קרנות פנסיה
הראל פנסיה - מקבלי קצבה קיימים
Returns, performance and investment exposure
Fund / track number 2203 · Data as of 08/2026
Cumulative return · 12 months5.24%Back to comparison
Last month0.48%
Year to date3.22%
3 years18.30%
5 years28.66%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.62% | 0.62% |
| 10/2024 | 0.42% | 1.04% |
| 11/2024 | 1.31% | 2.37% |
| 12/2024 | 0.31% | 2.68% |
| 01/2025 | 0.02% | 2.70% |
| 02/2025 | 0.96% | 3.69% |
| 03/2025 | -0.37% | 3.31% |
| 04/2025 | 0.96% | 4.30% |
| 05/2025 | 0.48% | 4.80% |
| 06/2025 | 1.49% | 6.36% |
| 07/2025 | 0.33% | 6.71% |
| 08/2025 | 0.77% | 7.53% |
| 09/2025 | 1.02% | 8.63% |
| 10/2025 | 0.49% | 9.16% |
| 11/2025 | 0.60% | 9.82% |
| 12/2025 | -0.16% | 9.64% |
| 01/2026 | 0.29% | 9.96% |
| 02/2026 | -0.18% | 9.76% |
| 03/2026 | -0.18% | 9.56% |
| 04/2026 | 0.82% | 10.46% |
| 05/2026 | 1.88% | 12.54% |
| 06/2026 | 0.10% | 12.65% |
| 07/2026 | -0.02% | 12.63% |
| 08/2026 | 0.48% | 13.17% |
Calendar-year returns
20246.65%
20256.78%
Investment exposure
- Equity exposure
- 0.85%
- Overseas exposure
- 1.34%
- Foreign currency exposure
- -0.08%
— 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.