קרנות השתלמות
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Returns, performance and investment exposure
Fund / track number 1350 · Data as of 08/2026
Cumulative return · 12 months25.98%Back to comparison
Last month2.01%
Year to date13.50%
3 years78.49%
5 years72.96%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.61% | 2.61% |
| 10/2024 | 0.61% | 3.24% |
| 11/2024 | 3.25% | 6.59% |
| 12/2024 | 0.93% | 7.58% |
| 01/2025 | 3.04% | 10.85% |
| 02/2025 | -1.01% | 9.73% |
| 03/2025 | -3.37% | 6.04% |
| 04/2025 | 0.97% | 7.06% |
| 05/2025 | 5.66% | 13.12% |
| 06/2025 | 6.04% | 19.96% |
| 07/2025 | 1.72% | 22.02% |
| 08/2025 | 1.24% | 23.53% |
| 09/2025 | 3.89% | 28.34% |
| 10/2025 | 2.71% | 31.82% |
| 11/2025 | 1.89% | 34.31% |
| 12/2025 | 2.09% | 37.11% |
| 01/2026 | 5.41% | 44.53% |
| 02/2026 | 1.51% | 46.71% |
| 03/2026 | -4.81% | 39.66% |
| 04/2026 | 8.60% | 51.67% |
| 05/2026 | 4.43% | 58.39% |
| 06/2026 | -2.22% | 54.87% |
| 07/2026 | -1.49% | 52.56% |
| 08/2026 | 2.01% | 55.63% |
Calendar-year returns
202420.84%
202527.45%
Investment exposure
- Equity exposure
- 100.18%
- Overseas exposure
- 69.17%
- Foreign currency exposure
- 24.66%
— 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.