חודשים בטווח
61
נתונים היסטוריים · קרנות השתלמות
הראל השתלמות - עוקב מדד s&p 500
נתונים היסטוריים מלאים עבור הראל השתלמות - עוקב מדד s&p 500, 61 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 13502 | שם קרן: הראל השתלמות - עוקב מדד s&p 500 | 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: עוקבי מדדים | תת התמחות: עוקב מדד s&p 500.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על הראל השתלמות - עוקב מדד s&p 500 ישירות למייל.
תשואה חודשית אחרונה
+0.45%
תשואה מצטברת מההתחלה
+64.71%
| 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 | +0.45% | +64.71% | 0.50% | +4.20% | 0.65 | 10.14% | -13.99 | 7021.02 | 99.80% | 106.91% | 98.98% |
| 2026-04 | +3.23% | +63.97% | 0.50% | +2.88% | 0.65 | 10.15% | +6.97 | 7005.09 | 99.66% | 107.07% | 98.98% |
| 2026-03 | -4.22% | +58.84% | 0.50% | — | — | — | -64.97 | 6782.24 | 99.62% | 106.50% | 98.84% |
| 2026-02 | +0.12% | +65.84% | 0.50% | — | — | — | -121.50 | 7158.31 | 99.23% | 105.82% | 98.46% |
| 2026-01 | -1.62% | +65.64% | 0.50% | — | — | — | -58.12 | 7256.24 | 99.22% | 105.30% | 98.55% |
| 2025-12 | -1.86% | +68.37% | 0.49% | — | — | — | -5.53 | 7454.00 | 99.50% | 105.86% | 98.93% |
| 2025-11 | +0.39% | +71.56% | 0.49% | — | — | — | +5.12 | 7600.69 | 99.75% | 107.14% | 98.92% |
| 2025-10 | +0.82% | +70.89% | 0.49% | — | — | — | +35.92 | 7561.06 | 99.00% | 105.93% | 98.21% |
| 2025-09 | +2.67% | +69.50% | 0.49% | — | — | — | +75.67 | 7478.01 | 99.50% | 106.51% | 98.61% |
| 2025-08 | -0.07% | +65.09% | 0.49% | — | — | — | +61.53 | 7213.59 | 99.60% | 106.07% | 98.92% |
| 2025-07 | +3.12% | +65.21% | 0.49% | — | — | — | +77.81 | 7156.29 | 99.54% | 109.02% | 98.78% |
| 2025-06 | +0.86% | +60.21% | 0.49% | — | — | — | +100.74 | 6867.59 | 99.42% | 106.89% | 98.86% |
| 2025-05 | +3.09% | +58.85% | 0.49% | — | — | — | +128.81 | 6719.86 | 99.45% | 107.92% | 98.84% |
| 2025-04 | -2.64% | +54.08% | 0.49% | — | — | — | +134.27 | 6395.53 | 99.25% | 108.30% | 98.63% |
| 2025-03 | -1.20% | +58.26% | 0.49% | — | — | — | +110.12 | 6431.78 | 99.35% | 105.92% | 98.75% |
| 2025-02 | -3.39% | +60.18% | 0.49% | — | — | — | +166.61 | 6497.74 | 99.26% | 104.59% | 98.68% |
| 2025-01 | +1.08% | +65.81% | 0.49% | — | — | — | +264.16 | 6437.92 | 99.36% | 105.45% | 98.87% |
| 2024-12 | -1.58% | +64.03% | 0.48% | — | — | — | +315.73 | 6151.84 | 98.88% | 103.58% | 98.46% |
| 2024-11 | +3.11% | +66.67% | 0.48% | — | — | — | +257.08 | 5930.56 | 98.94% | 52.28% | 98.79% |
| 2024-10 | -0.27% | +61.64% | 0.48% | — | — | — | +230.63 | 5497.87 | 99.12% | 58.88% | 99.07% |
| 2024-09 | +3.87% | +62.08% | 0.48% | — | — | — | +279.42 | 5280.47 | 99.09% | 63.45% | 98.85% |
| 2024-08 | -0.89% | +56.04% | 0.48% | — | — | — | +202.72 | 4828.72 | 98.72% | 67.27% | 98.54% |
| 2024-07 | +1.05% | +57.44% | 0.48% | — | — | — | +329.25 | 4655.92 | 97.93% | 69.63% | 97.72% |
| 2024-06 | +5.69% | +55.80% | 0.48% | — | — | — | +267.18 | 4289.96 | 96.72% | 75.37% | 96.50% |
| 2024-05 | +2.14% | +47.42% | 0.48% | — | — | — | +282.21 | 3796.69 | 98.55% | 78.03% | 98.23% |
| 2024-04 | -1.34% | +44.33% | 0.48% | — | — | — | +210.61 | 3450.51 | 98.08% | 83.68% | 97.76% |
| 2024-03 | +6.57% | +46.29% | 0.48% | — | — | — | +295.88 | 3270.73 | 98.66% | 87.90% | 98.36% |
