קרנות השתלמות
מיטב השתלמות כספי (שקלי)
Returns, performance and investment exposure
Fund / track number 1370 · Data as of 08/2026
Cumulative return · 12 months4.06%Back to comparison
Last month0.29%
Year to date2.60%
3 years14.07%
5 years16.98%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.42% | 0.42% |
| 10/2024 | 0.39% | 0.81% |
| 11/2024 | 0.32% | 1.13% |
| 12/2024 | 0.42% | 1.56% |
| 01/2025 | 0.43% | 2.00% |
| 02/2025 | 0.34% | 2.34% |
| 03/2025 | 0.40% | 2.75% |
| 04/2025 | 0.37% | 3.13% |
| 05/2025 | 0.36% | 3.50% |
| 06/2025 | 0.45% | 3.97% |
| 07/2025 | 0.35% | 4.33% |
| 08/2025 | 0.42% | 4.77% |
| 09/2025 | 0.37% | 5.16% |
| 10/2025 | 0.32% | 5.50% |
| 11/2025 | 0.37% | 5.89% |
| 12/2025 | 0.36% | 6.27% |
| 01/2026 | 0.37% | 6.66% |
| 02/2026 | 0.28% | 6.96% |
| 03/2026 | 0.19% | 7.16% |
| 04/2026 | 0.36% | 7.55% |
| 05/2026 | 0.38% | 7.96% |
| 06/2026 | 0.47% | 8.46% |
| 07/2026 | 0.23% | 8.71% |
| 08/2026 | 0.29% | 9.03% |
Calendar-year returns
20244.70%
20254.64%
Investment exposure
- Equity exposure
- 0.00%
- Overseas exposure
- 0.00%
- Foreign currency exposure
- 0.61%
— 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.
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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.