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הראל fidelity מסלול מניות

Returns, performance and investment exposure

Fund / track number 15338 · Data as of 08/2026

Cumulative return · 12 months-2.69%Back to comparison
Last month0.52%
Year to date-4.55%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/2024-5.57%-5.57%
10/2024-1.07%-6.58%
11/20240.24%-6.36%
12/2024-1.99%-8.22%
01/20252.69%-5.75%
02/2025-2.45%-8.06%
03/20250.99%-7.15%
04/2025-1.81%-8.83%
05/20255.56%-3.76%
06/20251.65%-2.17%
07/20251.85%-0.36%
08/2025-0.97%-1.33%
09/20251.29%-0.06%
10/20250.92%0.86%
11/2025-0.30%0.56%
12/20250.03%0.59%
01/2026-2.67%-2.10%
02/2026-3.59%-5.61%
03/2026-5.48%-10.78%
04/20261.93%-9.06%
05/2026-0.20%-9.24%
06/20263.63%-5.95%
07/20261.56%-4.48%
08/20260.52%-3.98%

Calendar-year returns

2024—
20259.60%

— 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.

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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.