חודשים בטווח
125
הראל פנסיה - גילאי 50 עד 60
נתונים היסטוריים מלאים עבור הראל פנסיה - גילאי 50 עד 60, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9827 | שם קרן: הראל פנסיה - גילאי 50 עד 60 | סיווג קרן: קרנות חדשות | חברה שולטת: הראל השקעות בביטוח ושירותים פיננסיים בע"מ | חברה מנהלת: הראל פנסיה וגמל בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על הראל פנסיה - גילאי 50 עד 60 ישירות למייל.
תשואה חודשית אחרונה
+2.41%
תשואה מצטברת מההתחלה
+121.05%
| 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 | +2.41% | +121.05% | 0.16% | +2.04% | 1.44 | 5.09% | +78.49 | 15220.05 | 50.99% | 47.24% | 18.76% |
| 2026-04 | +4.65% | +115.85% | 0.16% | +1.44% | 1.36 | 5.02% | +103.02 | 14780.21 | 52.44% | 47.95% | 18.29% |
| 2026-03 | -2.28% | +106.26% | 0.16% | +1.20% | 1.23 | 4.75% | +117.42 | 14022.92 | 52.29% | 47.43% | 16.09% |
| 2026-02 | +0.66% | +111.07% | 0.16% | +1.44% | 1.62 | 4.57% | +105.71 | 14227.00 | 50.92% | 44.82% | 17.26% |
| 2026-01 | +2.47% | +109.69% | 0.16% | +1.68% | 1.62 | 4.57% | +101.69 | 14005.69 | 51.26% | 45.03% | 17.64% |
| 2025-12 | +0.88% | +104.63% | 0.16% | +1.44% | 1.52 | 4.50% | +86.70 | 13599.67 | 49.69% | 47.62% | 18.15% |
| 2025-11 | +1.22% | +102.85% | 0.16% | +1.56% | 1.52 | 4.50% | +92.30 | 13396.84 | 49.29% | 45.67% | 18.08% |
| 2025-10 | +1.32% | +100.40% | 0.16% | +1.56% | 1.52 | 4.78% | +107.34 | 13142.44 | 49.17% | 45.55% | 18.26% |
| 2025-09 | +2.19% | +97.79% | 0.16% | +1.32% | 1.46 | 4.78% | +101.54 | 12862.86 | 48.98% | 45.59% | 20.07% |
| 2025-08 | +1.08% | +93.55% | 0.16% | +1.44% | 1.32 | 4.78% | +118.94 | 12488.60 | 48.32% | 45.54% | 19.98% |
| 2025-07 | +0.88% | +91.49% | 0.16% | +1.44% | 1.33 | 4.85% | +163.19 | 12233.31 | 47.73% | 45.66% | 20.60% |
| 2025-06 | +2.49% | +89.81% | 0.16% | +1.44% | 1.34 | 4.88% | +142.29 | 11965.85 | 46.20% | 46.45% | 22.09% |
| 2025-05 | +2.31% | +85.20% | 0.16% | +1.92% | 1.21 | 4.85% | +125.73 | 11546.36 | 45.58% | 47.51% | 23.32% |
| 2025-04 | +0.81% | +81.02% | 0.16% | +1.80% | 1.12 | 4.82% | +120.70 | 11152.56 | 45.45% | 49.84% | 23.48% |
| 2025-03 | -0.52% | +79.57% | 0.16% | +1.92% | 1.16 | 5.13% | +164.99 | 10937.43 | 45.96% | 48.66% | 22.64% |
| 2025-02 | -0.09% | +80.51% | 0.16% | +1.80% | 0.96 | 6.27% | +135.86 | 10892.10 | 46.66% | 48.01% | 22.05% |
| 2025-01 | +1.18% | +80.67% | 0.16% | +2.04% | 0.95 | 6.37% | +98.24 | 10690.19 | 46.76% | 49.83% | 22.44% |
| 2024-12 | +0.27% | +78.56% | 0.17% | +1.92% | 0.91 | 6.37% | +157.83 | 10488.84 | 45.50% | 49.49% | 22.30% |
| 2024-11 | +1.77% | +78.08% | 0.17% | +2.16% | 0.94 | 6.37% | +138.36 | 10326.00 | 45.24% | 50.63% | 25.16% |
| 2024-10 | +0.08% | +74.98% | 0.17% | +2.16% | 0.88 | 6.37% | +116.85 | 9985.27 | 44.94% | 51.13% | 26.40% |
