קרנות פנסיה

הראל פנסיה - גילעד כללי

Returns, performance and investment exposure

Fund / track number 2172 · Data as of 08/2026

Cumulative return · 12 months14.19%Back to comparison
Last month1.16%
Year to date7.97%
3 years39.98%
5 years51.45%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.85%1.85%
10/20240.11%1.96%
11/20241.79%3.79%
12/20240.22%4.02%
01/20251.10%5.16%
02/2025-0.13%5.02%
03/2025-0.46%4.54%
04/20250.70%5.27%
05/20252.33%7.72%
06/20252.42%10.33%
07/20250.93%11.36%
08/20251.10%12.58%
09/20252.13%14.98%
10/20251.33%16.51%
11/20251.29%18.01%
12/20250.89%19.06%
01/20262.43%21.96%
02/20260.64%22.74%
03/2026-2.06%20.21%
04/20264.58%25.71%
05/20262.56%28.93%
06/2026-0.53%28.25%
07/2026-0.91%27.08%
08/20261.16%28.56%

Calendar-year returns

202412.27%
202514.47%

Investment exposure

Equity exposure
52.17%
Overseas exposure
49.75%
Foreign currency exposure
18.25%

— 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.