חודשים בטווח
125
הראל פנסיה - גילאי 60 ומעלה
נתונים היסטוריים מלאים עבור הראל פנסיה - גילאי 60 ומעלה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9829 | שם קרן: הראל פנסיה - גילאי 60 ומעלה | 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 - גילאי 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+1.82%
תשואה מצטברת מההתחלה
+88.19%
| 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 | +1.82% | +88.19% | 0.16% | +1.68% | 1.33 | 3.64% | +63.79 | 6700.15 | 31.07% | 36.53% | 13.95% |
| 2026-04 | +3.06% | +84.83% | 0.16% | +1.32% | 1.25 | 3.60% | +32.05 | 6508.73 | 32.75% | 38.23% | 14.10% |
| 2026-03 | -1.46% | +79.34% | 0.16% | +1.20% | 1.11 | 3.43% | -22.48 | 6265.71 | 32.00% | 37.88% | 12.78% |
| 2026-02 | +0.58% | +82.00% | 0.16% | +1.44% | 1.46 | 3.33% | +46.54 | 6330.38 | 30.82% | 34.38% | 13.61% |
| 2026-01 | +1.55% | +80.95% | 0.16% | +1.44% | 1.46 | 3.33% | +120.57 | 6266.46 | 31.14% | 34.77% | 13.74% |
| 2025-12 | +0.48% | +78.19% | 0.16% | +1.44% | 1.38 | 3.29% | +114.94 | 6085.33 | 30.42% | 37.31% | 13.66% |
| 2025-11 | +0.94% | +77.34% | 0.16% | +1.56% | 1.41 | 3.29% | +93.99 | 5982.93 | 30.18% | 36.15% | 13.59% |
| 2025-10 | +1.05% | +75.68% | 0.16% | +1.44% | 1.41 | 3.46% | +36.93 | 5822.90 | 30.15% | 36.41% | 13.44% |
| 2025-09 | +1.63% | +73.86% | 0.16% | +1.44% | 1.35 | 3.46% | +65.73 | 5693.71 | 30.04% | 36.78% | 14.28% |
| 2025-08 | +0.93% | +71.07% | 0.16% | +1.44% | 1.22 | 3.46% | +80.89 | 5548.24 | 29.21% | 36.50% | 14.33% |
| 2025-07 | +0.75% | +69.49% | 0.16% | +1.44% | 1.22 | 3.50% | +85.98 | 5424.51 | 28.73% | 37.31% | 14.50% |
| 2025-06 | +1.88% | +68.23% | 0.16% | +1.44% | 1.23 | 3.53% | +53.40 | 5315.78 | 27.75% | 37.46% | 14.51% |
| 2025-05 | +1.59% | +65.13% | 0.16% | +1.80% | 1.10 | 3.50% | +71.72 | 5157.30 | 27.11% | 38.19% | 15.16% |
| 2025-04 | +0.81% | +62.54% | 0.16% | +1.68% | 1.03 | 3.46% | +55.65 | 4992.07 | 27.10% | 39.76% | 15.28% |
| 2025-03 | -0.38% | +61.24% | 0.16% | +1.80% | 1.05 | 3.74% | +41.30 | 4883.26 | 27.58% | 38.89% | 14.81% |
| 2025-02 | +0.32% | +61.85% | 0.16% | +1.56% | 0.85 | 4.68% | +71.57 | 4863.89 | 27.90% | 37.74% | 14.78% |
| 2025-01 | +0.74% | +61.34% | 0.16% | +1.68% | 0.82 | 4.75% | +88.55 | 4761.30 | 27.38% | 36.81% | 14.83% |
| 2024-12 | +0.30% | +60.15% | 0.17% | +1.68% | 0.80 | 4.75% | +62.80 | 4668.14 | 25.63% | 33.56% | 14.59% |
| 2024-11 | +1.41% | +59.67% | 0.17% | +1.80% | 0.83 | 4.75% | +67.92 | 4577.00 | 26.06% | 35.45% | 17.21% |
| 2024-10 | +0.16% | +57.45% | 0.17% | +1.80% | 0.77 | 4.71% | +74.09 | 4425.86 | 25.94% | 35.55% | 17.31% |
| 2024-09 | +1.35% | +57.20% | 0.17% | +1.80% | 0.82 | 4.71% | +108.99 | 4356.90 | 25.64% | 35.78% | 17.82% |
| 2024-08 | +0.99% | +55.11% | 0.17% | — | 0.72 | 4.71% | +105.43 | 4192.06 | 25.04% | 35.23% | 17.55% |
| 2024-07 | +1.16% | +53.59% | 0.17% | +1.80% | 0.72 | 4.71% | +82.30 | 4063.03 | 25.12% | 35.41% | 17.55% |
| 2024-06 | +0.49% | +51.82% | 0.17% | +1.80% | 0.68 | 4.71% | +70.10 | 3926.91 | 25.13% | 35.64% | 17.43% |
