קרנות השתלמות
הראל השתלמות אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 1485 · Data as of 08/2026
Cumulative return · 12 months5.13%Back to comparison
Last month0.34%
Year to date2.73%
3 years16.98%
5 years13.42%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.61% | 0.61% |
| 10/2024 | 0.38% | 0.99% |
| 11/2024 | 0.97% | 1.97% |
| 12/2024 | 0.50% | 2.48% |
| 01/2025 | 0.47% | 2.96% |
| 02/2025 | 0.74% | 3.73% |
| 03/2025 | -0.42% | 3.29% |
| 04/2025 | 0.89% | 4.21% |
| 05/2025 | 0.25% | 4.47% |
| 06/2025 | 1.41% | 5.94% |
| 07/2025 | 0.46% | 6.43% |
| 08/2025 | 0.69% | 7.16% |
| 09/2025 | 0.93% | 8.16% |
| 10/2025 | 0.92% | 9.16% |
| 11/2025 | 0.27% | 9.45% |
| 12/2025 | 0.20% | 9.67% |
| 01/2026 | 0.49% | 10.21% |
| 02/2026 | 0.57% | 10.84% |
| 03/2026 | -1.09% | 9.63% |
| 04/2026 | 1.42% | 11.18% |
| 05/2026 | 1.03% | 12.33% |
| 06/2026 | 0.36% | 12.73% |
| 07/2026 | -0.40% | 12.28% |
| 08/2026 | 0.34% | 12.66% |
Calendar-year returns
20245.55%
20257.01%
Investment exposure
- Equity exposure
- 7.13%
- Overseas exposure
- 23.56%
- Foreign currency exposure
- 4.37%
— 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.