| 2024-09 | +1.85% | +74.84% | 0.17% | +2.16% | 0.93 | 6.37% | +141.12 | 9864.21 | 44.95% | 51.89% | 27.31% |
| 2024-08 | +0.95% | +71.67% | 0.17% | — | 0.84 | 6.34% | +155.96 | 9563.52 | 44.16% | 50.41% | 26.54% |
| 2024-07 | +1.35% | +70.05% | 0.17% | +2.16% | 0.84 | 6.34% | +206.08 | 9303.06 | 44.25% | 50.36% | 26.29% |
| 2024-06 | +0.77% | +67.79% | 0.17% | +2.28% | 0.80 | 6.34% | +174.93 | 8975.24 | 43.91% | 50.49% | 26.02% |
| 2024-05 | +1.33% | +66.50% | 0.17% | +2.16% | 0.82 | 6.37% | +175.74 | 8743.38 | 43.60% | 49.38% | 25.49% |
| 2024-04 | -1.04% | +64.32% | 0.17% | +2.04% | 0.74 | 6.44% | +136.08 | 8450.80 | 43.55% | 49.29% | 24.51% |
| 2024-03 | +2.26% | +66.05% | 0.17% | +2.04% | 0.87 | 6.41% | +124.50 | 8400.51 | 44.44% | 49.43% | 24.83% |
| 2024-02 | +1.84% | +62.38% | 0.17% | +2.16% | 0.79 | 6.37% | +137.57 | 8081.62 | 43.86% | 48.98% | 24.02% |
| 2024-01 | +0.08% | +59.44% | 0.17% | +2.16% | 0.73 | 6.34% | +173.97 | 7811.31 | 42.99% | 48.93% | 23.76% |
| 2023-12 | +1.61% | +59.32% | 0.19% | +2.16% | 0.80 | 6.41% | +144.49 | 7636.31 | 41.02% | 47.20% | 24.33% |
| 2023-11 | +2.22% | +56.79% | 0.19% | +2.40% | 0.68 | 6.55% | +122.31 | 7386.53 | 40.88% | 47.64% | 24.23% |
| 2023-10 | -1.82% | +53.39% | 0.19% | +2.40% | 0.60 | 6.51% | +155.24 | 7097.53 | 41.57% | 48.65% | 24.19% |
| 2023-09 | -0.89% | +56.23% | 0.19% | +2.16% | 0.72 | 6.51% | +157.80 | 7061.99 | 42.00% | 47.25% | 23.67% |
| 2023-08 | -0.17% | +57.63% | 0.19% | +2.16% | 0.81 | 6.48% | +162.05 | 6971.06 | 43.82% | 49.69% | 24.55% |
| 2023-07 | +1.95% | +57.90% | 0.19% | +2.16% | 0.87 | 6.48% | +129.94 | 6829.50 | 43.26% | 49.43% | 24.66% |
| 2023-06 | +1.64% | +54.88% | 0.19% | +2.16% | 0.81 | 6.44% | +161.75 | 6591.07 | 42.29% | 49.19% | 24.58% |
| 2023-05 | +0.88% | +52.38% | 0.19% | +2.04% | 0.76 | 6.41% | +149.22 | 6315.58 | 42.37% | 49.01% | 23.82% |
| 2023-04 | +1.50% | +51.05% | 0.19% | +1.92% | 0.74 | 6.41% | +102.57 | 6105.85 | 43.57% | 50.16% | 22.89% |
| 2023-03 | +0.07% | +48.82% | 0.19% | +1.80% | 0.70 | 6.41% | +170.17 | 5944.68 | 43.27% | 50.19% | 22.39% |
| 2023-02 | -0.72% | +48.72% | 0.19% | +2.04% | 0.71 | 6.41% | +114.03 | 5743.29 | 43.35% | 50.32% | 21.79% |
| 2023-01 | +2.13% | +49.79% | 0.19% | +2.04% | 0.76 | 6.44% | +116.11 | 5670.69 | 43.00% | 49.52% | 21.42% |
| 2022-12 | -1.43% | +46.67% | 0.19% | +1.92% | 0.70 | 6.41% | +156.60 | 5430.35 | 43.23% | 48.95% | 19.88% |
| 2022-11 | +1.66% | +48.80% | 0.19% | +2.16% | 0.82 | 6.37% | +124.76 | 5357.59 | 43.80% | 49.28% | 20.64% |
| 2022-10 | +2.06% | +46.37% | 0.19% | +1.80% | 0.76 | 6.34% | +111.25 | 5150.19 | 44.50% | 49.56% | 20.17% |
