קרנות השתלמות
אנליסט השתלמות אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 972 · Data as of 08/2026
Cumulative return · 12 months5.64%Back to comparison
Last month0.11%
Year to date3.19%
3 years17.02%
5 years14.27%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.53% | 0.53% |
| 10/2024 | 0.20% | 0.73% |
| 11/2024 | 0.84% | 1.58% |
| 12/2024 | 0.60% | 2.19% |
| 01/2025 | 0.23% | 2.42% |
| 02/2025 | 0.66% | 3.10% |
| 03/2025 | -0.02% | 3.08% |
| 04/2025 | 0.73% | 3.83% |
| 05/2025 | -0.11% | 3.72% |
| 06/2025 | 1.24% | 5.00% |
| 07/2025 | 0.23% | 5.24% |
| 08/2025 | 0.76% | 6.04% |
| 09/2025 | 0.71% | 6.80% |
| 10/2025 | 0.81% | 7.66% |
| 11/2025 | 0.48% | 8.18% |
| 12/2025 | 0.35% | 8.56% |
| 01/2026 | 0.65% | 9.26% |
| 02/2026 | 0.39% | 9.69% |
| 03/2026 | -0.48% | 9.16% |
| 04/2026 | 0.89% | 10.13% |
| 05/2026 | 1.16% | 11.41% |
| 06/2026 | 0.51% | 11.98% |
| 07/2026 | -0.07% | 11.90% |
| 08/2026 | 0.11% | 12.02% |
Calendar-year returns
20244.85%
20256.23%
Investment exposure
- Equity exposure
- 1.26%
- Overseas exposure
- 5.72%
- Foreign currency exposure
- 5.73%
— 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.