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הראל גמל - עוקב מדד s&p 500

Returns, performance and investment exposure

Fund / track number 13501 · Data as of 08/2026

Cumulative return · 12 months7.70%Back to comparison
Last month0.91%
Year to date5.61%
3 years37.56%
5 years67.54%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.86%3.86%
10/2024-0.27%3.58%
11/20243.10%6.79%
12/2024-1.59%5.09%
01/20251.07%6.22%
02/2025-3.39%2.62%
03/2025-1.21%1.37%
04/2025-2.63%-1.29%
05/20253.09%1.76%
06/20250.86%2.63%
07/20253.12%5.84%
08/2025-0.06%5.77%
09/20252.66%8.59%
10/20250.83%9.49%
11/20250.39%9.91%
12/2025-1.86%7.87%
01/2026-1.63%6.11%
02/20260.12%6.24%
03/2026-4.22%1.76%
04/20263.23%5.04%
05/20260.44%5.50%
06/20264.73%10.49%
07/20262.17%12.89%
08/20260.91%13.92%

Calendar-year returns

202425.80%
20252.64%

Investment exposure

Equity exposure
99.52%
Overseas exposure
108.17%
Foreign currency exposure
98.64%

— 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.