% |
| 01/2026 | -0.88% | 8.02% |
| 02/2026 | 0.06% | 8.08% |
| 03/2026 | -2.85% | 5.00% |
| 04/2026 | 2.56% | 7.69% |
| 05/2026 | 0.66% | 8.40% |
| 06/2026 | 3.43% | 12.12% |
| 07/2026 | 1.74% | 14.07% |
| 08/2026 | 0.76% | 14.94% |
Calendar-year returns
202420.35%
20254.43%
Investment exposure
- Equity exposure
- 70.34%
- Overseas exposure
- 70.34%
- Foreign currency exposure
- 70.17%
— 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.