נתונים היסטוריים · קרנות השתלמות

הראל השתלמות כללי

נתונים היסטוריים מלאים עבור הראל השתלמות כללי, 137 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 154 | שם קרן: הראל השתלמות כללי | סיווג קרן: קרנות השתלמות | חברה שולטת: הראל השקעות בביטוח ושירותים פיננסיים בע"מ | חברה מנהלת: הראל פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: כללי | תת התמחות: כללי.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 137
תשואה חודשית אחרונה +2.33%
תשואה מצטברת מההתחלה +105.52%
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 +2.33% +105.52% 0.60% +0.72% 1.14 5.63% +70.21 15575.79 50.99% 54.65% 18.32%
2026-04 +4.68% +100.84% 0.60% +0.24% 1.07 5.60% +59.63 15163.33 52.52% 56.09% 17.84%
2026-03 -2.66% +91.86% 0.60% +0.00% 0.92 5.30% -27.83 14435.83 52.85% 56.82% 15.96%
2026-02 +0.75% +97.10% 0.60% +0.24% 1.27 5.13% -48.85 14840.73 51.58% 53.68% 17.43%
2026-01 +2.43% +95.63% 0.60% +0.48% 1.27 5.13% -90.77 14782.58 51.66% 53.38% 17.30%
2025-12 +0.91% +90.99% 0.61% +0.36% 1.17 5.07% +54.08 14558.74 49.93% 55.58% 17.63%
2025-11 +1.09% +89.27% 0.61% +0.36% 1.17 5.09% -51.32 14387.08 49.87% 54.97% 17.92%
2025-10 +1.57% +87.23% 0.61% +0.48% 1.19 5.36% -33.92 14293.55 49.64% 55.13% 17.91%
2025-09 +2.15% +84.33% 0.61% +0.12% 1.12 5.36% -68.24 14108.56 49.55% 55.75% 19.84%
2025-08 +1.09% +80.46% 0.61% +0.24% 0.99 5.38% -61.45 13882.36 48.76% 55.88% 20.11%
2025-07 +0.83% +78.51% 0.61% +0.24% 0.99 5.46% -110.20 13809.34 48.60% 56.40% 20.62%
2025-06 +2.96% +77.04% 0.61% +0.24% 1.01 5.49% -82.71 13812.48 47.16% 56.64% 21.47%
2025-05 +2.12% +71.95% 0.61% +0.60% 0.85 5.43% -65.46 13507.76 46.08% 58.17% 23.56%
2025-04 +0.78% +68.38% 0.61% +0.48% 0.77 5.39% -116.78 13287.77 46.12% 60.03% 23.39%
2025-03 -0.76% +67.08% 0.61% +0.60% 0.82 5.73% -115.03 13306.54 46.56% 58.82% 22.55%
2025-02 -0.21% +68.36% 0.61% +0.48% 0.67 6.97% -145.63 13594.86 47.58% 57.60% 22.15%
2025-01 +1.12% +68.71% 0.61% +0.84% 0.67 7.06% -198.54 13688.89 47.81% 57.70% 22.56%
2024-12 +0.37% +66.84% 0.61% +0.72% 0.63 7.06% -43.75 13737.77 46.20% 55.88% 22.27%
2024-11 +1.84% +66.23% 0.61% +0.96% 0.65 7.06% -129.58 13794.15 45.77% 56.17% 25.30%
2024-10 +0.07% +63.22% 0.61% +0.84% 0.59 7.03% -104.41 13642.28 45.34% 56.58% 25.87%
2024-09 +1.63% +63.11% 0.61% +0.96% 0.64 7.04% -129.04 13753.76 44.75% 56.74% 26.48%
2024-08 +1.00% +60.49% 0.61% 0.55 7.03% -57.05 13691.62 43.61% 55.30% 25.82%
