קרנות פנסיה
מיטב פנסיה מקיפה לבני 60 ומעלה
Returns, performance and investment exposure
Fund / track number 9968 · Data as of 08/2026
Cumulative return · 12 months10.22%Back to comparison
Last month1.28%
Year to date5.88%
3 years34.67%
5 years43.90%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.54% | 1.54% |
| 10/2024 | 0.18% | 1.72% |
| 11/2024 | 1.69% | 3.44% |
| 12/2024 | 0.57% | 4.03% |
| 01/2025 | 0.88% | 4.95% |
| 02/2025 | 0.34% | 5.30% |
| 03/2025 | -0.26% | 5.03% |
| 04/2025 | 0.72% | 5.79% |
| 05/2025 | 1.66% | 7.54% |
| 06/2025 | 1.92% | 9.61% |
| 07/2025 | 0.92% | 10.62% |
| 08/2025 | 1.12% | 11.85% |
| 09/2025 | 1.51% | 13.54% |
| 10/2025 | 0.83% | 14.49% |
| 11/2025 | 0.99% | 15.62% |
| 12/2025 | 0.71% | 16.44% |
| 01/2026 | 1.39% | 18.06% |
| 02/2026 | 0.50% | 18.65% |
| 03/2026 | -1.32% | 17.08% |
| 04/2026 | 2.60% | 20.13% |
| 05/2026 | 1.56% | 22.00% |
| 06/2026 | -0.09% | 21.89% |
| 07/2026 | -0.13% | 21.73% |
| 08/2026 | 1.28% | 23.29% |
Calendar-year returns
202411.28%
202511.93%
Investment exposure
- Equity exposure
- 28.23%
- Overseas exposure
- 33.35%
- Foreign currency exposure
- 13.88%
— 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.