קרנות השתלמות

רעות קרן השתלמות עוקב מדד S&P 500

Returns, performance and investment exposure

Fund / track number 14848 · Data as of 08/2026

Cumulative return · 12 months7.46%Back to comparison
Last month1.37%
Year to date5.38%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.56%3.56%
10/2024-0.11%3.45%
11/20243.01%6.56%
12/2024-1.58%4.88%
01/20250.80%5.72%
02/2025-2.68%2.88%
03/2025-2.13%0.69%
04/2025-2.70%-2.03%
05/20253.53%1.43%
06/20250.68%2.12%
07/20253.68%5.88%
08/2025-0.42%5.43%
09/20252.34%7.90%
10/20251.22%9.22%
11/20250.23%9.47%
12/2025-1.78%7.52%
01/2026-2.17%5.19%
02/20260.60%5.82%
03/2026-4.91%0.62%
04/20263.19%3.83%
05/20260.76%4.62%
06/20264.70%9.54%
07/20262.04%11.77%
08/20261.37%13.30%

Calendar-year returns

2024—
20252.52%

Investment exposure

Equity exposure
99.84%
Overseas exposure
99.84%
Foreign currency exposure
99.84%

— 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.