קופת גמל להשקעה

הראל גמל להשקעה מסלול סחיר- אג"ח עם מניות (עד 25% מניות)

Returns, performance and investment exposure

Fund / track number 15289 · Data as of 08/2026

Cumulative return · 12 months8.43%Back to comparison
Last month0.43%
Year to date4.55%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.04%1.04%
10/20240.44%1.48%
11/20241.26%2.76%
12/20240.88%3.67%
01/20250.66%4.35%
02/20250.29%4.65%
03/2025-0.75%3.87%
04/20250.94%4.85%
05/20251.21%6.11%
06/20252.32%8.58%
07/20250.48%9.10%
08/20250.81%9.98%
09/20251.33%11.44%
10/20251.03%12.59%
11/20250.60%13.27%
12/20250.70%14.06%
01/20261.35%15.60%
02/20260.26%15.90%
03/2026-1.06%14.67%
04/20261.90%16.85%
05/20261.10%18.14%
06/20260.21%18.38%
07/20260.30%18.74%
08/20260.43%19.25%

Calendar-year returns

2024—
202510.03%

Investment exposure

Equity exposure
24.42%
Overseas exposure
13.90%
Foreign currency exposure
13.90%

— 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.