קרנות השתלמות
ילין לפידות קרן השתלמות מסלול אג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 1038 · Data as of 08/2026
Cumulative return · 12 months5.97%Back to comparison
Last month0.42%
Year to date2.73%
3 years23.74%
5 years27.90%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.76% | 1.76% |
| 10/2024 | -0.59% | 1.16% |
| 11/2024 | 1.21% | 2.38% |
| 12/2024 | 0.30% | 2.69% |
| 01/2025 | 0.74% | 3.45% |
| 02/2025 | 0.62% | 4.09% |
| 03/2025 | -0.50% | 3.57% |
| 04/2025 | 0.52% | 4.11% |
| 05/2025 | 0.94% | 5.09% |
| 06/2025 | 1.92% | 7.11% |
| 07/2025 | 0.64% | 7.79% |
| 08/2025 | 0.67% | 8.51% |
| 09/2025 | 1.48% | 10.12% |
| 10/2025 | 1.14% | 11.38% |
| 11/2025 | 0.27% | 11.68% |
| 12/2025 | 0.24% | 11.94% |
| 01/2026 | 0.77% | 12.81% |
| 02/2026 | 0.32% | 13.17% |
| 03/2026 | -1.95% | 10.96% |
| 04/2026 | 1.86% | 13.02% |
| 05/2026 | 1.31% | 14.51% |
| 06/2026 | 0.02% | 14.53% |
| 07/2026 | -0.01% | 14.52% |
| 08/2026 | 0.42% | 15.00% |
Calendar-year returns
20248.78%
20259.01%
Investment exposure
- Equity exposure
- 24.69%
- Overseas exposure
- 29.25%
- Foreign currency exposure
- 15.60%
— 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.