קרנות השתלמות
מיטב השתלמות אשראי ואג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 8885 · Data as of 08/2026
Cumulative return · 12 months8.94%Back to comparison
Last month1.01%
Year to date4.69%
3 years30.53%
5 years31.35%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.19% | 1.19% |
| 10/2024 | -0.02% | 1.17% |
| 11/2024 | 1.74% | 2.93% |
| 12/2024 | 0.73% | 3.68% |
| 01/2025 | 0.91% | 4.63% |
| 02/2025 | 0.39% | 5.03% |
| 03/2025 | -0.38% | 4.63% |
| 04/2025 | 0.66% | 5.32% |
| 05/2025 | 0.99% | 6.37% |
| 06/2025 | 2.24% | 8.75% |
| 07/2025 | 0.74% | 9.55% |
| 08/2025 | 1.10% | 10.76% |
| 09/2025 | 1.30% | 12.20% |
| 10/2025 | 1.13% | 13.47% |
| 11/2025 | 0.76% | 14.33% |
| 12/2025 | 0.81% | 15.26% |
| 01/2026 | 1.10% | 16.52% |
| 02/2026 | 0.54% | 17.15% |
| 03/2026 | -1.62% | 15.26% |
| 04/2026 | 2.32% | 17.93% |
| 05/2026 | 1.26% | 19.41% |
| 06/2026 | 0.20% | 19.65% |
| 07/2026 | -0.17% | 19.45% |
| 08/2026 | 1.01% | 20.66% |
Calendar-year returns
20249.76%
202511.16%
Investment exposure
- Equity exposure
- 24.00%
- Overseas exposure
- 37.92%
- Foreign currency exposure
- 13.38%
— 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.