קרנות השתלמות

רום - קרן השתלמות לעובדי הרשויות המקומיות רום עוקב מדד s&p 500

Returns, performance and investment exposure

Fund / track number 15371 · Data as of 08/2026

Cumulative return · 12 months7.35%Back to comparison
Last month1.57%
Year to date5.28%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.14%3.14%
10/20240.46%3.61%
11/20242.80%6.52%
12/2024-1.38%5.05%
01/20250.59%5.67%
02/2025-2.34%3.19%
03/2025-2.93%0.17%
04/2025-2.44%-2.27%
05/20253.77%1.41%
06/20250.60%2.02%
07/20254.18%6.28%
08/2025-0.68%5.56%
09/20252.08%7.76%
10/20251.52%9.39%
11/2025-0.09%9.29%
12/2025-1.52%7.63%
01/2026-2.26%5.20%
02/20260.81%6.05%
03/2026-5.40%0.33%
04/20263.23%3.57%
05/20260.91%4.51%
06/20264.71%9.43%
07/20261.95%11.57%
08/20261.57%13.32%

Calendar-year returns

2024—
20252.46%

Investment exposure

Equity exposure
99.29%
Overseas exposure
99.29%
Foreign currency exposure
99.29%

— 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.