קרנות השתלמות
כלל השתלמות עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 14790 · Data as of 08/2026
Cumulative return · 12 months10.00%Back to comparison
Last month2.23%
Year to date7.39%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.20% | 3.20% |
| 10/2024 | -3.90% | -0.82% |
| 11/2024 | 0.66% | -0.17% |
| 12/2024 | 1.20% | 1.03% |
| 01/2025 | 1.67% | 2.71% |
| 02/2025 | -1.64% | 1.03% |
| 03/2025 | -2.83% | -1.83% |
| 04/2025 | -0.64% | -2.46% |
| 05/2025 | 4.72% | 2.15% |
| 06/2025 | 0.34% | 2.49% |
| 07/2025 | -0.24% | 2.25% |
| 08/2025 | -1.66% | 0.55% |
| 09/2025 | 4.69% | 5.27% |
| 10/2025 | 1.77% | 7.13% |
| 11/2025 | -2.69% | 4.25% |
| 12/2025 | -1.20% | 3.00% |
| 01/2026 | -0.12% | 2.87% |
| 02/2026 | -0.61% | 2.25% |
| 03/2026 | -6.88% | -4.79% |
| 04/2026 | 7.93% | 2.76% |
| 05/2026 | 4.32% | 7.20% |
| 06/2026 | 2.69% | 10.08% |
| 07/2026 | -1.72% | 8.19% |
| 08/2026 | 2.23% | 10.60% |
Calendar-year returns
202411.48%
20251.95%
Investment exposure
- Equity exposure
- 98.12%
- Overseas exposure
- 103.05%
- Foreign currency exposure
- 99.96%
— 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.