קרנות השתלמות
אלטשולר שחם השתלמות עוקב S&P 500
Returns, performance and investment exposure
Fund / track number 14862 · Data as of 08/2026
Cumulative return · 12 months7.65%Back to comparison
Last month0.81%
Year to date5.23%
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 | 3.86% | 3.86% |
| 10/2024 | -0.41% | 3.43% |
| 11/2024 | 3.29% | 6.84% |
| 12/2024 | -1.60% | 5.13% |
| 01/2025 | 0.85% | 6.02% |
| 02/2025 | -2.83% | 3.02% |
| 03/2025 | -1.70% | 1.27% |
| 04/2025 | -2.88% | -1.65% |
| 05/2025 | 3.37% | 1.67% |
| 06/2025 | 0.80% | 2.48% |
| 07/2025 | 3.53% | 6.10% |
| 08/2025 | -0.35% | 5.73% |
| 09/2025 | 2.44% | 8.31% |
| 10/2025 | 1.34% | 9.76% |
| 11/2025 | 0.16% | 9.93% |
| 12/2025 | -1.62% | 8.15% |
| 01/2026 | -2.34% | 5.62% |
| 02/2026 | 0.57% | 6.22% |
| 03/2026 | -4.28% | 1.68% |
| 04/2026 | 3.36% | 5.09% |
| 05/2026 | 0.48% | 5.60% |
| 06/2026 | 4.56% | 10.41% |
| 07/2026 | 2.25% | 12.90% |
| 08/2026 | 0.81% | 13.81% |
Calendar-year returns
202424.37%
20252.88%
Investment exposure
- Equity exposure
- 99.72%
- Overseas exposure
- 178.34%
- Foreign currency exposure
- 99.47%
— 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.