קרנות פנסיה
מגדל מקפת אישית עוקב מדד S1;P500
Returns, performance and investment exposure
Fund / track number 13572 · Data as of 08/2026
Cumulative return · 12 months7.70%Back to comparison
Last month1.03%
Year to date5.46%
3 years34.93%
5 years63.42%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.25% | 3.25% |
| 10/2024 | -0.08% | 3.17% |
| 11/2024 | 2.83% | 6.09% |
| 12/2024 | -1.33% | 4.68% |
| 01/2025 | 0.75% | 5.46% |
| 02/2025 | -1.56% | 3.82% |
| 03/2025 | -1.46% | 2.30% |
| 04/2025 | -1.87% | 0.39% |
| 05/2025 | 2.89% | 3.29% |
| 06/2025 | 0.61% | 3.92% |
| 07/2025 | 2.66% | 6.68% |
| 08/2025 | 0.06% | 6.75% |
| 09/2025 | 2.12% | 9.01% |
| 10/2025 | 0.54% | 9.60% |
| 11/2025 | 0.73% | 10.40% |
| 12/2025 | -1.25% | 9.02% |
| 01/2026 | -1.37% | 7.52% |
| 02/2026 | 0.08% | 7.61% |
| 03/2026 | -3.02% | 4.36% |
| 04/2026 | 2.82% | 7.30% |
| 05/2026 | 0.81% | 8.17% |
| 06/2026 | 3.39% | 11.84% |
| 07/2026 | 1.75% | 13.80% |
| 08/2026 | 1.03% | 14.97% |
Calendar-year returns
202420.96%
20254.15%
Investment exposure
- Equity exposure
- 72.93%
- Overseas exposure
- 72.93%
- Foreign currency exposure
- 72.66%
— 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.