קרנות השתלמות
אלטשולר שחם השתלמות עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 14863 · Data as of 08/2026
Cumulative return · 12 months18.17%Back to comparison
Last month1.47%
Year to date12.86%
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 | 4.77% | 4.77% |
| 10/2024 | -1.34% | 3.37% |
| 11/2024 | 1.51% | 4.93% |
| 12/2024 | 0.08% | 5.01% |
| 01/2025 | 0.98% | 6.04% |
| 02/2025 | -4.21% | 1.58% |
| 03/2025 | -1.16% | 0.40% |
| 04/2025 | -1.19% | -0.80% |
| 05/2025 | 4.94% | 4.10% |
| 06/2025 | 2.29% | 6.49% |
| 07/2025 | 2.65% | 9.31% |
| 08/2025 | -0.30% | 8.98% |
| 09/2025 | 4.71% | 14.11% |
| 10/2025 | 2.72% | 17.22% |
| 11/2025 | -0.79% | 16.29% |
| 12/2025 | -1.88% | 14.11% |
| 01/2026 | 0.73% | 14.94% |
| 02/2026 | -0.81% | 14.01% |
| 03/2026 | -4.29% | 9.12% |
| 04/2026 | 7.44% | 17.24% |
| 05/2026 | 4.60% | 22.63% |
| 06/2026 | 6.80% | 30.97% |
| 07/2026 | -3.09% | 26.92% |
| 08/2026 | 1.47% | 28.79% |
Calendar-year returns
202424.60%
20258.66%
Investment exposure
- Equity exposure
- 99.93%
- Overseas exposure
- 147.37%
- Foreign currency exposure
- 99.25%
— 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.