קרנות השתלמות
אלטשולר שחם השתלמות אג"ח ממשלות
Returns, performance and investment exposure
Fund / track number 1399 · Data as of 08/2026
Cumulative return · 12 months5.13%Back to comparison
Last month0.47%
Year to date2.83%
3 years15.50%
5 years15.90%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.62% | 0.62% |
| 10/2024 | 0.07% | 0.69% |
| 11/2024 | 0.64% | 1.33% |
| 12/2024 | 0.36% | 1.70% |
| 01/2025 | 0.39% | 2.10% |
| 02/2025 | 0.58% | 2.69% |
| 03/2025 | -0.14% | 2.54% |
| 04/2025 | 0.97% | 3.54% |
| 05/2025 | -0.17% | 3.36% |
| 06/2025 | 1.38% | 4.79% |
| 07/2025 | -0.17% | 4.61% |
| 08/2025 | 1.01% | 5.67% |
| 09/2025 | 0.72% | 6.43% |
| 10/2025 | 1.17% | 7.67% |
| 11/2025 | 0.26% | 7.95% |
| 12/2025 | 0.08% | 8.04% |
| 01/2026 | 0.60% | 8.69% |
| 02/2026 | 0.26% | 8.97% |
| 03/2026 | -0.59% | 8.33% |
| 04/2026 | 0.77% | 9.16% |
| 05/2026 | 1.65% | 10.96% |
| 06/2026 | 0.16% | 11.14% |
| 07/2026 | -0.51% | 10.57% |
| 08/2026 | 0.47% | 11.09% |
Calendar-year returns
20244.12%
20256.23%
Investment exposure
- Equity exposure
- 0.00%
- Overseas exposure
- 4.72%
- Foreign currency exposure
- 0.45%
— 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.