קרנות פנסיה
הראל פנסיה עוקב מדדי מניות
Returns, performance and investment exposure
Fund / track number 15038 · Data as of 08/2026
Cumulative return · 12 months9.24%Back to comparison
Last month0.97%
Year to date6.59%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 4.55% | 4.55% |
| 10/2024 | -0.13% | 4.41% |
| 11/2024 | 2.96% | 7.50% |
| 12/2024 | 0.19% | 7.71% |
| 01/2025 | 0.97% | 8.75% |
| 02/2025 | -3.87% | 4.55% |
| 03/2025 | -1.64% | 2.83% |
| 04/2025 | -0.85% | 1.96% |
| 05/2025 | 4.41% | 6.45% |
| 06/2025 | 2.44% | 9.05% |
| 07/2025 | 2.42% | 11.69% |
| 08/2025 | 0.45% | 12.19% |
| 09/2025 | 3.45% | 16.06% |
| 10/2025 | 0.53% | 16.68% |
| 11/2025 | -0.57% | 16.01% |
| 12/2025 | -0.89% | 14.98% |
| 01/2026 | -0.09% | 14.88% |
| 02/2026 | -1.41% | 13.26% |
| 03/2026 | -2.84% | 10.04% |
| 04/2026 | 4.83% | 15.36% |
| 05/2026 | 3.42% | 19.30% |
| 06/2026 | 3.37% | 23.32% |
| 07/2026 | -1.57% | 21.38% |
| 08/2026 | 0.97% | 22.56% |
Calendar-year returns
202417.99%
20256.75%
Investment exposure
- Equity exposure
- 71.94%
- Overseas exposure
- 73.00%
- Foreign currency exposure
- 70.97%
— 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.