January in the study funds – Clal wins in general and in shares

The study funds showed very good returns this month. All the entities in all the tracks showed positive returns, and in fact there is no mention of the returns in the picture of returns in 2020, it was over. The returns of all the study bodies in January are positive.

General track returns – included in first place

In the general track, which manages the largest asset volumes, the average return this month stands at 1.07% and ranges from 0.82% to 1.46%. The average return in the last year is 6.2%, and the average return for 3 and 5 years is 16.3% and 33.5% respectively.

Clal General Training wins this month with a strong return of 1.46%. Clal consistently presents strong returns, and you should read an interview conducted with investment managers in general that appears in this issue. Clal shows a return of almost 7% in the last year, a little less than 18% return for 3 years, and a return of 33.34% for 5 years. In second place this month are Excellence General Training with a 1.22% return this month. Excellence show a return very close to the general as well, almost 7% in the last year, as well as a return of 18.13% for 3 years, and 37.84% for 5 years.

At a return in the last 12 months, Moore leads with 13.21%. Moore peaked this month with a return of 1.06%.

The leaders in the return for 3 years and 5 years in the general track are Altshuler Shaham with a return of 19.29% for 3 years, and a return of 42.49% for 5 years. Altshuler Shaham recorded a yield of 1.17% this month.

Stock track returns – included first place

The equities track, where the study funds are at increased risk, the average return this month is 1.44%, with the yield range ranging from 0.72% to 2.05%. The average return for the last year is 10.68%, a 3-year return of 24.61% and a 5-year return of 61.73%.
Clal Shares continues to win in November with a return of 2.05%. In the last year the peak included a return of almost 10%, a 3-year return is 24.21%, and a 5-year return of 58.22%. In second place in January are Altshuler Shaham Advanced Training with 2.04%.
In the past year, the leaders in return have been Moore Shares, with 26.38%. Moore peaked this month at 1.85% yield.

Continuing Education Analyst, are the leading body in 3-year and 5-year returns with a return of 39.71% and 81.91% respectively. Continuing Stock Analyst Peak This Month 0.72%.

Bond Track Yields – First Place Analyst

In the bond track, the solid track of the three tracks, the average yield for 2020 is 0.57% and ranges from 0.5% to 0.65%. The average yield for the last year is 2.46%, the average yield for 3 years is 8.77% and the average yield for 5 16.44% years.

In first place in the bond track training is the bond training analyst with 0.65% in January. Analysts peaked at 1.3% in the past year, 4.77% for 3 years, and 14.56% for 5 years. In second place is the bond training tower with 0.6%.

In the rest of the time, Altshuler Shaham is leading the way in continuing to study bonds without shares, with 4.09% yield in the last 12 months, 12.85% yield in 3 years, and 20.11% yield in 5 years.