קרנות השתלמות

ק.ל.ע - קרן השתלמות לעובדים סוציאלים מסלול אג"ח עד 25% מניות

Returns, performance and investment exposure

Fund / track number 1433 · Data as of 08/2026

Cumulative return · 12 months8.21%Back to comparison
Last month0.78%
Year to date4.58%
3 years24.40%
5 years23.94%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.21%1.21%
10/2024-0.04%1.17%
11/20241.52%2.71%
12/20240.47%3.19%
01/20250.66%3.87%
02/20250.01%3.88%
03/2025-0.76%3.09%
04/20250.59%3.70%
05/20250.84%4.57%
06/20251.90%6.56%
07/20250.38%6.96%
08/20250.78%7.80%
09/20251.30%9.20%
10/20250.88%10.16%
11/20250.79%11.03%
12/20250.46%11.54%
01/20261.22%12.90%
02/20260.60%13.58%
03/2026-1.62%11.74%
04/20261.97%13.94%
05/20260.92%14.99%
06/20260.57%15.64%
07/20260.09%15.75%
08/20260.78%16.65%

Calendar-year returns

20247.89%
20258.09%

Investment exposure

Equity exposure
24.21%
Overseas exposure
18.06%
Foreign currency exposure
15.27%

— 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.