קרנות פנסיה
הראל פנסיה - אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 2174 · Data as of 08/2026
Cumulative return · 12 months6.10%Back to comparison
Last month0.50%
Year to date3.87%
3 years18.91%
5 years22.87%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.76% | 0.76% |
| 10/2024 | 0.33% | 1.09% |
| 11/2024 | 0.55% | 1.65% |
| 12/2024 | 0.07% | 1.72% |
| 01/2025 | 0.30% | 2.02% |
| 02/2025 | 0.65% | 2.69% |
| 03/2025 | 0.24% | 2.93% |
| 04/2025 | 0.71% | 3.67% |
| 05/2025 | 0.76% | 4.45% |
| 06/2025 | 0.82% | 5.31% |
| 07/2025 | 0.50% | 5.84% |
| 08/2025 | 0.70% | 6.58% |
| 09/2025 | 0.93% | 7.57% |
| 10/2025 | 0.58% | 8.19% |
| 11/2025 | 0.44% | 8.67% |
| 12/2025 | 0.18% | 8.86% |
| 01/2026 | 0.54% | 9.45% |
| 02/2026 | 0.39% | 9.88% |
| 03/2026 | -0.46% | 9.37% |
| 04/2026 | 1.46% | 10.97% |
| 05/2026 | 1.05% | 12.14% |
| 06/2026 | 0.18% | 12.34% |
| 07/2026 | 0.16% | 12.52% |
| 08/2026 | 0.50% | 13.08% |
Calendar-year returns
20245.76%
20257.02%
Investment exposure
- Equity exposure
- 7.69%
- Overseas exposure
- 24.81%
- Foreign currency exposure
- 4.05%
— 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.