קרנות השתלמות
אומגה קרן השתלמות מסלול אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 1445 · Data as of 08/2026
Cumulative return · 12 months7.59%Back to comparison
Last month0.55%
Year to date3.97%
3 years18.37%
5 years12.33%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.39% | 0.39% |
| 10/2024 | 0.27% | 0.66% |
| 11/2024 | 1.40% | 2.07% |
| 12/2024 | 0.68% | 2.76% |
| 01/2025 | 0.23% | 3.00% |
| 02/2025 | 0.42% | 3.43% |
| 03/2025 | -0.19% | 3.24% |
| 04/2025 | 0.75% | 4.01% |
| 05/2025 | 0.34% | 4.36% |
| 06/2025 | 2.03% | 6.48% |
| 07/2025 | 0.44% | 6.95% |
| 08/2025 | 0.85% | 7.86% |
| 09/2025 | 1.39% | 9.36% |
| 10/2025 | 0.97% | 10.42% |
| 11/2025 | 0.68% | 11.17% |
| 12/2025 | 0.40% | 11.62% |
| 01/2026 | 1.03% | 12.77% |
| 02/2026 | 0.37% | 13.18% |
| 03/2026 | -1.64% | 11.33% |
| 04/2026 | 1.85% | 13.39% |
| 05/2026 | 1.35% | 14.92% |
| 06/2026 | 0.58% | 15.58% |
| 07/2026 | -0.15% | 15.41% |
| 08/2026 | 0.55% | 16.05% |
Calendar-year returns
20244.17%
20258.61%
Investment exposure
- Equity exposure
- 23.26%
- Overseas exposure
- 30.68%
- Foreign currency exposure
- 13.97%
— 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.