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מגדל מקפת משלימה הלכה
Returns, performance and investment exposure
Fund / track number 2149 · Data as of 08/2026
Cumulative return · 12 months12.69%Back to comparison
Last month0.78%
Year to date6.26%
3 years39.01%
5 years38.60%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.54% | 1.54% |
| 10/2024 | 0.41% | 1.96% |
| 11/2024 | 1.86% | 3.85% |
| 12/2024 | 0.85% | 4.74% |
| 01/2025 | 1.28% | 6.08% |
| 02/2025 | 0.26% | 6.35% |
| 03/2025 | -1.53% | 4.72% |
| 04/2025 | 0.93% | 5.70% |
| 05/2025 | 2.22% | 8.05% |
| 06/2025 | 3.28% | 11.59% |
| 07/2025 | 1.28% | 13.02% |
| 08/2025 | 0.62% | 13.72% |
| 09/2025 | 2.12% | 16.13% |
| 10/2025 | 1.48% | 17.85% |
| 11/2025 | 1.19% | 19.25% |
| 12/2025 | 1.13% | 20.60% |
| 01/2026 | 2.18% | 23.23% |
| 02/2026 | 0.87% | 24.30% |
| 03/2026 | -2.52% | 21.17% |
| 04/2026 | 3.85% | 25.83% |
| 05/2026 | 1.77% | 28.06% |
| 06/2026 | -1.05% | 26.71% |
| 07/2026 | 0.35% | 27.16% |
| 08/2026 | 0.78% | 28.15% |
Calendar-year returns
202412.16%
202515.14%
Investment exposure
- Equity exposure
- 50.30%
- Overseas exposure
- 36.95%
- Foreign currency exposure
- 18.99%
— 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.