קרנות השתלמות
מיטב השתלמות עוקב מדדי אג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 15357 · Data as of 08/2026
Cumulative return · 12 months-4.43%Back to comparison
Last month-1.35%
Year to date-3.32%
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 | 2.79% | 2.79% |
| 10/2024 | -1.42% | 1.33% |
| 11/2024 | -0.59% | 0.73% |
| 12/2024 | -0.77% | -0.04% |
| 01/2025 | -0.69% | -0.73% |
| 02/2025 | -0.17% | -0.90% |
| 03/2025 | 2.88% | 1.95% |
| 04/2025 | -1.27% | 0.66% |
| 05/2025 | -1.77% | -1.12% |
| 06/2025 | -1.55% | -2.66% |
| 07/2025 | 1.10% | -1.59% |
| 08/2025 | -0.67% | -2.25% |
| 09/2025 | 0.71% | -1.55% |
| 10/2025 | -0.28% | -1.83% |
| 11/2025 | 0.32% | -1.51% |
| 12/2025 | -1.88% | -3.36% |
| 01/2026 | -2.53% | -5.81% |
| 02/2026 | 1.27% | -4.61% |
| 03/2026 | -1.60% | -6.14% |
| 04/2026 | -3.70% | -9.61% |
| 05/2026 | -2.60% | -11.96% |
| 06/2026 | 6.17% | -6.53% |
| 07/2026 | 1.32% | -5.30% |
| 08/2026 | -1.35% | -6.57% |
Calendar-year returns
2024—
2025-3.32%
Investment exposure
- Equity exposure
- 23.06%
- Overseas exposure
- 100.00%
- Foreign currency exposure
- 100.02%
— 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.