| 2022-09 | -3.31% | +43.41% | 0.19% | +1.80% | 0.69 | 6.30% | +131.24 | 4930.01 | 43.55% | 48.54% | 19.17% |
| 2022-08 | -0.88% | +48.32% | 0.19% | +2.04% | 0.95 | 6.06% | +159.44 | 4983.92 | 43.97% | 47.42% | 19.29% |
| 2022-07 | +2.80% | +49.64% | 0.19% | +1.92% | 1.03 | 6.03% | +108.61 | 4858.59 | 45.27% | 50.71% | 21.40% |
| 2022-06 | -1.77% | +45.56% | 0.19% | +1.80% | 0.93 | 5.96% | +87.29 | 4619.39 | 43.98% | 49.55% | 20.20% |
| 2022-05 | -1.39% | +48.19% | 0.19% | +2.16% | 1.06 | 5.85% | +72.52 | 4609.26 | 43.92% | 49.48% | 20.86% |
| 2022-04 | -0.79% | +50.28% | 0.19% | +1.92% | 1.19 | 5.82% | +67.72 | 4579.25 | 44.10% | 47.76% | 19.90% |
| 2022-03 | +1.10% | +51.47% | 0.19% | +1.92% | 1.27 | 5.79% | +104.76 | 4573.52 | 43.88% | 47.32% | 20.75% |
| 2022-02 | -0.16% | +49.82% | 0.19% | +1.80% | 1.23 | 5.79% | +269.14 | 4430.74 | 44.53% | 47.23% | 20.27% |
| 2022-01 | -1.23% | +50.06% | 0.19% | +2.04% | 1.27 | 5.75% | +14.71 | 4156.48 | 45.05% | 47.09% | 19.95% |
| 2021-12 | +1.81% | +51.93% | 0.21% | +2.28% | 1.38 | 5.72% | +59.01 | 4192.93 | 45.60% | 48.46% | 19.78% |
| 2021-11 | +0.29% | +49.23% | 0.21% | +2.28% | 1.32 | 5.68% | -16.61 | 4041.20 | 44.66% | 47.65% | 19.40% |
| 2021-10 | +2.10% | +48.80% | 0.21% | +2.28% | 1.32 | 5.68% | +479.99 | 4071.18 | 44.57% | 47.91% | 20.33% |
| 2021-09 | -0.35% | +45.74% | 0.21% | +2.16% | 1.23 | 5.65% | +70.96 | 3505.61 | 43.53% | 48.06% | 20.04% |
| 2021-08 | +1.88% | +46.25% | 0.21% | +2.28% | 1.26 | 5.65% | +81.11 | 3446.22 | 43.80% | 48.80% | 20.87% |
| 2021-07 | +0.10% | +43.55% | 0.21% | +2.40% | 1.18 | 5.61% | +80.50 | 3302.54 | 43.32% | 48.61% | 20.75% |
| 2021-06 | +0.68% | +43.41% | 0.21% | +2.52% | 1.22 | 5.65% | +98.91 | 3219.72 | 42.68% | 47.59% | 20.88% |
| 2021-05 | +1.62% | +42.44% | 0.21% | +2.40% | 1.20 | 5.65% | +58.72 | 3114.14 | 43.02% | 46.66% | 20.78% |
| 2021-04 | +1.55% | +40.17% | 0.21% | +2.40% | 1.14 | 5.65% | +54.15 | 2991.40 | 42.13% | 45.95% | 21.16% |
| 2021-03 | +1.79% | +38.03% | 0.21% | +2.16% | 1.08 | 5.61% | +60.16 | 2892.33 | 42.75% | 46.18% | 21.22% |
| 2021-02 | +0.73% | +35.60% | 0.21% | +2.28% | 1.02 | 5.61% | +60.84 | 2780.64 | 42.11% | 44.65% | 20.55% |
| 2021-01 | +0.80% | +34.62% | 0.21% | +2.04% | 0.98 | 5.65% | +74.95 | 2701.75 | 40.95% | 44.17% | 22.04% |
| 2020-12 | +1.60% | +33.55% | 0.22% | +2.40% | 0.94 | 5.65% | +94.20 | 2606.65 | 40.02% | 42.93% | 23.09% |
| 2020-11 | +4.26% | +31.45% | 0.22% | — | — | — | +73.02 | 2472.95 | 39.97% | 43.66% | 23.50% |
| 2020-10 | +0.00% | +26.08% | 0.22% | — | — | — | +66.27 | 2300.70 | 38.21% | 43.13% | 21.86% |
| 2020-09 | -0.96% | +26.08% | 0.22% | — | — | — | +62.18 | 2235.49 | 37.45% | 42.39% | 21.26% |
