קרנות השתלמות

קרן השתלמות להנדסאים וטכנאים - מסלול מניות

Returns, performance and investment exposure

Fund / track number 1318 · Data as of 08/2026

Cumulative return · 12 months20.35%Back to comparison
Last month2.99%
Year to date10.59%
3 years66.90%
5 years77.77%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.83%2.83%
10/2024-0.06%2.77%
11/20242.78%5.63%
12/20240.62%6.28%
01/20252.15%8.57%
02/2025-0.83%7.66%
03/2025-4.58%2.73%
04/20250.61%3.36%
05/20256.16%9.73%
06/20255.02%15.24%
07/20252.50%18.12%
08/20250.63%18.86%
09/20253.56%23.09%
10/20252.77%26.50%
11/20250.47%27.10%
12/20251.77%29.35%
01/20263.60%34.00%
02/20260.75%35.01%
03/2026-5.21%27.97%
04/20268.61%38.99%
05/20264.63%45.43%
06/2026-2.98%41.09%
07/2026-1.56%38.89%
08/20262.99%43.04%

Calendar-year returns

202420.08%
202521.70%

Investment exposure

Equity exposure
99.22%
Overseas exposure
60.91%
Foreign currency exposure
25.67%

— 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.