קרנות השתלמות
אומגה קרן השתלמות מסלול כללי
Returns, performance and investment exposure
Fund / track number 286 · Data as of 08/2026
Cumulative return · 12 months13.94%Back to comparison
Last month1.31%
Year to date7.04%
3 years43.15%
5 years45.76%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.21% | 2.21% |
| 10/2024 | 0.27% | 2.49% |
| 11/2024 | 1.91% | 4.44% |
| 12/2024 | 0.85% | 5.33% |
| 01/2025 | 1.61% | 7.03% |
| 02/2025 | -0.42% | 6.58% |
| 03/2025 | -1.24% | 5.26% |
| 04/2025 | 0.63% | 5.92% |
| 05/2025 | 2.44% | 8.50% |
| 06/2025 | 3.44% | 12.24% |
| 07/2025 | 1.01% | 13.37% |
| 08/2025 | 1.25% | 14.79% |
| 09/2025 | 2.26% | 17.38% |
| 10/2025 | 1.53% | 19.18% |
| 11/2025 | 1.31% | 20.74% |
| 12/2025 | 1.20% | 22.19% |
| 01/2026 | 2.55% | 25.30% |
| 02/2026 | 0.75% | 26.24% |
| 03/2026 | -2.86% | 22.63% |
| 04/2026 | 4.30% | 27.91% |
| 05/2026 | 2.23% | 30.76% |
| 06/2026 | -0.94% | 29.53% |
| 07/2026 | -0.33% | 29.10% |
| 08/2026 | 1.31% | 30.79% |
Calendar-year returns
202413.30%
202516.00%
Investment exposure
- Equity exposure
- 53.41%
- Overseas exposure
- 35.46%
- Foreign currency exposure
- 16.95%
— 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.