קרנות השתלמות

אינפיניטי השתלמות הלכה

Returns, performance and investment exposure

Fund / track number 14922 · Data as of 08/2026

Cumulative return · 12 months9.69%Back to comparison
Last month1.49%
Year to date6.81%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.39%3.39%
10/2024-1.56%1.78%
11/20241.11%2.91%
12/2024-2.04%0.81%
01/20251.80%2.62%
02/2025-0.75%1.85%
03/2025-2.81%-1.01%
04/2025-0.49%-1.49%
05/20254.41%2.85%
06/20251.92%4.82%
07/20252.07%6.99%
08/20251.05%8.12%
09/20252.04%10.32%
10/20251.32%11.78%
11/2025-0.23%11.52%
12/2025-0.44%11.03%
01/2026-0.44%10.54%
02/20262.09%12.85%
03/2026-6.32%5.72%
04/20263.34%9.25%
05/20260.69%10.01%
06/20264.43%14.88%
07/20261.72%16.86%
08/20261.49%18.60%

Calendar-year returns

2024—
202510.14%

Investment exposure

Equity exposure
97.76%
Overseas exposure
132.82%
Foreign currency exposure
91.04%

— 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.

Free initial review

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.