קרנות השתלמות
אומגה קרן השתלמות מסלול מניות
Returns, performance and investment exposure
Fund / track number 1446 · Data as of 08/2026
Cumulative return · 12 months23.91%Back to comparison
Last month2.23%
Year to date11.37%
3 years78.02%
5 years77.32%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.68% | 2.68% |
| 10/2024 | 0.85% | 3.55% |
| 11/2024 | 3.18% | 6.85% |
| 12/2024 | 1.07% | 7.99% |
| 01/2025 | 3.21% | 11.46% |
| 02/2025 | -1.37% | 9.93% |
| 03/2025 | -3.11% | 6.51% |
| 04/2025 | 1.07% | 7.65% |
| 05/2025 | 5.45% | 13.52% |
| 06/2025 | 5.79% | 20.09% |
| 07/2025 | 1.81% | 22.26% |
| 08/2025 | 1.78% | 24.44% |
| 09/2025 | 4.16% | 29.62% |
| 10/2025 | 2.32% | 32.62% |
| 11/2025 | 2.19% | 35.53% |
| 12/2025 | 2.15% | 38.44% |
| 01/2026 | 4.74% | 45.00% |
| 02/2026 | 1.06% | 46.54% |
| 03/2026 | -4.96% | 39.27% |
| 04/2026 | 7.58% | 49.83% |
| 05/2026 | 3.60% | 55.22% |
| 06/2026 | -2.08% | 51.99% |
| 07/2026 | -0.77% | 50.82% |
| 08/2026 | 2.23% | 54.19% |
Calendar-year returns
202421.75%
202528.20%
Investment exposure
- Equity exposure
- 97.56%
- Overseas exposure
- 62.18%
- Foreign currency exposure
- 21.50%
— 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.