חודשים בטווח
120
הראל פנסיה - קצבה לזכאים קיימים
נתונים היסטוריים מלאים עבור הראל פנסיה - קצבה לזכאים קיימים, 120 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 8588 | שם קרן: הראל פנסיה - קצבה לזכאים קיימים | 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 - קצבה לזכאים קיימים ישירות למייל.
תשואה חודשית אחרונה
+1.68%
תשואה מצטברת מההתחלה
+73.35%
| 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 | +1.68% | +73.35% | 0.16% | +3.96% | 1.31 | 2.32% | -0.14 | 23.40 | 0.00% | 0.00% | 0.00% |
| 2026-04 | +0.83% | +70.49% | 0.16% | +3.72% | 1.19 | 2.25% | -0.14 | 24.86 | 0.00% | 0.00% | 0.00% |
| 2026-03 | +0.19% | +69.08% | 0.16% | +3.84% | 1.15 | 2.25% | -0.84 | 24.79 | 0.00% | 0.00% | 0.00% |
| 2026-02 | -0.12% | +68.76% | 0.16% | +3.84% | 1.22 | 2.25% | -0.13 | 24.88 | 0.00% | 0.00% | 0.00% |
| 2026-01 | +0.32% | +68.96% | 0.16% | +3.84% | 1.30 | 2.29% | -0.15 | 25.74 | 0.00% | 0.04% | 0.00% |
| 2025-12 | -0.11% | +68.42% | 0.16% | +3.72% | 1.33 | 2.29% | -0.24 | 25.79 | 0.00% | 0.04% | 0.00% |
| 2025-11 | +0.74% | +68.61% | 0.16% | +3.84% | 1.46 | 2.25% | -0.15 | 25.97 | 0.00% | 0.04% | 0.00% |
| 2025-10 | +0.14% | +67.37% | 0.16% | +3.72% | 1.45 | 2.25% | -0.16 | 26.03 | 0.00% | 0.04% | 0.00% |
| 2025-09 | +1.08% | +67.14% | 0.16% | +3.96% | 1.51 | 2.25% | +0.11 | 26.14 | 0.00% | 0.04% | 0.00% |
| 2025-08 | +0.76% | +65.35% | 0.16% | +3.96% | 1.40 | 2.29% | -0.16 | 26.02 | 0.00% | 0.04% | 0.00% |
| 2025-07 | +0.54% | +64.10% | 0.16% | +3.96% | 1.38 | 2.29% | -0.16 | 25.72 | 0.00% | 0.04% | 0.00% |
| 2025-06 | +0.76% | +63.22% | 0.16% | +3.96% | 1.38 | 2.29% | -0.48 | 25.75 | 0.00% | 0.04% | 0.00% |
| 2025-05 | +1.00% | +61.99% | 0.16% | +4.08% | 1.34 | 2.29% | -0.15 | 25.72 | 0.00% | 0.04% | 0.00% |
| 2025-04 | +0.92% | +60.39% | 0.16% | +3.96% | 1.29 | 2.29% | -0.15 | 25.94 | 0.00% | 0.00% | 0.00% |
| 2025-03 | +0.04% | +58.93% | 0.16% | +3.96% | 1.28 | 2.32% | -0.10 | 25.85 | 0.00% | 0.00% | 0.00% |
| 2025-02 | +0.96% | +58.86% | 0.16% | +3.84% | 1.21 | 2.56% | -0.15 | 26.00 | 0.00% | 0.00% | 0.00% |
| 2025-01 | +0.08% | +57.35% | 0.16% | +3.84% | 1.18 | 2.56% | -0.16 | 25.86 | 0.00% | 0.00% | 0.00% |
| 2024-12 | +0.17% | +57.23% | 0.17% | +3.84% | 1.26 | 2.56% | +2.64 | 25.99 | 0.00% | 0.00% | 0.00% |
| 2024-11 | +1.07% | +56.96% | 0.17% | +3.96% | 1.32 | 2.56% | -0.15 | 26.11 | 0.00% | 0.00% | 0.00% |
