קרנות השתלמות
יהב קרן השתלמות וחסכון פ.ר.ח - מסלול כללי
Returns, performance and investment exposure
Fund / track number 420 · Data as of 08/2026
Cumulative return · 12 months12.68%Back to comparison
Last month1.08%
Year to date7.34%
3 years36.25%
5 years36.87%
Performance over time
Monthly compounded returns over the last 12 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2025 | 1.94% | 1.94% |
| 10/2025 | 1.38% | 3.35% |
| 11/2025 | 0.94% | 4.32% |
| 12/2025 | 0.63% | 4.98% |
| 01/2026 | 1.54% | 6.59% |
| 02/2026 | 0.49% | 7.11% |
| 03/2026 | -1.45% | 5.56% |
| 04/2026 | 2.85% | 8.57% |
| 05/2026 | 2.32% | 11.09% |
| 06/2026 | 0.54% | 11.69% |
| 07/2026 | -0.19% | 11.48% |
| 08/2026 | 1.08% | 12.68% |
Calendar-year returns
2024—
2025—
Investment exposure
- Equity exposure
- 48.28%
- Overseas exposure
- 42.96%
- Foreign currency exposure
- 22.98%
— 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.