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הראל גמל - עוקב מדדים גמיש

Returns, performance and investment exposure

Fund / track number 14201 · Data as of 08/2026

Cumulative return · 12 months13.56%Back to comparison
Last month1.49%
Year to date7.03%
3 years42.30%
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.53%1.53%
10/20240.47%2.01%
11/20241.97%4.02%
12/20240.71%4.76%
01/20251.25%6.06%
02/20250.19%6.27%
03/2025-2.17%3.96%
04/20250.66%4.65%
05/20252.84%7.62%
06/20253.44%11.32%
07/20251.49%12.98%
08/20250.72%13.79%
09/20252.10%16.18%
10/20251.75%18.22%
11/20250.77%19.13%
12/20251.35%20.73%
01/20262.30%23.51%
02/20260.85%24.56%
03/2026-2.99%20.84%
04/20264.57%26.36%
05/20262.10%29.01%
06/2026-1.35%27.27%
07/20260.04%27.32%
08/20261.49%29.22%

Calendar-year returns

202413.23%
202515.25%

Investment exposure

Equity exposure
58.19%
Overseas exposure
38.20%
Foreign currency exposure
18.40%

— 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.