| 2020-08 | +2.57% | +27.30% | 0.22% | — | — | — | +55.55 | 2197.17 | 38.18% | 43.06% | 21.12% |
| 2020-07 | +1.98% | +24.11% | 0.22% | — | — | — | +75.25 | 2083.81 | 37.61% | 42.37% | 19.04% |
| 2020-06 | -0.16% | +21.70% | 0.22% | — | — | — | +56.35 | 1973.47 | 36.70% | 41.81% | 18.28% |
| 2020-05 | +1.18% | +21.90% | 0.22% | — | — | — | +45.69 | 1923.31 | 36.55% | 40.75% | 19.26% |
| 2020-04 | +4.79% | +20.47% | 0.22% | — | — | — | +35.97 | 1849.85 | 36.66% | 40.57% | 19.03% |
| 2020-03 | -7.30% | +14.97% | 0.22% | — | — | — | +36.58 | 1732.43 | 36.65% | 41.13% | 18.18% |
| 2020-02 | -2.31% | +24.02% | 0.22% | — | — | — | +52.55 | 1831.86 | 37.25% | 38.94% | 17.21% |
| 2020-01 | +0.11% | +26.95% | 0.22% | — | — | — | +55.04 | 1818.51 | 37.16% | 39.26% | 18.79% |
| 2019-12 | +0.77% | +26.81% | 0.23% | — | — | — | +39.40 | 1762.47 | 38.67% | 40.59% | 19.35% |
| 2019-11 | +1.02% | +25.85% | 0.23% | — | — | — | +46.02 | 1709.37 | 37.54% | 38.88% | 18.79% |
| 2019-10 | +1.33% | +24.57% | 0.23% | — | — | — | +31.03 | 1647.31 | 36.71% | 38.81% | 18.66% |
| 2019-09 | +0.89% | +22.94% | 0.23% | — | — | — | +41.31 | 1594.87 | 34.88% | 36.83% | 17.66% |
| 2019-08 | -0.36% | +21.86% | 0.23% | — | — | — | +34.96 | 1544.94 | 34.51% | 36.92% | 17.76% |
| 2019-07 | +0.34% | +22.30% | 0.23% | — | — | — | +34.36 | 1509.77 | 34.24% | 36.62% | 18.21% |
| 2019-06 | +2.23% | +21.88% | 0.23% | — | — | — | +32.96 | 1471.51 | 34.91% | 37.02% | 18.52% |
| 2019-05 | -1.26% | +19.22% | 0.23% | — | — | — | +32.90 | 1403.83 | 34.29% | 36.52% | 18.00% |
| 2019-04 | +1.59% | +20.74% | 0.23% | — | — | — | +34.91 | 1390.04 | 34.25% | 36.92% | 20.01% |
| 2019-03 | +0.81% | +18.85% | 0.23% | — | — | — | +42.09 | 1336.82 | 34.01% | 36.87% | 19.62% |
| 2019-02 | +1.00% | +17.90% | 0.23% | — | — | — | +30.40 | 1282.98 | 33.33% | 36.84% | 19.35% |
| 2019-01 | +2.53% | +16.73% | 0.23% | — | — | — | +42.64 | 1238.88 | 34.16% | 37.41% | 19.61% |
| 2018-12 | -2.73% | +13.85% | 0.25% | — | — | — | +29.33 | 1168.28 | 33.41% | 37.45% | 19.55% |
| 2018-11 | +0.58% | +17.05% | 0.25% | — | — | — | +41.64 | 1169.05 | 34.69% | 38.05% | 19.71% |
| 2018-10 | -1.84% | +16.37% | 0.25% | — | — | — | +45.98 | 1122.93 | 34.08% | 37.84% | 19.60% |
| 2018-09 | +0.42% | +18.55% | 0.25% | — | — | — | +15.31 | 1097.22 | 34.05% | 38.24% | 19.74% |
| 2018-08 | +0.88% | +18.06% | 0.25% | — | — | — | +35.91 | 1069.75 | 34.00% | 38.39% | 19.64% |
| 2018-07 | +1.24% | +17.03% | 0.25% | — | — | — | +42.27 | 1031.37 | 34.33% | 39.11% | 19.92% |
| 2018-06 | +0.28% | +15.59% | 0.25% | — | — | — | +70.89 | 977.86 | 35.10% | 39.71% | 19.46% |
