נתונים היסטוריים · קופות גמל להשקעה
הראל גמל להשקעה עוקב מדד s&p 500
נתונים היסטוריים מלאים עבור הראל גמל להשקעה עוקב מדד s&p 500, 61 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 13414 | שם קרן: הראל גמל להשקעה עוקב מדד s&p 500 | סיווג קרן: קופת גמל להשקעה | חברה שולטת: הראל השקעות בביטוח ושירותים פיננסיים בע"מ | חברה מנהלת: הראל פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: עוקבי מדדים | תת התמחות: עוקב מדד s&p 500.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על הראל גמל להשקעה עוקב מדד s&p 500 ישירות למייל.
| חודש | תשואה חודשית | תשואה מצטברת | דמי ניהול שנתיים | אלפא | שארפ | סטיית תקן | הפקדות נטו (מ׳ ש״ח) |
סך הנכסים (מ׳ ש״ח) |
חשיפה למניות | חשיפה לחו״ל | חשיפה למט״ח |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05 | +0.44% | +65.87% | 0.56% | +4.32% | 0.66 | 10.13% | -8.88 | 2004.89 | 99.74% | 106.85% | 98.92% |
| 2026-04 | +3.23% | +65.14% | 0.56% | +3.12% | 0.66 | 10.13% | +4.97 | 2004.99 | 99.56% | 106.96% | 98.88% |
| 2026-03 | -4.22% | +59.98% | 0.56% | — | — | — | -36.05 | 1939.22 | 99.47% | 106.34% | 98.69% |
| 2026-02 | +0.11% | +67.02% | 0.56% | — | — | — | -53.35 | 2065.06 | 99.07% | 105.65% | 98.30% |
| 2026-01 | -1.62% | +66.84% | 0.56% | — | — | — | -18.55 | 2111.96 | 99.06% | 105.13% | 98.39% |
| 2025-12 | -1.86% | +69.59% | 0.55% | — | — | — | -3.44 | 2174.63 | 99.17% | 105.51% | 98.60% |
| 2025-11 | +0.38% | +72.80% | 0.55% | — | — | — | -10.48 | 2214.98 | 99.73% | 107.12% | 98.91% |
| 2025-10 | +0.83% | +72.15% | 0.55% | — | — | — | -9.38 | 2215.73 | 98.87% | 105.79% | 98.08% |
| 2025-09 | +2.66% | +70.73% | 0.55% | — | — | — | +7.37 | 2211.53 | 99.37% | 106.37% | 98.48% |
| 2025-08 | -0.07% | +66.31% | 0.55% | — | — | — | +6.76 | 2148.10 | 99.45% | 105.91% | 98.77% |
| 2025-07 | +3.12% | +66.42% | 0.55% | — | — | — | -9.18 | 2143.52 | 99.38% | 108.84% | 98.62% |
| 2025-06 | +0.86% | +61.39% | 0.55% | — | — | — | +9.55 | 2088.00 | 99.33% | 106.78% | 98.76% |
| 2025-05 | +3.09% | +60.01% | 0.55% | — | — | — | +42.54 | 2065.21 | 99.31% | 107.76% | 98.70% |
| 2025-04 | -2.66% | +55.22% | 0.55% | — | — | — | +30.19 | 1959.87 | 99.25% | 108.29% | 98.63% |
| 2025-03 | -1.20% | +59.46% | 0.55% | — | — | — | +11.30 | 1983.95 | 99.30% | 105.86% | 98.69% |
| 2025-02 | -3.39% | +61.39% | 0.55% | — | — | — | +43.54 | 2031.24 | 99.02% | 104.34% | 98.44% |
| 2025-01 | +1.08% | +67.06% | 0.55% | — | — | — | +109.82 | 2019.95 | 99.19% | 105.26% | 98.69% |
| 2024-12 | -1.58% | +65.27% | 0.52% | — | — | — | +124.14 | 1904.18 | 98.63% | 103.31% | 98.20% |
| 2024-11 | +3.11% | +67.93% | 0.52% | — | — | — | +87.75 | 1807.43 | 98.79% | 52.20% | 98.63% |
| 2024-10 | -0.27% | +62.86% | 0.52% | — | — | — | +70.25 | 1664.18 | 99.13% | 58.88% | 99.08% |
| 2024-09 | +3.87% | +63.30% | 0.52% | — | — | — | +82.61 | 1599.68 | 99.00% | 63.39% | 98.76% |
| 2024-08 | -0.89% | +57.22% | 0.52% | — | — | — | +58.67 | 1465.25 | 98.62% | 67.20% | 98.44% |
| 2024-07 | +1.05% | +58.63% | 0.52% | — | — | — | +100.84 | 1416.60 | 97.82% | 69.55% | 97.61% |
| 2024-06 | +5.68% | +56.98% | 0.52% | — | — | — | +91.78 | 1305.66 | 96.46% | 75.18% | 96.25% |
| 2024-05 | +2.14% | +48.54% | 0.52% | — | — | — | +88.95 | 1144.75 | 98.51% | 78.00% | 98.19% |
| 2024-04 | -1.34% | +45.43% | 0.52% | — | — | — | +62.96 | 1036.28 | 98.02% | 83.63% | 97.70% |
