קופת גמל להשקעה
הראל גמל להשקעה אשראי ואג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 8521 · Data as of 08/2026
Cumulative return · 12 months8.22%Back to comparison
Last month0.72%
Year to date4.10%
3 years27.92%
5 years26.53%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.11% | 1.11% |
| 10/2024 | 0.56% | 1.68% |
| 11/2024 | 1.30% | 3.00% |
| 12/2024 | 1.06% | 4.09% |
| 01/2025 | 0.91% | 5.04% |
| 02/2025 | 0.52% | 5.58% |
| 03/2025 | -0.37% | 5.19% |
| 04/2025 | 1.04% | 6.29% |
| 05/2025 | 1.04% | 7.39% |
| 06/2025 | 2.21% | 9.77% |
| 07/2025 | 0.63% | 10.46% |
| 08/2025 | 0.76% | 11.30% |
| 09/2025 | 1.17% | 12.60% |
| 10/2025 | 1.06% | 13.79% |
| 11/2025 | 0.71% | 14.60% |
| 12/2025 | 0.96% | 15.70% |
| 01/2026 | 1.18% | 17.07% |
| 02/2026 | 0.22% | 17.32% |
| 03/2026 | -0.90% | 16.27% |
| 04/2026 | 1.45% | 17.95% |
| 05/2026 | 1.15% | 19.31% |
| 06/2026 | 0.05% | 19.37% |
| 07/2026 | 0.18% | 19.58% |
| 08/2026 | 0.72% | 20.44% |
Calendar-year returns
20249.32%
202511.15%
Investment exposure
- Equity exposure
- 18.30%
- Overseas exposure
- 19.98%
- Foreign currency exposure
- 14.19%
— 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.