קרנות השתלמות
מיטב השתלמות עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 15356 · Data as of 08/2026
Cumulative return · 12 months24.62%Back to comparison
Last month4.46%
Year to date14.55%
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 | 4.08% | 4.08% |
| 10/2024 | -0.75% | 3.30% |
| 11/2024 | 4.66% | 8.11% |
| 12/2024 | 0.61% | 8.77% |
| 01/2025 | 2.91% | 11.94% |
| 02/2025 | -5.10% | 6.23% |
| 03/2025 | -5.86% | 0.00% |
| 04/2025 | -0.68% | -0.68% |
| 05/2025 | 8.73% | 8.00% |
| 06/2025 | 6.86% | 15.40% |
| 07/2025 | 1.90% | 17.60% |
| 08/2025 | 2.04% | 20.00% |
| 09/2025 | 7.04% | 28.44% |
| 10/2025 | 2.01% | 31.02% |
| 11/2025 | -1.61% | 28.92% |
| 12/2025 | 1.27% | 30.55% |
| 01/2026 | 3.46% | 35.07% |
| 02/2026 | -2.61% | 31.54% |
| 03/2026 | -6.31% | 23.24% |
| 04/2026 | 13.84% | 40.30% |
| 05/2026 | 8.25% | 51.88% |
| 06/2026 | -0.80% | 50.66% |
| 07/2026 | -4.98% | 43.16% |
| 08/2026 | 4.46% | 49.54% |
Calendar-year returns
2024—
202520.02%
Investment exposure
- Equity exposure
- 98.15%
- Overseas exposure
- 98.15%
- Foreign currency exposure
- 2.87%
— 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.