קרנות פנסיה
מגדל מקפת אישית לבני 50 ומטה
Returns, performance and investment exposure
Fund / track number 8801 · Data as of 08/2026
Cumulative return · 12 months15.03%Back to comparison
Last month1.01%
Year to date8.15%
3 years47.66%
5 years58.83%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.85% | 1.85% |
| 10/2024 | 0.22% | 2.07% |
| 11/2024 | 2.30% | 4.42% |
| 12/2024 | 0.49% | 4.93% |
| 01/2025 | 1.33% | 6.33% |
| 02/2025 | 0.27% | 6.62% |
| 03/2025 | -1.48% | 5.04% |
| 04/2025 | 1.10% | 6.19% |
| 05/2025 | 2.97% | 9.35% |
| 06/2025 | 3.49% | 13.16% |
| 07/2025 | 1.10% | 14.41% |
| 08/2025 | 1.04% | 15.60% |
| 09/2025 | 2.43% | 18.41% |
| 10/2025 | 1.38% | 20.04% |
| 11/2025 | 1.32% | 21.63% |
| 12/2025 | 1.09% | 22.95% |
| 01/2026 | 2.61% | 26.16% |
| 02/2026 | 0.98% | 27.40% |
| 03/2026 | -2.60% | 24.08% |
| 04/2026 | 4.70% | 29.92% |
| 05/2026 | 2.53% | 33.20% |
| 06/2026 | -1.22% | 31.58% |
| 07/2026 | 0.05% | 31.64% |
| 08/2026 | 1.01% | 32.97% |
Calendar-year returns
202414.37%
202517.17%
Investment exposure
- Equity exposure
- 58.07%
- Overseas exposure
- 46.63%
- Foreign currency exposure
- 19.38%
— 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.