קרנות השתלמות
אנליסט קרן השתלמות - אשראי ואג"ח עד 25% מניות
Returns, performance and investment exposure
Fund / track number 8679 · Data as of 08/2026
Cumulative return · 12 months7.68%Back to comparison
Last month0.36%
Year to date4.35%
3 years26.72%
5 years25.69%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.18% | 1.18% |
| 10/2024 | 0.27% | 1.45% |
| 11/2024 | 1.46% | 2.93% |
| 12/2024 | 0.80% | 3.76% |
| 01/2025 | 0.94% | 4.73% |
| 02/2025 | 0.28% | 5.03% |
| 03/2025 | -0.68% | 4.31% |
| 04/2025 | 0.85% | 5.20% |
| 05/2025 | 1.14% | 6.40% |
| 06/2025 | 2.51% | 9.07% |
| 07/2025 | 0.70% | 9.83% |
| 08/2025 | 0.74% | 10.65% |
| 09/2025 | 1.15% | 11.92% |
| 10/2025 | 1.09% | 13.14% |
| 11/2025 | 0.44% | 13.64% |
| 12/2025 | 0.48% | 14.18% |
| 01/2026 | 1.19% | 15.54% |
| 02/2026 | 0.28% | 15.86% |
| 03/2026 | -0.95% | 14.76% |
| 04/2026 | 2.05% | 17.11% |
| 05/2026 | 1.56% | 18.94% |
| 06/2026 | -0.06% | 18.87% |
| 07/2026 | -0.13% | 18.72% |
| 08/2026 | 0.36% | 19.14% |
Calendar-year returns
20248.55%
202510.05%
Investment exposure
- Equity exposure
- 21.47%
- Overseas exposure
- 19.67%
- Foreign currency exposure
- 13.60%
— 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.
Free initial review
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.