קרנות פנסיה
מגדל מקפת אישית כללי
Returns, performance and investment exposure
Fund / track number 2102 · Data as of 08/2026
Cumulative return · 12 months13.75%Back to comparison
Last month0.86%
Year to date7.45%
3 years42.65%
5 years56.78%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.63% | 1.63% |
| 10/2024 | 0.35% | 1.99% |
| 11/2024 | 2.13% | 4.16% |
| 12/2024 | 0.70% | 4.89% |
| 01/2025 | 1.04% | 5.98% |
| 02/2025 | 0.44% | 6.44% |
| 03/2025 | -0.88% | 5.51% |
| 04/2025 | 1.09% | 6.66% |
| 05/2025 | 2.40% | 9.22% |
| 06/2025 | 2.89% | 12.37% |
| 07/2025 | 0.91% | 13.40% |
| 08/2025 | 0.97% | 14.50% |
| 09/2025 | 2.13% | 16.94% |
| 10/2025 | 1.13% | 18.26% |
| 11/2025 | 1.40% | 19.91% |
| 12/2025 | 1.08% | 21.21% |
| 01/2026 | 2.26% | 23.95% |
| 02/2026 | 0.95% | 25.12% |
| 03/2026 | -1.92% | 22.72% |
| 04/2026 | 3.70% | 27.26% |
| 05/2026 | 2.09% | 29.92% |
| 06/2026 | -0.78% | 28.91% |
| 07/2026 | 0.17% | 29.13% |
| 08/2026 | 0.86% | 30.24% |
Calendar-year returns
202413.31%
202515.56%
Investment exposure
- Equity exposure
- 51.10%
- Overseas exposure
- 41.07%
- Foreign currency exposure
- 19.10%
— 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.