קרנות השתלמות

הראל השתלמות עוקב מדדים - גמיש

Returns, performance and investment exposure

Fund / track number 15297 · Data as of 08/2026

Cumulative return · 12 months13.52%Back to comparison
Last month1.49%
Year to date7.00%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.52%1.52%
10/20240.46%1.99%
11/20241.95%3.98%
12/20240.70%4.70%
01/20251.24%6.00%
02/20250.20%6.21%
03/2025-2.17%3.91%
04/20250.66%4.59%
05/20252.83%7.55%
06/20253.45%11.27%
07/20251.48%12.91%
08/20250.72%13.73%
09/20252.11%16.12%
10/20251.75%18.16%
11/20250.76%19.06%
12/20251.35%20.66%
01/20262.29%23.43%
02/20260.85%24.47%
03/2026-3.00%20.74%
04/20264.56%26.25%
05/20262.10%28.90%
06/2026-1.35%27.16%
07/20260.04%27.21%
08/20261.49%29.10%

Calendar-year returns

2024—
202515.24%

Investment exposure

Equity exposure
58.16%
Overseas exposure
38.18%
Foreign currency exposure
18.39%

— 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.