קרנות השתלמות
אלטשולר שחם השתלמות אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 1378 · Data as of 08/2026
Cumulative return · 12 months4.34%Back to comparison
Last month0.58%
Year to date2.65%
3 years14.88%
5 years15.51%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.76% | 0.76% |
| 10/2024 | 0.13% | 0.89% |
| 11/2024 | 0.76% | 1.66% |
| 12/2024 | 0.02% | 1.68% |
| 01/2025 | 0.13% | 1.81% |
| 02/2025 | 1.00% | 2.83% |
| 03/2025 | 0.57% | 3.41% |
| 04/2025 | 0.54% | 3.97% |
| 05/2025 | -0.73% | 3.21% |
| 06/2025 | 1.12% | 4.37% |
| 07/2025 | 0.04% | 4.41% |
| 08/2025 | 0.82% | 5.27% |
| 09/2025 | 0.64% | 5.94% |
| 10/2025 | 0.94% | 6.94% |
| 11/2025 | 0.27% | 7.23% |
| 12/2025 | -0.21% | 7.00% |
| 01/2026 | 0.20% | 7.22% |
| 02/2026 | 0.58% | 7.84% |
| 03/2026 | -1.01% | 6.75% |
| 04/2026 | 1.10% | 7.92% |
| 05/2026 | 1.28% | 9.30% |
| 06/2026 | 0.44% | 9.78% |
| 07/2026 | -0.53% | 9.20% |
| 08/2026 | 0.58% | 9.84% |
Calendar-year returns
20244.90%
20255.24%
Investment exposure
- Equity exposure
- 4.91%
- Overseas exposure
- 18.80%
- Foreign currency exposure
- 5.64%
— 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.