נתונים היסטוריים · פנסיה

הראל פנסיה כללית - גילאי 50 עד 60

נתונים היסטוריים מלאים עבור הראל פנסיה כללית - גילאי 50 עד 60, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 9858 | שם קרן: הראל פנסיה כללית - גילאי 50 עד 60 | סיווג קרן: קרנות כלליות | 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 מדדים
חודשים בטווח 125
תשואה חודשית אחרונה +2.48%
תשואה מצטברת מההתחלה +92.45%
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 +2.48% +92.45% 0.15% +0.24% 1.08 5.96% +6.29 664.32 50.09% 51.19% 18.66%
2026-04 +4.84% +87.79% 0.15% -0.36% 0.99 5.89% +5.87 642.18 51.67% 51.95% 18.05%
2026-03 -2.81% +79.12% 0.15% -0.72% 0.83 5.58% +4.05 607.21 51.72% 51.79% 16.06%
2026-02 +0.73% +84.30% 0.15% -0.48% 1.16 5.40% +8.57 620.53 50.29% 47.73% 17.31%
2026-01 +2.48% +82.97% 0.15% -0.36% 1.15 5.40% +7.91 606.15 50.50% 47.76% 17.41%
2025-12 +0.96% +78.54% 0.17% -0.48% 1.05 5.33% +5.64 584.88 49.03% 51.31% 18.10%
2025-11 +1.16% +76.84% 0.17% -0.36% 1.05 5.33% +7.46 573.33 48.73% 49.33% 18.04%
2025-10 +1.68% +74.81% 0.17% -0.36% 1.07 5.61% +8.56 559.92 48.47% 49.21% 18.05%
2025-09 +2.16% +71.93% 0.17% -0.60% 0.99 5.61% +3.30 541.52 48.37% 49.65% 19.91%
2025-08 +1.07% +68.29% 0.17% -0.60% 0.86 5.61% +6.29 526.85 47.79% 49.77% 19.81%
2025-07 +0.87% +66.51% 0.17% -0.60% 0.87 5.68% +1.43 516.14 47.55% 50.40% 20.53%
2025-06 +2.99% +65.07% 0.17% -0.60% 0.88 5.72% +10.68 509.19 46.05% 50.78% 21.80%
2025-05 +2.09% +60.28% 0.17% -0.12% 0.73 5.65% +5.58 486.76 45.53% 52.38% 22.99%
2025-04 +0.79% +57.00% 0.17% -0.12% 0.66 5.61% +8.01 468.78 45.36% 54.59% 22.90%
2025-03 -0.98% +55.77% 0.17% +0.00% 0.71 5.96% +7.37 456.97 46.29% 53.69% 21.88%
2025-02 -0.20% +57.31% 0.17% -0.24% 0.57 7.24% +6.34 456.89 46.07% 53.07% 21.79%
2025-01 +1.28% +57.63% 0.17% +0.12% 0.57 7.34% +7.47 449.20 45.97% 53.10% 22.19%
2024-12 +0.37% +55.63% 0.21% +0.00% 0.52 7.34% +6.28 436.02 44.31% 50.66% 22.06%
2024-11 +1.78% +55.06% 0.21% +0.12% 0.54 7.34% +5.16 429.42 44.34% 50.92% 25.00%
2024-10 -0.01% +52.35% 0.21% +0.12% 0.49 7.31% +5.83 415.10 44.03% 54.46% 25.91%
2024-09 +1.71% +52.36% 0.21% +0.12% 0.53 7.31% +9.00 410.33 43.75% 54.87% 26.77%
2024-08 +1.14% +49.80% 0.21% 0.44 7.31% +7.12 395.17 43.06% 53.29% 26.30%
2024-07 +1.54% +48.11% 0.21% +0.12% 0.44 7.31% +10.17 384.51 43.04% 53.40% 25.96%
