קרנות השתלמות

יהב - קרן השתלמות וחיסכון לאחים ואחיות בע"מ - מסלול אשראי ואג"ח

Returns, performance and investment exposure

Fund / track number 1456 · Data as of 08/2026

Cumulative return · 12 months5.02%Back to comparison
Last month0.40%
Year to date3.01%
3 years16.26%
5 years15.98%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.47%0.47%
10/20240.25%0.72%
11/20240.70%1.43%
12/20240.67%2.11%
01/20250.21%2.32%
02/20250.60%2.93%
03/2025-0.12%2.81%
04/20250.68%3.51%
05/20250.12%3.63%
06/20251.13%4.81%
07/20250.20%5.01%
08/20250.69%5.74%
09/20250.58%6.35%
10/20250.69%7.09%
11/20250.27%7.38%
12/20250.40%7.81%
01/20260.53%8.38%
02/20260.08%8.46%
03/2026-0.34%8.09%
04/20260.89%9.06%
05/20260.97%10.11%
06/20260.56%10.73%
07/2026-0.11%10.61%
08/20260.40%11.05%

Calendar-year returns

20244.93%
20255.58%

Investment exposure

Equity exposure
0.00%
Overseas exposure
2.29%
Foreign currency exposure
1.44%

— 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.