קרנות פנסיה
מיטב פנסיה מקיפה הלכה
Returns, performance and investment exposure
Fund / track number 2156 · Data as of 08/2026
Cumulative return · 12 months12.69%Back to comparison
Last month1.04%
Year to date6.88%
3 years40.87%
5 years49.32%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.88% | 1.88% |
| 10/2024 | 0.13% | 2.01% |
| 11/2024 | 1.84% | 3.89% |
| 12/2024 | 0.52% | 4.43% |
| 01/2025 | 1.35% | 5.84% |
| 02/2025 | -0.16% | 5.67% |
| 03/2025 | -1.26% | 4.34% |
| 04/2025 | 0.95% | 5.33% |
| 05/2025 | 2.56% | 8.03% |
| 06/2025 | 3.16% | 11.44% |
| 07/2025 | 1.10% | 12.67% |
| 08/2025 | 0.90% | 13.68% |
| 09/2025 | 2.30% | 16.29% |
| 10/2025 | 1.39% | 17.91% |
| 11/2025 | 0.93% | 19.01% |
| 12/2025 | 0.72% | 19.86% |
| 01/2026 | 2.25% | 22.56% |
| 02/2026 | 0.62% | 23.32% |
| 03/2026 | -2.20% | 20.61% |
| 04/2026 | 3.94% | 25.36% |
| 05/2026 | 2.25% | 28.18% |
| 06/2026 | -0.79% | 27.17% |
| 07/2026 | -0.30% | 26.79% |
| 08/2026 | 1.04% | 28.11% |
Calendar-year returns
202412.91%
202514.78%
Investment exposure
- Equity exposure
- 49.14%
- Overseas exposure
- 36.52%
- Foreign currency exposure
- 17.74%
— 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.