קרנות השתלמות
מגדל השתלמות עוקב מדדי אג"ח
Returns, performance and investment exposure
Fund / track number 15450 · Data as of 08/2026
Cumulative return · 12 months-7.49%Back to comparison
Last month-2.12%
Year to date-5.79%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 12 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2025 | 0.39% | 0.39% |
| 10/2025 | -1.17% | -0.78% |
| 11/2025 | 0.35% | -0.44% |
| 12/2025 | -1.37% | -1.80% |
| 01/2026 | -2.68% | -4.43% |
| 02/2026 | 1.23% | -3.26% |
| 03/2026 | -0.70% | -3.93% |
| 04/2026 | -5.15% | -8.88% |
| 05/2026 | -4.22% | -12.73% |
| 06/2026 | 5.83% | -7.64% |
| 07/2026 | 2.33% | -5.49% |
| 08/2026 | -2.12% | -7.49% |
Calendar-year returns
2024—
2025-4.35%
Investment exposure
- Equity exposure
- 0.00%
- Overseas exposure
- 95.47%
- Foreign currency exposure
- 99.12%
— 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.