קרנות השתלמות
כלל השתלמות כללי
Returns, performance and investment exposure
Fund / track number 456 · Data as of 08/2026
Cumulative return · 12 months15.34%Back to comparison
Last month1.50%
Year to date8.41%
3 years44.70%
5 years47.17%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.67% | 1.67% |
| 10/2024 | 0.43% | 2.11% |
| 11/2024 | 1.99% | 4.14% |
| 12/2024 | 0.72% | 4.89% |
| 01/2025 | 1.34% | 6.29% |
| 02/2025 | 0.07% | 6.37% |
| 03/2025 | -1.07% | 5.23% |
| 04/2025 | 1.01% | 6.29% |
| 05/2025 | 2.43% | 8.88% |
| 06/2025 | 3.72% | 12.93% |
| 07/2025 | 0.90% | 13.94% |
| 08/2025 | 1.03% | 15.12% |
| 09/2025 | 2.12% | 17.56% |
| 10/2025 | 1.52% | 19.34% |
| 11/2025 | 1.38% | 20.99% |
| 12/2025 | 1.23% | 22.48% |
| 01/2026 | 2.66% | 25.74% |
| 02/2026 | 0.98% | 26.97% |
| 03/2026 | -2.25% | 24.11% |
| 04/2026 | 4.26% | 29.40% |
| 05/2026 | 2.38% | 32.48% |
| 06/2026 | -0.57% | 31.72% |
| 07/2026 | -0.69% | 30.82% |
| 08/2026 | 1.50% | 32.78% |
Calendar-year returns
202412.57%
202516.77%
Investment exposure
- Equity exposure
- 52.16%
- Overseas exposure
- 51.97%
- Foreign currency exposure
- 19.67%
— 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.