קרנות השתלמות
אינפיניטי השתלמות עוקב מדד s&p 500
Returns, performance and investment exposure
Fund / track number 14920 · Data as of 08/2026
Cumulative return · 12 months7.52%Back to comparison
Last month1.39%
Year to date5.60%
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 | 3.93% | 3.93% |
| 10/2024 | -0.49% | 3.42% |
| 11/2024 | 3.04% | 6.56% |
| 12/2024 | -1.62% | 4.84% |
| 01/2025 | 1.39% | 6.30% |
| 02/2025 | -3.06% | 3.04% |
| 03/2025 | -3.43% | -0.49% |
| 04/2025 | -1.04% | -1.53% |
| 05/2025 | 4.87% | 3.27% |
| 06/2025 | 2.59% | 5.94% |
| 07/2025 | 3.54% | 9.69% |
| 08/2025 | -0.53% | 9.11% |
| 09/2025 | 2.24% | 11.56% |
| 10/2025 | 1.16% | 12.85% |
| 11/2025 | 0.22% | 13.10% |
| 12/2025 | -1.77% | 11.10% |
| 01/2026 | -1.89% | 9.00% |
| 02/2026 | 0.39% | 9.42% |
| 03/2026 | -4.74% | 4.24% |
| 04/2026 | 3.41% | 7.79% |
| 05/2026 | 1.07% | 8.94% |
| 06/2026 | 4.16% | 13.48% |
| 07/2026 | 1.97% | 15.71% |
| 08/2026 | 1.39% | 17.32% |
Calendar-year returns
2024—
20255.97%
Investment exposure
- Equity exposure
- 97.75%
- Overseas exposure
- 114.34%
- Foreign currency exposure
- 92.32%
— 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.