קרנות פנסיה
מיטב פנסיה כללית הלכה למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 13286 · Data as of 08/2026
Cumulative return · 12 months12.88%Back to comparison
Last month0.96%
Year to date5.83%
3 years26.00%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | -0.38% | -0.38% |
| 10/2024 | 0.32% | -0.06% |
| 11/2024 | 2.11% | 2.05% |
| 12/2024 | 1.50% | 3.58% |
| 01/2025 | 1.88% | 5.53% |
| 02/2025 | 0.38% | 5.93% |
| 03/2025 | -2.34% | 3.45% |
| 04/2025 | 1.36% | 4.85% |
| 05/2025 | 1.30% | 6.22% |
| 06/2025 | 4.24% | 10.72% |
| 07/2025 | 0.32% | 11.08% |
| 08/2025 | 1.09% | 12.29% |
| 09/2025 | 2.03% | 14.57% |
| 10/2025 | 1.84% | 16.67% |
| 11/2025 | 1.03% | 17.88% |
| 12/2025 | 1.60% | 19.76% |
| 01/2026 | 2.98% | 23.33% |
| 02/2026 | 0.51% | 23.96% |
| 03/2026 | -2.45% | 20.92% |
| 04/2026 | 3.06% | 24.62% |
| 05/2026 | 1.98% | 27.09% |
| 06/2026 | -0.87% | 25.98% |
| 07/2026 | -0.35% | 25.54% |
| 08/2026 | 0.96% | 26.75% |
Calendar-year returns
20244.96%
202515.62%
Investment exposure
- Equity exposure
- 33.18%
- Overseas exposure
- 23.22%
- Foreign currency exposure
- 5.21%
— 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.