קרנות השתלמות

רום קרן השתלמות לעובדי הרשויות המקומיות מסלול רום ספיר מניות

Returns, performance and investment exposure

Fund / track number 1258 · Data as of 08/2026

Cumulative return · 12 months19.31%Back to comparison
Last month1.85%
Year to date8.25%
3 years76.68%
5 years85.63%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.01%3.01%
10/20240.73%3.76%
11/20243.94%7.85%
12/20240.94%8.86%
01/20252.32%11.39%
02/2025-0.81%10.49%
03/2025-4.31%5.73%
04/20250.49%6.24%
05/20255.37%11.95%
06/20256.42%19.14%
07/20252.96%22.66%
08/20250.63%23.44%
09/20253.76%28.08%
10/20252.55%31.34%
11/20251.24%32.97%
12/20252.32%36.06%
01/20264.14%41.69%
02/20261.50%43.81%
03/2026-4.28%37.66%
04/20267.05%47.36%
05/20262.55%51.12%
06/2026-3.64%45.62%
07/2026-0.70%44.60%
08/20261.85%47.28%

Calendar-year returns

202427.03%
202524.98%

Investment exposure

Equity exposure
98.24%
Overseas exposure
61.72%
Foreign currency exposure
26.96%

— 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.