2024-06 +0.58% +45.87% 0.21% +0.24% 0.40 7.27% +6.70 366.56 42.48% 53.22% 25.34%
2024-05 +1.00% +45.03% 0.21% +0.24% 0.42 7.31% +7.29 358.59 43.07% 52.85% 25.30%
2024-04 -1.41% +43.59% 0.21% +0.12% 0.37 7.34% +4.91 348.22 42.53% 51.86% 24.22%
2024-03 +2.14% +45.64% 0.21% +0.00% 0.49 7.34% +5.38 346.07 43.89% 52.28% 24.76%
2024-02 +1.91% +42.59% 0.21% +0.12% 0.42 7.31% +9.26 335.19 42.27% 50.69% 23.52%
2024-01 +0.14% +39.92% 0.21% +0.12% 0.37 7.27% +2.59 320.48 41.59% 50.72% 23.37%
2023-12 +2.09% +39.72% 0.26% +0.00% 0.42 7.34% +12.13 311.30 40.09% 48.11% 24.43%
2023-11 +2.99% +36.86% 0.26% +0.12% 0.30 7.48% +8.01 297.49 39.52% 47.53% 24.61%
2023-10 -2.42% +32.89% 0.26% +0.12% 0.18 7.38% +14.59 281.52 40.36% 47.77% 24.27%
2023-09 -1.29% +36.19% 0.26% -0.12% 0.30 7.34% +7.07 273.42 40.67% 46.75% 24.26%
2023-08 -0.28% +37.97% 0.26% -0.12% 0.39 7.31% +7.59 269.96 42.31% 48.16% 24.89%
2023-07 +2.24% +38.35% 0.26% -0.12% 0.44 7.31% +5.88 263.79 41.70% 47.91% 24.81%
2023-06 +1.59% +35.32% 0.26% -0.24% 0.37 7.27% +11.04 251.86 40.94% 47.63% 24.32%
2023-05 +0.83% +33.20% 0.26% -0.36% 0.32 7.24% +7.31 237.27 40.86% 47.60% 23.66%
2023-04 +1.45% +32.11% 0.26% -0.48% 0.30 7.24% +3.51 227.07 42.07% 48.27% 22.62%
2023-03 +0.29% +30.22% 0.26% -0.72% 0.26 7.24% +6.90 221.53 41.69% 48.27% 22.59%
2023-02 -1.39% +29.84% 0.26% -0.48% 0.25 7.24% +6.05 213.20 41.74% 48.08% 21.87%
2023-01 +2.41% +31.67% 0.26% -0.60% 0.32 7.24% +6.47 210.94 41.38% 47.27% 21.73%
2022-12 -1.68% +28.57% 0.29% -0.60% 0.24 7.21% +3.99 198.56 41.31% 46.29% 19.24%
2022-11 +1.50% +30.77% 0.29% -0.48% 0.35 7.14% +7.96 197.85 42.00% 46.17% 20.02%
2022-10 +1.99% +28.84% 0.29% -0.84% 0.31 7.14% +6.90 187.76 42.72% 46.25% 19.60%
2022-09 -3.98% +26.32% 0.29% -0.84% 0.24 7.10% +6.51 176.91 42.13% 45.27% 18.69%
2022-08 -1.49% +31.56% 0.29% -0.60% 0.47 6.82% +6.97 178.28 42.60% 44.34% 18.86%
2022-07 +2.98% +33.55% 0.29% -0.72% 0.56 6.75% +6.08 174.01 43.31% 47.19% 20.94%
2022-06 -2.22% +29.69% 0.29% -0.84% 0.45 6.69% +4.83 162.23 42.28% 45.88% 19.23%
2022-05 -2.58% +32.63% 0.29% -0.48% 0.57 6.58% +3.03 161.22 42.40% 46.12% 20.20%
2022-04 -1.31% +36.14% 0.29% -0.48% 0.75 6.44% +3.84 161.21 42.71% 44.56% 19.34%
2022-03 +0.44% +37.95% 0.29% -0.48% 0.85 6.41% +4.30 160.33 42.48% 44.41% 19.98%
2022-02 -0.87% +37.35% 0.29% -0.48% 0.84 6.41% +6.54 154.61 42.98% 44.46% 19.55%
