קרנות השתלמות
מגדל השתלמות מסלול כללי
Returns, performance and investment exposure
Fund / track number 579 · Data as of 08/2026
Cumulative return · 12 months13.20%Back to comparison
Last month1.26%
Year to date6.95%
3 years39.63%
5 years44.65%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.60% | 1.60% |
| 10/2024 | 0.19% | 1.79% |
| 11/2024 | 1.87% | 3.70% |
| 12/2024 | 0.76% | 4.48% |
| 01/2025 | 1.23% | 5.77% |
| 02/2025 | -0.14% | 5.62% |
| 03/2025 | -0.89% | 4.68% |
| 04/2025 | 0.96% | 5.69% |
| 05/2025 | 2.06% | 7.86% |
| 06/2025 | 3.28% | 11.40% |
| 07/2025 | 0.82% | 12.32% |
| 08/2025 | 0.92% | 13.35% |
| 09/2025 | 2.02% | 15.64% |
| 10/2025 | 1.44% | 17.30% |
| 11/2025 | 1.15% | 18.65% |
| 12/2025 | 1.11% | 19.97% |
| 01/2026 | 2.20% | 22.61% |
| 02/2026 | 0.62% | 23.37% |
| 03/2026 | -2.28% | 20.56% |
| 04/2026 | 4.12% | 25.52% |
| 05/2026 | 2.20% | 28.28% |
| 06/2026 | -0.73% | 27.35% |
| 07/2026 | -0.50% | 26.71% |
| 08/2026 | 1.26% | 28.31% |
Calendar-year returns
202412.18%
202514.82%
Investment exposure
- Equity exposure
- 51.47%
- Overseas exposure
- 46.33%
- Foreign currency exposure
- 18.83%
— 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.