קרנות פנסיה
מיטב פנסיה כללית לבני 60 ומעלה
Returns, performance and investment exposure
Fund / track number 9973 · Data as of 08/2026
Cumulative return · 12 months9.53%Back to comparison
Last month1.05%
Year to date5.04%
3 years31.83%
5 years33.34%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.35% | 1.35% |
| 10/2024 | 0.11% | 1.46% |
| 11/2024 | 1.88% | 3.37% |
| 12/2024 | 0.73% | 4.12% |
| 01/2025 | 0.94% | 5.10% |
| 02/2025 | 0.30% | 5.42% |
| 03/2025 | -0.54% | 4.85% |
| 04/2025 | 0.64% | 5.52% |
| 05/2025 | 1.18% | 6.76% |
| 06/2025 | 2.46% | 9.39% |
| 07/2025 | 0.80% | 10.27% |
| 08/2025 | 1.12% | 11.50% |
| 09/2025 | 1.45% | 13.12% |
| 10/2025 | 1.19% | 14.46% |
| 11/2025 | 0.75% | 15.32% |
| 12/2025 | 0.82% | 16.27% |
| 01/2026 | 1.45% | 17.95% |
| 02/2026 | 0.53% | 18.58% |
| 03/2026 | -1.82% | 16.42% |
| 04/2026 | 2.70% | 19.56% |
| 05/2026 | 1.45% | 21.30% |
| 06/2026 | 0.03% | 21.33% |
| 07/2026 | -0.39% | 20.86% |
| 08/2026 | 1.05% | 22.13% |
Calendar-year returns
202410.18%
202511.66%
Investment exposure
- Equity exposure
- 28.15%
- Overseas exposure
- 33.32%
- Foreign currency exposure
- 13.63%
— 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.