קרנות פנסיה
הראל פנסיה כללית - גילאי 50 ומטה
Returns, performance and investment exposure
Fund / track number 9862 · Data as of 08/2026
Cumulative return · 12 months16.99%Back to comparison
Last month1.24%
Year to date8.20%
3 years45.98%
5 years47.83%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.90% | 1.90% |
| 10/2024 | -0.07% | 1.83% |
| 11/2024 | 1.99% | 3.86% |
| 12/2024 | 0.41% | 4.28% |
| 01/2025 | 1.41% | 5.75% |
| 02/2025 | -0.29% | 5.44% |
| 03/2025 | -1.04% | 4.35% |
| 04/2025 | 0.99% | 5.38% |
| 05/2025 | 2.57% | 8.09% |
| 06/2025 | 3.38% | 11.74% |
| 07/2025 | 0.90% | 12.75% |
| 08/2025 | 1.20% | 14.10% |
| 09/2025 | 2.46% | 16.91% |
| 10/2025 | 2.24% | 19.53% |
| 11/2025 | 1.59% | 21.43% |
| 12/2025 | 1.60% | 23.37% |
| 01/2026 | 2.98% | 27.05% |
| 02/2026 | 0.74% | 27.99% |
| 03/2026 | -2.98% | 24.17% |
| 04/2026 | 5.55% | 31.06% |
| 05/2026 | 2.69% | 34.59% |
| 06/2026 | -0.49% | 33.93% |
| 07/2026 | -1.55% | 31.85% |
| 08/2026 | 1.24% | 33.49% |
Calendar-year returns
202412.56%
202518.31%
Investment exposure
- Equity exposure
- 58.42%
- Overseas exposure
- 59.69%
- Foreign currency exposure
- 19.10%
— 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.