קרנות השתלמות

מור קרן השתלמות לשכירים ולעצמאים עוקבי מדדים עוקב מדדי אג"ח עם מניות (עד 25% מניות)

Returns, performance and investment exposure

Fund / track number 15240 · Data as of 08/2026

Cumulative return · 12 months-3.62%Back to comparison
Last month-1.63%
Year to date-2.40%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.35%2.35%
10/2024-1.73%0.58%
11/2024-0.63%-0.05%
12/2024-1.16%-1.21%
01/2025-0.58%-1.79%
02/2025-0.20%-1.98%
03/20253.46%1.41%
04/2025-1.66%-0.28%
05/2025-1.99%-2.26%
06/2025-2.02%-4.23%
07/20251.05%-3.23%
08/2025-0.34%-3.56%
09/20250.80%-2.79%
10/2025-0.45%-3.22%
11/20250.69%-2.56%
12/2025-2.27%-4.77%
01/2026-2.34%-7.00%
02/20261.80%-5.32%
03/2026-1.03%-6.30%
04/2026-3.78%-9.84%
05/2026-2.84%-12.40%
06/20266.03%-7.12%
07/20261.73%-5.51%
08/2026-1.63%-7.05%

Calendar-year returns

2024—
2025-3.60%

Investment exposure

Equity exposure
20.30%
Overseas exposure
87.56%
Foreign currency exposure
99.75%

— 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.