קרנות השתלמות

רעות קרן השתלמות - כספי (שקלי)

Returns, performance and investment exposure

Fund / track number 1430 · Data as of 08/2026

Cumulative return · 12 months4.11%Back to comparison
Last month0.32%
Year to date2.61%
3 years13.33%
5 years9.31%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.35%0.35%
10/20240.36%0.71%
11/20240.33%1.04%
12/20240.41%1.46%
01/20250.32%1.78%
02/20250.30%2.09%
03/20250.40%2.50%
04/20250.35%2.86%
05/20250.27%3.13%
06/20250.47%3.62%
07/20250.24%3.87%
08/20250.38%4.26%
09/20250.37%4.65%
10/20250.38%5.04%
11/20250.33%5.39%
12/20250.37%5.78%
01/20260.38%6.18%
02/20260.31%6.51%
03/20260.29%6.82%
04/20260.33%7.17%
05/20260.35%7.55%
06/20260.37%7.95%
07/20260.23%8.19%
08/20260.32%8.54%

Calendar-year returns

20244.26%
20254.26%

Investment exposure

Equity exposure
—
Overseas exposure
—
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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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.