קרנות השתלמות
כלל השתלמות הלכה
Returns, performance and investment exposure
Fund / track number 1534 · Data as of 08/2026
Cumulative return · 12 months12.93%Back to comparison
Last month0.95%
Year to date6.64%
3 years38.68%
5 years39.37%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.58% | 1.58% |
| 10/2024 | 0.24% | 1.82% |
| 11/2024 | 1.84% | 3.70% |
| 12/2024 | 0.48% | 4.20% |
| 01/2025 | 1.30% | 5.55% |
| 02/2025 | -0.01% | 5.54% |
| 03/2025 | -1.34% | 4.12% |
| 04/2025 | 0.80% | 4.96% |
| 05/2025 | 2.29% | 7.36% |
| 06/2025 | 3.48% | 11.10% |
| 07/2025 | 1.17% | 12.40% |
| 08/2025 | 0.87% | 13.38% |
| 09/2025 | 2.12% | 15.78% |
| 10/2025 | 1.44% | 17.45% |
| 11/2025 | 1.11% | 18.75% |
| 12/2025 | 1.10% | 20.06% |
| 01/2026 | 2.73% | 23.33% |
| 02/2026 | 0.77% | 24.28% |
| 03/2026 | -2.53% | 21.14% |
| 04/2026 | 3.87% | 25.83% |
| 05/2026 | 1.75% | 28.03% |
| 06/2026 | -0.97% | 26.79% |
| 07/2026 | 0.03% | 26.83% |
| 08/2026 | 0.95% | 28.03% |
Calendar-year returns
202411.17%
202515.22%
Investment exposure
- Equity exposure
- 48.13%
- Overseas exposure
- 33.16%
- Foreign currency exposure
- 19.75%
— 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.
Free initial review
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.