פוליסות חיסכון

הראל עוקב מדדים אג"ח עד 25% מניות

Returns, performance and investment exposure

Fund / track number 15316 · Data as of 08/2026

Cumulative return · 12 months8.13%Back to comparison
Last month0.80%
Year to date4.30%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.21%1.21%
10/20240.17%1.38%
11/20241.41%2.81%
12/20240.57%3.40%
01/20250.66%4.08%
02/20250.49%4.59%
03/2025-1.10%3.44%
04/20250.61%4.07%
05/20251.10%5.22%
06/20252.28%7.61%
07/20250.73%8.40%
08/20250.73%9.19%
09/20251.30%10.61%
10/20251.23%11.97%
11/20250.42%12.44%
12/20250.68%13.21%
01/20261.19%14.55%
02/20260.35%14.95%
03/2026-1.66%13.05%
04/20262.28%15.62%
05/20261.46%17.31%
06/20260.01%17.32%
07/2026-0.16%17.14%
08/20260.80%18.07%

Calendar-year returns

2024—
20259.49%

— 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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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.