קרנות השתלמות
אלטשולר שחם השתלמות הלכה
Returns, performance and investment exposure
Fund / track number 12256 · Data as of 08/2026
Cumulative return · 12 months10.52%Back to comparison
Last month1.99%
Year to date6.08%
3 years36.28%
5 years32.51%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.13% | 2.13% |
| 10/2024 | -0.30% | 1.82% |
| 11/2024 | 1.41% | 3.26% |
| 12/2024 | -0.34% | 2.91% |
| 01/2025 | 1.17% | 4.11% |
| 02/2025 | -1.04% | 3.03% |
| 03/2025 | -1.07% | 1.93% |
| 04/2025 | 0.57% | 2.51% |
| 05/2025 | 2.85% | 5.43% |
| 06/2025 | 3.03% | 8.62% |
| 07/2025 | 0.75% | 9.44% |
| 08/2025 | 1.37% | 10.94% |
| 09/2025 | 2.44% | 13.64% |
| 10/2025 | 1.32% | 15.15% |
| 11/2025 | 0.45% | 15.66% |
| 12/2025 | -0.07% | 15.58% |
| 01/2026 | 1.84% | 17.71% |
| 02/2026 | -0.15% | 17.53% |
| 03/2026 | -3.32% | 13.63% |
| 04/2026 | 4.50% | 18.74% |
| 05/2026 | 2.15% | 21.30% |
| 06/2026 | -0.26% | 20.98% |
| 07/2026 | -0.63% | 20.22% |
| 08/2026 | 1.99% | 22.61% |
Calendar-year returns
202411.84%
202512.32%
Investment exposure
- Equity exposure
- 53.03%
- Overseas exposure
- 45.25%
- Foreign currency exposure
- 20.37%
— 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.