קרנות פנסיה

מגדל מקפת אישית כספי (שקלי)

Returns, performance and investment exposure

Fund / track number 2143 · Data as of 08/2026

Cumulative return · 12 months5.07%Back to comparison
Last month0.41%
Year to date3.37%
3 years16.86%
5 years24.58%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.61%0.61%
10/20240.31%0.92%
11/20240.47%1.40%
12/20240.34%1.74%
01/20250.23%1.98%
02/20250.52%2.51%
03/20250.30%2.81%
04/20250.57%3.40%
05/20250.64%4.06%
06/20250.41%4.49%
07/20250.42%4.93%
08/20250.58%5.53%
09/20250.64%6.21%
10/20250.21%6.43%
11/20250.46%6.92%
12/20250.33%7.28%
01/20260.39%7.69%
02/20260.17%7.88%
03/20260.27%8.17%
04/20260.59%8.81%
05/20260.74%9.61%
06/20260.48%10.14%
07/20260.27%10.44%
08/20260.41%10.89%

Calendar-year returns

20245.34%
20255.44%

Investment exposure

Equity exposure
0.00%
Overseas exposure
0.00%
Foreign currency exposure
0.00%

— 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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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.