קרנות השתלמות
הראל השתלמות עוקב מדדים- אג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 15299 · Data as of 08/2026
Cumulative return · 12 months8.15%Back to comparison
Last month0.80%
Year to date4.31%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.16% | 1.16% |
| 10/2024 | 0.17% | 1.33% |
| 11/2024 | 1.41% | 2.76% |
| 12/2024 | 0.56% | 3.34% |
| 01/2025 | 0.67% | 4.03% |
| 02/2025 | 0.50% | 4.55% |
| 03/2025 | -1.10% | 3.40% |
| 04/2025 | 0.60% | 4.02% |
| 05/2025 | 1.12% | 5.18% |
| 06/2025 | 2.28% | 7.58% |
| 07/2025 | 0.73% | 8.37% |
| 08/2025 | 0.73% | 9.16% |
| 09/2025 | 1.30% | 10.58% |
| 10/2025 | 1.24% | 11.95% |
| 11/2025 | 0.42% | 12.42% |
| 12/2025 | 0.68% | 13.18% |
| 01/2026 | 1.19% | 14.53% |
| 02/2026 | 0.34% | 14.92% |
| 03/2026 | -1.66% | 13.01% |
| 04/2026 | 2.29% | 15.60% |
| 05/2026 | 1.47% | 17.30% |
| 06/2026 | 0.01% | 17.31% |
| 07/2026 | -0.16% | 17.12% |
| 08/2026 | 0.80% | 18.06% |
Calendar-year returns
2024—
20259.53%
Investment exposure
- Equity exposure
- 22.49%
- Overseas exposure
- 17.77%
- 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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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.