קרנות השתלמות
ילין לפידות קרן השתלמות מסלול מניות
Returns, performance and investment exposure
Fund / track number 8563 · Data as of 08/2026
Cumulative return · 12 months18.23%Back to comparison
Last month1.86%
Year to date9.23%
3 years68.01%
5 years77.35%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.92% | 3.92% |
| 10/2024 | -0.46% | 3.44% |
| 11/2024 | 3.32% | 6.88% |
| 12/2024 | 0.27% | 7.16% |
| 01/2025 | 2.40% | 9.74% |
| 02/2025 | -1.21% | 8.41% |
| 03/2025 | -2.89% | 5.28% |
| 04/2025 | 0.71% | 6.02% |
| 05/2025 | 5.21% | 11.55% |
| 06/2025 | 4.55% | 16.62% |
| 07/2025 | 2.18% | 19.17% |
| 08/2025 | 1.23% | 20.63% |
| 09/2025 | 2.93% | 24.17% |
| 10/2025 | 2.52% | 27.29% |
| 11/2025 | 1.14% | 28.75% |
| 12/2025 | 1.42% | 30.57% |
| 01/2026 | 2.84% | 34.28% |
| 02/2026 | 0.76% | 35.30% |
| 03/2026 | -4.48% | 29.24% |
| 04/2026 | 8.10% | 39.71% |
| 05/2026 | 3.35% | 44.39% |
| 06/2026 | -2.65% | 40.56% |
| 07/2026 | -0.39% | 40.02% |
| 08/2026 | 1.86% | 42.62% |
Calendar-year returns
202422.06%
202521.84%
Investment exposure
- Equity exposure
- 100.17%
- Overseas exposure
- 67.34%
- Foreign currency exposure
- 27.07%
— 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.