קרנות השתלמות
מיטב השתלמות עוקב מדד S&P500
Returns, performance and investment exposure
Fund / track number 13245 · Data as of 08/2026
Cumulative return · 12 months7.98%Back to comparison
Last month0.80%
Year to date5.78%
3 years39.24%
5 years67.45%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 4.27% | 4.27% |
| 10/2024 | -0.61% | 3.63% |
| 11/2024 | 3.29% | 7.04% |
| 12/2024 | -1.72% | 5.20% |
| 01/2025 | 1.35% | 6.62% |
| 02/2025 | -3.76% | 2.61% |
| 03/2025 | -0.31% | 2.30% |
| 04/2025 | -2.83% | -0.60% |
| 05/2025 | 2.73% | 2.11% |
| 06/2025 | 0.77% | 2.90% |
| 07/2025 | 2.99% | 5.98% |
| 08/2025 | 0.18% | 6.17% |
| 09/2025 | 2.75% | 9.09% |
| 10/2025 | 0.62% | 9.76% |
| 11/2025 | 0.81% | 10.65% |
| 12/2025 | -2.06% | 8.37% |
| 01/2026 | -1.41% | 6.85% |
| 02/2026 | 0.01% | 6.86% |
| 03/2026 | -4.23% | 2.34% |
| 04/2026 | 3.32% | 5.73% |
| 05/2026 | 0.32% | 6.07% |
| 06/2026 | 4.83% | 11.20% |
| 07/2026 | 2.28% | 13.73% |
| 08/2026 | 0.80% | 14.64% |
Calendar-year returns
202425.67%
20253.01%
Investment exposure
- Equity exposure
- 99.30%
- Overseas exposure
- 99.30%
- Foreign currency exposure
- 99.06%
— 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.