| 2024-10 | +0.32% | +55.30% | 0.17% | +4.08% | 1.27 | 2.56% | -0.16 | 23.22 | 0.00% | 0.00% | 0.00% |
| 2024-09 | +0.90% | +54.80% | 0.17% | +4.20% | 1.31 | 2.56% | -2.25 | 23.30 | 0.00% | 0.00% | 0.00% |
| 2024-08 | +1.24% | +53.42% | 0.17% | — | 1.17 | 2.56% | -0.15 | 23.25 | 0.00% | 0.00% | 0.00% |
| 2024-07 | +0.80% | +51.54% | 0.17% | +4.32% | 1.22 | 2.53% | -0.16 | 25.19 | 0.00% | 0.00% | 0.00% |
| 2024-06 | +0.29% | +50.34% | 0.17% | +4.08% | 1.20 | 2.53% | +0.46 | 25.14 | 0.00% | 0.00% | 0.04% |
| 2024-05 | +0.70% | +49.91% | 0.17% | +4.20% | 1.27 | 2.56% | -0.15 | 25.23 | 0.00% | 0.00% | 0.04% |
| 2024-04 | +0.41% | +48.86% | 0.17% | +4.20% | 1.25 | 2.56% | -0.15 | 24.60 | 0.00% | 0.00% | 0.04% |
| 2024-03 | +0.59% | +48.26% | 0.17% | +4.20% | 1.29 | 2.56% | +1.53 | 24.64 | 0.00% | 0.00% | 0.04% |
| 2024-02 | +0.56% | +47.39% | 0.17% | +4.08% | 1.30 | 2.56% | -0.14 | 24.65 | 0.00% | 0.00% | 0.04% |
| 2024-01 | +0.00% | +46.56% | 0.17% | +4.20% | 1.31 | 2.56% | -0.15 | 23.00 | 0.00% | 0.00% | 0.04% |
| 2023-12 | +0.73% | +46.56% | 0.19% | +4.20% | 1.41 | 2.56% | -1.29 | 23.14 | 0.00% | 0.00% | 0.04% |
| 2023-11 | +2.31% | +45.50% | 0.19% | +4.20% | 1.38 | 2.56% | -0.15 | 23.12 | 0.00% | 0.00% | 0.00% |
| 2023-10 | -1.92% | +42.22% | 0.19% | +4.20% | 1.23 | 2.42% | -0.15 | 23.86 | 0.00% | 0.00% | 0.00% |
| 2023-09 | -0.02% | +45.00% | 0.19% | +4.20% | 1.85 | 2.22% | -0.09 | 24.49 | 0.00% | 0.00% | 0.00% |
| 2023-08 | +0.31% | +45.03% | 0.19% | +4.20% | 1.98 | 2.22% | -0.14 | 24.63 | 0.00% | 0.00% | 0.00% |
| 2023-07 | +0.24% | +44.58% | 0.19% | +4.20% | 2.05 | 2.22% | -0.15 | 24.66 | 0.00% | 0.00% | 0.00% |
| 2023-06 | +0.68% | +44.24% | 0.19% | +4.20% | 2.13 | 2.18% | -0.07 | 24.75 | 0.00% | 0.00% | 0.00% |
| 2023-05 | +1.41% | +43.26% | 0.19% | +4.32% | 2.11 | 2.18% | -0.16 | 24.73 | 0.00% | 0.00% | 0.00% |
| 2023-04 | +0.18% | +41.27% | 0.19% | +4.20% | 2.02 | 2.15% | -0.15 | 24.45 | 0.00% | 0.00% | 0.00% |
| 2023-03 | +0.96% | +41.02% | 0.19% | +4.20% | 2.10 | 2.15% | +0.58 | 24.56 | 0.00% | 0.00% | 0.00% |
| 2023-02 | -0.60% | +39.68% | 0.19% | +4.20% | 2.06 | 2.15% | -0.13 | 24.46 | 0.00% | 0.00% | 0.00% |
| 2023-01 | +1.37% | +40.52% | 0.19% | +4.20% | 2.31 | 2.11% | -0.14 | 24.03 | 0.00% | 0.00% | 0.00% |
| 2022-12 | -0.28% | +38.62% | 0.19% | +4.20% | 2.23 | 2.08% | -0.27 | 23.85 | 0.00% | 0.00% | 0.00% |
| 2022-11 | +0.82% | +39.01% | 0.19% | +4.20% | 2.44 | 2.08% | -0.15 | 24.06 | 0.00% | 0.00% | 0.00% |
