קרנות השתלמות

קרן החיסכון לצבא הקבע - עוקב מדד s&p500

Returns, performance and investment exposure

Fund / track number 13649 · Data as of 08/2026

Cumulative return · 12 months7.69%Back to comparison
Last month0.90%
Year to date5.58%
3 years37.55%
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.87%3.87%
10/2024-0.27%3.59%
11/20243.11%6.81%
12/2024-1.58%5.12%
01/20251.07%6.25%
02/2025-3.39%2.65%
03/2025-1.19%1.43%
04/2025-2.62%-1.23%
05/20253.09%1.82%
06/20250.86%2.70%
07/20253.11%5.89%
08/2025-0.06%5.83%
09/20252.66%8.64%
10/20250.84%9.55%
11/20250.39%9.98%
12/2025-1.85%7.95%
01/2026-1.64%6.18%
02/20260.12%6.30%
03/2026-4.23%1.81%
04/20263.23%5.09%
05/20260.45%5.57%
06/20264.72%10.55%
07/20262.17%12.95%
08/20260.90%13.97%

Calendar-year returns

202425.77%
20252.68%

Investment exposure

Equity exposure
99.51%
Overseas exposure
108.14%
Foreign currency exposure
98.61%

— 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.

Free initial review

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.