קרנות השתלמות

מור קרן השתלמות לשכירים ולעצמאים - כללי

Returns, performance and investment exposure

Fund / track number 12535 · Data as of 08/2026

Cumulative return · 12 months12.69%Back to comparison
Last month1.65%
Year to date7.69%
3 years42.33%
5 years50.14%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.79%1.79%
10/20240.25%2.04%
11/20241.88%3.96%
12/20240.48%4.46%
01/20251.57%6.10%
02/20250.32%6.44%
03/2025-0.60%5.80%
04/20250.87%6.72%
05/20252.42%9.31%
06/20252.66%12.21%
07/20251.03%13.37%
08/20251.02%14.53%
09/20251.91%16.71%
10/20251.10%18.00%
11/20251.03%19.21%
12/20250.53%19.84%
01/20262.11%22.37%
02/20260.85%23.41%
03/2026-1.83%21.15%
04/20263.65%25.58%
05/20261.83%27.87%
06/2026-0.58%27.13%
07/2026-0.13%26.97%
08/20261.65%29.06%

Calendar-year returns

202413.14%
202514.73%

Investment exposure

Equity exposure
53.51%
Overseas exposure
50.68%
Foreign currency exposure
18.84%

— 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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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.