קרנות פנסיה

הראל פנסיה- קיימות

Returns, performance and investment exposure

Fund / track number 14200 · Data as of 08/2026

Cumulative return · 12 months9.19%Back to comparison
Last month0.43%
Year to date4.40%
3 years9.79%
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.06%1.06%
10/2024-4.30%-3.29%
11/2024-0.69%-3.95%
12/2024-4.57%-8.34%
01/20250.61%-7.78%
02/20250.18%-7.62%
03/2025-0.89%-8.44%
04/20250.25%-8.21%
05/20252.76%-5.68%
06/20250.85%-4.88%
07/20251.71%-3.25%
08/20251.70%-1.60%
09/20251.45%-0.18%
10/20251.63%1.45%
11/20252.15%3.63%
12/2025-0.70%2.91%
01/20262.46%5.44%
02/20261.37%6.88%
03/2026-3.32%3.33%
04/20262.04%5.44%
05/20262.42%7.99%
06/20260.13%8.13%
07/2026-1.07%6.98%
08/20260.43%7.44%

Calendar-year returns

2024-3.34%
202512.27%

Investment exposure

Equity exposure
64.00%
Overseas exposure
66.17%
Foreign currency exposure
20.94%

— 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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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.