קרנות השתלמות

רעות קרן השתלמות - אשראי ואג"ח עד 25% מניות

Returns, performance and investment exposure

Fund / track number 8891 · Data as of 08/2026

Cumulative return · 12 months8.80%Back to comparison
Last month0.68%
Year to date4.77%
3 years25.66%
5 years25.25%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.93%0.93%
10/20240.43%1.36%
11/20241.65%3.04%
12/20240.84%3.90%
01/20250.78%4.71%
02/20250.34%5.07%
03/2025-1.08%3.93%
04/20251.08%5.06%
05/20251.19%6.31%
06/20252.53%9.00%
07/20250.64%9.69%
08/20250.74%10.51%
09/20251.39%12.04%
10/20251.39%13.60%
11/20250.38%14.03%
12/20250.63%14.75%
01/20261.40%16.36%
02/20260.44%16.87%
03/2026-1.42%15.21%
04/20262.42%18.00%
05/20261.62%19.91%
06/2026-0.08%19.81%
07/2026-0.33%19.42%
08/20260.68%20.23%

Calendar-year returns

20247.20%
202510.44%

Investment exposure

Equity exposure
23.59%
Overseas exposure
15.88%
Foreign currency exposure
10.06%

— 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.