קרנות פנסיה

הראל פנסיה - מניות

Returns, performance and investment exposure

Fund / track number 2175 · Data as of 08/2026

Cumulative return · 12 months17.98%Back to comparison
Last month1.39%
Year to date9.50%
3 years56.51%
5 years68.79%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.53%2.53%
10/20240.18%2.71%
11/20242.57%5.35%
12/20240.54%5.92%
01/20251.86%7.89%
02/2025-0.57%7.28%
03/2025-1.43%5.74%
04/20250.87%6.66%
05/20254.03%10.96%
06/20253.71%15.08%
07/20251.34%16.62%
08/20251.23%18.06%
09/20253.00%21.60%
10/20251.76%23.74%
11/20251.56%25.67%
12/20251.22%27.20%
01/20263.50%31.65%
02/20260.83%32.75%
03/2026-3.29%28.38%
04/20266.55%36.79%
05/20263.03%40.93%
06/2026-1.31%39.09%
07/2026-1.23%37.38%
08/20261.39%39.28%

Calendar-year returns

202416.82%
202520.09%

Investment exposure

Equity exposure
71.77%
Overseas exposure
54.20%
Foreign currency exposure
23.19%

— 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.