| 2024-02 | +2.14% | +37.27% | 0.48% | — | — | — | +198.08 | 2797.35 | 94.52% | 94.54% | 97.95% |
| 2024-01 | +3.09% | +34.39% | 0.48% | — | — | — | +244.11 | 2531.18 | 96.24% | 96.39% | 99.00% |
| 2023-12 | +2.05% | +30.37% | 0.49% | — | — | — | +185.90 | 2221.60 | 97.54% | 97.56% | 98.12% |
| 2023-11 | +1.16% | +27.75% | 0.49% | — | — | — | +133.19 | 1990.87 | 99.04% | 99.04% | 99.04% |
| 2023-10 | +2.27% | +26.28% | 0.49% | — | — | — | +136.83 | 1840.71 | 98.86% | 98.86% | 98.86% |
| 2023-09 | -4.49% | +23.48% | 0.49% | — | — | — | +144.61 | 1668.33 | 99.24% | 99.24% | 99.24% |
| 2023-08 | +2.50% | +29.28% | 0.49% | — | — | — | +202.40 | 1600.36 | 98.35% | 98.35% | 98.35% |
| 2023-07 | +4.01% | +26.13% | 0.49% | — | — | — | +195.82 | 1353.66 | 96.58% | 96.58% | 96.58% |
| 2023-06 | +4.13% | +21.27% | 0.49% | — | — | — | +144.92 | 1114.54 | 98.47% | 98.47% | 98.47% |
| 2023-05 | +3.62% | +16.46% | 0.49% | — | — | — | +126.77 | 924.35 | 96.43% | 96.43% | 96.43% |
| 2023-04 | +3.78% | +12.39% | 0.49% | — | — | — | +77.38 | 767.11 | 97.03% | 97.03% | 97.03% |
| 2023-03 | -0.35% | +8.30% | 0.49% | — | — | — | +80.38 | 670.55 | 97.70% | 97.70% | 80.13% |
| 2023-02 | +4.49% | +8.68% | 0.49% | — | — | — | +52.75 | 585.20 | 98.48% | 98.48% | 86.07% |
| 2023-01 | +3.57% | +4.01% | 0.49% | — | — | — | +36.73 | 506.48 | 99.06% | 99.06% | 91.32% |
| 2022-12 | -0.84% | +0.42% | — | — | — | — | +41.40 | 454.59 | 98.88% | 98.88% | 91.79% |
| 2022-11 | +0.13% | +1.27% | — | — | — | — | +19.07 | 418.81 | 97.65% | 97.65% | 90.65% |
| 2022-10 | +5.45% | +1.14% | — | — | — | — | +25.15 | 396.01 | 98.48% | 98.48% | 91.63% |
| 2022-09 | -2.78% | -4.09% | — | — | — | — | +22.38 | 351.33 | 98.41% | 98.41% | 91.52% |
| 2022-08 | -4.25% | -1.34% | — | — | — | — | +31.16 | 339.15 | 99.40% | 99.40% | 92.38% |
| 2022-07 | +5.94% | +3.03% | — | — | — | — | +24.11 | 322.18 | 99.06% | 99.06% | 92.63% |
| 2022-06 | -4.10% | -2.74% | — | — | — | — | +27.29 | 280.86 | 97.86% | 97.86% | 92.13% |
| 2022-05 | -1.97% | +1.42% | — | — | — | — | +28.50 | 264.64 | 97.92% | 97.92% | 92.60% |
| 2022-04 | -3.83% | +3.45% | — | — | — | — | +25.41 | 240.99 | 97.99% | 97.99% | 93.53% |
| 2022-03 | +4.69% | +7.57% | — | — | — | — | +17.66 | 224.51 | 98.94% | 98.94% | 94.61% |
| 2022-02 | -1.11% | +2.75% | — | — | — | — | +16.67 | 197.17 | 97.67% | 97.67% | 93.89% |
| 2022-01 | -5.22% | +3.91% | — | — | — | — | +20.43 | 182.97 | 97.45% | 97.45% | 94.33% |
| 2021-12 | +2.77% | +9.63% | — | — | — | — | +26.40 | 172.03 | 97.01% | 97.01% | 93.95% |
| 2021-11 | +0.14% | +6.68% | — | — | — | — | +22.19 | 141.34 | 97.40% | 97.40% | 94.20% |
| 2021-10 | +2.90% | +6.53% | — | — | — | — | +17.95 | 118.72 | 98.14% | 98.14% | 97.98% |
| 2021-09 | -2.33% | +3.52% | — | — | — | — | +14.88 | 97.93 | 94.84% | 94.84% | 94.84% |
| 2021-08 | +1.40% | +5.99% | — | — | — | — | +22.54 | 85.19 | 96.06% | 96.06% | 96.06% |
| 2021-07 | +2.32% | +4.53% | — | — | — | — | +18.83 | 61.78 | 94.56% | 94.56% | 94.56% |
| 2021-06 | +2.55% | +2.16% | — | — | — | — | +19.34 | 41.80 | 92.97% | 92.97% | 92.97% |
| 2021-05 | -0.38% | -0.38% | — | — | — | — | +12.58 | 21.68 | 84.46% | 84.46% | 84.46% |
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.