קרנות השתלמות

קרן החיסכון לצבא הקבע מניות

Returns, performance and investment exposure

Fund / track number 1411 · Data as of 08/2026

Cumulative return · 12 months24.13%Back to comparison
Last month1.89%
Year to date12.13%
3 years73.78%
5 years74.68%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.83%2.83%
10/20240.19%3.03%
11/20243.43%6.56%
12/20240.63%7.23%
01/20252.64%10.06%
02/2025-1.08%8.87%
03/2025-2.36%6.30%
04/20251.00%7.37%
05/20255.23%12.98%
06/20255.38%19.06%
07/20251.57%20.93%
08/20251.51%22.76%
09/20253.85%27.48%
10/20252.61%30.81%
11/20251.89%33.28%
12/20251.96%35.89%
01/20265.01%42.70%
02/20261.09%44.26%
03/2026-4.74%37.42%
04/20269.22%50.09%
05/20264.13%56.29%
06/2026-2.21%52.83%
07/2026-2.15%49.55%
08/20261.89%52.37%

Calendar-year returns

202420.01%
202526.73%

Investment exposure

Equity exposure
99.04%
Overseas exposure
80.09%
Foreign currency exposure
23.41%

— 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.

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.