קרנות השתלמות
מיטב השתלמות קיימות
Returns, performance and investment exposure
Fund / track number 15358 · Data as of 08/2026
Cumulative return · 12 months20.31%Back to comparison
Last month3.94%
Year to date12.14%
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 | 2.56% | 2.56% |
| 10/2024 | -1.14% | 1.39% |
| 11/2024 | 4.85% | 6.31% |
| 12/2024 | -2.68% | 3.46% |
| 01/2025 | 2.12% | 5.65% |
| 02/2025 | -3.45% | 2.01% |
| 03/2025 | -4.13% | -2.21% |
| 04/2025 | -1.96% | -4.12% |
| 05/2025 | 5.36% | 1.02% |
| 06/2025 | 5.06% | 6.13% |
| 07/2025 | 2.70% | 8.99% |
| 08/2025 | 2.09% | 11.27% |
| 09/2025 | 3.40% | 15.06% |
| 10/2025 | 2.94% | 18.44% |
| 11/2025 | 0.23% | 18.71% |
| 12/2025 | 0.57% | 19.39% |
| 01/2026 | 2.14% | 21.94% |
| 02/2026 | -0.64% | 21.16% |
| 03/2026 | -6.21% | 13.64% |
| 04/2026 | 9.80% | 24.77% |
| 05/2026 | 4.09% | 29.88% |
| 06/2026 | 0.63% | 30.69% |
| 07/2026 | -1.45% | 28.80% |
| 08/2026 | 3.94% | 33.87% |
Calendar-year returns
2024—
202515.39%
Investment exposure
- Equity exposure
- 98.77%
- Overseas exposure
- 98.77%
- Foreign currency exposure
- 4.09%
— 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.