| 2018-05 | +0.27% | +15.27% | 0.25% | — | — | — | +51.01 | 914.82 | 33.86% | 38.24% | 18.77% |
| 2018-04 | +0.82% | +14.96% | 0.25% | — | — | — | +56.17 | 850.81 | 34.23% | 38.91% | 18.55% |
| 2018-03 | -0.61% | +14.03% | 0.25% | — | — | — | +47.27 | 789.55 | 34.05% | 37.37% | 17.20% |
| 2018-02 | -1.15% | +14.73% | 0.25% | — | — | — | +25.94 | 757.50 | 33.93% | 37.07% | 16.61% |
| 2018-01 | +1.48% | +16.06% | 0.25% | — | — | — | +35.97 | 728.90 | 33.79% | 37.20% | 16.55% |
| 2017-12 | +0.69% | +14.37% | 0.26% | — | — | — | +34.40 | 682.24 | 33.21% | 37.27% | 16.04% |
| 2017-11 | +0.70% | +13.58% | 0.26% | — | — | — | +29.50 | 649.61 | 33.14% | 37.33% | 16.13% |
| 2017-10 | +1.05% | +12.79% | 0.26% | — | — | — | +21.86 | 613.08 | 32.78% | 35.32% | 16.08% |
| 2017-09 | +0.68% | +11.62% | 0.26% | — | — | — | +28.43 | 583.12 | 32.41% | 36.00% | 16.19% |
| 2017-08 | +0.29% | +10.87% | 0.26% | — | — | — | +36.83 | 550.22 | 31.92% | 35.28% | 15.95% |
| 2017-07 | +1.07% | +10.55% | 0.26% | — | — | — | +38.33 | 510.71 | 31.97% | 34.42% | 16.44% |
| 2017-06 | -0.10% | +9.38% | 0.26% | — | — | — | +24.12 | 468.56 | 31.03% | 33.59% | 15.76% |
| 2017-05 | +1.05% | +9.49% | 0.26% | — | — | — | +26.09 | 446.82 | 31.14% | 33.09% | 16.89% |
| 2017-04 | +0.95% | +8.35% | 0.26% | — | — | — | +22.15 | 414.83 | 31.73% | 33.67% | 16.98% |
| 2017-03 | +0.42% | +7.33% | 0.26% | — | — | — | +22.54 | 386.53 | 32.16% | 34.42% | 16.75% |
| 2017-02 | +0.79% | +6.88% | 0.26% | — | — | — | +24.35 | 367.69 | 31.03% | 33.20% | 15.55% |
| 2017-01 | +0.46% | +6.04% | 0.26% | — | — | — | +23.02 | 336.84 | 31.48% | 34.01% | 15.69% |
| 2016-12 | +0.94% | +5.56% | 0.29% | — | — | — | +16.58 | 313.31 | 32.28% | 34.19% | 16.09% |
| 2016-11 | +0.37% | +4.57% | 0.29% | — | — | — | +22.76 | 291.62 | 32.56% | 34.45% | 16.09% |
| 2016-10 | +0.08% | +4.19% | 0.29% | — | — | — | +14.88 | 269.68 | 32.10% | 33.05% | 15.90% |
| 2016-09 | -0.26% | +4.11% | 0.29% | — | — | — | +18.22 | 254.09 | 31.49% | 32.42% | 15.95% |
| 2016-08 | +0.46% | +4.38% | 0.29% | — | — | — | +35.29 | 236.35 | 31.99% | 32.90% | 16.23% |
| 2016-07 | +2.16% | +3.90% | 0.29% | — | — | — | +28.52 | 202.05 | 31.47% | 32.47% | 16.03% |
| 2016-06 | -0.11% | +1.70% | 0.29% | — | — | — | +59.98 | 170.24 | 31.21% | 31.88% | 15.79% |
| 2016-05 | +0.87% | +1.81% | 0.29% | — | — | — | — | 115.60 | — | — | — |
| 2016-04 | +0.40% | +0.94% | 0.29% | — | — | — | — | 73.92 | — | — | — |
| 2016-03 | +1.68% | +0.53% | 0.29% | — | — | — | — | 27.62 | — | — | — |
| 2016-02 | -0.59% | -1.13% | 0.29% | — | — | — | — | 11.81 | — | — | — |
| 2016-01 | -0.54% | -0.54% | 0.29% | — | — | — | — | 2.48 | — | — | — |
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.