קרנות פנסיה
מגדל מקפת משלימה מניות
Returns, performance and investment exposure
Fund / track number 2146 · Data as of 08/2026
Cumulative return · 12 months21.91%Back to comparison
Last month1.16%
Year to date11.07%
3 years75.87%
5 years76.65%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.42% | 2.42% |
| 10/2024 | 0.56% | 2.99% |
| 11/2024 | 3.82% | 6.93% |
| 12/2024 | 0.98% | 7.98% |
| 01/2025 | 2.50% | 10.68% |
| 02/2025 | -0.43% | 10.20% |
| 03/2025 | -3.39% | 6.46% |
| 04/2025 | 1.21% | 7.75% |
| 05/2025 | 5.17% | 13.32% |
| 06/2025 | 6.13% | 20.27% |
| 07/2025 | 1.73% | 22.35% |
| 08/2025 | 1.22% | 23.84% |
| 09/2025 | 3.69% | 28.41% |
| 10/2025 | 2.45% | 31.56% |
| 11/2025 | 1.47% | 33.49% |
| 12/2025 | 1.83% | 35.94% |
| 01/2026 | 4.43% | 41.96% |
| 02/2026 | 1.52% | 44.11% |
| 03/2026 | -4.67% | 37.38% |
| 04/2026 | 8.04% | 48.43% |
| 05/2026 | 3.62% | 53.80% |
| 06/2026 | -2.74% | 49.59% |
| 07/2026 | -0.23% | 49.25% |
| 08/2026 | 1.16% | 50.98% |
Calendar-year returns
202421.97%
202525.89%
Investment exposure
- Equity exposure
- 101.28%
- Overseas exposure
- 63.79%
- Foreign currency exposure
- 25.38%
— 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.