קרנות השתלמות
מיטב השתלמות הלכה
Returns, performance and investment exposure
Fund / track number 768 · Data as of 08/2026
Cumulative return · 12 months11.65%Back to comparison
Last month1.00%
Year to date5.99%
3 years37.20%
5 years37.48%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.74% | 1.74% |
| 10/2024 | 0.09% | 1.83% |
| 11/2024 | 1.95% | 3.82% |
| 12/2024 | 0.72% | 4.56% |
| 01/2025 | 1.41% | 6.04% |
| 02/2025 | -0.29% | 5.73% |
| 03/2025 | -1.64% | 4.00% |
| 04/2025 | 1.07% | 5.11% |
| 05/2025 | 2.05% | 7.27% |
| 06/2025 | 3.67% | 11.20% |
| 07/2025 | 0.92% | 12.22% |
| 08/2025 | 0.91% | 13.25% |
| 09/2025 | 2.21% | 15.75% |
| 10/2025 | 1.67% | 17.68% |
| 11/2025 | 0.67% | 18.47% |
| 12/2025 | 0.69% | 19.29% |
| 01/2026 | 2.18% | 21.89% |
| 02/2026 | 0.53% | 22.53% |
| 03/2026 | -2.68% | 19.25% |
| 04/2026 | 3.94% | 23.95% |
| 05/2026 | 2.19% | 26.66% |
| 06/2026 | -0.64% | 25.85% |
| 07/2026 | -0.53% | 25.19% |
| 08/2026 | 1.00% | 26.44% |
Calendar-year returns
202411.82%
202514.08%
Investment exposure
- Equity exposure
- 49.33%
- Overseas exposure
- 37.00%
- Foreign currency exposure
- 17.90%
— 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.