קרנות פנסיה
מגדל מקפת אישית הלכה למקבלי קצבה קיימים
Returns, performance and investment exposure
Fund / track number 8603 · Data as of 08/2026
Cumulative return · 12 months5.70%Back to comparison
Last month0.50%
Year to date3.51%
3 years19.44%
5 years29.84%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.86% | 0.86% |
| 10/2024 | 0.18% | 1.04% |
| 11/2024 | 1.27% | 2.32% |
| 12/2024 | 0.28% | 2.61% |
| 01/2025 | 0.08% | 2.69% |
| 02/2025 | 0.93% | 3.65% |
| 03/2025 | -0.32% | 3.32% |
| 04/2025 | 0.91% | 4.26% |
| 05/2025 | 0.65% | 4.93% |
| 06/2025 | 1.28% | 6.28% |
| 07/2025 | 0.46% | 6.77% |
| 08/2025 | 0.72% | 7.54% |
| 09/2025 | 1.10% | 8.72% |
| 10/2025 | 0.45% | 9.21% |
| 11/2025 | 0.59% | 9.85% |
| 12/2025 | -0.04% | 9.81% |
| 01/2026 | 0.35% | 10.19% |
| 02/2026 | -0.11% | 10.07% |
| 03/2026 | -0.04% | 10.03% |
| 04/2026 | 0.92% | 11.04% |
| 05/2026 | 1.52% | 12.73% |
| 06/2026 | 0.21% | 12.96% |
| 07/2026 | 0.12% | 13.10% |
| 08/2026 | 0.50% | 13.66% |
Calendar-year returns
20246.68%
20257.01%
Investment exposure
- Equity exposure
- 2.00%
- Overseas exposure
- 2.00%
- Foreign currency exposure
- 0.00%
— 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.