נתונים היסטוריים · פנסיה

הראל פנסיה - מניות

נתונים היסטוריים מלאים עבור הראל פנסיה - מניות, 165 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2175 | שם קרן: הראל פנסיה - מניות | 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 מדדים
חודשים בטווח 165
תשואה חודשית אחרונה +3.03%
תשואה מצטברת מההתחלה +269.85%
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 +3.03% +269.85% 0.16% +1.80% 1.40 7.86% +814.77 19314.82 72.62% 53.99% 24.03%
2026-04 +6.55% +258.97% 0.16% +0.84% 1.33 7.83% +621.07 17955.33 71.61% 52.42% 23.63%
2026-03 -3.29% +236.90% 0.16% +0.60% 1.20 7.45% +819.97 16260.61 73.13% 51.27% 20.57%
2026-02 +0.83% +248.36% 0.16% +0.72% 1.52 7.21% +790.55 15974.43 71.26% 49.00% 23.13%
2026-01 +3.50% +245.50% 0.16% +1.08% 1.53 7.24% +717.91 15032.06 72.78% 50.12% 23.50%
2025-12 +1.22% +233.81% 0.16% +0.84% 1.43 7.14% +723.30 13864.81 71.23% 53.57% 23.42%
2025-11 +1.56% +229.79% 0.16% +1.08% 1.43 7.17% +551.90 12994.82 71.91% 51.18% 23.22%
2025-10 +1.76% +224.72% 0.16% +1.08% 1.43 7.79% +428.42 12243.15 71.33% 51.33% 22.89%
2025-09 +3.00% +219.11% 0.16% +0.60% 1.38 7.79% +431.25 11600.78 72.89% 54.26% 24.82%
2025-08 +1.23% +209.81% 0.16% +0.72% 1.24 7.86% +416.64 10834.87 72.43% 54.78% 24.99%
2025-07 +1.34% +206.05% 0.16% +0.72% 1.26 8.00% +487.80 10295.38 73.60% 56.33% 25.65%
2025-06 +3.71% +202.00% 0.16% +0.72% 1.26 8.07% +247.26 9678.22 72.02% 57.63% 25.69%
2025-05 +4.03% +191.20% 0.16% +1.80% 1.15 7.97% +173.48 9085.08 72.23% 59.75% 26.96%
2025-04 +0.87% +179.92% 0.16% +1.68% 1.04 7.86% +150.13 8571.27 72.04% 63.16% 27.52%
2025-03 -1.43% +177.50% 0.16% +1.92% 1.09 8.35% +260.62 8347.23 72.05% 60.77% 25.50%
2025-02 -0.57% +181.53% 0.16% +2.04% 0.94 9.80% +161.18 8269.76 71.29% 59.31% 24.09%
2025-01 +1.86% +183.14% 0.16% +2.28% 0.92 10.08% +120.33 8074.64 71.58% 60.49% 25.38%
2024-12 +0.54% +177.97% 0.17% +1.92% 0.87 10.08% +116.13 7827.80 71.48% 58.81% 25.23%
2024-11 +2.57% +176.48% 0.17% +2.16% 0.89 10.08% +86.11 7704.10 70.93% 60.27% 28.90%
2024-10 +0.18% +169.55% 0.17% +2.16% 0.84 10.05% +54.00 7397.88 70.89% 60.64% 28.82%
2024-09 +2.53% +169.07% 0.17% +2.16% 0.87 10.05% +51.28 7331.50 70.77% 61.95% 30.24%
2024-08 +1.27% +162.43% 0.17% 0.79 10.05% +47.93 7119.51 70.36% 61.16% 30.06%
2024-07 +1.70% +159.14% 0.17% +2.16% 0.78 10.08% +83.24 6964.38 70.77% 61.51% 31.14%
2024-06 +0.80% +154.81% 0.17% +2.40% 0.74 10.05% +50.65 6766.92 70.06% 61.36% 30.53%
