קרנות השתלמות
יהב-קרן השתלמות וחיסכון לאחים ואחיות בע"מ - מסלול כללי
Returns, performance and investment exposure
Fund / track number 418 · Data as of 08/2026
Cumulative return · 12 months14.23%Back to comparison
Last month1.01%
Year to date7.78%
3 years40.32%
5 years43.09%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.70% | 1.70% |
| 10/2024 | 0.13% | 1.83% |
| 11/2024 | 2.02% | 3.89% |
| 12/2024 | 0.56% | 4.47% |
| 01/2025 | 1.37% | 5.90% |
| 02/2025 | -0.18% | 5.71% |
| 03/2025 | -1.18% | 4.46% |
| 04/2025 | 0.66% | 5.15% |
| 05/2025 | 2.13% | 7.39% |
| 06/2025 | 3.27% | 10.91% |
| 07/2025 | 1.25% | 12.29% |
| 08/2025 | 0.74% | 13.12% |
| 09/2025 | 2.00% | 15.39% |
| 10/2025 | 1.81% | 17.47% |
| 11/2025 | 0.91% | 18.54% |
| 12/2025 | 1.14% | 19.89% |
| 01/2026 | 2.61% | 23.02% |
| 02/2026 | 0.75% | 23.95% |
| 03/2026 | -2.13% | 21.31% |
| 04/2026 | 4.37% | 26.61% |
| 05/2026 | 2.55% | 29.84% |
| 06/2026 | -0.33% | 29.41% |
| 07/2026 | -1.14% | 27.93% |
| 08/2026 | 1.01% | 29.22% |
Calendar-year returns
202411.29%
202514.76%
Investment exposure
- Equity exposure
- 48.87%
- Overseas exposure
- 38.05%
- Foreign currency exposure
- 18.42%
— 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.