קרנות השתלמות
אלטשולר שחם השתלמות כספי (שקלי)
Returns, performance and investment exposure
Fund / track number 1398 · Data as of 08/2026
Cumulative return · 12 months4.78%Back to comparison
Last month0.38%
Year to date2.83%
3 years14.99%
5 years19.13%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.38% | 0.38% |
| 10/2024 | 0.36% | 0.74% |
| 11/2024 | 0.62% | 1.37% |
| 12/2024 | 0.44% | 1.81% |
| 01/2025 | 0.46% | 2.28% |
| 02/2025 | 0.43% | 2.72% |
| 03/2025 | 0.22% | 2.95% |
| 04/2025 | 0.54% | 3.50% |
| 05/2025 | 0.20% | 3.71% |
| 06/2025 | 0.78% | 4.52% |
| 07/2025 | -0.06% | 4.46% |
| 08/2025 | 0.64% | 5.12% |
| 09/2025 | 0.46% | 5.61% |
| 10/2025 | 0.75% | 6.40% |
| 11/2025 | 0.36% | 6.78% |
| 12/2025 | 0.31% | 7.11% |
| 01/2026 | 0.54% | 7.69% |
| 02/2026 | 0.30% | 8.01% |
| 03/2026 | -0.06% | 7.95% |
| 04/2026 | 0.43% | 8.41% |
| 05/2026 | 0.88% | 9.37% |
| 06/2026 | 0.35% | 9.75% |
| 07/2026 | -0.02% | 9.73% |
| 08/2026 | 0.38% | 10.15% |
Calendar-year returns
20244.85%
20255.21%
Investment exposure
- Equity exposure
- 0.00%
- Overseas exposure
- -0.03%
- Foreign currency exposure
- 0.00%
— 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.