קרנות פנסיה
הראל פנסיה- משולב סחיר
Returns, performance and investment exposure
Fund / track number 14199 · Data as of 08/2026
Cumulative return · 12 months9.37%Back to comparison
Last month0.59%
Year to date6.78%
3 years19.19%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.68% | 2.68% |
| 10/2024 | -1.16% | 1.49% |
| 11/2024 | 0.71% | 2.21% |
| 12/2024 | -1.07% | 1.12% |
| 01/2025 | 0.77% | 1.89% |
| 02/2025 | -1.06% | 0.81% |
| 03/2025 | 0.95% | 1.77% |
| 04/2025 | -0.95% | 0.81% |
| 05/2025 | 1.30% | 2.12% |
| 06/2025 | 0.11% | 2.23% |
| 07/2025 | 1.44% | 3.70% |
| 08/2025 | 0.55% | 4.27% |
| 09/2025 | 2.28% | 6.65% |
| 10/2025 | 0.86% | 7.57% |
| 11/2025 | 0.43% | 8.03% |
| 12/2025 | -1.14% | 6.80% |
| 01/2026 | 0.35% | 7.17% |
| 02/2026 | 1.38% | 8.65% |
| 03/2026 | -3.38% | 4.98% |
| 04/2026 | 3.06% | 8.19% |
| 05/2026 | 1.47% | 9.78% |
| 06/2026 | 3.77% | 13.92% |
| 07/2026 | -0.48% | 13.37% |
| 08/2026 | 0.59% | 14.04% |
Calendar-year returns
202412.27%
20255.62%
Investment exposure
- Equity exposure
- 56.00%
- Overseas exposure
- 77.92%
- Foreign currency exposure
- 60.01%
— 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.