קרנות השתלמות
כלל השתלמות אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 1348 · Data as of 08/2026
Cumulative return · 12 months5.98%Back to comparison
Last month0.38%
Year to date3.54%
3 years19.48%
5 years18.41%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.72% | 0.72% |
| 10/2024 | 0.35% | 1.07% |
| 11/2024 | 0.99% | 2.07% |
| 12/2024 | 0.69% | 2.78% |
| 01/2025 | 0.27% | 3.05% |
| 02/2025 | 0.88% | 3.96% |
| 03/2025 | -0.09% | 3.87% |
| 04/2025 | 0.65% | 4.54% |
| 05/2025 | -0.07% | 4.47% |
| 06/2025 | 1.58% | 6.12% |
| 07/2025 | 0.20% | 6.33% |
| 08/2025 | 0.81% | 7.19% |
| 09/2025 | 0.85% | 8.11% |
| 10/2025 | 0.69% | 8.85% |
| 11/2025 | 0.44% | 9.33% |
| 12/2025 | 0.36% | 9.72% |
| 01/2026 | 0.57% | 10.35% |
| 02/2026 | 0.20% | 10.57% |
| 03/2026 | -0.54% | 9.97% |
| 04/2026 | 1.12% | 11.20% |
| 05/2026 | 1.32% | 12.67% |
| 06/2026 | 0.59% | 13.34% |
| 07/2026 | -0.14% | 13.18% |
| 08/2026 | 0.38% | 13.61% |
Calendar-year returns
20246.73%
20256.76%
Investment exposure
- Equity exposure
- 5.24%
- Overseas exposure
- 19.29%
- Foreign currency exposure
- 7.06%
— 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.