קרנות פנסיה
מיטב פנסיה מקיפה קיימות
Returns, performance and investment exposure
Fund / track number 14261 · Data as of 08/2026
Cumulative return · 12 months16.19%Back to comparison
Last month2.97%
Year to date9.98%
3 years36.78%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.18% | 2.18% |
| 10/2024 | -0.70% | 1.46% |
| 11/2024 | 3.46% | 4.98% |
| 12/2024 | -1.88% | 3.00% |
| 01/2025 | 1.54% | 4.59% |
| 02/2025 | -2.14% | 2.35% |
| 03/2025 | -2.59% | -0.30% |
| 04/2025 | -0.88% | -1.18% |
| 05/2025 | 4.14% | 2.91% |
| 06/2025 | 3.61% | 6.63% |
| 07/2025 | 2.14% | 8.91% |
| 08/2025 | 1.69% | 10.75% |
| 09/2025 | 2.67% | 13.71% |
| 10/2025 | 2.06% | 16.05% |
| 11/2025 | 0.42% | 16.54% |
| 12/2025 | 0.40% | 17.00% |
| 01/2026 | 1.64% | 18.92% |
| 02/2026 | -0.40% | 18.45% |
| 03/2026 | -4.23% | 13.44% |
| 04/2026 | 7.08% | 21.47% |
| 05/2026 | 3.29% | 25.46% |
| 06/2026 | 0.50% | 26.09% |
| 07/2026 | -0.89% | 24.97% |
| 08/2026 | 2.97% | 28.68% |
Calendar-year returns
20249.34%
202513.59%
Investment exposure
- Equity exposure
- 70.17%
- Overseas exposure
- 70.17%
- Foreign currency exposure
- 2.91%
— 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.