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מגדל מקפת משלימה עוקב מדדי מניות

Returns, performance and investment exposure

Fund / track number 14930 · Data as of 08/2026

Cumulative return · 12 months9.03%Back to comparison
Last month2.73%
Year to date5.47%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20245.09%5.09%
10/20240.08%5.17%
11/20244.36%9.76%
12/2024-0.14%9.61%
01/20250.13%9.75%
02/2025-1.78%7.80%
03/2025-4.51%2.93%
04/2025-1.48%1.41%
05/20255.33%6.82%
06/20253.08%10.11%
07/20252.58%12.95%
08/2025-0.16%12.77%
09/20255.65%19.14%
10/20250.49%19.72%
11/2025-2.30%16.97%
12/2025-0.33%16.58%
01/2026-2.30%13.90%
02/2026-2.09%11.52%
03/2026-5.40%5.50%
04/20267.10%12.99%
05/20264.45%18.01%
06/20261.68%20.00%
07/2026-0.26%19.69%
08/20262.73%22.95%

Calendar-year returns

202423.81%
20256.36%

Investment exposure

Equity exposure
99.97%
Overseas exposure
99.97%
Foreign currency exposure
99.67%

— 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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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.