קרנות פנסיה
מיטב פנסיה מקיפה עוקב מדדים גמיש
Returns, performance and investment exposure
Fund / track number 14260 · Data as of 08/2026
Cumulative return · 12 months8.00%Back to comparison
Last month2.26%
Year to date5.37%
3 years29.57%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.51% | 2.51% |
| 10/2024 | -0.35% | 2.15% |
| 11/2024 | 0.90% | 3.07% |
| 12/2024 | -0.44% | 2.62% |
| 01/2025 | 0.12% | 2.74% |
| 02/2025 | -0.75% | 1.97% |
| 03/2025 | -0.55% | 1.41% |
| 04/2025 | 0.15% | 1.56% |
| 05/2025 | 2.71% | 4.31% |
| 06/2025 | 1.15% | 5.51% |
| 07/2025 | 1.85% | 7.46% |
| 08/2025 | 0.23% | 7.71% |
| 09/2025 | 1.78% | 9.63% |
| 10/2025 | 1.23% | 10.98% |
| 11/2025 | 0.06% | 11.04% |
| 12/2025 | -0.58% | 10.40% |
| 01/2026 | -0.07% | 10.32% |
| 02/2026 | 0.19% | 10.53% |
| 03/2026 | -3.43% | 6.74% |
| 04/2026 | 3.70% | 10.69% |
| 05/2026 | 2.38% | 13.33% |
| 06/2026 | 1.45% | 14.97% |
| 07/2026 | -1.05% | 13.76% |
| 08/2026 | 2.26% | 16.33% |
Calendar-year returns
20248.54%
20257.58%
Investment exposure
- Equity exposure
- 62.92%
- Overseas exposure
- 43.80%
- Foreign currency exposure
- 23.19%
— 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.