קרנות השתלמות

מור קרן השתלמות לשכירים ולעצמאים - מניות

Returns, performance and investment exposure

Fund / track number 12536 · Data as of 08/2026

Cumulative return · 12 months23.16%Back to comparison
Last month2.66%
Year to date13.31%
3 years77.86%
5 years80.83%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.66%2.66%
10/20240.44%3.11%
11/20243.67%6.90%
12/20240.46%7.39%
01/20253.31%10.94%
02/2025-0.13%10.80%
03/2025-1.91%8.68%
04/20250.92%9.68%
05/20255.43%15.64%
06/20254.64%21.00%
07/20251.92%23.33%
08/20250.83%24.35%
09/20253.53%28.74%
10/20252.22%31.60%
11/20251.23%33.22%
12/20251.46%35.16%
01/20264.71%41.53%
02/20261.17%43.18%
03/2026-4.25%37.10%
04/20267.85%47.86%
05/20263.44%52.95%
06/2026-2.13%49.69%
07/2026-0.34%49.18%
08/20262.66%53.15%

Calendar-year returns

202421.67%
202525.86%

Investment exposure

Equity exposure
100.46%
Overseas exposure
71.24%
Foreign currency exposure
26.21%

— 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.