קרנות פנסיה
מיטב פנסיה כללית לבני 50 עד 60
Returns, performance and investment exposure
Fund / track number 9972 · Data as of 08/2026
Cumulative return · 12 months12.90%Back to comparison
Last month1.57%
Year to date6.77%
3 years42.92%
5 years44.72%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.83% | 1.83% |
| 10/2024 | 0.19% | 2.02% |
| 11/2024 | 2.34% | 4.41% |
| 12/2024 | 0.78% | 5.23% |
| 01/2025 | 1.36% | 6.66% |
| 02/2025 | 0.01% | 6.67% |
| 03/2025 | -0.97% | 5.63% |
| 04/2025 | 0.65% | 6.32% |
| 05/2025 | 2.19% | 8.65% |
| 06/2025 | 3.28% | 12.21% |
| 07/2025 | 1.16% | 13.51% |
| 08/2025 | 1.21% | 14.89% |
| 09/2025 | 2.00% | 17.18% |
| 10/2025 | 1.48% | 18.92% |
| 11/2025 | 0.99% | 20.10% |
| 12/2025 | 1.16% | 21.49% |
| 01/2026 | 2.14% | 24.09% |
| 02/2026 | 0.70% | 24.96% |
| 03/2026 | -2.63% | 21.67% |
| 04/2026 | 4.04% | 26.59% |
| 05/2026 | 1.85% | 28.93% |
| 06/2026 | -0.45% | 28.35% |
| 07/2026 | -0.50% | 27.71% |
| 08/2026 | 1.57% | 29.71% |
Calendar-year returns
202413.39%
202515.46%
Investment exposure
- Equity exposure
- 46.88%
- Overseas exposure
- 43.71%
- Foreign currency exposure
- 19.66%
— 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.