קרנות השתלמות
מגדל השתלמות מסלול מניות
Returns, performance and investment exposure
Fund / track number 869 · Data as of 08/2026
Cumulative return · 12 months21.87%Back to comparison
Last month2.08%
Year to date11.05%
3 years75.17%
5 years76.80%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.77% | 2.77% |
| 10/2024 | 0.60% | 3.39% |
| 11/2024 | 3.40% | 6.90% |
| 12/2024 | 1.36% | 8.36% |
| 01/2025 | 2.73% | 11.31% |
| 02/2025 | -1.20% | 9.98% |
| 03/2025 | -2.92% | 6.77% |
| 04/2025 | 1.03% | 7.87% |
| 05/2025 | 5.19% | 13.46% |
| 06/2025 | 6.02% | 20.30% |
| 07/2025 | 1.74% | 22.39% |
| 08/2025 | 1.23% | 23.89% |
| 09/2025 | 3.73% | 28.51% |
| 10/2025 | 2.38% | 31.57% |
| 11/2025 | 1.51% | 33.56% |
| 12/2025 | 1.80% | 35.96% |
| 01/2026 | 4.74% | 42.41% |
| 02/2026 | 1.07% | 43.93% |
| 03/2026 | -4.56% | 37.37% |
| 04/2026 | 8.04% | 48.41% |
| 05/2026 | 3.60% | 53.76% |
| 06/2026 | -2.73% | 49.56% |
| 07/2026 | -1.10% | 47.91% |
| 08/2026 | 2.08% | 50.99% |
Calendar-year returns
202422.05%
202525.48%
Investment exposure
- Equity exposure
- 100.48%
- Overseas exposure
- 64.86%
- Foreign currency exposure
- 25.23%
— 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.