2024-07 +1.26% +58.90% 0.61% +0.96% 0.56 7.03% +70.61 13594.65 43.91% 55.45% 25.69%
2024-06 +0.57% +56.93% 0.61% +1.08% 0.52 7.02% -76.14 13347.59 43.90% 55.78% 25.92%
2024-05 +0.99% +56.04% 0.61% +1.08% 0.55 7.05% -83.66 13391.38 43.71% 54.00% 24.96%
2024-04 -1.37% +54.51% 0.61% +0.96% 0.50 7.09% -7.97 13315.06 42.87% 52.93% 23.34%
2024-03 +2.12% +56.65% 0.61% +0.96% 0.62 7.06% -104.05 13533.49 45.08% 53.76% 24.19%
2024-02 +1.94% +53.40% 0.61% +0.96% 0.55 7.02% -28.63 13343.86 43.09% 51.37% 22.55%
2024-01 +0.03% +50.48% 0.61% +0.96% 0.50 6.99% -46.81 13144.65 42.33% 51.53% 22.55%
2023-12 +1.97% +50.44% 0.65% +0.96% 0.56 7.05% +164.00 13188.79 40.78% 49.86% 23.99%
2023-11 +2.82% +47.53% 0.65% +1.08% 0.44 7.16% +52.36 12787.92 40.56% 50.41% 23.86%
2023-10 -2.57% +43.49% 0.65% +1.20% 0.33 7.08% +21.87 12387.77 40.48% 51.50% 23.59%
2023-09 -1.10% +47.27% 0.65% +0.84% 0.47 7.04% +55.46 12683.64 41.15% 49.35% 22.96%
2023-08 -0.27% +48.91% 0.65% +0.96% 0.56 7.00% +54.84 12790.25 42.93% 51.20% 23.85%
2023-07 +2.05% +49.31% 0.65% +0.84% 0.61 7.00% +55.37 12781.40 43.15% 51.33% 24.11%
2023-06 +1.55% +46.31% 0.65% +0.84% 0.56 6.97% +72.19 12506.93 42.09% 50.67% 23.86%
2023-05 +1.10% +44.08% 0.65% +0.72% 0.50 6.95% +89.51 12217.36 41.10% 49.59% 22.72%
2023-04 +1.27% +42.51% 0.65% +0.60% 0.47 6.94% +92.61 12006.42 41.09% 49.51% 21.98%
2023-03 +0.17% +40.72% 0.65% +0.48% 0.44 6.93% +84.79 11818.10 41.17% 49.79% 22.17%
2023-02 -1.16% +40.49% 0.65% +0.60% 0.45 6.95% +83.04 11666.84 42.11% 50.61% 21.84%
2023-01 +2.22% +42.13% 0.65% +0.60% 0.51 6.95% +142.60 11731.79 42.29% 49.89% 21.49%
2022-12 -1.77% +39.05% 0.69% +0.60% 0.44 6.92% +301.20 11322.17 41.75% 48.49% 19.43%
2022-11 +1.33% +41.55% 0.69% +0.84% 0.57 6.85% +282.34 11231.24 41.60% 48.68% 20.30%
2022-10 +1.79% +39.69% 0.69% +0.48% 0.53 6.84% +194.61 10827.27 42.79% 49.38% 20.03%
2022-09 -3.67% +37.24% 0.69% +0.60% 0.47 6.81% +267.81 10434.54 42.59% 48.89% 18.64%
2022-08 -1.34% +42.47% 0.69% +0.72% 0.71 6.56% +369.52 10577.68 43.93% 48.78% 19.29%
2022-07 +2.89% +44.40% 0.69% +0.72% 0.81 6.52% +327.40 10359.42 45.00% 51.66% 21.06%
2022-06 -1.84% +40.35% 0.69% +0.60% 0.71 6.43% +264.91 9750.33 44.16% 51.57% 20.27%
2022-05 -2.33% +42.98% 0.69% +0.84% 0.82 6.36% +211.18 9666.93 44.42% 51.42% 20.99%
2022-04 -0.98% +46.39% 0.69% +0.84% 1.00 6.23% +110.62 9634.54 44.70% 49.67% 19.99%
2022-03 +0.82% +47.84% 0.69% +0.72% 1.09 6.20% +115.42 9676.44 44.68% 49.25% 20.50%