2022-01 -1.87% +38.55% 0.29% -0.24% 0.91 6.37% +1.29 149.90 42.80% 44.45% 19.21%
2021-12 +1.51% +41.19% 0.34% +0.00% 1.04 6.30% +3.24 150.30 43.27% 46.17% 19.59%
2021-11 +0.15% +39.09% 0.34% +0.00% 0.99 6.27% +2.77 147.04 41.44% 44.25% 18.57%
2021-10 +2.12% +38.88% 0.34% +0.12% 1.00 6.27% +12.38 143.29 42.65% 45.72% 19.81%
2021-09 -0.77% +36.00% 0.34% +0.00% 0.91 6.24% +2.45 127.37 41.76% 45.60% 19.59%
2021-08 +1.62% +37.06% 0.34% +0.24% 0.95 6.24% +1.03 126.21 41.76% 46.53% 20.46%
2021-07 +0.09% +34.87% 0.34% +0.36% 0.89 6.20% +1.96 123.51 40.85% 45.91% 20.12%
2021-06 +0.50% +34.75% 0.34% +0.48% 0.92 6.27% +5.91 120.88 40.97% 45.50% 20.37%
2021-05 +1.29% +34.08% 0.34% +0.48% 0.90 6.27% +1.99 115.02 41.10% 45.02% 20.30%
2021-04 +1.32% +32.37% 0.34% +0.48% 0.86 6.24% +3.58 110.72 40.04% 44.53% 20.85%
2021-03 +1.65% +30.65% 0.34% +0.36% 0.82 6.24% +2.93 106.04 40.39% 44.91% 20.38%
2021-02 +0.42% +28.53% 0.34% +0.60% 0.77 6.24% +3.31 100.69 39.89% 43.73% 19.92%
2021-01 +0.79% +27.99% 0.34% +0.24% 0.75 6.27% +2.29 97.89 38.92% 43.18% 21.42%
2020-12 +1.66% +26.99% 0.40% +0.48% 0.71 6.30% +3.62 94.36 38.23% 42.33% 22.63%
2020-11 +4.42% +24.91% 0.40% +2.59 89.29 38.11% 43.40% 22.96%
2020-10 -0.13% +19.62% 0.40% +2.93 82.81 36.25% 43.06% 21.80%
2020-09 -1.39% +19.78% 0.40% +2.75 79.95 35.31% 42.28% 21.26%
2020-08 +2.66% +21.47% 0.40% +2.53 78.53 35.54% 42.48% 21.25%
2020-07 +2.00% +18.32% 0.40% +2.26 74.08 34.69% 41.63% 19.13%
2020-06 -0.36% +16.00% 0.40% +1.36 69.98 33.87% 40.45% 18.99%
2020-05 +1.51% +16.42% 0.40% +2.04 68.73 33.22% 39.27% 19.83%
2020-04 +4.89% +14.69% 0.40% +1.94 65.81 33.11% 38.40% 18.87%
2020-03 -8.79% +9.34% 0.40% +2.70 60.82 33.43% 39.16% 18.33%
2020-02 -2.13% +19.88% 0.40% +2.34 64.50 34.88% 38.14% 17.24%
2020-01 +0.10% +22.49% 0.40% +0.93 62.76 34.18% 39.09% 18.40%
2019-12 +0.79% +22.37% 0.46% +0.43 61.94 35.92% 40.54% 19.20%
2019-11 +0.83% +21.41% 0.46% +2.23 61.18 35.76% 40.27% 18.55%
2019-10 +1.36% +20.41% 0.46% +1.50 58.26 34.88% 40.89% 18.92%
2019-09 +0.82% +18.79% 0.46% +1.79 56.07 33.44% 39.29% 18.17%
2019-08 -0.33% +17.83% 0.46% +1.76 53.73 32.70% 39.01% 18.11%
2019-07 +0.66% +18.22% 0.46% +1.53 52.50 32.65% 38.48% 18.29%
2019-06 +2.10% +17.44% 0.46% +1.37 50.57 33.46% 38.88% 18.69%
2019-05 -1.37% +15.02% 0.46% +3.08 47.93 33.07% 38.64% 18.30%
2019-04 +1.62% +16.62% 0.46% +1.41 45.30 33.11% 38.96% 20.07%
