קרנות השתלמות

מגדל השתלמות מניות סחיר

Returns, performance and investment exposure

Fund / track number 15449 · Data as of 08/2026

Cumulative return · 12 months28.56%Back to comparison
Last month0.83%
Year to date10.19%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 12 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20253.80%3.80%
10/20252.97%6.88%
11/20254.13%11.30%
12/20254.83%16.67%
01/20268.28%26.33%
02/20261.16%27.80%
03/2026-1.80%25.50%
04/20268.35%35.98%
05/20263.27%40.42%
06/2026-8.94%27.87%
07/2026-0.29%27.50%
08/20260.83%28.56%

Calendar-year returns

2024—
202548.44%

Investment exposure

Equity exposure
103.52%
Overseas exposure
2.71%
Foreign currency exposure
0.71%

— 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.