קרנות פנסיה
הראל פנסיה - גילאי 60 ומעלה
Returns, performance and investment exposure
Fund / track number 9829 · Data as of 08/2026
Cumulative return · 12 months10.22%Back to comparison
Last month0.82%
Year to date5.82%
3 years29.93%
5 years37.10%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.35% | 1.35% |
| 10/2024 | 0.16% | 1.51% |
| 11/2024 | 1.41% | 2.94% |
| 12/2024 | 0.30% | 3.25% |
| 01/2025 | 0.74% | 4.02% |
| 02/2025 | 0.32% | 4.35% |
| 03/2025 | -0.38% | 3.95% |
| 04/2025 | 0.81% | 4.79% |
| 05/2025 | 1.59% | 6.46% |
| 06/2025 | 1.88% | 8.46% |
| 07/2025 | 0.75% | 9.28% |
| 08/2025 | 0.93% | 10.29% |
| 09/2025 | 1.63% | 12.09% |
| 10/2025 | 1.05% | 13.27% |
| 11/2025 | 0.94% | 14.33% |
| 12/2025 | 0.48% | 14.88% |
| 01/2026 | 1.55% | 16.66% |
| 02/2026 | 0.58% | 17.34% |
| 03/2026 | -1.46% | 15.62% |
| 04/2026 | 3.06% | 19.16% |
| 05/2026 | 1.82% | 21.33% |
| 06/2026 | -0.11% | 21.20% |
| 07/2026 | -0.51% | 20.58% |
| 08/2026 | 0.82% | 21.57% |
Calendar-year returns
20249.32%
202511.26%
Investment exposure
- Equity exposure
- 31.39%
- Overseas exposure
- 37.27%
- Foreign currency exposure
- 13.87%
— 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.