קרנות פנסיה
הראל פנסיה - כספי (שקלי)
Returns, performance and investment exposure
Fund / track number 9097 · Data as of 08/2026
Cumulative return · 12 months4.84%Back to comparison
Last month0.42%
Year to date3.24%
3 years16.67%
5 years24.97%
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 | 0.32% | 0.94% |
| 11/2024 | 0.46% | 1.41% |
| 12/2024 | 0.35% | 1.76% |
| 01/2025 | 0.30% | 2.07% |
| 02/2025 | 0.47% | 2.55% |
| 03/2025 | 0.40% | 2.96% |
| 04/2025 | 0.49% | 3.46% |
| 05/2025 | 0.69% | 4.17% |
| 06/2025 | 0.35% | 4.54% |
| 07/2025 | 0.45% | 5.01% |
| 08/2025 | 0.50% | 5.53% |
| 09/2025 | 0.57% | 6.14% |
| 10/2025 | 0.22% | 6.37% |
| 11/2025 | 0.50% | 6.90% |
| 12/2025 | 0.25% | 7.17% |
| 01/2026 | 0.37% | 7.57% |
| 02/2026 | 0.25% | 7.83% |
| 03/2026 | 0.36% | 8.22% |
| 04/2026 | 0.48% | 8.74% |
| 05/2026 | 0.70% | 9.50% |
| 06/2026 | 0.32% | 9.85% |
| 07/2026 | 0.30% | 10.18% |
| 08/2026 | 0.42% | 10.65% |
Calendar-year returns
20245.46%
20255.31%
Investment exposure
- Equity exposure
- 0.00%
- Overseas exposure
- 0.00%
- Foreign currency exposure
- 0.00%
— 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.