קרנות פנסיה
מגדל מקפת אישית לבני 50 עד 60
Returns, performance and investment exposure
Fund / track number 8802 · Data as of 08/2026
Cumulative return · 12 months12.95%Back to comparison
Last month0.88%
Year to date7.11%
3 years42.21%
5 years52.70%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.72% | 1.72% |
| 10/2024 | 0.26% | 1.98% |
| 11/2024 | 2.02% | 4.04% |
| 12/2024 | 0.55% | 4.62% |
| 01/2025 | 1.11% | 5.78% |
| 02/2025 | 0.41% | 6.21% |
| 03/2025 | -1.14% | 5.00% |
| 04/2025 | 1.08% | 6.13% |
| 05/2025 | 2.45% | 8.74% |
| 06/2025 | 3.04% | 12.04% |
| 07/2025 | 0.98% | 13.14% |
| 08/2025 | 0.95% | 14.21% |
| 09/2025 | 2.10% | 16.61% |
| 10/2025 | 1.18% | 17.99% |
| 11/2025 | 1.20% | 19.40% |
| 12/2025 | 0.87% | 20.44% |
| 01/2026 | 2.12% | 23.00% |
| 02/2026 | 0.85% | 24.04% |
| 03/2026 | -2.17% | 21.35% |
| 04/2026 | 3.85% | 26.02% |
| 05/2026 | 2.16% | 28.74% |
| 06/2026 | -0.80% | 27.71% |
| 07/2026 | 0.13% | 27.88% |
| 08/2026 | 0.88% | 29.01% |
Calendar-year returns
202413.23%
202515.13%
Investment exposure
- Equity exposure
- 48.96%
- Overseas exposure
- 39.88%
- Foreign currency exposure
- 18.64%
— 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.