2022-02 -0.51% +46.63% 0.69% +0.72% 1.07 6.20% +21.77 9489.00 45.58% 49.81% 19.88%
2022-01 -1.62% +47.39% 0.69% +0.84% 1.12 6.18% +17.48 9518.79 45.61% 49.30% 19.90%
2021-12 +1.83% +49.81% 0.71% +1.20% 1.25 6.10% +146.66 9661.25 45.90% 50.38% 20.28%
2021-11 +0.28% +47.12% 0.71% +1.08% 1.19 6.08% +62.56 9352.20 44.63% 48.87% 19.65%
2021-10 +2.29% +46.71% 0.71% +1.08% 1.19 6.08% +29.73 9270.39 45.57% 50.02% 20.29%
2021-09 -0.33% +43.42% 0.71% +1.08% 1.09 6.03% +44.88 9038.86 45.27% 50.12% 19.96%
2021-08 +1.94% +43.90% 0.71% +1.20% 1.11 6.04% -4.60 9028.72 45.78% 51.03% 20.84%
2021-07 +0.01% +41.16% 0.71% +1.32% 1.03 6.01% +14.88 8867.31 45.16% 51.04% 21.01%
2021-06 +0.66% +41.15% 0.71% +1.32% 1.08 6.05% -13.64 8856.70 45.43% 50.83% 21.34%
2021-05 +1.65% +40.22% 0.71% +1.32% 1.05 6.06% -2.30 8817.73 45.75% 48.98% 21.01%
2021-04 +1.53% +37.95% 0.71% +1.20% 0.98 6.04% +9.97 8681.36 45.07% 48.88% 20.97%
2021-03 +1.99% +35.87% 0.71% +1.08% 0.93 6.02% -27.24 8545.44 46.92% 50.78% 21.38%
2021-02 +0.72% +33.22% 0.71% +1.20% 0.87 6.01% -35.64 8410.89 45.40% 49.71% 20.02%
2021-01 +0.83% +32.26% 0.71% +0.96% 0.83 6.03% -22.51 8391.05 45.27% 50.27% 22.43%
2020-12 +1.79% +31.17% 0.73% +1.08% 0.77 6.10% +56.46 8347.09 41.36% 45.90% 23.68%
2020-11 +4.44% +28.87% 0.73% +0.84% 0.68 6.09% +1.34 8147.69 41.39% 44.81% 23.95%
2020-10 +0.08% +23.39% 0.73% +0.96% 0.50 5.80% -1.76 7803.37 39.48% 44.15% 22.39%
2020-09 -1.28% +23.29% 0.73% +1.08% 0.54 5.91% -31.08 7804.64 38.57% 43.65% 22.68%
2020-08 +2.74% +24.89% 0.73% +1.08% 0.58 5.96% -3.10 7937.01 38.96% 43.80% 22.51%
2020-07 +1.95% +21.56% 0.73% +0.84% 0.43 5.93% +2.73 7737.35 38.23% 42.85% 20.08%
2020-06 -0.80% +19.23% 0.73% +0.84% 0.36 5.90% +11.38 7589.80 37.28% 41.99% 20.07%
2020-05 +1.13% +20.19% 0.73% +0.96% 0.37 5.98% +74.38 7646.15 36.22% 40.07% 20.19%
2020-04 +4.92% +18.85% 0.73% +0.84% 0.33 5.96% +49.40 7490.33 36.92% 41.03% 19.85%
2020-03 -8.30% +13.28% 0.73% +1.08% 0.11 5.58% -246.89 7098.17 37.20% 42.08% 19.04%
2020-02 -2.10% +23.53% 0.73% +1.32% 0.91 4.04% -27.50 8013.10 37.66% 39.83% 18.80%
2020-01 +0.13% +26.18% 0.73% +1.32% 1.21 4.03% +17.50 8218.19 37.07% 39.39% 19.77%
2019-12 +0.73% +26.02% 0.77% +1.32% 1.25 4.03% +118.29 8193.37 38.71% 40.70% 20.28%
2019-11 +0.88% +25.10% 0.77% +1.08% 1.16 4.10% +39.68 8020.51 38.51% 40.02% 19.79%
2019-10 +1.36% +24.01% 0.77% +1.08% 1.13 4.11% +48.26 7916.48 37.69% 40.02% 19.77%
