קרנות השתלמות
מגדל השתלמות מסלול עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 14945 · Data as of 08/2026
Cumulative return · 12 months9.01%Back to comparison
Last month3.73%
Year to date5.46%
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 | 5.56% | 5.56% |
| 10/2024 | 0.10% | 5.67% |
| 11/2024 | 3.81% | 9.69% |
| 12/2024 | 0.38% | 10.11% |
| 01/2025 | 0.39% | 10.54% |
| 02/2025 | -3.86% | 6.27% |
| 03/2025 | -2.66% | 3.44% |
| 04/2025 | -1.51% | 1.88% |
| 05/2025 | 5.17% | 7.15% |
| 06/2025 | 3.21% | 10.59% |
| 07/2025 | 2.60% | 13.46% |
| 08/2025 | -0.16% | 13.28% |
| 09/2025 | 5.66% | 19.69% |
| 10/2025 | 0.24% | 19.98% |
| 11/2025 | -2.06% | 17.51% |
| 12/2025 | -0.35% | 17.10% |
| 01/2026 | -2.86% | 13.75% |
| 02/2026 | -1.78% | 11.73% |
| 03/2026 | -5.13% | 5.99% |
| 04/2026 | 7.07% | 13.49% |
| 05/2026 | 4.44% | 18.53% |
| 06/2026 | 1.68% | 20.52% |
| 07/2026 | -1.22% | 19.05% |
| 08/2026 | 3.73% | 23.49% |
Calendar-year returns
2024—
20256.35%
Investment exposure
- Equity exposure
- 100.08%
- Overseas exposure
- 100.08%
- Foreign currency exposure
- 99.78%
— 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.