קרנות השתלמות

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Returns, performance and investment exposure

Fund / track number 580 · Data as of 08/2026

Cumulative return · 12 months4.10%Back to comparison
Last month0.58%
Year to date2.98%
3 years15.20%
5 years17.61%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.73%0.73%
10/20240.07%0.80%
11/20240.73%1.54%
12/20240.65%2.20%
01/2025-0.03%2.17%
02/20250.48%2.66%
03/20250.61%3.28%
04/20250.81%4.12%
05/2025-0.32%3.79%
06/20250.75%4.56%
07/2025-0.07%4.49%
08/20250.85%5.38%
09/20250.48%5.88%
10/20250.77%6.70%
11/20250.40%7.13%
12/2025-0.56%6.53%
01/20260.41%6.96%
02/20260.01%6.97%
03/2026-0.32%6.63%
04/20260.67%7.35%
05/20260.94%8.36%
06/20260.41%8.80%
07/20260.25%9.07%
08/20260.58%9.70%

Calendar-year returns

20244.96%
20254.24%

Investment exposure

Equity exposure
0.00%
Overseas exposure
13.39%
Foreign currency exposure
6.73%

— 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.