קרנות פנסיה

הראל פנסיה כללית עוקב מדדי מניות

Returns, performance and investment exposure

Fund / track number 15039 · Data as of 08/2026

Cumulative return · 12 months10.16%Back to comparison
Last month1.11%
Year to date7.22%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20246.10%6.10%
10/2024-0.31%5.77%
11/20243.92%9.92%
12/20240.21%10.15%
01/20251.35%11.64%
02/2025-5.81%5.15%
03/2025-2.63%2.38%
04/2025-1.54%0.81%
05/20255.65%6.50%
06/20253.33%10.05%
07/20253.13%13.49%
08/20250.32%13.86%
09/20254.37%18.83%
10/20250.78%19.76%
11/2025-1.10%18.44%
12/2025-1.23%16.99%
01/2026-0.28%16.66%
02/2026-2.02%14.30%
03/2026-4.19%9.51%
04/20266.41%16.53%
05/20264.16%21.38%
06/20264.64%27.01%
07/2026-2.33%24.05%
08/20261.11%25.43%

Calendar-year returns

202422.37%
20256.21%

Investment exposure

Equity exposure
98.66%
Overseas exposure
100.12%
Foreign currency exposure
97.33%

— 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.