קרנות פנסיה
מגדל מקפת אישית עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 14929 · Data as of 08/2026
Cumulative return · 12 months8.52%Back to comparison
Last month2.18%
Year to date5.37%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 4.08% | 4.08% |
| 10/2024 | 0.13% | 4.22% |
| 11/2024 | 3.43% | 7.79% |
| 12/2024 | -0.07% | 7.71% |
| 01/2025 | 0.14% | 7.87% |
| 02/2025 | -1.05% | 6.73% |
| 03/2025 | -3.18% | 3.34% |
| 04/2025 | -0.85% | 2.46% |
| 05/2025 | 4.28% | 6.85% |
| 06/2025 | 2.30% | 9.30% |
| 07/2025 | 2.07% | 11.57% |
| 08/2025 | 0.09% | 11.67% |
| 09/2025 | 4.40% | 16.58% |
| 10/2025 | 0.33% | 16.96% |
| 11/2025 | -1.43% | 15.29% |
| 12/2025 | -0.25% | 15.00% |
| 01/2026 | -1.57% | 13.20% |
| 02/2026 | -1.48% | 11.52% |
| 03/2026 | -3.78% | 7.31% |
| 04/2026 | 5.34% | 13.04% |
| 05/2026 | 3.66% | 17.17% |
| 06/2026 | 1.28% | 18.67% |
| 07/2026 | -0.07% | 18.59% |
| 08/2026 | 2.18% | 21.18% |
Calendar-year returns
202420.90%
20256.77%
Investment exposure
- Equity exposure
- 72.95%
- Overseas exposure
- 72.95%
- Foreign currency exposure
- 72.73%
— 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.