קרנות השתלמות

אנליסט השתלמות אג"ח ממשלות

Returns, performance and investment exposure

Fund / track number 973 · Data as of 08/2026

Cumulative return · 12 months5.81%Back to comparison
Last month0.29%
Year to date3.39%
3 years15.24%
5 years10.66%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.46%0.46%
10/20240.11%0.57%
11/20240.95%1.53%
12/20240.51%2.04%
01/20250.27%2.32%
02/20250.66%2.99%
03/2025-0.20%2.79%
04/20250.82%3.63%
05/2025-0.17%3.46%
06/20251.23%4.73%
07/20250.09%4.82%
08/20250.83%5.69%
09/20250.74%6.47%
10/20250.89%7.42%
11/20250.38%7.83%
12/20250.31%8.16%
01/20260.77%9.00%
02/20260.41%9.44%
03/2026-0.53%8.86%
04/20260.74%9.67%
05/20261.21%11.00%
06/20260.62%11.68%
07/2026-0.16%11.51%
08/20260.29%11.83%

Calendar-year returns

20243.74%
20256.00%

Investment exposure

Equity exposure
0.00%
Overseas exposure
2.71%
Foreign currency exposure
2.88%

— 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.