קרנות פנסיה
מיטב פנסיה כללית לבני 50 ומטה
Returns, performance and investment exposure
Fund / track number 2158 · Data as of 08/2026
Cumulative return · 12 months14.91%Back to comparison
Last month1.91%
Year to date7.74%
3 years48.68%
5 years50.31%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.00% | 2.00% |
| 10/2024 | 0.20% | 2.20% |
| 11/2024 | 2.58% | 4.84% |
| 12/2024 | 0.83% | 5.71% |
| 01/2025 | 1.55% | 7.35% |
| 02/2025 | -0.15% | 7.19% |
| 03/2025 | -1.24% | 5.86% |
| 04/2025 | 0.61% | 6.51% |
| 05/2025 | 2.73% | 9.41% |
| 06/2025 | 3.69% | 13.45% |
| 07/2025 | 1.34% | 14.97% |
| 08/2025 | 1.29% | 16.45% |
| 09/2025 | 2.30% | 19.13% |
| 10/2025 | 1.68% | 21.13% |
| 11/2025 | 1.14% | 22.51% |
| 12/2025 | 1.38% | 24.20% |
| 01/2026 | 2.53% | 27.35% |
| 02/2026 | 0.79% | 28.35% |
| 03/2026 | -3.02% | 24.48% |
| 04/2026 | 4.75% | 30.39% |
| 05/2026 | 2.07% | 33.09% |
| 06/2026 | -0.75% | 32.09% |
| 07/2026 | -0.59% | 31.31% |
| 08/2026 | 1.91% | 33.82% |
Calendar-year returns
202414.76%
202517.49%
Investment exposure
- Equity exposure
- 57.25%
- Overseas exposure
- 51.04%
- Foreign currency exposure
- 22.20%
— 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.
Free initial review
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.