קרנות פנסיה
הראל פנסיה - הלכה למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 12028 · Data as of 08/2026
Cumulative return · 12 months8.97%Back to comparison
Last month0.95%
Year to date5.28%
3 years29.41%
5 years47.00%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.29% | 1.29% |
| 10/2024 | 0.13% | 1.42% |
| 11/2024 | 1.35% | 2.79% |
| 12/2024 | 0.29% | 3.09% |
| 01/2025 | 0.63% | 3.74% |
| 02/2025 | 0.36% | 4.11% |
| 03/2025 | -0.54% | 3.55% |
| 04/2025 | 0.90% | 4.48% |
| 05/2025 | 1.91% | 6.48% |
| 06/2025 | 1.50% | 8.07% |
| 07/2025 | 0.82% | 8.96% |
| 08/2025 | 0.91% | 9.95% |
| 09/2025 | 1.61% | 11.72% |
| 10/2025 | 0.56% | 12.35% |
| 11/2025 | 0.82% | 13.27% |
| 12/2025 | 0.47% | 13.80% |
| 01/2026 | 1.38% | 15.37% |
| 02/2026 | 0.40% | 15.83% |
| 03/2026 | -0.80% | 14.91% |
| 04/2026 | 2.11% | 17.33% |
| 05/2026 | 1.97% | 19.64% |
| 06/2026 | -0.43% | 19.13% |
| 07/2026 | -0.37% | 18.69% |
| 08/2026 | 0.95% | 19.82% |
Calendar-year returns
20249.42%
202510.39%
Investment exposure
- Equity exposure
- 19.13%
- Overseas exposure
- 13.58%
- Foreign currency exposure
- 2.22%
— 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.