קרנות השתלמות
הראל השתלמות משולב סחיר
Returns, performance and investment exposure
Fund / track number 1034 · Data as of 08/2026
Cumulative return · 12 months6.34%Back to comparison
Last month-0.25%
Year to date4.83%
3 years20.07%
5 years32.19%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.18% | 3.18% |
| 10/2024 | -1.45% | 1.68% |
| 11/2024 | 0.05% | 1.73% |
| 12/2024 | -1.25% | 0.46% |
| 01/2025 | 0.44% | 0.91% |
| 02/2025 | -1.24% | -0.35% |
| 03/2025 | 2.31% | 1.96% |
| 04/2025 | -1.67% | 0.25% |
| 05/2025 | -0.02% | 0.23% |
| 06/2025 | -0.68% | -0.45% |
| 07/2025 | 1.62% | 1.16% |
| 08/2025 | 0.19% | 1.36% |
| 09/2025 | 2.38% | 3.77% |
| 10/2025 | 0.75% | 4.55% |
| 11/2025 | 0.41% | 4.98% |
| 12/2025 | -2.06% | 2.81% |
| 01/2026 | -0.72% | 2.07% |
| 02/2026 | 2.52% | 4.65% |
| 03/2026 | -3.68% | 0.79% |
| 04/2026 | 1.27% | 2.07% |
| 05/2026 | -0.25% | 1.82% |
| 06/2026 | 5.90% | 7.83% |
| 07/2026 | 0.21% | 8.05% |
| 08/2026 | -0.25% | 7.78% |
Calendar-year returns
202410.74%
20252.34%
Investment exposure
- Equity exposure
- 56.02%
- Overseas exposure
- 107.88%
- Foreign currency exposure
- 91.03%
— 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.