קרנות פנסיה
מיטב פנסיה מקיפה מקבלי קצבה קיימים
Returns, performance and investment exposure
Fund / track number 2157 · Data as of 08/2026
Cumulative return · 12 months5.23%Back to comparison
Last month0.51%
Year to date3.10%
3 years17.66%
5 years27.23%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.68% | 0.68% |
| 10/2024 | 0.27% | 0.95% |
| 11/2024 | 1.38% | 2.35% |
| 12/2024 | 0.33% | 2.68% |
| 01/2025 | -0.02% | 2.66% |
| 02/2025 | 0.96% | 3.65% |
| 03/2025 | -0.45% | 3.18% |
| 04/2025 | 1.07% | 4.29% |
| 05/2025 | 0.39% | 4.69% |
| 06/2025 | 1.44% | 6.20% |
| 07/2025 | 0.36% | 6.58% |
| 08/2025 | 0.76% | 7.39% |
| 09/2025 | 1.10% | 8.57% |
| 10/2025 | 0.49% | 9.11% |
| 11/2025 | 0.56% | 9.72% |
| 12/2025 | -0.09% | 9.62% |
| 01/2026 | 0.26% | 9.90% |
| 02/2026 | -0.15% | 9.74% |
| 03/2026 | -0.15% | 9.57% |
| 04/2026 | 0.69% | 10.33% |
| 05/2026 | 1.72% | 12.23% |
| 06/2026 | 0.16% | 12.41% |
| 07/2026 | 0.03% | 12.44% |
| 08/2026 | 0.51% | 13.01% |
Calendar-year returns
20246.25%
20256.75%
Investment exposure
- Equity exposure
- 0.00%
- Overseas exposure
- 0.00%
- Foreign currency exposure
- 0.39%
— 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.