קרנות פנסיה
מגדל מקפת אישית מניות
Returns, performance and investment exposure
Fund / track number 2142 · Data as of 08/2026
Cumulative return · 12 months17.53%Back to comparison
Last month0.99%
Year to date9.28%
3 years59.55%
5 years69.72%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.18% | 2.18% |
| 10/2024 | 0.47% | 2.66% |
| 11/2024 | 2.95% | 5.69% |
| 12/2024 | 0.65% | 6.38% |
| 01/2025 | 1.83% | 8.32% |
| 02/2025 | -0.01% | 8.31% |
| 03/2025 | -2.29% | 5.83% |
| 04/2025 | 1.12% | 7.02% |
| 05/2025 | 3.94% | 11.23% |
| 06/2025 | 4.34% | 16.06% |
| 07/2025 | 1.46% | 17.76% |
| 08/2025 | 1.02% | 18.96% |
| 09/2025 | 2.96% | 22.48% |
| 10/2025 | 1.66% | 24.51% |
| 11/2025 | 1.45% | 26.32% |
| 12/2025 | 1.28% | 27.93% |
| 01/2026 | 3.29% | 32.14% |
| 02/2026 | 1.14% | 33.65% |
| 03/2026 | -3.14% | 29.45% |
| 04/2026 | 5.80% | 36.96% |
| 05/2026 | 2.85% | 40.86% |
| 06/2026 | -1.78% | 38.36% |
| 07/2026 | 0.06% | 38.44% |
| 08/2026 | 0.99% | 39.81% |
Calendar-year returns
202418.12%
202520.26%
Investment exposure
- Equity exposure
- 73.29%
- Overseas exposure
- 46.44%
- Foreign currency exposure
- 21.65%
— 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.