קרנות פנסיה
הראל פנסיה כללית- הלכה למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 13685 · Data as of 08/2026
Cumulative return · 12 months11.21%Back to comparison
Last month0.81%
Year to date5.52%
3 years32.99%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.32% | 0.32% |
| 10/2024 | 1.17% | 1.49% |
| 11/2024 | 1.67% | 3.19% |
| 12/2024 | 1.78% | 5.03% |
| 01/2025 | 1.01% | 6.09% |
| 02/2025 | 0.68% | 6.81% |
| 03/2025 | -1.03% | 5.71% |
| 04/2025 | 1.70% | 7.50% |
| 05/2025 | 1.04% | 8.62% |
| 06/2025 | 3.56% | 12.49% |
| 07/2025 | 0.20% | 12.71% |
| 08/2025 | 0.99% | 13.83% |
| 09/2025 | 1.59% | 15.64% |
| 10/2025 | 1.32% | 17.17% |
| 11/2025 | 1.04% | 18.39% |
| 12/2025 | 1.33% | 19.96% |
| 01/2026 | 2.38% | 22.81% |
| 02/2026 | 0.91% | 23.93% |
| 03/2026 | -1.79% | 21.71% |
| 04/2026 | 2.71% | 25.01% |
| 05/2026 | 1.63% | 27.05% |
| 06/2026 | -0.61% | 26.28% |
| 07/2026 | -0.56% | 25.57% |
| 08/2026 | 0.81% | 26.59% |
Calendar-year returns
20247.65%
202514.22%
Investment exposure
- Equity exposure
- 30.89%
- Overseas exposure
- 20.26%
- Foreign currency exposure
- 4.43%
— 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.