קרנות פנסיה
מיטב פנסיה מקיפה לבני 50 ומטה
Returns, performance and investment exposure
Fund / track number 2155 · Data as of 08/2026
Cumulative return · 12 months15.26%Back to comparison
Last month1.97%
Year to date8.33%
3 years50.36%
5 years61.78%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.21% | 2.21% |
| 10/2024 | 0.26% | 2.48% |
| 11/2024 | 2.40% | 4.94% |
| 12/2024 | 0.70% | 5.67% |
| 01/2025 | 1.45% | 7.20% |
| 02/2025 | -0.14% | 7.05% |
| 03/2025 | -1.03% | 5.95% |
| 04/2025 | 0.68% | 6.67% |
| 05/2025 | 3.13% | 10.01% |
| 06/2025 | 3.13% | 13.45% |
| 07/2025 | 1.47% | 15.12% |
| 08/2025 | 1.22% | 16.52% |
| 09/2025 | 2.35% | 19.26% |
| 10/2025 | 1.31% | 20.82% |
| 11/2025 | 1.34% | 22.44% |
| 12/2025 | 1.25% | 23.97% |
| 01/2026 | 2.45% | 27.01% |
| 02/2026 | 0.76% | 27.98% |
| 03/2026 | -2.55% | 24.71% |
| 04/2026 | 4.61% | 30.46% |
| 05/2026 | 2.22% | 33.36% |
| 06/2026 | -0.90% | 32.16% |
| 07/2026 | -0.34% | 31.71% |
| 08/2026 | 1.97% | 34.30% |
Calendar-year returns
202415.61%
202517.32%
Investment exposure
- Equity exposure
- 57.12%
- Overseas exposure
- 49.73%
- Foreign currency exposure
- 21.68%
— 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.