קרנות השתלמות
מיטב השתלמות מניות
Returns, performance and investment exposure
Fund / track number 883 · Data as of 08/2026
Cumulative return · 12 months22.22%Back to comparison
Last month2.59%
Year to date11.18%
3 years77.11%
5 years77.87%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.85% | 2.85% |
| 10/2024 | 0.51% | 3.37% |
| 11/2024 | 3.78% | 7.28% |
| 12/2024 | 1.09% | 8.45% |
| 01/2025 | 2.53% | 11.20% |
| 02/2025 | -0.90% | 10.19% |
| 03/2025 | -2.86% | 7.04% |
| 04/2025 | 0.91% | 8.02% |
| 05/2025 | 5.33% | 13.77% |
| 06/2025 | 5.73% | 20.29% |
| 07/2025 | 2.35% | 23.12% |
| 08/2025 | 1.33% | 24.76% |
| 09/2025 | 3.55% | 29.19% |
| 10/2025 | 2.47% | 32.38% |
| 11/2025 | 1.43% | 34.27% |
| 12/2025 | 2.14% | 37.14% |
| 01/2026 | 4.29% | 43.03% |
| 02/2026 | 1.11% | 44.62% |
| 03/2026 | -4.83% | 37.63% |
| 04/2026 | 8.01% | 48.65% |
| 05/2026 | 3.32% | 53.59% |
| 06/2026 | -2.26% | 50.12% |
| 07/2026 | -0.99% | 48.63% |
| 08/2026 | 2.59% | 52.48% |
Calendar-year returns
202422.15%
202526.46%
Investment exposure
- Equity exposure
- 96.15%
- Overseas exposure
- 68.76%
- Foreign currency exposure
- 29.14%
— 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.