קרנות השתלמות
מגדל השתלמות מסלול אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 199 · Data as of 08/2026
Cumulative return · 12 months5.19%Back to comparison
Last month0.40%
Year to date2.89%
3 years17.12%
5 years13.50%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.63% | 0.63% |
| 10/2024 | 0.21% | 0.84% |
| 11/2024 | 0.86% | 1.71% |
| 12/2024 | 0.63% | 2.35% |
| 01/2025 | 0.27% | 2.63% |
| 02/2025 | 0.70% | 3.34% |
| 03/2025 | 0.14% | 3.49% |
| 04/2025 | 0.79% | 4.31% |
| 05/2025 | -0.21% | 4.09% |
| 06/2025 | 1.33% | 5.47% |
| 07/2025 | 0.18% | 5.66% |
| 08/2025 | 0.65% | 6.35% |
| 09/2025 | 0.70% | 7.09% |
| 10/2025 | 0.85% | 8.00% |
| 11/2025 | 0.39% | 8.42% |
| 12/2025 | 0.28% | 8.73% |
| 01/2026 | 0.52% | 9.29% |
| 02/2026 | 0.16% | 9.47% |
| 03/2026 | -0.73% | 8.67% |
| 04/2026 | 1.04% | 9.80% |
| 05/2026 | 1.14% | 11.05% |
| 06/2026 | 0.54% | 11.65% |
| 07/2026 | -0.20% | 11.43% |
| 08/2026 | 0.40% | 11.87% |
Calendar-year returns
20245.72%
20256.23%
Investment exposure
- Equity exposure
- 5.00%
- Overseas exposure
- 19.59%
- Foreign currency exposure
- 5.70%
— 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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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.