קופת גמל להשקעה

הראל גמל להשקעה כספי (שקלי)

Returns, performance and investment exposure

Fund / track number 13254 · Data as of 08/2026

Cumulative return · 12 months4.13%Back to comparison
Last month0.30%
Year to date2.64%
3 years13.32%
5 years15.95%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.34%0.34%
10/20240.35%0.69%
11/20240.32%1.01%
12/20240.43%1.45%
01/20250.35%1.80%
02/20250.31%2.12%
03/20250.36%2.49%
04/20250.36%2.86%
05/20250.30%3.16%
06/20250.42%3.60%
07/20250.32%3.93%
08/20250.37%4.31%
09/20250.38%4.71%
10/20250.35%5.08%
11/20250.34%5.43%
12/20250.37%5.82%
01/20260.39%6.24%
02/20260.31%6.57%
03/20260.17%6.75%
04/20260.35%7.12%
05/20260.41%7.56%
06/20260.44%8.03%
07/20260.24%8.29%
08/20260.30%8.62%

Calendar-year returns

20244.24%
20254.31%

Investment exposure

Equity exposure
0.00%
Overseas exposure
0.00%
Foreign currency exposure
0.00%

— 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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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.