קרנות השתלמות
מגדל השתלמות מסלול הלכה
Returns, performance and investment exposure
Fund / track number 2048 · Data as of 08/2026
Cumulative return · 12 months12.37%Back to comparison
Last month1.21%
Year to date6.15%
3 years38.20%
5 years37.88%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.38% | 1.38% |
| 10/2024 | 0.37% | 1.76% |
| 11/2024 | 1.73% | 3.52% |
| 12/2024 | 0.89% | 4.44% |
| 01/2025 | 1.16% | 5.65% |
| 02/2025 | 0.47% | 6.14% |
| 03/2025 | -1.64% | 4.40% |
| 04/2025 | 0.86% | 5.30% |
| 05/2025 | 2.19% | 7.61% |
| 06/2025 | 3.28% | 11.14% |
| 07/2025 | 1.27% | 12.55% |
| 08/2025 | 0.58% | 13.20% |
| 09/2025 | 2.06% | 15.53% |
| 10/2025 | 1.68% | 17.47% |
| 11/2025 | 0.96% | 18.60% |
| 12/2025 | 1.04% | 19.84% |
| 01/2026 | 2.11% | 22.36% |
| 02/2026 | 0.95% | 23.53% |
| 03/2026 | -2.63% | 20.28% |
| 04/2026 | 3.91% | 24.98% |
| 05/2026 | 1.79% | 27.22% |
| 06/2026 | -1.09% | 25.83% |
| 07/2026 | -0.12% | 25.68% |
| 08/2026 | 1.21% | 27.20% |
Calendar-year returns
202412.06%
202514.74%
Investment exposure
- Equity exposure
- 50.31%
- Overseas exposure
- 38.63%
- Foreign currency exposure
- 19.11%
— 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.