קרנות השתלמות

ילין לפידות קרן השתלמות מסלול אשראי ואג"ח

Returns, performance and investment exposure

Fund / track number 1319 · Data as of 08/2026

Cumulative return · 12 months5.10%Back to comparison
Last month0.40%
Year to date2.57%
3 years16.42%
5 years18.93%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.12%1.12%
10/2024-0.30%0.82%
11/20240.81%1.63%
12/20240.07%1.70%
01/20250.39%2.10%
02/20250.70%2.82%
03/20250.04%2.86%
04/20250.56%3.43%
05/2025-0.02%3.41%
06/20251.44%4.90%
07/20250.39%5.31%
08/20250.72%6.07%
09/20251.04%7.17%
10/20250.90%8.14%
11/20250.39%8.56%
12/20250.12%8.69%
01/20260.53%9.26%
02/20260.26%9.55%
03/2026-1.17%8.27%
04/20261.34%9.72%
05/20261.19%11.02%
06/20260.26%11.31%
07/2026-0.25%11.03%
08/20260.40%11.48%

Calendar-year returns

20245.06%
20256.87%

Investment exposure

Equity exposure
12.01%
Overseas exposure
19.59%
Foreign currency exposure
7.44%

— 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.