קרנות השתלמות

רעות קרן השתלמות - מניות

Returns, performance and investment exposure

Fund / track number 1317 · Data as of 08/2026

Cumulative return · 12 months21.80%Back to comparison
Last month1.95%
Year to date10.43%
3 years77.24%
5 years87.29%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.74%2.74%
10/20240.58%3.34%
11/20243.86%7.32%
12/20241.16%8.57%
01/20253.48%12.35%
02/2025-1.09%11.12%
03/2025-2.94%7.86%
04/20250.60%8.50%
05/20255.32%14.28%
06/20255.53%20.60%
07/20252.12%23.15%
08/20250.86%24.21%
09/20253.60%28.68%
10/20253.37%33.02%
11/20251.10%34.48%
12/20251.87%37.00%
01/20264.45%43.09%
02/20261.35%45.03%
03/2026-4.62%38.33%
04/20267.68%48.95%
05/20262.82%53.15%
06/2026-2.66%49.08%
07/2026-0.46%48.39%
08/20261.95%51.28%

Calendar-year returns

202422.92%
202526.18%

Investment exposure

Equity exposure
98.34%
Overseas exposure
64.74%
Foreign currency exposure
25.91%

— 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.