קרנות פנסיה
מיטב פנסיה כללית הלכה
Returns, performance and investment exposure
Fund / track number 2159 · Data as of 08/2026
Cumulative return · 12 months10.66%Back to comparison
Last month0.85%
Year to date5.21%
3 years34.91%
5 years38.77%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.23% | 1.23% |
| 10/2024 | 0.45% | 1.69% |
| 11/2024 | 1.96% | 3.68% |
| 12/2024 | 0.51% | 4.21% |
| 01/2025 | 1.29% | 5.55% |
| 02/2025 | 0.17% | 5.73% |
| 03/2025 | -1.33% | 4.32% |
| 04/2025 | 1.55% | 5.94% |
| 05/2025 | 2.08% | 8.15% |
| 06/2025 | 3.09% | 11.49% |
| 07/2025 | 0.82% | 12.40% |
| 08/2025 | 1.00% | 13.53% |
| 09/2025 | 1.78% | 15.55% |
| 10/2025 | 1.57% | 17.36% |
| 11/2025 | 0.59% | 18.05% |
| 12/2025 | 1.15% | 19.41% |
| 01/2026 | 1.62% | 21.34% |
| 02/2026 | 0.82% | 22.34% |
| 03/2026 | -2.79% | 18.93% |
| 04/2026 | 3.61% | 23.22% |
| 05/2026 | 1.68% | 25.29% |
| 06/2026 | -0.75% | 24.35% |
| 07/2026 | 0.18% | 24.57% |
| 08/2026 | 0.85% | 25.63% |
Calendar-year returns
202411.10%
202514.59%
Investment exposure
- Equity exposure
- 48.81%
- Overseas exposure
- 38.68%
- Foreign currency exposure
- 18.10%
— 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.