קרנות פנסיה
מיטב פנסיה מקיפה עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 1589 · Data as of 08/2026
Cumulative return · 12 months19.45%Back to comparison
Last month3.34%
Year to date11.82%
3 years65.35%
5 years94.73%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.39% | 3.39% |
| 10/2024 | -0.49% | 2.88% |
| 11/2024 | 3.49% | 6.47% |
| 12/2024 | 0.48% | 6.99% |
| 01/2025 | 2.09% | 9.22% |
| 02/2025 | -3.43% | 5.47% |
| 03/2025 | -3.99% | 1.27% |
| 04/2025 | 0.08% | 1.35% |
| 05/2025 | 6.54% | 7.98% |
| 06/2025 | 4.87% | 13.23% |
| 07/2025 | 1.56% | 15.00% |
| 08/2025 | 1.67% | 16.92% |
| 09/2025 | 5.25% | 23.06% |
| 10/2025 | 1.43% | 24.82% |
| 11/2025 | -0.84% | 23.77% |
| 12/2025 | 0.91% | 24.90% |
| 01/2026 | 2.57% | 28.11% |
| 02/2026 | -1.77% | 25.84% |
| 03/2026 | -4.31% | 20.42% |
| 04/2026 | 9.90% | 32.34% |
| 05/2026 | 6.21% | 40.55% |
| 06/2026 | -0.46% | 39.91% |
| 07/2026 | -3.40% | 35.15% |
| 08/2026 | 3.34% | 39.67% |
Calendar-year returns
202419.57%
202516.74%
Investment exposure
- Equity exposure
- 69.73%
- Overseas exposure
- 69.73%
- Foreign currency exposure
- 2.15%
— 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.