| 2022-10 | +0.83% | +37.88% | 0.19% | +4.08% | 2.39 | 2.08% | -0.14 | 24.13 | 0.00% | 0.00% | 0.00% |
| 2022-09 | -0.41% | +36.74% | 0.19% | +3.96% | 2.33 | 2.04% | -1.27 | 24.09 | 0.00% | 0.00% | 0.00% |
| 2022-08 | +0.39% | +37.31% | 0.19% | +4.08% | 2.54 | 2.01% | -0.14 | 24.33 | 0.00% | 0.00% | 0.00% |
| 2022-07 | +0.79% | +36.77% | 0.19% | +3.96% | 2.55 | 2.01% | -0.14 | 25.50 | 0.00% | 0.00% | 0.00% |
| 2022-06 | +1.31% | +35.70% | 0.19% | +3.96% | 2.49 | 2.01% | -0.20 | 25.44 | 0.00% | 0.00% | 0.00% |
| 2022-05 | -0.41% | +33.95% | 0.19% | +3.84% | 2.38 | 1.97% | -0.15 | 25.25 | 0.00% | 0.00% | 0.00% |
| 2022-04 | +0.43% | +34.50% | 0.19% | +3.60% | 2.57 | 1.94% | -0.15 | 25.56 | 0.00% | 0.00% | 0.00% |
| 2022-03 | +0.96% | +33.92% | 0.19% | +3.60% | 2.56 | 1.94% | -0.03 | 25.60 | 0.00% | 0.00% | 0.00% |
| 2022-02 | -0.92% | +32.65% | 0.19% | +3.48% | 2.47 | 1.94% | -0.14 | 25.38 | 0.00% | 0.00% | 0.00% |
| 2022-01 | -0.22% | +33.88% | 0.19% | +3.48% | 2.86 | 1.84% | -0.27 | 25.77 | 0.00% | 0.00% | 0.00% |
| 2021-12 | -0.16% | +34.17% | 0.21% | +3.48% | 2.98 | 1.84% | +0.34 | 26.10 | 0.00% | 0.00% | 0.00% |
| 2021-11 | +1.24% | +34.39% | 0.21% | +3.48% | 3.09 | 1.80% | -0.14 | 26.28 | 0.00% | 0.00% | 0.00% |
| 2021-10 | +1.42% | +32.74% | 0.21% | +3.48% | 2.96 | 1.80% | -0.15 | 25.63 | 0.00% | 0.00% | 0.00% |
| 2021-09 | +0.48% | +30.89% | 0.21% | +3.36% | 2.85 | 1.77% | -0.13 | 25.41 | 0.00% | 0.00% | 0.00% |
| 2021-08 | +0.99% | +30.26% | 0.21% | +3.24% | 2.76 | 1.77% | -0.13 | 25.43 | 0.00% | 0.00% | 0.00% |
| 2021-07 | +0.54% | +28.98% | 0.21% | +3.24% | 2.67 | 1.77% | -0.15 | 25.31 | 0.00% | 0.00% | 0.00% |
| 2021-06 | +0.85% | +28.29% | 0.21% | +3.24% | 2.63 | 1.77% | -0.06 | 25.31 | 0.00% | 0.00% | 0.00% |
| 2021-05 | +0.73% | +27.21% | 0.21% | +3.24% | 2.56 | 1.77% | -0.14 | 25.24 | 0.00% | 0.00% | 0.00% |
| 2021-04 | +0.46% | +26.29% | 0.21% | — | — | — | -0.03 | 25.11 | 0.00% | 0.00% | 0.00% |
| 2021-03 | +0.76% | +25.71% | 0.21% | — | — | — | +1.19 | 25.01 | 0.00% | 0.00% | 0.00% |
| 2021-02 | -0.39% | +24.76% | 0.21% | — | — | — | -0.16 | 24.97 | 0.00% | 0.00% | 0.00% |
| 2021-01 | +0.38% | +25.25% | 0.21% | — | — | — | -0.24 | 23.90 | 0.00% | 0.00% | 0.00% |
| 2020-12 | +0.46% | +24.78% | 0.22% | — | — | — | -1.05 | 24.06 | 0.00% | 0.00% | 0.00% |
| 2020-11 | +0.85% | +24.20% | 0.22% | — | — | — | -0.15 | 24.09 | 0.00% | 0.00% | 0.00% |
