קרנות השתלמות
ילין לפידות קרן השתלמות מסלול עוקב מדד s&p 500
Returns, performance and investment exposure
Fund / track number 14849 · Data as of 08/2026
Cumulative return · 12 months7.56%Back to comparison
Last month1.09%
Year to date5.41%
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 | 4.08% | 4.08% |
| 10/2024 | -0.62% | 3.43% |
| 11/2024 | 3.30% | 6.85% |
| 12/2024 | -1.57% | 5.17% |
| 01/2025 | 1.19% | 6.42% |
| 02/2025 | -3.75% | 2.43% |
| 03/2025 | -0.55% | 1.87% |
| 04/2025 | -2.95% | -1.14% |
| 05/2025 | 2.87% | 1.70% |
| 06/2025 | 0.83% | 2.54% |
| 07/2025 | 2.97% | 5.59% |
| 08/2025 | 0.09% | 5.68% |
| 09/2025 | 2.61% | 8.44% |
| 10/2025 | 0.81% | 9.32% |
| 11/2025 | 0.38% | 9.74% |
| 12/2025 | -1.73% | 7.84% |
| 01/2026 | -1.97% | 5.71% |
| 02/2026 | 0.11% | 5.83% |
| 03/2026 | -4.12% | 1.47% |
| 04/2026 | 3.33% | 4.85% |
| 05/2026 | 0.46% | 5.33% |
| 06/2026 | 4.59% | 10.17% |
| 07/2026 | 2.07% | 12.45% |
| 08/2026 | 1.09% | 13.67% |
Calendar-year returns
202424.97%
20252.54%
Investment exposure
- Equity exposure
- 100.86%
- Overseas exposure
- 100.86%
- Foreign currency exposure
- 99.06%
— 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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