קרנות השתלמות

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Returns, performance and investment exposure

Fund / track number 15352 · Data as of 08/2026

Cumulative return · 12 months12.43%Back to comparison
Last month1.25%
Year to date10.15%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.89%1.89%
10/2024-1.73%0.13%
11/20241.35%1.48%
12/2024-2.35%-0.91%
01/20251.90%0.98%
02/2025-1.56%-0.60%
03/2025-1.61%-2.20%
04/2025-1.64%-3.80%
05/20252.54%-1.36%
06/2025-0.25%-1.61%
07/20252.09%0.45%
08/20250.04%0.49%
09/20251.96%2.46%
10/20251.74%4.24%
11/2025-0.82%3.39%
12/2025-0.79%2.57%
01/2026-0.95%1.60%
02/20260.32%1.92%
03/2026-7.71%-5.94%
04/20268.21%1.79%
05/20264.25%6.11%
06/20266.30%12.80%
07/2026-1.07%11.59%
08/20261.25%12.99%

Calendar-year returns

2024—
20253.51%

Investment exposure

Equity exposure
98.00%
Overseas exposure
98.00%
Foreign currency exposure
96.72%

— 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.