קרנות פנסיה
מגדל מקפת משלימה אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 2148 · Data as of 08/2026
Cumulative return · 12 months5.17%Back to comparison
Last month0.29%
Year to date2.92%
3 years17.01%
5 years13.52%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.71% | 0.71% |
| 10/2024 | 0.19% | 0.90% |
| 11/2024 | 0.88% | 1.79% |
| 12/2024 | 0.64% | 2.44% |
| 01/2025 | 0.17% | 2.61% |
| 02/2025 | 0.91% | 3.55% |
| 03/2025 | -0.10% | 3.45% |
| 04/2025 | 0.79% | 4.26% |
| 05/2025 | -0.18% | 4.07% |
| 06/2025 | 1.46% | 5.59% |
| 07/2025 | 0.19% | 5.79% |
| 08/2025 | 0.72% | 6.56% |
| 09/2025 | 0.68% | 7.28% |
| 10/2025 | 0.81% | 8.15% |
| 11/2025 | 0.43% | 8.62% |
| 12/2025 | 0.25% | 8.89% |
| 01/2026 | 0.53% | 9.46% |
| 02/2026 | 0.15% | 9.63% |
| 03/2026 | -0.78% | 8.77% |
| 04/2026 | 1.05% | 9.92% |
| 05/2026 | 1.16% | 11.19% |
| 06/2026 | 0.56% | 11.81% |
| 07/2026 | -0.06% | 11.75% |
| 08/2026 | 0.29% | 12.07% |
Calendar-year returns
20245.52%
20256.29%
Investment exposure
- Equity exposure
- 5.00%
- Overseas exposure
- 19.17%
- Foreign currency exposure
- 5.67%
— 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.