קרנות פנסיה
הראל פנסיה - הלכה
Returns, performance and investment exposure
Fund / track number 2173 · Data as of 08/2026
Cumulative return · 12 months14.77%Back to comparison
Last month1.39%
Year to date8.07%
3 years43.79%
5 years54.72%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.59% | 1.59% |
| 10/2024 | 0.35% | 1.95% |
| 11/2024 | 2.14% | 4.13% |
| 12/2024 | 0.70% | 4.86% |
| 01/2025 | 1.43% | 6.36% |
| 02/2025 | -0.45% | 5.88% |
| 03/2025 | -1.08% | 4.73% |
| 04/2025 | 0.58% | 5.34% |
| 05/2025 | 2.92% | 8.42% |
| 06/2025 | 2.77% | 11.42% |
| 07/2025 | 1.10% | 12.65% |
| 08/2025 | 1.01% | 13.78% |
| 09/2025 | 2.39% | 16.50% |
| 10/2025 | 1.40% | 18.13% |
| 11/2025 | 1.16% | 19.50% |
| 12/2025 | 1.12% | 20.84% |
| 01/2026 | 2.89% | 24.34% |
| 02/2026 | 1.14% | 25.75% |
| 03/2026 | -2.09% | 23.12% |
| 04/2026 | 4.06% | 28.12% |
| 05/2026 | 2.24% | 30.99% |
| 06/2026 | -1.03% | 29.64% |
| 07/2026 | -0.65% | 28.80% |
| 08/2026 | 1.39% | 30.59% |
Calendar-year returns
202413.32%
202515.25%
Investment exposure
- Equity exposure
- 57.25%
- Overseas exposure
- 40.46%
- Foreign currency exposure
- 17.20%
— 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.