קרנות פנסיה
מגדל מקפת משלימה כספי (שקלי)
Returns, performance and investment exposure
Fund / track number 2147 · Data as of 08/2026
Cumulative return · 12 months4.49%Back to comparison
Last month0.30%
Year to date2.83%
3 years14.06%
5 years16.40%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.35% | 0.35% |
| 10/2024 | 0.34% | 0.69% |
| 11/2024 | 0.33% | 1.02% |
| 12/2024 | 0.48% | 1.51% |
| 01/2025 | 0.28% | 1.79% |
| 02/2025 | 0.33% | 2.13% |
| 03/2025 | 0.32% | 2.46% |
| 04/2025 | 0.42% | 2.89% |
| 05/2025 | 0.32% | 3.21% |
| 06/2025 | 0.51% | 3.74% |
| 07/2025 | 0.33% | 4.08% |
| 08/2025 | 0.47% | 4.57% |
| 09/2025 | 0.49% | 5.09% |
| 10/2025 | 0.35% | 5.45% |
| 11/2025 | 0.31% | 5.78% |
| 12/2025 | 0.45% | 6.26% |
| 01/2026 | 0.41% | 6.69% |
| 02/2026 | 0.22% | 6.93% |
| 03/2026 | 0.13% | 7.07% |
| 04/2026 | 0.48% | 7.58% |
| 05/2026 | 0.45% | 8.06% |
| 06/2026 | 0.57% | 8.68% |
| 07/2026 | 0.24% | 8.94% |
| 08/2026 | 0.30% | 9.27% |
Calendar-year returns
20244.18%
20254.68%
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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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.