קרנות פנסיה
הראל פנסיה עוקב מדד s1;p 500
Returns, performance and investment exposure
Fund / track number 13415 · Data as of 08/2026
Cumulative return · 12 months7.43%Back to comparison
Last month0.84%
Year to date5.41%
3 years34.10%
5 years63.18%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 3.19% | 3.19% |
| 10/2024 | -0.15% | 3.04% |
| 11/2024 | 2.46% | 5.57% |
| 12/2024 | -1.15% | 4.36% |
| 01/2025 | 0.83% | 5.22% |
| 02/2025 | -2.24% | 2.87% |
| 03/2025 | -0.74% | 2.10% |
| 04/2025 | -1.66% | 0.41% |
| 05/2025 | 2.63% | 3.05% |
| 06/2025 | 0.66% | 3.73% |
| 07/2025 | 2.46% | 6.28% |
| 08/2025 | 0.16% | 6.45% |
| 09/2025 | 2.23% | 8.83% |
| 10/2025 | 0.55% | 9.42% |
| 11/2025 | 0.52% | 9.99% |
| 12/2025 | -1.37% | 8.49% |
| 01/2026 | -1.08% | 7.31% |
| 02/2026 | 0.11% | 7.43% |
| 03/2026 | -2.88% | 4.34% |
| 04/2026 | 2.54% | 6.99% |
| 05/2026 | 0.75% | 7.79% |
| 06/2026 | 3.46% | 11.52% |
| 07/2026 | 1.69% | 13.41% |
| 08/2026 | 0.84% | 14.36% |
Calendar-year returns
202420.98%
20253.96%
Investment exposure
- Equity exposure
- 73.00%
- Overseas exposure
- 79.33%
- Foreign currency exposure
- 72.34%
— 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.