קרנות השתלמות
אקטיון השתלמות IRA
Returns, performance and investment exposure
Fund / track number 14936 · Data as of 08/2026
Cumulative return · 12 months7.13%Back to comparison
Last month2.35%
Year to date5.46%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 12 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2025 | 2.16% | 2.16% |
| 10/2025 | 0.93% | 3.11% |
| 11/2025 | -0.64% | 2.45% |
| 12/2025 | -0.85% | 1.58% |
| 01/2026 | -0.36% | 1.21% |
| 02/2026 | 0.01% | 1.22% |
| 03/2026 | -4.13% | -2.96% |
| 04/2026 | 3.59% | 0.53% |
| 05/2026 | 1.42% | 1.95% |
| 06/2026 | 2.50% | 4.50% |
| 07/2026 | 0.16% | 4.67% |
| 08/2026 | 2.35% | 7.13% |
Calendar-year returns
2024—
202510.64%
Investment exposure
- Equity exposure
- 58.64%
- Overseas exposure
- 58.70%
- Foreign currency exposure
- 58.14%
— 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.