קרנות השתלמות

אומגה קרן השתלמות מסלול עוקב מדדי מניות

Returns, performance and investment exposure

Fund / track number 14418 · Data as of 08/2026

Cumulative return · 12 months22.36%Back to comparison
Last month5.65%
Year to date14.13%
3 years45.17%
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.44%3.44%
10/2024-0.52%2.90%
11/20242.06%5.02%
12/20241.39%6.48%
01/20251.10%7.65%
02/2025-2.02%5.48%
03/2025-6.87%-1.77%
04/2025-0.48%-2.24%
05/20257.01%4.61%
06/20252.85%7.60%
07/20252.29%10.06%
08/2025-0.76%9.22%
09/20254.86%14.53%
10/20254.09%19.22%
11/2025-1.31%17.65%
12/2025-0.47%17.10%
01/20262.96%20.57%
02/2026-1.92%18.25%
03/2026-6.88%10.12%
04/20268.96%19.98%
05/20266.76%28.09%
06/20264.99%34.49%
07/2026-5.94%26.50%
08/20265.65%33.64%

Calendar-year returns

202412.52%
20259.97%

Investment exposure

Equity exposure
97.68%
Overseas exposure
97.72%
Foreign currency exposure
59.06%

— 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.