קרנות השתלמות
מיטב השתלמות אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 1240 · Data as of 08/2026
Cumulative return · 12 months5.66%Back to comparison
Last month0.58%
Year to date3.07%
3 years18.78%
5 years23.30%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.77% | 0.77% |
| 10/2024 | 0.02% | 0.79% |
| 11/2024 | 1.08% | 1.88% |
| 12/2024 | 0.61% | 2.50% |
| 01/2025 | 0.31% | 2.82% |
| 02/2025 | 0.61% | 3.45% |
| 03/2025 | 0.18% | 3.63% |
| 04/2025 | 0.50% | 4.15% |
| 05/2025 | -0.10% | 4.05% |
| 06/2025 | 1.29% | 5.39% |
| 07/2025 | 0.35% | 5.76% |
| 08/2025 | 0.97% | 6.78% |
| 09/2025 | 0.75% | 7.58% |
| 10/2025 | 0.75% | 8.39% |
| 11/2025 | 0.52% | 8.95% |
| 12/2025 | 0.47% | 9.47% |
| 01/2026 | 0.48% | 9.99% |
| 02/2026 | 0.31% | 10.33% |
| 03/2026 | -0.61% | 9.66% |
| 04/2026 | 0.83% | 10.57% |
| 05/2026 | 0.79% | 11.44% |
| 06/2026 | 0.71% | 12.23% |
| 07/2026 | -0.05% | 12.18% |
| 08/2026 | 0.58% | 12.83% |
Calendar-year returns
20246.27%
20256.80%
Investment exposure
- Equity exposure
- 3.89%
- Overseas exposure
- 22.68%
- Foreign currency exposure
- 7.49%
— 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.