קרנות פנסיה
מיטב פנסיה כללית מניות
Returns, performance and investment exposure
Fund / track number 2109 · Data as of 08/2026
Cumulative return · 12 months21.99%Back to comparison
Last month2.48%
Year to date11.12%
3 years76.01%
5 years77.03%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.88% | 2.88% |
| 10/2024 | 0.49% | 3.38% |
| 11/2024 | 3.76% | 7.27% |
| 12/2024 | 1.00% | 8.34% |
| 01/2025 | 2.66% | 11.23% |
| 02/2025 | -0.90% | 10.23% |
| 03/2025 | -2.89% | 7.04% |
| 04/2025 | 0.88% | 7.98% |
| 05/2025 | 5.31% | 13.72% |
| 06/2025 | 5.72% | 20.22% |
| 07/2025 | 2.35% | 23.04% |
| 08/2025 | 1.28% | 24.62% |
| 09/2025 | 3.49% | 28.97% |
| 10/2025 | 2.49% | 32.18% |
| 11/2025 | 1.36% | 33.98% |
| 12/2025 | 2.11% | 36.81% |
| 01/2026 | 4.39% | 42.81% |
| 02/2026 | 1.05% | 44.31% |
| 03/2026 | -4.78% | 37.41% |
| 04/2026 | 8.01% | 48.42% |
| 05/2026 | 3.28% | 53.29% |
| 06/2026 | -2.29% | 49.78% |
| 07/2026 | -0.96% | 48.34% |
| 08/2026 | 2.48% | 52.02% |
Calendar-year returns
202421.46%
202526.27%
Investment exposure
- Equity exposure
- 95.96%
- Overseas exposure
- 67.87%
- Foreign currency exposure
- 28.70%
— 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.