קרנות פנסיה
הראל פנסיה כללית - גילאי 50 עד 60
Returns, performance and investment exposure
Fund / track number 9858 · Data as of 08/2026
Cumulative return · 12 months13.73%Back to comparison
Last month1.19%
Year to date7.20%
3 years38.74%
5 years39.66%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.71% | 1.71% |
| 10/2024 | -0.01% | 1.70% |
| 11/2024 | 1.78% | 3.51% |
| 12/2024 | 0.37% | 3.89% |
| 01/2025 | 1.28% | 5.22% |
| 02/2025 | -0.20% | 5.01% |
| 03/2025 | -0.98% | 3.98% |
| 04/2025 | 0.79% | 4.80% |
| 05/2025 | 2.09% | 7.00% |
| 06/2025 | 2.99% | 10.19% |
| 07/2025 | 0.87% | 11.15% |
| 08/2025 | 1.07% | 12.34% |
| 09/2025 | 2.16% | 14.77% |
| 10/2025 | 1.68% | 16.70% |
| 11/2025 | 1.16% | 18.05% |
| 12/2025 | 0.96% | 19.18% |
| 01/2026 | 2.48% | 22.14% |
| 02/2026 | 0.73% | 23.03% |
| 03/2026 | -2.81% | 19.57% |
| 04/2026 | 4.84% | 25.36% |
| 05/2026 | 2.48% | 28.47% |
| 06/2026 | -0.40% | 27.96% |
| 07/2026 | -1.32% | 26.27% |
| 08/2026 | 1.19% | 27.77% |
Calendar-year returns
202411.39%
202514.72%
Investment exposure
- Equity exposure
- 50.51%
- Overseas exposure
- 51.66%
- Foreign currency exposure
- 18.07%
— 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.