2019-09 +0.85% +22.35% 0.77% +1.08% 1.03 4.09% +61.60 7767.52 35.85% 38.21% 19.11%
2019-08 -0.29% +21.32% 0.77% +0.96% 0.97 4.09% +45.05 7645.95 35.71% 38.51% 19.34%
2019-07 +0.57% +21.67% 0.77% +0.96% 1.05 4.13% +24.95 7627.15 35.67% 38.18% 19.53%
2019-06 +2.01% +20.98% 0.77% +0.96% 1.01 4.14% +41.53 7562.54 36.15% 38.28% 19.80%
2019-05 -1.19% +18.60% 0.77% +0.96% 0.87 4.07% +57.18 7377.68 35.73% 38.12% 19.18%
2019-04 +1.44% +20.03% 0.77% +1.08% 1.03 4.02% +41.71 7413.38 34.92% 37.66% 21.12%
2019-03 +0.77% +18.32% 0.77% +1.08% 0.94 3.99% +63.45 7270.20 34.89% 37.94% 21.05%
2019-02 +0.99% +17.42% 0.77% +1.08% 0.91 4.00% +71.54 7158.55 33.99% 37.94% 20.88%
2019-01 +2.59% +16.27% 0.77% +1.08% 0.88 4.04% +56.08 7021.34 34.85% 38.79% 21.19%
2018-12 -2.71% +13.33% 0.82% +0.96% 0.69 3.92% +149.68 6777.70 34.21% 39.16% 21.27%
2018-11 +0.39% +16.49% 0.82% +1.32% 1.06 3.68% +97.55 6834.04 35.69% 40.42% 21.74%
2018-10 -2.02% +16.04% 0.82% +1.20% 1.07 3.72% +78.59 6714.86 35.83% 40.97% 21.89%
2018-09 +0.33% +18.43% 0.82% +1.56% 1.43 3.59% +89.32 6777.63 35.63% 41.03% 21.76%
2018-08 +0.95% +18.04% 0.82% +1.56% 1.46 3.66% +110.56 6670.10 35.25% 40.56% 21.41%
2018-07 +1.10% +16.93% 0.82% +1.56% 1.35 3.68% +116.75 6501.28 35.70% 41.55% 21.79%
2018-06 +0.14% +15.66% 0.82% +1.68% 1.31 3.72% +128.06 6318.90 36.45% 41.97% 21.49%
2018-05 +0.08% +15.49% 0.82% +1.68% 1.23 3.83% +136.79 6186.14 35.33% 40.43% 20.92%
2018-04 +0.74% +15.40% 0.82% +2.04% 1.28 3.88% +124.70 6049.03 35.33% 40.81% 20.51%
2018-03 -0.60% +14.55% 0.82% +2.04% 1.25 3.89% +128.67 5883.92 35.39% 40.09% 19.31%
2018-02 -1.21% +15.25% 0.82% +2.04% 1.35 3.86% +107.58 5794.93 35.61% 39.73% 18.48%
2018-01 +1.45% +16.66% 0.82% +2.04% 1.56 3.79% +136.23 5760.81 35.15% 39.88% 18.26%
2017-12 +0.77% +14.99% 0.89% +2.16% 1.48 3.77% +207.29 5547.23 34.27% 39.66% 17.69%
2017-11 +0.71% +14.11% 0.89% +2.40% 1.42 3.77% +133.37 5302.05 34.76% 39.93% 17.52%
2017-10 +0.98% +13.31% 0.89% +2.52% 1.39 3.78% +101.93 5135.14 34.66% 38.12% 17.55%
2017-09 +0.55% +12.21% 0.89% +2.52% 1.36 3.80% +98.98 4987.31 34.37% 37.85% 17.58%
2017-08 +0.28% +11.59% 0.89% +2.52% 1.36 3.88% +99.93 4864.52 34.51% 37.99% 17.57%
2017-07 +1.17% +11.28% 0.89% +2.64% 1.36 3.88% +96.03 4754.22 33.98% 37.40% 17.90%
2017-06 -0.36% +9.99% 0.89% +2.64% 1.33 3.98% +88.14 4606.81 33.77% 36.52% 17.31%
