קופת גמל להשקעה

הראל גמל להשקעה עוקב מדדים- אג"ח עם מניות (עד 25% מניות)

Returns, performance and investment exposure

Fund / track number 15290 · Data as of 08/2026

Cumulative return · 12 months8.20%Back to comparison
Last month0.81%
Year to date4.34%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.14%1.14%
10/20240.20%1.34%
11/20241.42%2.78%
12/20240.57%3.37%
01/20250.66%4.05%
02/20250.50%4.57%
03/2025-1.11%3.41%
04/20250.61%4.04%
05/20251.13%5.22%
06/20252.29%7.62%
07/20250.72%8.40%
08/20250.73%9.19%
09/20251.32%10.63%
10/20251.24%12.00%
11/20250.41%12.46%
12/20250.68%13.23%
01/20261.19%14.58%
02/20260.34%14.97%
03/2026-1.65%13.07%
04/20262.30%15.67%
05/20261.47%17.37%
06/20260.01%17.38%
07/2026-0.16%17.19%
08/20260.81%18.14%

Calendar-year returns

2024—
20259.54%

Investment exposure

Equity exposure
22.49%
Overseas exposure
17.78%
Foreign currency exposure
10.13%

— 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.