| 2020-10 | +0.04% | +23.16% | 0.22% | — | — | — | -0.14 | 24.91 | 0.00% | 0.00% | 0.00% |
| 2020-09 | -0.40% | +23.11% | 0.22% | — | — | — | -0.47 | 25.04 | 0.00% | 0.00% | 0.00% |
| 2020-08 | +0.83% | +23.60% | 0.22% | — | — | — | -0.13 | 25.28 | 0.00% | 0.00% | 0.00% |
| 2020-07 | +0.23% | +22.58% | 0.22% | — | — | — | -0.15 | 25.55 | 0.00% | 0.00% | 0.00% |
| 2020-06 | +0.13% | +22.30% | 0.22% | — | — | — | +0.24 | 25.64 | 0.00% | 0.00% | 0.00% |
| 2020-05 | +0.70% | +22.14% | 0.22% | — | — | — | -0.15 | 25.74 | 0.00% | 0.00% | 0.00% |
| 2020-04 | +1.63% | +21.30% | 0.22% | — | — | — | -0.14 | 25.31 | 0.00% | 0.00% | 0.00% |
| 2020-03 | -1.97% | +19.35% | 0.22% | — | — | — | -1.01 | 25.05 | 0.00% | 0.00% | 0.00% |
| 2020-02 | +1.03% | +21.75% | 0.22% | — | — | — | -0.13 | 25.70 | 0.00% | 0.00% | 0.00% |
| 2020-01 | +0.63% | +20.51% | 0.22% | — | — | — | -0.14 | 26.42 | 0.00% | 0.00% | 0.00% |
| 2019-12 | +0.37% | +19.75% | 0.23% | — | — | — | +0.26 | 26.41 | 0.00% | 0.00% | 0.00% |
| 2019-11 | +0.50% | +19.31% | 0.23% | — | — | — | -0.14 | 26.45 | 0.00% | 0.00% | 0.00% |
| 2019-10 | +0.62% | +18.72% | 0.23% | — | — | — | -0.01 | 26.07 | 0.00% | 0.00% | 0.00% |
| 2019-09 | +0.72% | +17.99% | 0.23% | — | — | — | -0.64 | 26.04 | 0.00% | 0.00% | 0.00% |
| 2019-08 | +0.96% | +17.14% | 0.23% | — | — | — | -0.15 | 26.00 | 0.00% | 0.00% | 0.00% |
| 2019-07 | +0.64% | +16.03% | 0.23% | — | — | — | -0.15 | 26.25 | 0.00% | 0.00% | 0.00% |
| 2019-06 | +1.36% | +15.29% | 0.23% | — | — | — | -0.09 | 26.23 | 0.00% | 0.00% | 0.00% |
| 2019-05 | +0.46% | +13.74% | 0.23% | — | — | — | -0.16 | 26.02 | 0.00% | 0.00% | 0.00% |
| 2019-04 | +0.99% | +13.22% | 0.23% | — | — | — | -0.15 | 26.00 | 0.00% | 0.00% | 0.00% |
| 2019-03 | +0.91% | +12.11% | 0.23% | — | — | — | -0.15 | 25.89 | 0.00% | 0.00% | 0.00% |
| 2019-02 | +0.46% | +11.10% | 0.23% | — | — | — | -0.13 | 25.80 | 0.00% | 0.00% | 0.00% |
| 2019-01 | +0.71% | +10.59% | 0.23% | — | — | — | +0.02 | 25.84 | 0.00% | 0.00% | 0.00% |
| 2018-12 | +0.07% | +9.81% | 0.25% | — | — | — | +0.08 | 25.62 | 0.00% | 0.00% | 0.00% |
| 2018-11 | +0.15% | +9.74% | 0.25% | — | — | — | -0.15 | 25.75 | 0.00% | 0.04% | 0.00% |
| 2018-10 | -0.17% | +9.57% | 0.25% | — | — | — | -0.01 | 25.63 | 0.00% | 0.04% | 0.00% |
| 2018-09 | +0.23% | +9.76% | 0.25% | — | — | — | +0.11 | 25.82 | 0.00% | 0.04% | 0.00% |
| 2018-08 | +0.55% | +9.51% | 0.25% | — | — | — | -0.15 | 25.91 | 0.00% | 0.04% | 0.00% |