| 2024-05 | +0.86% | +51.08% | 0.17% | +1.80% | 0.71 | 4.75% | +71.77 | 3838.38 | 24.96% | 35.20% | 17.26% |
| 2024-04 | -0.58% | +49.80% | 0.17% | +1.80% | 0.66 | 4.75% | +88.25 | 3737.34 | 25.03% | 35.25% | 16.44% |
| 2024-03 | +1.49% | +50.67% | 0.17% | +1.80% | 0.78 | 4.75% | +53.54 | 3667.41 | 25.72% | 35.44% | 16.54% |
| 2024-02 | +1.18% | +48.46% | 0.17% | +1.80% | 0.72 | 4.71% | +67.87 | 3563.47 | 24.86% | 34.68% | 15.82% |
| 2024-01 | +0.16% | +46.73% | 0.17% | +1.80% | 0.68 | 4.71% | +67.82 | 3459.24 | 24.13% | 34.92% | 15.72% |
| 2023-12 | +1.22% | +46.49% | 0.19% | +1.80% | 0.74 | 4.75% | +57.56 | 3396.29 | 22.49% | 33.70% | 16.24% |
| 2023-11 | +1.98% | +44.73% | 0.19% | +1.92% | 0.64 | 4.85% | +47.84 | 3297.04 | 22.31% | 34.14% | 16.20% |
| 2023-10 | -1.60% | +41.92% | 0.19% | +2.04% | 0.55 | 4.78% | +76.39 | 3188.18 | 22.61% | 35.01% | 16.35% |
| 2023-09 | -0.62% | +44.22% | 0.19% | +1.92% | 0.70 | 4.75% | +47.26 | 3157.37 | 22.68% | 34.01% | 15.52% |
| 2023-08 | +0.13% | +45.12% | 0.19% | +1.92% | 0.80 | 4.75% | +95.99 | 3129.52 | 23.35% | 34.22% | 15.05% |
| 2023-07 | +1.20% | +44.94% | 0.19% | +1.92% | 0.84 | 4.75% | +85.79 | 3038.73 | 24.18% | 35.04% | 15.14% |
| 2023-06 | +1.08% | +43.22% | 0.19% | +1.92% | 0.81 | 4.71% | +76.53 | 2921.94 | 23.99% | 35.43% | 15.18% |
| 2023-05 | +1.04% | +41.69% | 0.19% | +1.92% | 0.77 | 4.71% | +65.88 | 2820.98 | 23.88% | 35.31% | 14.67% |
| 2023-04 | +1.02% | +40.23% | 0.19% | +1.80% | 0.73 | 4.71% | +43.46 | 2718.39 | 24.10% | 35.51% | 14.24% |
| 2023-03 | +0.30% | +38.81% | 0.19% | +1.68% | 0.70 | 4.71% | +38.05 | 2654.67 | 24.36% | 35.91% | 13.97% |
| 2023-02 | -0.95% | +38.40% | 0.19% | +1.92% | 0.71 | 4.71% | +34.08 | 2590.32 | 24.62% | 35.98% | 13.52% |
| 2023-01 | +1.71% | +39.72% | 0.19% | +1.92% | 0.80 | 4.71% | +65.53 | 2587.69 | 25.19% | 36.06% | 13.57% |
| 2022-12 | -0.96% | +37.38% | 0.19% | +1.92% | 0.74 | 4.68% | +72.55 | 2485.34 | 24.75% | 35.20% | 11.94% |
| 2022-11 | +1.12% | +38.71% | 0.19% | +1.92% | 0.86 | 4.64% | +67.37 | 2447.76 | 25.07% | 35.23% | 12.55% |
| 2022-10 | +1.31% | +37.17% | 0.19% | +1.80% | 0.81 | 4.61% | +39.74 | 2354.71 | 25.62% | 35.85% | 12.36% |
| 2022-09 | -2.35% | +35.40% | 0.19% | +1.80% | 0.76 | 4.61% | +69.27 | 2276.79 | 25.67% | 35.82% | 11.90% |
| 2022-08 | -0.73% | +38.66% | 0.19% | +1.92% | 1.02 | 4.43% | +56.05 | 2285.41 | 26.15% | 35.33% | 12.03% |
| 2022-07 | +1.97% | +39.68% | 0.19% | +1.80% | 1.12 | 4.40% | +57.52 | 2237.88 | 26.53% | 37.13% | 13.02% |
| 2022-06 | -0.87% | +36.98% | 0.19% | +1.80% | 1.02 | 4.36% | +32.59 | 2128.00 | 25.81% | 36.73% | 12.13% |
| 2022-05 | -1.17% | +38.18% | 0.19% | +1.92% | 1.11 | 4.33% | +42.86 | 2117.60 | 26.02% | 36.93% | 12.75% |
| 2022-04 | -0.52% | +39.81% | 0.19% | +1.80% | 1.26 | 4.26% | +28.20 | 2090.35 | 26.39% | 36.08% | 12.21% |
| 2022-03 | +0.81% | +40.55% | 0.19% | +1.80% | 1.35 | 4.23% | +25.97 | 2072.64 | 26.77% | 36.20% | 12.79% |
| 2022-02 | -0.48% | +39.42% | 0.19% | +1.68% | 1.30 | 4.23% | +189.64 | 2039.95 | 26.87% | 36.06% | 12.02% |
