קרנות השתלמות
אנליסט קרן השתלמות עוקב מדד S&P500
Returns, performance and investment exposure
Fund / track number 13853 · Data as of 08/2026
Cumulative return · 12 months7.47%Back to comparison
Last month1.08%
Year to date5.47%
3 years37.20%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.76% | 3.76% |
| 10/2024 | -0.16% | 3.59% |
| 11/2024 | 3.13% | 6.84% |
| 12/2024 | -1.69% | 5.03% |
| 01/2025 | 1.05% | 6.13% |
| 02/2025 | -3.15% | 2.79% |
| 03/2025 | -1.68% | 1.06% |
| 04/2025 | -2.73% | -1.70% |
| 05/2025 | 3.38% | 1.63% |
| 06/2025 | 0.78% | 2.42% |
| 07/2025 | 3.50% | 6.00% |
| 08/2025 | -0.28% | 5.71% |
| 09/2025 | 2.51% | 8.36% |
| 10/2025 | 1.05% | 9.50% |
| 11/2025 | 0.21% | 9.73% |
| 12/2025 | -1.84% | 7.71% |
| 01/2026 | -1.86% | 5.71% |
| 02/2026 | 0.33% | 6.06% |
| 03/2026 | -4.66% | 1.11% |
| 04/2026 | 3.23% | 4.38% |
| 05/2026 | 0.61% | 5.02% |
| 06/2026 | 4.73% | 9.98% |
| 07/2026 | 2.19% | 12.39% |
| 08/2026 | 1.08% | 13.61% |
Calendar-year returns
202425.57%
20252.55%
Investment exposure
- Equity exposure
- 100.19%
- Overseas exposure
- 115.16%
- Foreign currency exposure
- 100.10%
— 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.
Guides to understanding the data
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.