| 2018-07 | +0.41% | +8.91% | 0.25% | — | — | — | -0.14 | 25.52 | 0.00% | 0.04% | 0.00% |
| 2018-06 | +0.32% | +8.46% | 0.25% | — | — | — | -0.24 | 25.56 | 0.00% | 0.04% | 0.00% |
| 2018-05 | +0.35% | +8.12% | 0.25% | — | — | — | -0.15 | 25.62 | 0.00% | 0.04% | 0.00% |
| 2018-04 | +0.34% | +7.74% | 0.25% | — | — | — | -0.15 | 25.76 | 0.00% | 0.04% | 0.00% |
| 2018-03 | +0.58% | +7.38% | 0.25% | — | — | — | -0.17 | 25.82 | 0.00% | 0.04% | 0.00% |
| 2018-02 | -0.45% | +6.76% | 0.25% | — | — | — | -0.15 | 25.82 | 0.00% | 0.04% | 0.00% |
| 2018-01 | +0.84% | +7.24% | 0.25% | — | — | — | -0.14 | 12.13 | 0.00% | 0.08% | 0.00% |
| 2017-12 | +0.34% | +6.35% | 0.26% | — | — | — | -0.35 | 26.03 | 0.00% | 0.04% | 0.00% |
| 2017-11 | +0.46% | +5.99% | 0.26% | — | — | — | -0.15 | 26.09 | 0.00% | 0.04% | 0.00% |
| 2017-10 | +0.42% | +5.50% | 0.26% | — | — | — | -0.16 | 26.32 | 0.00% | 0.04% | 0.00% |
| 2017-09 | +0.39% | +5.06% | 0.26% | — | — | — | -0.16 | 26.36 | 0.00% | 0.04% | 0.00% |
| 2017-08 | +0.62% | +4.65% | 0.26% | — | — | — | -0.15 | 26.41 | 0.00% | 0.04% | 0.00% |
| 2017-07 | +0.56% | +4.01% | 0.26% | — | — | — | -0.15 | 26.40 | 0.00% | 0.04% | 0.00% |
| 2017-06 | +0.22% | +3.43% | 0.26% | — | — | — | -0.08 | 26.40 | 0.00% | 0.04% | 0.00% |
| 2017-05 | +0.47% | +3.20% | 0.26% | — | — | — | -0.15 | 26.50 | 0.00% | 0.04% | 0.00% |
| 2017-04 | +0.80% | +2.72% | 0.26% | — | — | — | -0.15 | 26.45 | 0.00% | 0.04% | 0.00% |
| 2017-03 | +0.47% | +1.90% | 0.26% | — | — | — | +0.31 | 26.39 | 0.00% | 0.04% | 0.00% |
| 2017-02 | -0.01% | +1.42% | 0.26% | — | — | — | -0.15 | 26.41 | 0.00% | 0.04% | 0.00% |
| 2017-01 | -0.03% | +1.44% | 0.26% | — | — | — | -0.15 | 26.11 | 0.00% | 0.04% | 0.00% |
| 2016-12 | +0.08% | +1.47% | 0.29% | — | — | — | -0.17 | 26.26 | 0.00% | 0.04% | 0.00% |
| 2016-11 | -0.13% | +1.38% | 0.29% | — | — | — | -0.15 | 26.39 | 0.00% | 0.04% | 0.00% |
| 2016-10 | +0.08% | +1.52% | 0.29% | — | — | — | +0.00 | 27.97 | 0.00% | 0.04% | 0.00% |
| 2016-09 | -0.17% | +1.44% | 0.29% | — | — | — | -0.43 | 26.72 | 0.00% | 0.04% | 0.00% |
| 2016-08 | +0.27% | +1.61% | 0.29% | — | — | — | -0.13 | 27.01 | 0.00% | 0.07% | 0.00% |
| 2016-07 | +0.63% | +1.33% | 0.29% | — | — | — | -0.14 | 27.13 | 0.00% | 0.07% | 0.00% |
| 2016-06 | +0.70% | +0.70% | 0.29% | — | — | — | -0.09 | 27.08 | 0.00% | 0.07% | 0.00% |
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.