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מגדל מקפת משלימה מניות סחיר

Returns, performance and investment exposure

Fund / track number 15526 · Data as of 08/2026

Cumulative return · 12 months28.43%Back to comparison
Last month-0.27%
Year to date10.17%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 12 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20253.63%3.63%
10/20253.11%6.85%
11/20254.09%11.22%
12/20254.81%16.57%
01/20268.17%26.10%
02/20261.65%28.18%
03/2026-2.23%25.32%
04/20268.41%35.86%
05/20263.30%40.34%
06/2026-8.97%27.75%
07/20260.80%28.78%
08/2026-0.27%28.43%

Calendar-year returns

2024—
2025—

Investment exposure

Equity exposure
103.74%
Overseas exposure
2.75%
Foreign currency exposure
0.81%

— 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.