קרנות פנסיה
מגדל מקפת אישית למקבלי קצבה קיימים
Returns, performance and investment exposure
Fund / track number 2207 · Data as of 08/2026
Cumulative return · 12 months5.53%Back to comparison
Last month0.45%
Year to date3.21%
3 years18.05%
5 years28.36%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.67% | 0.67% |
| 10/2024 | 0.31% | 0.98% |
| 11/2024 | 1.43% | 2.43% |
| 12/2024 | 0.31% | 2.74% |
| 01/2025 | 0.03% | 2.77% |
| 02/2025 | 0.93% | 3.73% |
| 03/2025 | -0.50% | 3.21% |
| 04/2025 | 1.06% | 4.31% |
| 05/2025 | 0.44% | 4.76% |
| 06/2025 | 1.57% | 6.41% |
| 07/2025 | 0.35% | 6.78% |
| 08/2025 | 0.71% | 7.54% |
| 09/2025 | 1.18% | 8.81% |
| 10/2025 | 0.58% | 9.44% |
| 11/2025 | 0.61% | 10.11% |
| 12/2025 | -0.14% | 9.95% |
| 01/2026 | 0.27% | 10.25% |
| 02/2026 | -0.19% | 10.04% |
| 03/2026 | -0.17% | 9.85% |
| 04/2026 | 0.85% | 10.79% |
| 05/2026 | 1.71% | 12.68% |
| 06/2026 | 0.13% | 12.83% |
| 07/2026 | 0.13% | 12.98% |
| 08/2026 | 0.45% | 13.48% |
Calendar-year returns
20246.41%
20257.02%
Investment exposure
- Equity exposure
- 1.99%
- Overseas exposure
- 2.32%
- Foreign currency exposure
- 0.96%
— 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.