קרנות פנסיה
הראל פנסיה כללית - כללי
Returns, performance and investment exposure
Fund / track number 2164 · Data as of 08/2026
Cumulative return · 12 months12.72%Back to comparison
Last month0.95%
Year to date6.58%
3 years35.85%
5 years38.28%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.55% | 1.55% |
| 10/2024 | 0.05% | 1.60% |
| 11/2024 | 1.79% | 3.42% |
| 12/2024 | 0.23% | 3.66% |
| 01/2025 | 1.10% | 4.80% |
| 02/2025 | -0.18% | 4.61% |
| 03/2025 | -0.70% | 3.88% |
| 04/2025 | 0.69% | 4.59% |
| 05/2025 | 1.97% | 6.65% |
| 06/2025 | 2.80% | 9.64% |
| 07/2025 | 0.83% | 10.55% |
| 08/2025 | 1.08% | 11.74% |
| 09/2025 | 2.11% | 14.10% |
| 10/2025 | 1.61% | 15.94% |
| 11/2025 | 1.03% | 17.13% |
| 12/2025 | 0.89% | 18.18% |
| 01/2026 | 2.41% | 21.02% |
| 02/2026 | 0.71% | 21.88% |
| 03/2026 | -2.54% | 18.79% |
| 04/2026 | 4.57% | 24.22% |
| 05/2026 | 2.28% | 27.05% |
| 06/2026 | -0.63% | 26.25% |
| 07/2026 | -1.17% | 24.77% |
| 08/2026 | 0.95% | 25.96% |
Calendar-year returns
202411.07%
202514.01%
Investment exposure
- Equity exposure
- 51.07%
- Overseas exposure
- 54.84%
- Foreign currency exposure
- 17.79%
— 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.