קרנות פנסיה
מגדל מקפת אישית אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 2144 · Data as of 08/2026
Cumulative return · 12 months5.43%Back to comparison
Last month0.38%
Year to date3.42%
3 years19.73%
5 years23.13%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.91% | 0.91% |
| 10/2024 | 0.21% | 1.12% |
| 11/2024 | 0.80% | 1.93% |
| 12/2024 | 0.51% | 2.45% |
| 01/2025 | 0.17% | 2.62% |
| 02/2025 | 0.92% | 3.57% |
| 03/2025 | 0.20% | 3.78% |
| 04/2025 | 0.74% | 4.54% |
| 05/2025 | 0.37% | 4.93% |
| 06/2025 | 0.91% | 5.89% |
| 07/2025 | 0.37% | 6.28% |
| 08/2025 | 0.67% | 6.99% |
| 09/2025 | 0.76% | 7.80% |
| 10/2025 | 0.46% | 8.30% |
| 11/2025 | 0.56% | 8.91% |
| 12/2025 | 0.15% | 9.07% |
| 01/2026 | 0.48% | 9.59% |
| 02/2026 | 0.17% | 9.78% |
| 03/2026 | -0.36% | 9.38% |
| 04/2026 | 0.99% | 10.47% |
| 05/2026 | 1.16% | 11.75% |
| 06/2026 | 0.46% | 12.26% |
| 07/2026 | 0.10% | 12.37% |
| 08/2026 | 0.38% | 12.80% |
Calendar-year returns
20246.93%
20256.46%
Investment exposure
- Equity exposure
- 5.02%
- Overseas exposure
- 17.76%
- Foreign currency exposure
- 6.06%
— 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.