2017-05 +1.02% +10.39% 0.89% +2.64% 1.37 3.98% +97.49 4538.54 33.78% 36.10% 17.20%
2017-04 +1.07% +9.28% 0.89% +2.64% 1.18 4.22% +68.22 4398.79 34.19% 36.92% 17.07%
2017-03 +0.46% +8.12% 0.89% +2.52% 1.13 4.22% +68.38 4286.94 34.36% 37.48% 16.76%
2017-02 +0.66% +7.63% 0.89% +2.52% 1.12 4.23% +56.33 4212.86 33.94% 37.76% 16.70%
2017-01 +0.40% +6.92% 0.89% +2.40% 1.10 4.23% +84.55 4130.06 33.65% 38.17% 16.58%
2016-12 +0.90% +6.49% 0.98% +2.64% 1.12 4.35% +136.76 4023.96 33.32% 38.03% 16.40%
2016-11 +0.24% +5.54% 0.98% +2.64% 1.08 4.35% +60.06 3854.56 33.04% 39.77% 16.24%
2016-10 +0.12% +5.29% 0.98% +2.52% 1.00 4.48% +54.37 3788.15 32.87% 38.81% 16.04%
2016-09 -0.59% +5.16% 0.98% +2.76% 1.06 4.69% +51.37 3733.24 32.94% 38.14% 16.29%
2016-08 +0.41% +5.79% 0.98% +2.40% 1.05 4.82% +56.01 3706.23 32.93% 38.24% 16.34%
2016-07 +2.17% +5.36% 0.98% +2.28% 0.93 5.08% +65.23 3637.78 33.11% 38.65% 16.35%
2016-06 -0.26% +3.12% 0.98% +2.16% 0.79 5.03% +51.93 3498.57 32.68% 38.39% 15.66%
2016-05 +0.22% +3.39% 0.98% +2.04% 0.79 5.07% +65.19 3458.30 33.41% 38.95% 15.58%
2016-04 +0.96% +3.16% 0.98% +2.04% 0.76 5.09% +51.65 3387.80 33.07% 39.09% 15.52%
2016-03 +1.74% +2.18% 0.98% +2.04% 0.71 5.09% +65.56 3306.74 33.17% 38.77% 14.49%
2016-02 -0.54% +0.43% 0.98% +1.92% 0.59 5.06% +43.25 3187.79 33.59% 39.03% 13.59%
2016-01 -1.57% +0.98% 0.98% +2.04% 0.64 5.04% +54.68 3163.64 33.99% 39.28% 13.62%
2015-12 -0.82% +2.59% 1.06% +2.16% 0.79 4.96% +119.57 3160.80 34.18% 36.79% 9.88%
2015-11 -0.05% +3.44% 1.06% +2.16% 0.90 4.96% +58.79 3068.76 34.09% 36.19% 9.73%
2015-10 +2.83% +3.49% 1.06% +2.04% 0.89 4.99% +40.32 3013.78 35.94% 37.20% 10.03%
2015-09 -2.02% +0.64% 1.06% +1.92% 0.78 4.97% +41.29 2893.59 35.86% 37.48% 9.45%
2015-08 -1.71% +2.72% 1.06% +1.80% 1.01 4.89% +42.45 2914.01 36.16% 37.80% 9.81%
2015-07 +1.33% +4.50% 1.06% +1.68% 1.20 4.79% +34.84 2924.77 35.83% 35.97% 10.40%
2015-06 -2.09% +3.13% 1.06% +1.68% 1.16 4.86% +31.58 2854.22 35.89% 35.92% 9.77%
2015-05 +0.47% +5.33% 1.06% +1.32% 1.41 4.71% +33.18 2885.68 36.30% 36.30% 10.07%
2015-04 +0.90% +4.84% 1.06% +1.20% 1.30 4.89% +40.97 2841.57 36.07% 36.29% 10.23%
2015-03 +0.40% +3.90% 1.06% +1.20% 1.23 4.92% +36.55 2777.98 37.10% 36.96% 10.33%
2015-02 +2.73% +3.49% 1.06% +1.32% 1.25 4.97% +30.50 2732.67 36.70% 37.37% 9.72%
2015-01 +0.74% +0.74% 1.06% +1.32% 1.13 4.88% +24.49 2631.93 35.70% 36.77% 9.86%

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.