קרנות פנסיה
מגדל מקפת משלימה עוקב מדד S1;P500
Returns, performance and investment exposure
Fund / track number 13627 · Data as of 08/2026
Cumulative return · 12 months8.02%Back to comparison
Last month1.15%
Year to date5.67%
3 years38.31%
5 years66.73%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.95% | 3.95% |
| 10/2024 | -0.19% | 3.75% |
| 11/2024 | 3.55% | 7.44% |
| 12/2024 | -1.85% | 5.45% |
| 01/2025 | 0.96% | 6.46% |
| 02/2025 | -2.47% | 3.83% |
| 03/2025 | -2.16% | 1.59% |
| 04/2025 | -2.90% | -1.36% |
| 05/2025 | 3.41% | 2.01% |
| 06/2025 | 0.77% | 2.79% |
| 07/2025 | 3.39% | 6.28% |
| 08/2025 | -0.21% | 6.05% |
| 09/2025 | 2.51% | 8.71% |
| 10/2025 | 0.78% | 9.56% |
| 11/2025 | 0.66% | 10.29% |
| 12/2025 | -1.70% | 8.41% |
| 01/2026 | -2.02% | 6.22% |
| 02/2026 | 0.05% | 6.27% |
| 03/2026 | -4.35% | 1.65% |
| 04/2026 | 3.59% | 5.30% |
| 05/2026 | 0.55% | 5.88% |
| 06/2026 | 4.61% | 10.76% |
| 07/2026 | 2.25% | 13.25% |
| 08/2026 | 1.15% | 14.56% |
Calendar-year returns
202425.75%
20252.81%
Investment exposure
- Equity exposure
- 99.84%
- Overseas exposure
- 99.84%
- Foreign currency exposure
- 99.47%
— 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.