מרכזית לפיצויים
הראל קמ"פ אג"ח עד 15% מניות
Returns, performance and investment exposure
Fund / track number 743 · Data as of 08/2026
Cumulative return · 12 months6.91%Back to comparison
Last month0.51%
Year to date3.57%
3 years22.60%
5 years22.74%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.77% | 0.77% |
| 10/2024 | 0.37% | 1.14% |
| 11/2024 | 1.42% | 2.58% |
| 12/2024 | 0.60% | 3.19% |
| 01/2025 | 0.66% | 3.88% |
| 02/2025 | 0.52% | 4.42% |
| 03/2025 | -0.68% | 3.71% |
| 04/2025 | 0.82% | 4.56% |
| 05/2025 | 0.76% | 5.35% |
| 06/2025 | 1.97% | 7.43% |
| 07/2025 | 0.55% | 8.02% |
| 08/2025 | 0.79% | 8.87% |
| 09/2025 | 1.21% | 10.19% |
| 10/2025 | 1.16% | 11.47% |
| 11/2025 | 0.51% | 12.03% |
| 12/2025 | 0.31% | 12.38% |
| 01/2026 | 0.98% | 13.48% |
| 02/2026 | 0.46% | 14.01% |
| 03/2026 | -1.44% | 12.36% |
| 04/2026 | 2.07% | 14.69% |
| 05/2026 | 1.50% | 16.41% |
| 06/2026 | 0.16% | 16.60% |
| 07/2026 | -0.68% | 15.80% |
| 08/2026 | 0.51% | 16.39% |
Calendar-year returns
20247.41%
20258.90%
Investment exposure
- Equity exposure
- 14.05%
- Overseas exposure
- 25.14%
- Foreign currency exposure
- 5.92%
— 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.