קרנות השתלמות
הראל השתלמות עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 15300 · Data as of 08/2026
Cumulative return · 12 months10.17%Back to comparison
Last month1.11%
Year to date7.19%
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 | 5.91% | 5.91% |
| 10/2024 | -0.28% | 5.61% |
| 11/2024 | 3.93% | 9.76% |
| 12/2024 | 0.18% | 9.96% |
| 01/2025 | 1.31% | 11.40% |
| 02/2025 | -5.81% | 4.93% |
| 03/2025 | -2.62% | 2.18% |
| 04/2025 | -1.47% | 0.68% |
| 05/2025 | 5.68% | 6.40% |
| 06/2025 | 3.34% | 9.95% |
| 07/2025 | 3.13% | 13.39% |
| 08/2025 | 0.31% | 13.74% |
| 09/2025 | 4.39% | 18.74% |
| 10/2025 | 0.84% | 19.73% |
| 11/2025 | -1.14% | 18.37% |
| 12/2025 | -1.24% | 16.90% |
| 01/2026 | -0.27% | 16.59% |
| 02/2026 | -2.06% | 14.18% |
| 03/2026 | -4.21% | 9.38% |
| 04/2026 | 6.44% | 16.42% |
| 05/2026 | 4.17% | 21.28% |
| 06/2026 | 4.63% | 26.89% |
| 07/2026 | -2.33% | 23.93% |
| 08/2026 | 1.11% | 25.31% |
Calendar-year returns
2024—
20256.31%
Investment exposure
- Equity exposure
- 98.84%
- Overseas exposure
- 100.29%
- Foreign currency exposure
- 97.50%
— 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.