קרנות השתלמות
קרן השתלמות למשפטנים מסלול אשראי ואג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 1455 · Data as of 08/2026
Cumulative return · 12 months9.75%Back to comparison
Last month1.28%
Year to date5.32%
3 years25.14%
5 years21.70%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.45% | 0.45% |
| 10/2024 | 0.49% | 0.94% |
| 11/2024 | 0.95% | 1.90% |
| 12/2024 | 0.97% | 2.89% |
| 01/2025 | 0.71% | 3.62% |
| 02/2025 | 0.65% | 4.29% |
| 03/2025 | -1.56% | 2.67% |
| 04/2025 | 1.44% | 4.15% |
| 05/2025 | 1.50% | 5.71% |
| 06/2025 | 3.06% | 8.94% |
| 07/2025 | 0.53% | 9.52% |
| 08/2025 | 0.59% | 10.17% |
| 09/2025 | 1.37% | 11.67% |
| 10/2025 | 1.61% | 13.47% |
| 11/2025 | 0.42% | 13.95% |
| 12/2025 | 0.75% | 14.80% |
| 01/2026 | 1.38% | 16.39% |
| 02/2026 | -0.21% | 16.14% |
| 03/2026 | -1.53% | 14.37% |
| 04/2026 | 2.68% | 17.43% |
| 05/2026 | 2.57% | 20.45% |
| 06/2026 | -0.51% | 19.84% |
| 07/2026 | -0.38% | 19.38% |
| 08/2026 | 1.28% | 20.91% |
Calendar-year returns
20245.28%
202511.58%
Investment exposure
- Equity exposure
- 23.17%
- Overseas exposure
- 15.14%
- Foreign currency exposure
- 13.99%
— 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.