| 2024-03 | +6.58% | +47.41% | 0.52% | — | — | — | +77.00 | 983.57 | 98.68% | 87.92% | 98.37% |
| 2024-02 | +2.15% | +38.31% | 0.52% | — | — | — | +69.22 | 851.15 | 94.52% | 94.55% | 97.96% |
| 2024-01 | +3.09% | +35.40% | 0.52% | — | — | — | +92.32 | 763.27 | 95.57% | 95.71% | 98.30% |
| 2023-12 | +2.05% | +31.34% | 0.52% | — | — | — | +78.91 | 653.03 | 96.39% | 96.41% | 96.96% |
| 2023-11 | +1.16% | +28.70% | 0.52% | — | — | — | +30.29 | 559.06 | 98.99% | 98.99% | 98.99% |
| 2023-10 | +2.29% | +27.22% | 0.52% | — | — | — | +28.50 | 523.30 | 98.97% | 98.97% | 98.97% |
| 2023-09 | -4.50% | +24.38% | 0.52% | — | — | — | +34.36 | 484.18 | 99.39% | 99.39% | 99.39% |
| 2023-08 | +2.51% | +30.24% | 0.52% | — | — | — | +51.56 | 471.94 | 97.93% | 97.93% | 97.93% |
| 2023-07 | +4.02% | +27.05% | 0.52% | — | — | — | +59.22 | 409.06 | 95.70% | 95.70% | 95.70% |
| 2023-06 | +4.13% | +22.14% | 0.52% | — | — | — | +41.13 | 334.97 | 98.58% | 98.58% | 98.58% |
| 2023-05 | +3.61% | +17.29% | 0.52% | — | — | — | +35.05 | 281.04 | 96.11% | 96.11% | 96.11% |
| 2023-04 | +3.78% | +13.21% | 0.52% | — | — | — | +27.31 | 237.00 | 96.57% | 96.57% | 96.57% |
| 2023-03 | -0.33% | +9.08% | 0.52% | — | — | — | +20.54 | 205.74 | 96.79% | 96.79% | 79.38% |
| 2023-02 | +4.48% | +9.44% | 0.52% | — | — | — | +19.46 | 181.39 | 98.70% | 98.70% | 86.27% |
| 2023-01 | +3.59% | +4.75% | 0.52% | — | — | — | +13.04 | 155.07 | 98.88% | 98.88% | 91.16% |
| 2022-12 | -0.85% | +1.12% | — | — | — | — | +14.75 | 137.27 | 97.91% | 97.91% | 90.89% |
| 2022-11 | +0.13% | +1.99% | — | — | — | — | +5.64 | 123.39 | 98.15% | 98.15% | 91.11% |
| 2022-10 | +5.41% | +1.86% | — | — | — | — | +3.22 | 117.45 | 98.70% | 98.70% | 91.83% |
| 2022-09 | -2.80% | -3.37% | — | — | — | — | +7.29 | 108.26 | 98.60% | 98.60% | 91.69% |
| 2022-08 | -4.23% | -0.59% | — | — | — | — | +8.78 | 104.30 | 99.51% | 99.51% | 92.48% |
| 2022-07 | +5.94% | +3.80% | — | — | — | — | +8.02 | 100.01 | 99.49% | 99.49% | 93.04% |
| 2022-06 | -4.06% | -2.02% | — | — | — | — | +8.94 | 86.49 | 98.30% | 98.30% | 92.54% |
| 2022-05 | -1.99% | +2.13% | — | — | — | — | +8.66 | 81.00 | 98.68% | 98.68% | 93.32% |
| 2022-04 | -3.85% | +4.20% | — | — | — | — | +4.01 | 73.80 | 98.55% | 98.55% | 94.07% |
| 2022-03 | +4.72% | +8.37% | — | — | — | — | +7.43 | 72.62 | 98.97% | 98.97% | 94.63% |
| 2022-02 | -1.15% | +3.49% | — | — | — | — | +6.19 | 62.39 | 98.16% | 98.16% | 94.36% |
| 2022-01 | -5.14% | +4.69% | — | — | — | — | +10.07 | 56.94 | 97.10% | 97.10% | 93.99% |
| 2021-12 | +2.56% | +10.37% | — | — | — | — | +15.99 | 50.06 | 97.08% | 97.08% | 94.01% |
| 2021-11 | +0.40% | +7.61% | — | — | — | — | +8.75 | 32.56 | 96.99% | 96.99% | 93.83% |
| 2021-10 | +2.99% | +7.18% | — | — | — | — | +6.34 | 23.68 | 96.71% | 96.71% | 96.54% |
| 2021-09 | -2.30% | +4.07% | — | — | — | — | +4.04 | 16.98 | 96.70% | 96.70% | 96.70% |
| 2021-08 | +1.48% | +6.52% | — | — | — | — | +3.85 | 13.15 | 94.98% | 94.98% | 94.98% |
| 2021-07 | +2.30% | +4.97% | — | — | — | — | +3.38 | 9.08 | 96.15% | 96.15% | 96.15% |
| 2021-06 | +2.70% | +2.61% | — | — | — | — | +2.16 | 5.56 | 98.74% | 98.74% | 98.74% |
| 2021-05 | -0.09% | -0.09% | — | — | — | — | +1.35 | 3.35 | 93.43% | 93.43% | 93.43% |
המידע המוצג באתר מבוסס על נתונים היסטוריים ומיועד למטרות מידע כללי בלבד. הוא אינו מהווה ייעוץ פנסיוני, ייעוץ השקעות או המלצה לפעולה, ואינו תחליף לייעוץ מקצועי מותאם אישית.