קרנות השתלמות
מור קרן השתלמות לשכירים ולעצמאים - אשראי ואג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 12956 · Data as of 08/2026
Cumulative return · 12 months7.37%Back to comparison
Last month0.92%
Year to date4.61%
3 years27.44%
5 years33.60%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.48% | 1.48% |
| 10/2024 | 0.14% | 1.62% |
| 11/2024 | 1.12% | 2.76% |
| 12/2024 | 0.52% | 3.29% |
| 01/2025 | 0.87% | 4.19% |
| 02/2025 | 0.41% | 4.62% |
| 03/2025 | 0.15% | 4.78% |
| 04/2025 | 0.76% | 5.57% |
| 05/2025 | 0.98% | 6.61% |
| 06/2025 | 1.54% | 8.25% |
| 07/2025 | 0.74% | 9.05% |
| 08/2025 | 0.79% | 9.91% |
| 09/2025 | 1.11% | 11.13% |
| 10/2025 | 0.62% | 11.82% |
| 11/2025 | 0.68% | 12.58% |
| 12/2025 | 0.20% | 12.81% |
| 01/2026 | 0.98% | 13.91% |
| 02/2026 | 0.48% | 14.46% |
| 03/2026 | -0.80% | 13.54% |
| 04/2026 | 1.72% | 15.50% |
| 05/2026 | 0.90% | 16.54% |
| 06/2026 | 0.18% | 16.75% |
| 07/2026 | 0.16% | 16.93% |
| 08/2026 | 0.92% | 18.01% |
Calendar-year returns
20249.45%
20259.21%
Investment exposure
- Equity exposure
- 27.32%
- Overseas exposure
- 35.54%
- Foreign currency exposure
- 17.32%
— 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.