קרנות השתלמות

כלל השתלמות אג"ח סחיר

Returns, performance and investment exposure

Fund / track number 15425 · Data as of 08/2026

Cumulative return · 12 months5.78%Back to comparison
Last month0.29%
Year to date3.29%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 12 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20250.80%0.80%
10/20250.91%1.72%
11/20250.27%1.99%
12/20250.41%2.41%
01/20260.50%2.92%
02/20260.04%2.96%
03/2026-0.44%2.51%
04/20261.02%3.56%
05/20261.39%5.00%
06/20260.62%5.65%
07/2026-0.16%5.48%
08/20260.29%5.78%

Calendar-year returns

2024—
2025—

Investment exposure

Equity exposure
0.13%
Overseas exposure
2.92%
Foreign currency exposure
3.56%

— 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.

Free initial review

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.