2024-05 +1.87% +152.78% 0.17% +2.40% 0.77 10.15% +156.56 6675.81 69.85% 60.08% 30.16%
2024-04 -1.89% +148.14% 0.17% +2.04% 0.69 10.29% +113.76 6390.21 69.67% 59.64% 28.43%
2024-03 +3.16% +152.92% 0.17% +2.04% 0.81 10.25% +111.48 6397.58 71.22% 60.55% 29.49%
2024-02 +3.14% +145.18% 0.17% +2.04% 0.73 10.18% +97.95 6086.26 69.56% 59.04% 28.37%
2024-01 -0.10% +137.71% 0.17% +2.16% 0.66 10.15% +91.18 5810.10 67.71% 59.01% 27.71%
2023-12 +2.64% +137.95% 0.19% +2.28% 0.73 10.25% +86.97 5726.71 69.02% 60.75% 29.56%
2023-11 +3.70% +131.83% 0.19% +2.28% 0.59 10.60% +73.63 5494.83 67.14% 61.20% 29.66%
2023-10 -2.90% +123.56% 0.19% +2.28% 0.50 10.50% +48.06 5230.19 67.33% 61.05% 28.01%
2023-09 -1.42% +130.23% 0.19% +1.56% 0.59 10.60% +89.63 5328.42 67.34% 59.45% 27.20%
2023-08 -0.94% +133.55% 0.19% +1.56% 0.67 10.53% +57.78 5322.21 69.40% 62.43% 28.44%
2023-07 +3.43% +135.77% 0.19% +1.68% 0.74 10.53% +20.31 5317.98 70.35% 64.08% 30.28%
2023-06 +2.58% +127.95% 0.19% +1.68% 0.67 10.50% +40.18 5147.92 69.10% 63.84% 29.97%
2023-05 +0.63% +122.22% 0.19% +1.44% 0.60 10.46% +111.52 4959.46 68.96% 62.93% 28.63%
2023-04 +2.01% +120.82% 0.19% +1.32% 0.61 10.46% +56.64 4813.77 69.41% 63.16% 28.35%
2023-03 +0.31% +116.47% 0.19% +1.08% 0.57 10.43% +87.56 4697.12 68.62% 62.68% 28.22%
2023-02 -1.04% +115.80% 0.19% +1.20% 0.56 10.46% +77.42 4566.45 68.88% 62.37% 27.13%
2023-01 +3.01% +118.07% 0.19% +1.08% 0.59 10.53% +111.98 4532.70 69.70% 62.40% 28.57%
2022-12 -2.46% +111.70% 0.19% +1.08% 0.53 10.53% +112.32 4282.02 69.45% 60.74% 26.03%
2022-11 +2.31% +117.04% 0.19% +1.32% 0.65 10.43% +120.47 4291.32 68.30% 60.12% 26.94%
2022-10 +3.25% +112.14% 0.19% +0.72% 0.60 10.39% +85.97 4070.47 69.89% 60.75% 25.67%
2022-09 -5.31% +105.46% 0.19% +0.84% 0.52 10.32% +101.34 3847.83 69.68% 59.54% 23.16%
2022-08 -1.23% +116.98% 0.19% +1.20% 0.76 9.98% +149.49 3972.66 69.57% 58.37% 24.32%
2022-07 +4.27% +119.69% 0.19% +1.08% 0.81 9.98% +149.52 3872.96 70.31% 61.86% 27.18%
2022-06 -3.43% +110.69% 0.19% +0.84% 0.70 9.84% +122.03 3567.28 69.61% 60.52% 25.15%
2022-05 -2.21% +118.17% 0.19% +1.32% 0.85 9.66% +124.66 3572.86 67.97% 60.12% 26.12%
2022-04 -1.59% +123.10% 0.19% +1.20% 0.97 9.60% +98.71 3490.80 68.09% 57.65% 23.95%
2022-03 +1.51% +126.71% 0.19% +1.32% 1.06 9.53% +156.67 3477.96 67.66% 58.09% 25.83%
2022-02 -0.08% +123.33% 0.19% +1.20% 1.02 9.53% +158.31 3275.91 67.71% 56.85% 25.06%
2022-01 -1.73% +123.51% 0.19% +1.68% 1.05 9.53% +94.40 3114.42 68.02% 56.40% 24.71%
