קרנות השתלמות

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Returns, performance and investment exposure

Fund / track number 1537 · Data as of 08/2026

Cumulative return · 12 months20.39%Back to comparison
Last month2.62%
Year to date10.75%
3 years76.13%
5 years96.97%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.84%2.84%
10/20240.60%3.46%
11/20242.93%6.49%
12/20241.23%7.80%
01/20252.32%10.30%
02/2025-1.04%9.15%
03/2025-4.65%4.08%
04/20251.33%5.46%
05/20256.09%11.88%
06/20257.56%20.34%
07/20252.20%22.99%
08/20250.40%23.48%
09/20253.51%27.82%
10/20252.49%31.00%
11/20250.95%32.24%
12/20251.50%34.23%
01/20264.09%39.72%
02/20260.44%40.33%
03/2026-3.90%34.86%
04/20268.35%46.12%
05/20263.74%51.58%
06/2026-3.42%46.40%
07/2026-1.05%44.86%
08/20262.62%48.66%

Calendar-year returns

202426.41%
202524.52%

Investment exposure

Equity exposure
98.21%
Overseas exposure
69.10%
Foreign currency exposure
27.00%

— 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.