קרנות פנסיה
הראל פנסיה - גילאי 50 עד 60
Returns, performance and investment exposure
Fund / track number 9827 · Data as of 08/2026
Cumulative return · 12 months13.81%Back to comparison
Last month1.14%
Year to date7.64%
3 years39.74%
5 years50.62%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.85% | 1.85% |
| 10/2024 | 0.08% | 1.93% |
| 11/2024 | 1.77% | 3.74% |
| 12/2024 | 0.27% | 4.02% |
| 01/2025 | 1.18% | 5.24% |
| 02/2025 | -0.09% | 5.15% |
| 03/2025 | -0.52% | 4.60% |
| 04/2025 | 0.81% | 5.45% |
| 05/2025 | 2.31% | 7.88% |
| 06/2025 | 2.49% | 10.57% |
| 07/2025 | 0.88% | 11.54% |
| 08/2025 | 1.08% | 12.75% |
| 09/2025 | 2.19% | 15.22% |
| 10/2025 | 1.32% | 16.74% |
| 11/2025 | 1.22% | 18.16% |
| 12/2025 | 0.88% | 19.20% |
| 01/2026 | 2.47% | 22.15% |
| 02/2026 | 0.66% | 22.95% |
| 03/2026 | -2.28% | 20.15% |
| 04/2026 | 4.65% | 25.74% |
| 05/2026 | 2.41% | 28.77% |
| 06/2026 | -0.56% | 28.05% |
| 07/2026 | -0.92% | 26.87% |
| 08/2026 | 1.14% | 28.31% |
Calendar-year returns
202412.08%
202514.60%
Investment exposure
- Equity exposure
- 51.41%
- Overseas exposure
- 48.69%
- Foreign currency exposure
- 18.29%
— 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.