קרנות השתלמות

קרן החיסכון לצבא הקבע כללי

Returns, performance and investment exposure

Fund / track number 438 · Data as of 08/2026

Cumulative return · 12 months13.27%Back to comparison
Last month1.01%
Year to date6.96%
3 years37.65%
5 years42.32%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.66%1.66%
10/20240.12%1.78%
11/20241.91%3.73%
12/20240.36%4.10%
01/20251.10%5.24%
02/2025-0.17%5.07%
03/2025-0.89%4.13%
04/20250.70%4.86%
05/20252.03%6.99%
06/20252.96%10.15%
07/20250.83%11.07%
08/20251.14%12.34%
09/20252.09%14.68%
10/20251.66%16.59%
11/20251.08%17.85%
12/20250.95%18.97%
01/20262.42%21.84%
02/20260.83%22.86%
03/2026-2.62%19.64%
04/20264.64%25.19%
05/20262.43%28.23%
06/2026-0.55%27.53%
07/2026-1.22%25.97%
08/20261.01%27.24%

Calendar-year returns

202411.53%
202514.28%

Investment exposure

Equity exposure
53.17%
Overseas exposure
52.50%
Foreign currency exposure
18.15%

— 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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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.