קרנות השתלמות

קרן השתלמות לאקדמאים במדעי החברה והרוח מסלול מניות

Returns, performance and investment exposure

Fund / track number 1452 · Data as of 08/2026

Cumulative return · 12 months20.01%Back to comparison
Last month1.81%
Year to date9.59%
3 years75.44%
5 years70.43%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.88%2.88%
10/20240.90%3.81%
11/20243.78%7.73%
12/20240.69%8.47%
01/20252.59%11.28%
02/2025-1.07%10.09%
03/2025-3.29%6.47%
04/20250.16%6.64%
05/20255.30%12.29%
06/20256.04%19.07%
07/20252.84%22.46%
08/20250.81%23.45%
09/20253.79%28.13%
10/20252.34%31.13%
11/20251.12%32.59%
12/20251.95%35.18%
01/20264.25%40.92%
02/20261.40%42.90%
03/2026-4.71%36.17%
04/20267.19%45.96%
05/20262.64%49.81%
06/2026-2.44%46.16%
07/2026-0.44%45.51%
08/20261.81%48.15%

Calendar-year returns

202424.89%
202524.62%

Investment exposure

Equity exposure
101.07%
Overseas exposure
66.89%
Foreign currency exposure
24.94%

— 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.