קרנות פנסיה

מגדל מקפת אישית עוקב מדדים - גמיש

Returns, performance and investment exposure

Fund / track number 14243 · Data as of 08/2026

Cumulative return · 12 months4.76%Back to comparison
Last month0.23%
Year to date2.94%
3 years17.92%
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.98%2.98%
10/2024-1.08%1.87%
11/20240.72%2.60%
12/2024-0.64%1.94%
01/20250.39%2.34%
02/2025-0.23%2.11%
03/20250.77%2.89%
04/2025-0.96%1.91%
05/20251.06%2.99%
06/2025-0.63%2.34%
07/20251.21%3.57%
08/20250.27%3.85%
09/20251.70%5.62%
10/2025-0.12%5.49%
11/20250.75%6.28%
12/2025-0.55%5.70%
01/2026-0.52%5.15%
02/20261.20%6.41%
03/2026-4.32%1.82%
04/20261.74%3.59%
05/20260.01%3.60%
06/20263.46%7.18%
07/20261.28%8.55%
08/20260.23%8.80%

Calendar-year returns

20248.63%
20253.68%

Investment exposure

Equity exposure
73.02%
Overseas exposure
73.02%
Foreign currency exposure
2.09%

— 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.

Free initial review

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.