קרנות השתלמות
הראל השתלמות אשראי ואג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 416 · Data as of 08/2026
Cumulative return · 12 months5.83%Back to comparison
Last month0.32%
Year to date3.00%
3 years17.98%
5 years20.43%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.65% | 0.65% |
| 10/2024 | 0.18% | 0.83% |
| 11/2024 | 1.12% | 1.96% |
| 12/2024 | 0.31% | 2.28% |
| 01/2025 | 0.21% | 2.49% |
| 02/2025 | 0.56% | 3.07% |
| 03/2025 | 0.40% | 3.48% |
| 04/2025 | 0.74% | 4.24% |
| 05/2025 | -0.01% | 4.23% |
| 06/2025 | 0.90% | 5.17% |
| 07/2025 | 0.27% | 5.45% |
| 08/2025 | 0.81% | 6.31% |
| 09/2025 | 1.07% | 7.45% |
| 10/2025 | 0.97% | 8.49% |
| 11/2025 | 0.51% | 9.04% |
| 12/2025 | 0.17% | 9.23% |
| 01/2026 | 0.64% | 9.93% |
| 02/2026 | 0.48% | 10.45% |
| 03/2026 | -0.96% | 9.39% |
| 04/2026 | 1.33% | 10.85% |
| 05/2026 | 1.10% | 12.07% |
| 06/2026 | 0.44% | 12.56% |
| 07/2026 | -0.37% | 12.14% |
| 08/2026 | 0.32% | 12.50% |
Calendar-year returns
20246.59%
20256.80%
Investment exposure
- Equity exposure
- 14.60%
- Overseas exposure
- 31.71%
- Foreign currency exposure
- 11.09%
— 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.