קרנות השתלמות
מגדל השתלמות עוקב מדד S&P 500
Returns, performance and investment exposure
Fund / track number 14668 · Data as of 08/2026
Cumulative return · 12 months7.93%Back to comparison
Last month1.27%
Year to date5.66%
3 years38.10%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.66% | 3.66% |
| 10/2024 | -0.18% | 3.47% |
| 11/2024 | 3.21% | 6.79% |
| 12/2024 | -1.53% | 5.16% |
| 01/2025 | 0.72% | 5.92% |
| 02/2025 | -2.89% | 2.86% |
| 03/2025 | -1.49% | 1.32% |
| 04/2025 | -2.91% | -1.62% |
| 05/2025 | 3.36% | 1.68% |
| 06/2025 | 0.80% | 2.49% |
| 07/2025 | 3.40% | 5.98% |
| 08/2025 | -0.21% | 5.76% |
| 09/2025 | 2.51% | 8.41% |
| 10/2025 | 1.23% | 9.75% |
| 11/2025 | 0.19% | 9.95% |
| 12/2025 | -1.75% | 8.03% |
| 01/2026 | -2.31% | 5.53% |
| 02/2026 | 0.36% | 5.91% |
| 03/2026 | -4.34% | 1.32% |
| 04/2026 | 3.56% | 4.92% |
| 05/2026 | 0.55% | 5.50% |
| 06/2026 | 4.62% | 10.38% |
| 07/2026 | 2.12% | 12.72% |
| 08/2026 | 1.27% | 14.15% |
Calendar-year returns
202425.65%
20252.73%
Investment exposure
- Equity exposure
- 99.87%
- Overseas exposure
- 99.87%
- Foreign currency exposure
- 99.49%
— 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.