קרנות השתלמות

אינפיניטי השתלמות עוקב מדדי מניות

Returns, performance and investment exposure

Fund / track number 14921 · Data as of 08/2026

Cumulative return · 12 months29.85%Back to comparison
Last month2.75%
Year to date21.04%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20244.50%4.50%
10/2024-0.78%3.68%
11/20241.85%5.60%
12/20240.75%6.40%
01/2025-0.10%6.29%
02/2025-4.32%1.70%
03/2025-5.47%-3.87%
04/2025-0.01%-3.88%
05/20258.50%4.30%
06/20255.46%9.99%
07/20253.58%13.93%
08/2025-0.75%13.07%
09/20256.76%20.72%
10/20255.02%26.78%
11/2025-3.15%22.78%
12/2025-1.21%21.30%
01/20262.14%23.89%
02/2026-1.94%21.49%
03/2026-5.29%15.06%
04/202614.22%31.42%
05/20268.99%43.24%
06/20266.76%52.92%
07/2026-6.56%42.89%
08/20262.75%46.82%

Calendar-year returns

2024—
202514.01%

Investment exposure

Equity exposure
94.42%
Overseas exposure
107.89%
Foreign currency exposure
92.24%

— 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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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.