קרנות השתלמות
רעות קרן השתלמות אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 1316 · Data as of 08/2026
Cumulative return · 12 months2.70%Back to comparison
Last month-0.84%
Year to date1.27%
3 years7.05%
5 years12.58%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.50% | 0.50% |
| 10/2024 | 0.28% | 0.78% |
| 11/2024 | 0.75% | 1.54% |
| 12/2024 | 0.51% | 2.06% |
| 01/2025 | 0.25% | 2.31% |
| 02/2025 | 0.63% | 2.95% |
| 03/2025 | -1.74% | 1.16% |
| 04/2025 | 0.87% | 2.04% |
| 05/2025 | 1.24% | 3.31% |
| 06/2025 | 1.28% | 4.63% |
| 07/2025 | -0.06% | 4.57% |
| 08/2025 | 0.72% | 5.32% |
| 09/2025 | 0.51% | 5.86% |
| 10/2025 | 0.62% | 6.51% |
| 11/2025 | 0.11% | 6.63% |
| 12/2025 | 0.16% | 6.80% |
| 01/2026 | 0.44% | 7.27% |
| 02/2026 | 0.14% | 7.42% |
| 03/2026 | -0.14% | 7.27% |
| 04/2026 | 0.66% | 7.98% |
| 05/2026 | 1.10% | 9.17% |
| 06/2026 | 0.09% | 9.27% |
| 07/2026 | -0.17% | 9.08% |
| 08/2026 | -0.84% | 8.16% |
Calendar-year returns
20240.34%
20254.65%
Investment exposure
- Equity exposure
- —
- Overseas exposure
- 10.64%
- Foreign currency exposure
- 1.28%
— 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.