פוליסות חיסכון
הראל מסלול בסיסי למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 9565 · Data as of 08/2026
Cumulative return · 12 months9.44%Back to comparison
Last month0.67%
Year to date4.81%
3 years31.41%
5 years33.25%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.56% | 1.56% |
| 10/2024 | 0.10% | 1.66% |
| 11/2024 | 1.72% | 3.41% |
| 12/2024 | 0.39% | 3.81% |
| 01/2025 | 1.05% | 4.90% |
| 02/2025 | 0.11% | 5.02% |
| 03/2025 | -0.42% | 4.58% |
| 04/2025 | 0.74% | 5.35% |
| 05/2025 | 1.28% | 6.70% |
| 06/2025 | 2.35% | 9.21% |
| 07/2025 | 0.64% | 9.91% |
| 08/2025 | 0.92% | 10.92% |
| 09/2025 | 1.66% | 12.76% |
| 10/2025 | 1.28% | 14.20% |
| 11/2025 | 0.90% | 15.23% |
| 12/2025 | 0.51% | 15.82% |
| 01/2026 | 1.52% | 17.58% |
| 02/2026 | 0.59% | 18.27% |
| 03/2026 | -1.82% | 16.12% |
| 04/2026 | 2.78% | 19.35% |
| 05/2026 | 1.62% | 21.28% |
| 06/2026 | 0.15% | 21.46% |
| 07/2026 | -0.73% | 20.58% |
| 08/2026 | 0.67% | 21.38% |
Calendar-year returns
202411.18%
202511.56%
— 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.