קרנות השתלמות

קרן השתלמות להנדסאים וטכנאים - מסלול אשראי ואג"ח

Returns, performance and investment exposure

Fund / track number 1384 · Data as of 08/2026

Cumulative return · 12 months7.69%Back to comparison
Last month0.89%
Year to date4.49%
3 years24.33%
5 years22.47%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.77%0.77%
10/20240.09%0.86%
11/20241.49%2.36%
12/20240.48%2.85%
01/20250.73%3.61%
02/20250.44%4.06%
03/2025-1.05%2.97%
04/20251.01%4.01%
05/20250.47%4.50%
06/20252.29%6.89%
07/20250.23%7.14%
08/20250.99%8.20%
09/20251.12%9.41%
10/20251.11%10.62%
11/20250.39%11.05%
12/20250.41%11.51%
01/20261.10%12.74%
02/20260.15%12.91%
03/2026-1.21%11.54%
04/20262.25%14.05%
05/20261.82%16.13%
06/20260.02%16.15%
07/2026-0.57%15.49%
08/20260.89%16.51%

Calendar-year returns

20247.04%
20258.42%

Investment exposure

Equity exposure
15.45%
Overseas exposure
15.45%
Foreign currency exposure
5.77%

— 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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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.