2021-12 +2.73% +127.45% 0.21% +2.28% 1.14 9.46% +128.67 3073.26 68.47% 58.61% 25.37%
2021-11 -0.07% +121.40% 0.21% +2.28% 1.08 9.42% +100.55 2869.18 68.71% 58.36% 25.42%
2021-10 +3.20% +121.56% 0.21% +2.64% 1.11 9.42% +195.56 2769.36 68.31% 58.42% 25.95%
2021-09 -0.86% +114.69% 0.21% +2.52% 1.01 9.39% +52.32 2490.30 68.30% 58.16% 24.67%
2021-08 +2.45% +116.55% 0.21% +2.88% 1.05 9.35% +63.62 2462.83 68.60% 58.79% 26.18%
2021-07 -0.05% +111.37% 0.21% +3.12% 1.00 9.32% +64.26 2337.94 67.67% 57.70% 25.40%
2021-06 +0.65% +111.48% 0.21% +3.24% 1.04 9.39% +117.69 2275.11 67.43% 56.63% 25.75%
2021-05 +2.11% +110.11% 0.21% +3.12% 1.01 9.42% +55.88 2160.12 68.61% 56.67% 25.46%
2021-04 +2.33% +105.77% 0.21% +3.24% 0.97 9.42% +51.38 2043.26 68.91% 57.12% 25.82%
2021-03 +2.42% +101.09% 0.21% +2.88% 0.91 9.39% +44.70 1946.74 69.32% 56.79% 26.07%
2021-02 +1.43% +96.33% 0.21% +3.24% 0.86 9.39% +85.80 1855.38 68.93% 55.17% 25.06%
2021-01 +0.77% +93.57% 0.21% +2.76% 0.81 9.42% +90.23 1746.71 69.36% 55.65% 24.59%
2020-12 +2.76% +92.09% 0.22% +3.24% 0.77 9.56% +69.55 1645.58 69.28% 55.17% 25.21%
2020-11 +7.72% +86.93% 0.22% +3.00% 0.68 9.53% +64.48 1535.03 68.57% 54.86% 24.68%
2020-10 -0.18% +73.53% 0.22% +3.00% 0.48 8.97% +31.47 1361.99 71.17% 57.65% 23.27%
2020-09 -2.08% +73.84% 0.22% +3.36% 0.53 9.11% +21.23 1333.13 69.72% 56.93% 23.90%
2020-08 +4.15% +77.54% 0.22% +3.36% 0.57 9.18% +32.09 1345.49 68.33% 57.00% 23.54%
2020-07 +3.21% +70.46% 0.22% +2.88% 0.41 9.18% +15.48 1256.84 70.62% 58.30% 20.44%
2020-06 +0.18% +65.16% 0.22% +2.88% 0.34 9.11% +19.54 1202.37 69.62% 56.76% 21.34%
2020-05 +1.72% +64.86% 0.22% +2.76% 0.32 9.18% +40.39 1185.10 68.25% 54.13% 21.79%
2020-04 +7.17% +62.08% 0.22% +2.28% 0.28 9.15% +81.65 1121.23 67.34% 54.70% 21.15%
2020-03 -10.64% +51.23% 0.22% +2.64% 0.06 8.63% +0.63 970.48 68.48% 55.69% 18.64%
2020-02 -4.61% +69.24% 0.22% +2.52% 0.61 7.07% +20.14 1083.84 68.10% 49.94% 14.50%
2020-01 -0.17% +77.42% 0.22% +2.40% 0.96 6.86% +34.50 1114.75 67.91% 52.51% 15.63%
2019-12 +1.39% +77.72% 0.23% +2.52% 0.97 6.89% +43.58 1083.03 68.57% 53.09% 16.75%
2019-11 +1.76% +75.29% 0.23% +2.16% 0.89 6.93% +43.07 1029.67 68.63% 52.84% 16.12%
2019-10 +1.85% +72.25% 0.23% +2.04% 0.84 6.93% +16.73 964.63 66.74% 51.77% 15.97%
2019-09 +1.65% +69.12% 0.23% +2.16% 0.75 6.89% +23.87 930.43 67.11% 52.22% 15.80%
2019-08 -1.16% +66.38% 0.23% +2.04% 0.70 6.89% +19.73 895.00 66.85% 52.39% 16.15%
