קרנות השתלמות
אנליסט השתלמות כללי
Returns, performance and investment exposure
Fund / track number 962 · Data as of 08/2026
Cumulative return · 12 months11.29%Back to comparison
Last month0.63%
Year to date6.20%
3 years43.03%
5 years50.18%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.02% | 2.02% |
| 10/2024 | 0.52% | 2.55% |
| 11/2024 | 2.57% | 5.19% |
| 12/2024 | 0.90% | 6.13% |
| 01/2025 | 1.92% | 8.17% |
| 02/2025 | 0.22% | 8.41% |
| 03/2025 | -1.27% | 7.03% |
| 04/2025 | 0.75% | 7.83% |
| 05/2025 | 2.10% | 10.10% |
| 06/2025 | 3.45% | 13.90% |
| 07/2025 | 1.09% | 15.14% |
| 08/2025 | 1.24% | 16.57% |
| 09/2025 | 1.85% | 18.72% |
| 10/2025 | 1.19% | 20.14% |
| 11/2025 | 0.92% | 21.24% |
| 12/2025 | 0.76% | 22.16% |
| 01/2026 | 1.73% | 24.28% |
| 02/2026 | 0.19% | 24.51% |
| 03/2026 | -1.62% | 22.49% |
| 04/2026 | 3.92% | 27.30% |
| 05/2026 | 2.75% | 30.80% |
| 06/2026 | -0.98% | 29.52% |
| 07/2026 | -0.46% | 28.92% |
| 08/2026 | 0.63% | 29.73% |
Calendar-year returns
202414.52%
202515.10%
Investment exposure
- Equity exposure
- 49.32%
- Overseas exposure
- 32.80%
- Foreign currency exposure
- 19.09%
— 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.