מרכזית לפיצויים
הראל קופה לפנסיה תקציבית
Returns, performance and investment exposure
Fund / track number 1296 · Data as of 08/2026
Cumulative return · 12 months14.19%Back to comparison
Last month1.12%
Year to date7.39%
3 years41.07%
5 years41.72%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.64% | 1.64% |
| 10/2024 | 0.22% | 1.86% |
| 11/2024 | 2.01% | 3.91% |
| 12/2024 | 0.53% | 4.46% |
| 01/2025 | 1.42% | 5.95% |
| 02/2025 | -0.21% | 5.72% |
| 03/2025 | -1.35% | 4.30% |
| 04/2025 | 0.88% | 5.21% |
| 05/2025 | 2.30% | 7.63% |
| 06/2025 | 3.31% | 11.20% |
| 07/2025 | 0.86% | 12.15% |
| 08/2025 | 1.10% | 13.39% |
| 09/2025 | 2.28% | 15.97% |
| 10/2025 | 1.83% | 18.09% |
| 11/2025 | 1.12% | 19.42% |
| 12/2025 | 0.97% | 20.57% |
| 01/2026 | 2.86% | 24.02% |
| 02/2026 | 0.75% | 24.95% |
| 03/2026 | -3.27% | 20.87% |
| 04/2026 | 5.51% | 27.53% |
| 05/2026 | 2.79% | 31.08% |
| 06/2026 | -0.79% | 30.05% |
| 07/2026 | -1.54% | 28.05% |
| 08/2026 | 1.12% | 29.48% |
Calendar-year returns
202412.01%
202515.42%
Investment exposure
- Equity exposure
- 57.16%
- Overseas exposure
- 50.31%
- Foreign currency exposure
- 18.07%
— 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.