קרנות השתלמות
אנליסט קרן השתלמות משולב סחיר
Returns, performance and investment exposure
Fund / track number 8779 · Data as of 08/2026
Cumulative return · 12 months-2.12%Back to comparison
Last month-1.04%
Year to date-1.33%
3 years8.41%
5 years21.77%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.11% | 3.11% |
| 10/2024 | -1.32% | 1.75% |
| 11/2024 | 0.51% | 2.27% |
| 12/2024 | -0.89% | 1.36% |
| 01/2025 | 0.13% | 1.49% |
| 02/2025 | -1.40% | 0.07% |
| 03/2025 | 3.13% | 3.20% |
| 04/2025 | -1.62% | 1.53% |
| 05/2025 | -0.97% | 0.54% |
| 06/2025 | -1.08% | -0.54% |
| 07/2025 | 1.18% | 0.63% |
| 08/2025 | -0.09% | 0.54% |
| 09/2025 | 0.97% | 1.52% |
| 10/2025 | -0.33% | 1.18% |
| 11/2025 | 0.62% | 1.81% |
| 12/2025 | -2.04% | -0.27% |
| 01/2026 | -2.41% | -2.67% |
| 02/2026 | 1.27% | -1.44% |
| 03/2026 | -2.13% | -3.54% |
| 04/2026 | -1.92% | -5.39% |
| 05/2026 | -2.20% | -7.47% |
| 06/2026 | 5.28% | -2.58% |
| 07/2026 | 2.08% | -0.56% |
| 08/2026 | -1.04% | -1.59% |
Calendar-year returns
202411.66%
2025-1.60%
Investment exposure
- Equity exposure
- 47.75%
- Overseas exposure
- 111.51%
- Foreign currency exposure
- 97.57%
— 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.