קרנות השתלמות
הראל השתלמות מסלול כספי (שקלי)
Returns, performance and investment exposure
Fund / track number 14716 · Data as of 08/2026
Cumulative return · 12 months4.22%Back to comparison
Last month0.33%
Year to date2.68%
3 years13.86%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.36% | 0.36% |
| 10/2024 | 0.36% | 0.72% |
| 11/2024 | 0.31% | 1.03% |
| 12/2024 | 0.46% | 1.50% |
| 01/2025 | 0.36% | 1.86% |
| 02/2025 | 0.32% | 2.19% |
| 03/2025 | 0.39% | 2.59% |
| 04/2025 | 0.36% | 2.96% |
| 05/2025 | 0.35% | 3.32% |
| 06/2025 | 0.43% | 3.76% |
| 07/2025 | 0.36% | 4.14% |
| 08/2025 | 0.40% | 4.55% |
| 09/2025 | 0.38% | 4.95% |
| 10/2025 | 0.37% | 5.34% |
| 11/2025 | 0.37% | 5.73% |
| 12/2025 | 0.37% | 6.12% |
| 01/2026 | 0.37% | 6.51% |
| 02/2026 | 0.30% | 6.83% |
| 03/2026 | 0.27% | 7.12% |
| 04/2026 | 0.35% | 7.49% |
| 05/2026 | 0.37% | 7.89% |
| 06/2026 | 0.40% | 8.32% |
| 07/2026 | 0.26% | 8.61% |
| 08/2026 | 0.33% | 8.96% |
Calendar-year returns
20244.40%
20254.55%
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.
Free initial review
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.