קרנות השתלמות

קרן השתלמות להנדסאים וטכנאים - מסלול כללי

Returns, performance and investment exposure

Fund / track number 290 · Data as of 08/2026

Cumulative return · 12 months13.52%Back to comparison
Last month1.38%
Year to date7.73%
3 years41.95%
5 years44.22%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.09%2.09%
10/2024-0.43%1.65%
11/20241.99%3.67%
12/20240.29%3.97%
01/20251.12%5.14%
02/2025-0.40%4.72%
03/2025-0.78%3.90%
04/20250.60%4.53%
05/20252.37%7.00%
06/20253.34%10.58%
07/20251.09%11.78%
08/20251.20%13.12%
09/20252.21%15.62%
10/20251.54%17.40%
11/20250.75%18.28%
12/20250.78%19.21%
01/20262.10%21.71%
02/20260.88%22.78%
03/2026-2.37%19.87%
04/20264.51%25.28%
05/20262.49%28.40%
06/2026-0.38%27.91%
07/2026-0.97%26.67%
08/20261.38%28.42%

Calendar-year returns

202411.98%
202514.65%

Investment exposure

Equity exposure
48.16%
Overseas exposure
46.12%
Foreign currency exposure
19.71%

— 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.