קרנות פנסיה
מיטב פנסיה מקיפה עוקב מדדים למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 15666 · Data as of 08/2026
Cumulative return · 12 months10.29%Back to comparison
Last month0.81%
Year to date6.52%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 12 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2025 | 1.61% | 1.61% |
| 10/2025 | 0.78% | 2.40% |
| 11/2025 | 0.85% | 3.27% |
| 12/2025 | 0.26% | 3.54% |
| 01/2026 | 1.48% | 5.07% |
| 02/2026 | 0.61% | 5.71% |
| 03/2026 | -1.41% | 4.22% |
| 04/2026 | 2.51% | 6.84% |
| 05/2026 | 1.63% | 8.58% |
| 06/2026 | 0.03% | 8.61% |
| 07/2026 | 0.73% | 9.41% |
| 08/2026 | 0.81% | 10.29% |
Calendar-year returns
2024—
2025—
Investment exposure
- Equity exposure
- 38.02%
- Overseas exposure
- 27.99%
- Foreign currency exposure
- 21.13%
— 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.