קרנות השתלמות
מיטב השתלמות עוקב מדדים גמיש
Returns, performance and investment exposure
Fund / track number 481 · Data as of 08/2026
Cumulative return · 12 months5.31%Back to comparison
Last month2.22%
Year to date3.33%
3 years23.17%
5 years30.94%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.07% | 3.07% |
| 10/2024 | -1.04% | 2.00% |
| 11/2024 | 0.32% | 2.32% |
| 12/2024 | -0.69% | 1.62% |
| 01/2025 | -0.27% | 1.34% |
| 02/2025 | -0.81% | 0.52% |
| 03/2025 | 0.62% | 1.15% |
| 04/2025 | -0.33% | 0.81% |
| 05/2025 | 1.62% | 2.45% |
| 06/2025 | 0.96% | 3.43% |
| 07/2025 | 1.59% | 5.07% |
| 08/2025 | 0.00% | 5.07% |
| 09/2025 | 1.70% | 6.86% |
| 10/2025 | 1.14% | 8.08% |
| 11/2025 | 0.00% | 8.08% |
| 12/2025 | -0.92% | 7.08% |
| 01/2026 | -0.46% | 6.59% |
| 02/2026 | 0.44% | 7.06% |
| 03/2026 | -3.80% | 2.99% |
| 04/2026 | 2.57% | 5.64% |
| 05/2026 | 1.19% | 6.90% |
| 06/2026 | 2.61% | 9.69% |
| 07/2026 | -1.31% | 8.25% |
| 08/2026 | 2.22% | 10.65% |
Calendar-year returns
202412.00%
20255.38%
Investment exposure
- Equity exposure
- 65.26%
- Overseas exposure
- 46.05%
- Foreign currency exposure
- 25.67%
— 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.
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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.