קרנות השתלמות
מיטב השתלמות כללי
Returns, performance and investment exposure
Fund / track number 880 · Data as of 08/2026
Cumulative return · 12 months13.10%Back to comparison
Last month1.69%
Year to date6.90%
3 years42.71%
5 years47.37%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.79% | 1.79% |
| 10/2024 | 0.19% | 1.98% |
| 11/2024 | 2.26% | 4.29% |
| 12/2024 | 0.82% | 5.14% |
| 01/2025 | 1.29% | 6.50% |
| 02/2025 | -0.05% | 6.45% |
| 03/2025 | -0.88% | 5.51% |
| 04/2025 | 0.60% | 6.14% |
| 05/2025 | 2.19% | 8.47% |
| 06/2025 | 3.04% | 11.76% |
| 07/2025 | 1.22% | 13.13% |
| 08/2025 | 1.19% | 14.47% |
| 09/2025 | 1.97% | 16.73% |
| 10/2025 | 1.42% | 18.39% |
| 11/2025 | 1.09% | 19.68% |
| 12/2025 | 1.20% | 21.11% |
| 01/2026 | 2.05% | 23.60% |
| 02/2026 | 0.73% | 24.50% |
| 03/2026 | -2.44% | 21.46% |
| 04/2026 | 3.92% | 26.22% |
| 05/2026 | 1.81% | 28.51% |
| 06/2026 | -0.47% | 27.90% |
| 07/2026 | -0.46% | 27.31% |
| 08/2026 | 1.69% | 29.47% |
Calendar-year returns
202413.48%
202515.19%
Investment exposure
- Equity exposure
- 46.99%
- Overseas exposure
- 47.48%
- Foreign currency exposure
- 19.75%
— 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.