קרנות השתלמות
אנליסט השתלמות מניות
Returns, performance and investment exposure
Fund / track number 963 · Data as of 08/2026
Cumulative return · 12 months18.67%Back to comparison
Last month2.03%
Year to date10.25%
3 years70.10%
5 years76.60%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.27% | 3.27% |
| 10/2024 | 0.29% | 3.57% |
| 11/2024 | 4.12% | 7.84% |
| 12/2024 | 0.26% | 8.12% |
| 01/2025 | 3.08% | 11.45% |
| 02/2025 | -1.63% | 9.63% |
| 03/2025 | -3.04% | 6.30% |
| 04/2025 | -0.06% | 6.23% |
| 05/2025 | 5.19% | 11.75% |
| 06/2025 | 5.26% | 17.63% |
| 07/2025 | 2.11% | 20.11% |
| 08/2025 | 0.97% | 21.27% |
| 09/2025 | 3.49% | 25.50% |
| 10/2025 | 2.07% | 28.10% |
| 11/2025 | 0.88% | 29.23% |
| 12/2025 | 1.01% | 30.54% |
| 01/2026 | 3.31% | 34.86% |
| 02/2026 | 0.29% | 35.25% |
| 03/2026 | -4.16% | 29.62% |
| 04/2026 | 8.82% | 41.05% |
| 05/2026 | 4.07% | 46.79% |
| 06/2026 | -2.53% | 43.08% |
| 07/2026 | -1.42% | 41.05% |
| 08/2026 | 2.03% | 43.91% |
Calendar-year returns
202423.45%
202520.74%
Investment exposure
- Equity exposure
- 100.07%
- Overseas exposure
- 64.16%
- Foreign currency exposure
- 28.52%
— 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.