2019-07 +0.42% +68.33% 0.23% +2.04% 0.79 6.86% +22.49 880.85 67.33% 52.91% 16.75%
2019-06 +3.67% +67.63% 0.23% +2.04% 0.77 6.86% +28.95 855.64 68.23% 53.38% 17.25%
2019-05 -3.10% +61.69% 0.23% +2.04% 0.63 6.72% +20.95 799.09 67.48% 52.06% 15.85%
2019-04 +2.53% +66.87% 0.23% +2.28% 0.84 6.51% +21.92 801.50 68.44% 54.50% 18.55%
2019-03 +0.73% +62.75% 0.23% +2.28% 0.73 6.48% +19.78 761.71 68.72% 54.25% 17.99%
2019-02 +1.49% +61.57% 0.23% +2.28% 0.72 6.48% +20.70 734.76 65.95% 52.91% 18.33%
2019-01 +4.40% +59.20% 0.23% +2.28% 0.70 6.55% +14.31 703.78 68.29% 55.11% 18.85%
2018-12 -5.34% +52.49% 0.25% +2.04% 0.49 6.37% +14.52 660.23 67.58% 54.73% 18.36%
2018-11 +1.36% +61.09% 0.25% +2.52% 0.91 5.82% +27.50 684.91 68.39% 55.31% 18.69%
2018-10 -4.02% +58.93% 0.25% +2.40% 0.88 5.85% +20.07 648.76 69.28% 55.45% 18.02%
2018-09 +0.43% +65.59% 0.25% +3.24% 1.30 5.51% +8.26 653.52 68.97% 56.52% 18.56%
2018-08 +1.56% +64.88% 0.25% +3.12% 1.33 5.65% +17.82 634.91 69.09% 56.17% 19.12%
2018-07 +2.22% +62.34% 0.25% +3.24% 1.23 5.68% +18.28 613.95 69.61% 56.73% 18.99%
2018-06 -0.09% +58.82% 0.25% +3.24% 1.16 5.68% +35.79 583.65 69.17% 56.34% 17.46%
2018-05 +0.72% +58.96% 0.25% +3.60% 1.14 5.75% +14.13 569.78 66.14% 54.59% 16.91%
2018-04 +1.12% +57.83% 0.25% +3.84% 1.14 5.79% +17.96 529.81 69.85% 57.22% 18.83%
2018-03 -1.64% +56.08% 0.25% +3.84% 1.08 5.79% +14.92 506.07 69.54% 56.24% 18.66%
2018-02 -2.24% +58.68% 0.25% +3.96% 1.25 5.72% +15.63 501.14 68.94% 55.33% 18.09%
2018-01 +2.70% +62.32% 0.25% +4.20% 1.50 5.58% +27.41 496.11 68.77% 55.61% 18.11%
2017-12 +0.97% +58.05% 0.26% +4.20% 1.40 5.51% +31.76 455.87 64.54% 50.50% 18.44%
2017-11 +1.01% +56.53% 0.26% +4.44% 1.34 5.54% +14.54 425.70 64.37% 48.00% 15.70%
2017-10 +1.49% +54.96% 0.26% +4.68% 1.30 5.54% +12.35 401.57 65.19% 43.60% 15.99%
2017-09 +1.23% +52.69% 0.26% +4.56% 1.25 5.54% +18.44 383.63 64.77% 41.88% 15.85%
2017-08 -0.36% +50.83% 0.26% +4.56% 1.24 5.68% +12.59 367.83 63.09% 42.01% 14.96%
2017-07 +1.07% +51.38% 0.26% +4.80% 1.30 5.65% +14.68 348.43 65.17% 43.58% 16.37%
2017-06 -0.19% +49.78% 0.26% +4.68% 1.26 5.65% +15.32 331.32 63.05% 41.16% 15.82%
2017-05 +1.60% +50.06% 0.26% +4.80% 1.29 5.65% +11.45 321.12 62.60% 39.69% 15.42%
2017-04 +1.13% +47.70% 0.26% +4.80% 1.09 6.06% +9.35 297.20 64.60% 41.35% 16.02%
2017-03 +0.38% +46.05% 0.26% +4.68% 1.05 6.06% +22.01 287.58 64.55% 41.25% 15.92%
2017-02 +1.57% +45.50% 0.26% +4.56% 1.07 6.10% +9.41 276.05 61.04% 38.67% 14.53%
