קופת גמל להשקעה

הראל גמל להשקעה מניות

Returns, performance and investment exposure

Fund / track number 8522 · Data as of 08/2026

Cumulative return · 12 months21.72%Back to comparison
Last month2.33%
Year to date9.40%
3 years88.03%
5 years96.84%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.41%2.41%
10/20241.33%3.77%
11/20244.09%8.02%
12/20242.60%10.82%
01/20253.78%15.01%
02/20250.08%15.11%
03/2025-2.50%12.23%
04/20251.97%14.44%
05/20256.03%21.34%
06/20255.55%28.07%
07/20252.86%31.74%
08/20250.83%32.83%
09/20253.55%37.55%
10/20252.29%40.70%
11/20251.94%43.43%
12/20253.04%47.79%
01/20264.56%54.52%
02/20260.94%55.98%
03/2026-4.09%49.60%
04/20266.96%60.01%
05/20262.16%63.47%
06/2026-4.17%56.65%
07/20260.86%58.00%
08/20262.33%61.68%

Calendar-year returns

202426.66%
202533.35%

Investment exposure

Equity exposure
95.23%
Overseas exposure
63.25%
Foreign currency exposure
24.64%

— 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.