2019-03 +0.88% +14.76% 0.46% +0.33 43.40 33.32% 39.40% 19.77%
2019-02 +1.09% +13.76% 0.46% +1.24 40.79 33.12% 40.43% 20.52%
2019-01 +2.80% +12.54% 0.46% +1.21 40.92 32.40% 38.66% 19.84%
2018-12 -3.04% +9.47% 0.51% -0.11 38.63 31.97% 39.09% 20.27%
2018-11 +0.27% +12.90% 0.51% +1.00 38.12 35.10% 41.71% 21.30%
2018-10 -2.09% +12.60% 0.51% +2.38 38.73 33.15% 40.23% 20.63%
2018-09 +0.28% +15.00% 0.51% -1.71 37.46 32.84% 39.62% 20.15%
2018-08 +0.95% +14.68% 0.51% +2.96 36.14 34.67% 42.39% 20.92%
2018-07 +1.08% +13.60% 0.51% +2.60 35.66 32.98% 40.30% 19.99%
2018-06 -0.02% +12.39% 0.51% +1.05 32.32 33.76% 41.65% 20.95%
2018-05 -0.03% +12.41% 0.51% +3.48 29.00 35.66% 43.03% 22.10%
2018-04 +0.66% +12.44% 0.51% +3.19 28.08 32.66% 39.35% 19.41%
2018-03 -0.65% +11.71% 0.51% +0.44 24.41 33.63% 39.98% 19.46%
2018-02 -1.41% +12.44% 0.51% +1.32 22.52 35.21% 42.01% 18.83%
2018-01 +1.34% +14.05% 0.51% +2.04 22.88 32.78% 39.47% 17.53%
2017-12 +0.73% +12.54% 0.56% -0.25 20.66 32.77% 39.79% 17.62%
2017-11 +0.67% +11.72% 0.56% +1.58 19.01 35.61% 43.35% 18.57%
2017-10 +1.00% +10.98% 0.56% +1.09 18.99 32.33% 37.18% 16.96%
2017-09 +0.52% +9.88% 0.56% +0.02 17.59 31.84% 36.33% 16.71%
2017-08 +0.32% +9.31% 0.56% +2.11 16.14 34.51% 38.72% 18.03%
2017-07 +1.02% +8.96% 0.56% +1.83 15.58 30.42% 34.02% 16.62%
2017-06 -0.44% +7.86% 0.56% +0.65 13.34 30.06% 37.03% 16.34%
2017-05 +1.08% +8.34% 0.56% +1.29 11.54 32.50% 38.99% 17.59%
2017-04 +1.05% +7.18% 0.56% +1.21 10.89 32.51% 39.03% 17.54%
2017-03 +0.42% +6.07% 0.56% -1.12 10.09 31.12% 36.17% 16.55%
2017-02 +0.76% +5.62% 0.56% +1.36 8.02 42.64% 49.50% 20.95%
2017-01 +0.40% +4.83% 0.56% +0.87 9.49 31.30% 36.88% 15.70%
2016-12 +0.90% +4.41% 0.63% +1.05 8.68 31.34% 37.10% 16.01%
2016-11 +0.04% +3.48% 0.63% +0.61 7.44 31.18% 36.69% 15.32%
2016-10 +0.03% +3.44% 0.63% +0.35 6.93 30.59% 34.78% 15.01%
2016-09 -0.53% +3.41% 0.63% +0.83 6.53 29.10% 33.54% 14.70%
2016-08 +0.29% +3.96% 0.63% +0.66 5.70 31.58% 35.44% 15.96%
2016-07 +2.15% +3.66% 0.63% +0.69 5.12 30.08% 33.98% 15.43%
2016-06 -0.16% +1.48% 0.63% +0.84 4.28 29.91% 34.11% 15.19%
2016-05 +0.66% +1.64% 0.63% 3.16
2016-04 +0.55% +0.97% 0.63% 1.39
2016-03 +1.85% +0.42% 0.63% 0.60
2016-02 -0.74% -1.41% 0.63% 0.40
2016-01 -0.67% -0.67% 0.63% 0.21

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.