קרנות פנסיה

הראל פנסיה כללית - מקבלי קצבה קיימים

Returns, performance and investment exposure

Fund / track number 2204 · Data as of 08/2026

Cumulative return · 12 months3.71%Back to comparison
Last month0.28%
Year to date1.27%
3 years8.80%
5 years2.97%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/2024-0.22%-0.22%
10/20240.38%0.16%
11/20241.88%2.04%
12/20240.67%2.73%
01/2025-0.13%2.59%
02/20250.88%3.50%
03/2025-1.61%1.83%
04/20251.20%3.05%
05/2025-1.10%1.92%
06/20253.24%5.22%
07/2025-0.07%5.15%
08/20250.66%5.84%
09/20251.08%6.98%
10/20251.34%8.42%
11/20250.09%8.51%
12/2025-0.12%8.38%
01/20260.16%8.56%
02/2026-0.35%8.18%
03/2026-1.38%6.68%
04/20261.01%7.76%
05/20261.94%9.85%
06/20260.28%10.16%
07/2026-0.64%9.45%
08/20260.28%9.76%

Calendar-year returns

20243.41%
20255.51%

Investment exposure

Equity exposure
0.00%
Overseas exposure
0.89%
Foreign currency exposure
0.06%

— 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.