קרנות השתלמות
אנליסט מסלולית - קרן השתלמות עוקב מדדים - גמיש
Returns, performance and investment exposure
Fund / track number 15311 · Data as of 08/2026
Cumulative return · 12 months22.14%Back to comparison
Last month0.77%
Year to date4.93%
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 | 1.96% | 1.96% |
| 10/2024 | 5.19% | 7.25% |
| 11/2024 | 5.33% | 12.97% |
| 12/2024 | 5.33% | 18.99% |
| 01/2025 | 2.94% | 22.49% |
| 02/2025 | 1.46% | 24.28% |
| 03/2025 | -5.92% | 16.92% |
| 04/2025 | 4.91% | 22.66% |
| 05/2025 | 5.82% | 29.80% |
| 06/2025 | 12.49% | 46.01% |
| 07/2025 | 1.65% | 48.42% |
| 08/2025 | 0.28% | 48.84% |
| 09/2025 | 4.06% | 54.88% |
| 10/2025 | 3.81% | 60.78% |
| 11/2025 | 3.07% | 65.71% |
| 12/2025 | 4.54% | 73.24% |
| 01/2026 | 6.98% | 85.33% |
| 02/2026 | 0.20% | 85.70% |
| 03/2026 | -2.98% | 80.17% |
| 04/2026 | 8.78% | 95.99% |
| 05/2026 | 2.43% | 100.75% |
| 06/2026 | -9.64% | 81.40% |
| 07/2026 | -0.55% | 80.40% |
| 08/2026 | 0.77% | 81.79% |
Calendar-year returns
2024—
202545.59%
Investment exposure
- Equity exposure
- 100.16%
- Overseas exposure
- 0.00%
- Foreign currency exposure
- 0.00%
— 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.