קרנות השתלמות
הראל השתלמות - עוקב מדד s&p 500
Returns, performance and investment exposure
Fund / track number 13502 · Data as of 08/2026
Cumulative return · 12 months7.72%Back to comparison
Last month0.90%
Year to date5.63%
3 years37.56%
5 years67.79%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.87% | 3.87% |
| 10/2024 | -0.27% | 3.59% |
| 11/2024 | 3.11% | 6.81% |
| 12/2024 | -1.58% | 5.12% |
| 01/2025 | 1.08% | 6.26% |
| 02/2025 | -3.39% | 2.66% |
| 03/2025 | -1.20% | 1.42% |
| 04/2025 | -2.64% | -1.25% |
| 05/2025 | 3.09% | 1.80% |
| 06/2025 | 0.86% | 2.67% |
| 07/2025 | 3.12% | 5.88% |
| 08/2025 | -0.07% | 5.80% |
| 09/2025 | 2.67% | 8.63% |
| 10/2025 | 0.82% | 9.52% |
| 11/2025 | 0.39% | 9.95% |
| 12/2025 | -1.86% | 7.90% |
| 01/2026 | -1.62% | 6.15% |
| 02/2026 | 0.12% | 6.28% |
| 03/2026 | -4.22% | 1.80% |
| 04/2026 | 3.23% | 5.08% |
| 05/2026 | 0.45% | 5.56% |
| 06/2026 | 4.73% | 10.55% |
| 07/2026 | 2.18% | 12.96% |
| 08/2026 | 0.90% | 13.98% |
Calendar-year returns
202425.83%
20252.64%
Investment exposure
- Equity exposure
- 99.58%
- Overseas exposure
- 108.22%
- Foreign currency exposure
- 98.68%
— 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.