2017-01 +0.55% +43.25% 0.26% +3.96% 0.99 6.10% +9.81 250.84 64.48% 41.67% 15.83%
2016-12 +1.26% +42.46% 0.29% +4.08% 1.01 6.17% +7.32 240.04 64.87% 41.92% 15.56%
2016-11 +1.63% +40.69% 0.29% +3.96% 0.95 6.17% +6.90 228.60 65.05% 42.54% 15.74%
2016-10 -0.40% +38.43% 0.29% +3.84% 0.83 6.24% +4.84 218.52 63.24% 38.34% 15.29%
2016-09 -0.25% +38.99% 0.29% +4.08% 0.92 6.51% +4.89 214.48 63.05% 37.87% 15.70%
2016-08 +0.90% +39.34% 0.29% +3.72% 0.88 6.69% +5.26 209.71 63.23% 37.67% 15.59%
2016-07 +3.36% +38.10% 0.29% +3.48% 0.72 7.24% +4.30 203.50 63.73% 37.96% 15.92%
2016-06 -1.12% +33.61% 0.29% +3.36% 0.57 7.10% +4.26 192.04 63.59% 37.61% 15.52%
2016-05 +1.19% +35.12% 0.29% +3.36% 0.61 7.14% 190.65
2016-04 +0.11% +33.53% 0.29% +3.24% 0.53 7.17% 182.59
2016-03 +2.53% +33.38% 0.29% +3.60% 0.54 7.17% 178.50
2016-02 -1.31% +30.09% 0.29% +3.48% 0.44 7.10% 128.86
2016-01 -2.71% +31.82% 0.29% +3.60% 0.51 7.07% 167.64
2015-12 -1.37% +35.49% 0.31% +3.60% 0.67 6.93% 165.13
2015-11 +0.20% +37.37% 0.31% +3.72% 0.80 7.03% 158.82
2015-10 +4.11% +37.10% 0.31% +3.48% 0.78 7.07% 153.07
2015-09 -2.90% +31.69% 0.31% +3.24% 0.65 6.93% 143.21
2015-08 -3.55% +35.62% 0.31% +2.76% 0.88 6.86% 144.41
2015-07 +1.99% +40.61% 0.31% +2.64% 1.15 6.62% 143.21
2015-06 -1.55% +37.87% 0.31% 136.99
2015-05 +1.06% +40.04% 0.31% 132.45
2015-04 +1.25% +38.57% 0.31% 125.20
2015-03 +1.63% +36.86% 0.31% 119.02
2015-02 +3.80% +34.66% 0.31% 112.00
2015-01 -0.76% +29.73% 0.31% 102.36
2014-12 -1.29% +30.73% 0.31% 98.62
2014-11 +1.46% +32.44% 0.31% 94.40
2014-10 -0.45% +30.53% 0.31% 89.22
2014-09 +0.78% +31.12% 0.31% 87.65
2014-08 +1.76% +30.10% 0.31% 84.03
2014-07 -0.31% +27.85% 0.31% 78.80
2014-06 +0.38% +28.25% 0.31% 75.34
2014-05 +1.05% +27.77% 0.31% 71.09
2014-04 -0.23% +26.44% 0.31% 67.50
2014-03 +1.34% +26.73% 0.31% 64.58
2014-02 +2.91% +25.06% 0.31% 60.49
2014-01 -1.41% +21.52% 0.31% 56.39
2013-12 +0.41% +23.26% 0.33% 55.06
2013-11 +2.31% +22.75% 0.33% 52.42
2013-10 +2.03% +19.98% 0.33% 49.74
2013-09 +3.37% +17.59% 0.33% 45.45
2013-08 -0.80% +13.76% 0.33% 41.79
2013-07 +2.39% +14.68% 0.33% 40.48
2013-06 -1.56% +12.00% 0.33% 38.70
2013-05 +2.17% +13.78% 0.33% 37.72
2013-04 +0.28% +11.36% 0.33% 36.35
2013-03 +1.34% +11.05% 0.33% 35.73
2013-02 +1.77% +9.58% 0.33% 47.98
2013-01 +1.66% +7.67% 0.33% 44.97
2012-12 -0.49% +5.92% 28.82
2012-11 +1.27% +6.44% 27.45
2012-10 +1.50% +5.10% 25.67
2012-09 +3.55% +3.55% 23.95

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.