קרנות השתלמות
אלטשולר שחם השתלמות אשראי ואג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 558 · Data as of 08/2026
Cumulative return · 12 months6.85%Back to comparison
Last month0.96%
Year to date4.18%
3 years21.99%
5 years22.17%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.24% | 1.24% |
| 10/2024 | 0.07% | 1.31% |
| 11/2024 | 1.20% | 2.53% |
| 12/2024 | -0.03% | 2.50% |
| 01/2025 | 0.65% | 3.16% |
| 02/2025 | 0.18% | 3.35% |
| 03/2025 | -0.02% | 3.33% |
| 04/2025 | 0.58% | 3.93% |
| 05/2025 | 0.87% | 4.83% |
| 06/2025 | 1.94% | 6.86% |
| 07/2025 | 0.27% | 7.15% |
| 08/2025 | 0.82% | 8.03% |
| 09/2025 | 1.30% | 9.44% |
| 10/2025 | 0.98% | 10.51% |
| 11/2025 | 0.33% | 10.87% |
| 12/2025 | -0.06% | 10.81% |
| 01/2026 | 0.83% | 11.73% |
| 02/2026 | 0.31% | 12.07% |
| 03/2026 | -1.22% | 10.71% |
| 04/2026 | 1.55% | 12.42% |
| 05/2026 | 1.27% | 13.85% |
| 06/2026 | 0.63% | 14.57% |
| 07/2026 | -0.20% | 14.34% |
| 08/2026 | 0.96% | 15.43% |
Calendar-year returns
20246.94%
20258.11%
Investment exposure
- Equity exposure
- 17.56%
- Overseas exposure
- 26.40%
- Foreign currency exposure
- 16.17%
— 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.