פוליסות חיסכון
הראל-קרן י' חדשה
Returns, performance and investment exposure
Fund / track number 259013 · Data as of 08/2026
Cumulative return · 12 months13.80%Back to comparison
Last month1.06%
Year to date7.43%
3 years38.56%
5 years43.99%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.71% | 1.71% |
| 10/2024 | 0.02% | 1.73% |
| 11/2024 | 1.81% | 3.57% |
| 12/2024 | 0.45% | 4.04% |
| 01/2025 | 1.17% | 5.26% |
| 02/2025 | -0.12% | 5.13% |
| 03/2025 | -0.79% | 4.30% |
| 04/2025 | 0.71% | 5.04% |
| 05/2025 | 1.93% | 7.07% |
| 06/2025 | 2.82% | 10.09% |
| 07/2025 | 0.89% | 11.06% |
| 08/2025 | 1.05% | 12.23% |
| 09/2025 | 2.17% | 14.67% |
| 10/2025 | 1.61% | 16.51% |
| 11/2025 | 1.04% | 17.72% |
| 12/2025 | 0.99% | 18.89% |
| 01/2026 | 2.43% | 21.78% |
| 02/2026 | 0.79% | 22.74% |
| 03/2026 | -2.54% | 19.62% |
| 04/2026 | 4.69% | 25.23% |
| 05/2026 | 2.48% | 28.34% |
| 06/2026 | -0.38% | 27.85% |
| 07/2026 | -1.15% | 26.38% |
| 08/2026 | 1.06% | 27.72% |
Calendar-year returns
202411.77%
202514.28%
— 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.