קרנות השתלמות
הראל השתלמות כללי
Returns, performance and investment exposure
Fund / track number 154 · Data as of 08/2026
Cumulative return · 12 months13.09%Back to comparison
Last month0.98%
Year to date6.85%
3 years37.05%
5 years41.82%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.63% | 1.63% |
| 10/2024 | 0.07% | 1.70% |
| 11/2024 | 1.84% | 3.57% |
| 12/2024 | 0.37% | 3.96% |
| 01/2025 | 1.12% | 5.12% |
| 02/2025 | -0.21% | 4.90% |
| 03/2025 | -0.76% | 4.10% |
| 04/2025 | 0.78% | 4.91% |
| 05/2025 | 2.12% | 7.14% |
| 06/2025 | 2.96% | 10.31% |
| 07/2025 | 0.83% | 11.23% |
| 08/2025 | 1.09% | 12.44% |
| 09/2025 | 2.15% | 14.85% |
| 10/2025 | 1.57% | 16.66% |
| 11/2025 | 1.09% | 17.93% |
| 12/2025 | 0.91% | 19.00% |
| 01/2026 | 2.43% | 21.89% |
| 02/2026 | 0.75% | 22.81% |
| 03/2026 | -2.66% | 19.54% |
| 04/2026 | 4.68% | 25.14% |
| 05/2026 | 2.33% | 28.05% |
| 06/2026 | -0.43% | 27.50% |
| 07/2026 | -1.24% | 25.92% |
| 08/2026 | 0.98% | 27.15% |
Calendar-year returns
202410.90%
202514.47%
Investment exposure
- Equity exposure
- 51.12%
- Overseas exposure
- 55.38%
- Foreign currency exposure
- 18.19%
— 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.