קרנות השתלמות
הראל השתלמות מסלול מניות
Returns, performance and investment exposure
Fund / track number 763 · Data as of 08/2026
Cumulative return · 12 months23.74%Back to comparison
Last month1.84%
Year to date11.92%
3 years73.66%
5 years76.59%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.87% | 2.87% |
| 10/2024 | 0.18% | 3.06% |
| 11/2024 | 3.39% | 6.55% |
| 12/2024 | 0.73% | 7.33% |
| 01/2025 | 2.65% | 10.17% |
| 02/2025 | -1.08% | 8.98% |
| 03/2025 | -2.42% | 6.34% |
| 04/2025 | 0.94% | 7.34% |
| 05/2025 | 5.25% | 12.98% |
| 06/2025 | 5.36% | 19.03% |
| 07/2025 | 1.55% | 20.88% |
| 08/2025 | 1.51% | 22.70% |
| 09/2025 | 3.80% | 27.37% |
| 10/2025 | 2.61% | 30.69% |
| 11/2025 | 1.84% | 33.10% |
| 12/2025 | 1.93% | 35.67% |
| 01/2026 | 5.06% | 42.53% |
| 02/2026 | 1.03% | 44.00% |
| 03/2026 | -4.76% | 37.14% |
| 04/2026 | 9.25% | 49.83% |
| 05/2026 | 4.00% | 55.82% |
| 06/2026 | -2.26% | 52.30% |
| 07/2026 | -2.11% | 49.09% |
| 08/2026 | 1.84% | 51.83% |
Calendar-year returns
202420.29%
202526.40%
Investment exposure
- Equity exposure
- 98.88%
- Overseas exposure
- 76.76%
- Foreign currency exposure
- 23.60%
— 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.
Free initial review
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.