קרנות השתלמות
קרן השתלמות של עובדי חברת החשמל לישראל בע"מ
Returns, performance and investment exposure
Fund / track number 423 · Data as of 08/2026
Cumulative return · 12 months13.73%Back to comparison
Last month1.29%
Year to date7.20%
3 years44.85%
5 years48.04%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.68% | 1.68% |
| 10/2024 | 0.35% | 2.04% |
| 11/2024 | 2.06% | 4.14% |
| 12/2024 | 0.72% | 4.89% |
| 01/2025 | 1.30% | 6.25% |
| 02/2025 | -0.21% | 6.03% |
| 03/2025 | -1.05% | 4.91% |
| 04/2025 | 0.56% | 5.50% |
| 05/2025 | 2.59% | 8.23% |
| 06/2025 | 3.66% | 12.20% |
| 07/2025 | 1.65% | 14.05% |
| 08/2025 | 1.04% | 15.23% |
| 09/2025 | 2.26% | 17.84% |
| 10/2025 | 1.69% | 19.83% |
| 11/2025 | 0.81% | 20.80% |
| 12/2025 | 1.20% | 22.25% |
| 01/2026 | 2.19% | 24.93% |
| 02/2026 | 1.14% | 26.35% |
| 03/2026 | -2.29% | 23.46% |
| 04/2026 | 4.08% | 28.49% |
| 05/2026 | 2.16% | 31.27% |
| 06/2026 | -0.74% | 30.30% |
| 07/2026 | -0.70% | 29.39% |
| 08/2026 | 1.29% | 31.06% |
Calendar-year returns
202413.58%
202516.55%
Investment exposure
- Equity exposure
- 50.34%
- Overseas exposure
- 40.62%
- Foreign currency exposure
- 18.13%
— 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.