קרנות השתלמות

קרן השתלמות לאקדמאים במדעי החברה והרוח מסלול אשראי ואג"ח

Returns, performance and investment exposure

Fund / track number 1451 · Data as of 08/2026

Cumulative return · 12 months5.95%Back to comparison
Last month0.59%
Year to date3.39%
3 years15.69%
5 years13.29%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.52%0.52%
10/2024-0.06%0.46%
11/20240.90%1.36%
12/20240.44%1.81%
01/20250.26%2.07%
02/20250.57%2.66%
03/2025-0.24%2.41%
04/20250.66%3.09%
05/20250.10%3.19%
06/20251.47%4.71%
07/20250.19%4.90%
08/20250.80%5.74%
09/20250.84%6.63%
10/20250.91%7.60%
11/20250.29%7.91%
12/20250.42%8.37%
01/20260.71%9.14%
02/20260.21%9.37%
03/2026-0.98%8.29%
04/20261.42%9.83%
05/20261.39%11.36%
06/20260.28%11.67%
07/2026-0.26%11.38%
08/20260.59%12.04%

Calendar-year returns

20243.72%
20256.44%

Investment exposure

Equity exposure
8.87%
Overseas exposure
13.72%
Foreign currency exposure
4.73%

— 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.