קרנות השתלמות
כלל השתלמות עוקב מדד s&p 500
Returns, performance and investment exposure
Fund / track number 13342 · Data as of 08/2026
Cumulative return · 12 months7.86%Back to comparison
Last month1.02%
Year to date5.71%
3 years37.65%
5 years66.36%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.91% | 3.91% |
| 10/2024 | -0.45% | 3.44% |
| 11/2024 | 3.26% | 6.81% |
| 12/2024 | -1.56% | 5.15% |
| 01/2025 | 0.87% | 6.06% |
| 02/2025 | -3.12% | 2.75% |
| 03/2025 | -1.23% | 1.49% |
| 04/2025 | -2.96% | -1.51% |
| 05/2025 | 3.23% | 1.67% |
| 06/2025 | 0.69% | 2.37% |
| 07/2025 | 3.40% | 5.85% |
| 08/2025 | -0.20% | 5.64% |
| 09/2025 | 2.44% | 8.21% |
| 10/2025 | 1.14% | 9.45% |
| 11/2025 | 0.32% | 9.80% |
| 12/2025 | -1.83% | 7.79% |
| 01/2026 | -2.04% | 5.59% |
| 02/2026 | 0.38% | 5.99% |
| 03/2026 | -4.31% | 1.42% |
| 04/2026 | 3.31% | 4.78% |
| 05/2026 | 0.48% | 5.28% |
| 06/2026 | 4.73% | 10.26% |
| 07/2026 | 2.29% | 12.79% |
| 08/2026 | 1.02% | 13.94% |
Calendar-year returns
202425.34%
20252.51%
Investment exposure
- Equity exposure
- 99.76%
- Overseas exposure
- 106.04%
- Foreign currency exposure
- 99.94%
— 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.