קרנות השתלמות
הראל השתלמות עוקב מדדי אג"ח
Returns, performance and investment exposure
Fund / track number 15298 · Data as of 08/2026
Cumulative return · 12 months-6.86%Back to comparison
Last month-2.04%
Year to date-5.38%
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 | 2.76% | 2.76% |
| 10/2024 | -2.11% | 0.59% |
| 11/2024 | -0.83% | -0.24% |
| 12/2024 | -1.00% | -1.24% |
| 01/2025 | -1.01% | -2.24% |
| 02/2025 | 0.35% | -1.90% |
| 03/2025 | 4.49% | 2.51% |
| 04/2025 | -1.77% | 0.69% |
| 05/2025 | -3.31% | -2.64% |
| 06/2025 | -2.25% | -4.83% |
| 07/2025 | 0.68% | -4.18% |
| 08/2025 | -0.65% | -4.80% |
| 09/2025 | 0.50% | -4.33% |
| 10/2025 | -0.86% | -5.15% |
| 11/2025 | 0.64% | -4.54% |
| 12/2025 | -1.84% | -6.30% |
| 01/2026 | -3.16% | -9.26% |
| 02/2026 | 1.86% | -7.57% |
| 03/2026 | -0.09% | -7.66% |
| 04/2026 | -5.41% | -12.65% |
| 05/2026 | -4.09% | -16.23% |
| 06/2026 | 5.95% | -11.24% |
| 07/2026 | 1.97% | -9.49% |
| 08/2026 | -2.04% | -11.34% |
Calendar-year returns
2024—
2025-5.12%
Investment exposure
- Equity exposure
- 0.00%
- Overseas exposure
- 96.70%
- Foreign currency exposure
- 96.70%
— 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.