קרנות השתלמות
קרן השתלמות עוצ"מ
Returns, performance and investment exposure
Fund / track number 394 · Data as of 08/2026
Cumulative return · 12 months22.04%Back to comparison
Last month1.01%
Year to date13.80%
3 years56.22%
5 years53.29%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.79% | 2.79% |
| 10/2024 | 1.19% | 4.01% |
| 11/2024 | 2.45% | 6.56% |
| 12/2024 | 1.40% | 8.05% |
| 01/2025 | 2.04% | 10.26% |
| 02/2025 | -1.09% | 9.06% |
| 03/2025 | -1.76% | 7.14% |
| 04/2025 | 0.05% | 7.19% |
| 05/2025 | 3.63% | 11.08% |
| 06/2025 | 3.93% | 15.45% |
| 07/2025 | 1.95% | 17.70% |
| 08/2025 | 1.43% | 19.38% |
| 09/2025 | 2.39% | 22.23% |
| 10/2025 | 2.08% | 24.78% |
| 11/2025 | 1.25% | 26.34% |
| 12/2025 | 1.34% | 28.03% |
| 01/2026 | 3.71% | 32.78% |
| 02/2026 | 0.98% | 34.08% |
| 03/2026 | -1.87% | 31.57% |
| 04/2026 | 5.94% | 39.39% |
| 05/2026 | 4.82% | 46.11% |
| 06/2026 | -1.14% | 44.44% |
| 07/2026 | -0.14% | 44.24% |
| 08/2026 | 1.01% | 45.70% |
Calendar-year returns
202414.74%
202518.49%
Investment exposure
- Equity exposure
- 52.07%
- Overseas exposure
- 29.62%
- Foreign currency exposure
- 20.15%
— 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.