קרנות השתלמות

יחד קרן השתלמות לרופאים- כללי

Returns, performance and investment exposure

Fund / track number 419 · Data as of 08/2026

Cumulative return · 12 months11.82%Back to comparison
Last month1.16%
Year to date7.06%
3 years37.51%
5 years43.41%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.86%1.86%
10/20240.26%2.12%
11/20242.19%4.36%
12/20240.50%4.88%
01/20251.28%6.23%
02/20250.02%6.25%
03/2025-0.64%5.57%
04/20250.29%5.87%
05/20252.52%8.54%
06/20252.72%11.49%
07/20251.36%13.01%
08/20250.80%13.91%
09/20251.70%15.85%
10/20251.11%17.14%
11/20250.85%18.13%
12/20250.72%18.98%
01/20261.59%20.87%
02/20260.57%21.56%
03/2026-1.67%19.53%
04/20263.19%23.35%
05/20261.86%25.64%
06/20260.34%26.07%
07/2026-0.12%25.92%
08/20261.16%27.38%

Calendar-year returns

202411.42%
202513.44%

Investment exposure

Equity exposure
48.00%
Overseas exposure
44.11%
Foreign currency exposure
23.30%

— 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.