קרנות השתלמות
אלטשולר שחם השתלמות מניות
Returns, performance and investment exposure
Fund / track number 1377 · Data as of 08/2026
Cumulative return · 12 months18.23%Back to comparison
Last month3.49%
Year to date10.43%
3 years65.33%
5 years56.60%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.51% | 3.51% |
| 10/2024 | -0.30% | 3.20% |
| 11/2024 | 2.42% | 5.70% |
| 12/2024 | -0.51% | 5.16% |
| 01/2025 | 2.61% | 7.90% |
| 02/2025 | -2.64% | 5.05% |
| 03/2025 | -3.01% | 1.89% |
| 04/2025 | 0.96% | 2.87% |
| 05/2025 | 6.50% | 9.56% |
| 06/2025 | 5.55% | 15.64% |
| 07/2025 | 1.63% | 17.52% |
| 08/2025 | 1.15% | 18.87% |
| 09/2025 | 4.13% | 23.78% |
| 10/2025 | 1.60% | 25.76% |
| 11/2025 | 1.01% | 27.03% |
| 12/2025 | 0.18% | 27.26% |
| 01/2026 | 2.92% | 30.98% |
| 02/2026 | -0.53% | 30.28% |
| 03/2026 | -5.00% | 23.77% |
| 04/2026 | 7.87% | 33.51% |
| 05/2026 | 2.70% | 37.12% |
| 06/2026 | -0.68% | 36.18% |
| 07/2026 | -0.28% | 35.80% |
| 08/2026 | 3.49% | 40.54% |
Calendar-year returns
202421.36%
202521.02%
Investment exposure
- Equity exposure
- 94.68%
- Overseas exposure
- 58.73%
- Foreign currency exposure
- 29.80%
— 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.