קרנות השתלמות
מנורה מבטחים השתלמות עוקב מדד S&P500
Returns, performance and investment exposure
Fund / track number 13873 · Data as of 08/2026
Cumulative return · 12 months7.89%Back to comparison
Last month1.04%
Year to date5.73%
3 years37.82%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.80% | 3.80% |
| 10/2024 | -0.18% | 3.61% |
| 11/2024 | 3.15% | 6.88% |
| 12/2024 | -1.58% | 5.19% |
| 01/2025 | 0.86% | 6.09% |
| 02/2025 | -3.06% | 2.85% |
| 03/2025 | -1.39% | 1.42% |
| 04/2025 | -2.81% | -1.43% |
| 05/2025 | 3.24% | 1.76% |
| 06/2025 | 0.93% | 2.71% |
| 07/2025 | 3.19% | 5.98% |
| 08/2025 | 0.09% | 6.08% |
| 09/2025 | 2.60% | 8.84% |
| 10/2025 | 1.01% | 9.94% |
| 11/2025 | 0.29% | 10.25% |
| 12/2025 | -1.82% | 8.25% |
| 01/2026 | -1.85% | 6.25% |
| 02/2026 | 0.24% | 6.50% |
| 03/2026 | -4.35% | 1.87% |
| 04/2026 | 3.54% | 5.47% |
| 05/2026 | 0.55% | 6.05% |
| 06/2026 | 4.53% | 10.86% |
| 07/2026 | 2.18% | 13.28% |
| 08/2026 | 1.04% | 14.45% |
Calendar-year returns
202425.68%
20252.91%
Investment exposure
- Equity exposure
- 99.72%
- Overseas exposure
- 103.73%
- Foreign currency exposure
- 97.73%
— 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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