| 2022-01 | -1.05% | +40.09% | 0.19% | +1.80% | 1.38 | 4.23% | -44.42 | 1838.15 | 27.92% | 37.17% | 11.93% |
| 2021-12 | +1.10% | +41.58% | 0.21% | +1.92% | 1.52 | 4.16% | +0.87 | 1890.59 | 28.15% | 37.21% | 12.47% |
| 2021-11 | +0.53% | +40.03% | 0.21% | +1.92% | 1.47 | 4.16% | -19.97 | 1878.68 | 27.58% | 36.03% | 12.29% |
| 2021-10 | +1.41% | +39.30% | 0.21% | +1.92% | 1.44 | 4.16% | +250.87 | 1920.08 | 27.24% | 35.00% | 12.61% |
| 2021-09 | -0.13% | +37.36% | 0.21% | +1.92% | 1.36 | 4.12% | +3.54 | 1618.05 | 27.34% | 36.90% | 12.74% |
| 2021-08 | +1.46% | +37.54% | 0.21% | +1.92% | 1.38 | 4.12% | +44.49 | 1625.54 | 27.01% | 36.52% | 12.97% |
| 2021-07 | +0.25% | +35.56% | 0.21% | +2.04% | 1.30 | 4.12% | +30.33 | 1564.12 | 26.78% | 36.32% | 12.87% |
| 2021-06 | +0.67% | +35.22% | 0.21% | +2.04% | 1.33 | 4.16% | +69.23 | 1537.14 | 26.31% | 35.39% | 12.92% |
| 2021-05 | +1.29% | +34.32% | 0.21% | +2.04% | 1.29 | 4.16% | +27.81 | 1459.24 | 27.08% | 35.19% | 12.93% |
| 2021-04 | +1.17% | +32.61% | 0.21% | +1.92% | 1.23 | 4.12% | +29.45 | 1410.39 | 26.53% | 34.65% | 12.95% |
| 2021-03 | +1.35% | +31.08% | 0.21% | +1.80% | 1.17 | 4.12% | +30.60 | 1371.90 | 26.65% | 34.58% | 12.86% |
| 2021-02 | +0.38% | +29.33% | 0.21% | +1.92% | 1.11 | 4.12% | -4.18 | 1315.16 | 26.46% | 33.78% | 12.52% |
| 2021-01 | +0.65% | +28.84% | 0.21% | +1.80% | 1.09 | 4.12% | +39.01 | 1291.35 | 26.34% | 33.74% | 14.18% |
| 2020-12 | +1.19% | +28.01% | 0.22% | +1.92% | 1.05 | 4.12% | +53.80 | 1270.63 | 25.31% | 32.34% | 15.09% |
| 2020-11 | +2.88% | +26.50% | 0.22% | — | — | — | +22.23 | 1207.75 | 25.12% | 32.86% | 15.21% |
| 2020-10 | +0.08% | +22.96% | 0.22% | — | — | — | +23.28 | 1149.89 | 23.28% | 31.81% | 13.81% |
| 2020-09 | -0.59% | +22.86% | 0.22% | — | — | — | +16.70 | 1123.62 | 22.57% | 31.29% | 13.79% |
| 2020-08 | +1.83% | +23.59% | 0.22% | — | — | — | +30.42 | 1106.62 | 22.96% | 31.63% | 13.78% |
| 2020-07 | +1.44% | +21.37% | 0.22% | — | — | — | +47.92 | 1060.47 | 23.13% | 31.67% | 13.18% |
| 2020-06 | -0.21% | +19.65% | 0.22% | — | — | — | +54.58 | 1007.19 | 22.26% | 30.81% | 12.35% |
| 2020-05 | +0.94% | +19.90% | 0.22% | — | — | — | +34.43 | 963.49 | 22.28% | 30.36% | 12.84% |
| 2020-04 | +3.65% | +18.78% | 0.22% | — | — | — | +12.77 | 916.17 | 22.87% | 31.15% | 12.60% |
| 2020-03 | -5.79% | +14.60% | 0.22% | — | — | — | -9.93 | 857.02 | 22.96% | 31.83% | 11.65% |
| 2020-02 | -1.22% | +21.65% | 0.22% | — | — | — | +10.09 | 882.61 | 24.10% | 31.19% | 12.39% |
| 2020-01 | +0.23% | +23.15% | 0.22% | — | — | — | +16.20 | 912.61 | 22.36% | 29.17% | 13.00% |
| 2019-12 | +0.49% | +22.86% | 0.23% | — | — | — | +25.52 | 904.73 | 23.66% | 29.96% | 12.85% |
| 2019-11 | +0.76% | +22.27% | 0.23% | — | — | — | +9.55 | 877.53 | 23.52% | 28.78% | 12.55% |
| 2019-10 | +0.94% | +21.34% | 0.23% | — | — | — | +39.46 | 860.38 | 22.72% | 28.51% | 12.33% |
| 2019-09 | +0.68% | +20.21% | 0.23% | — | — | — | +14.78 | 813.64 | 22.49% | 27.81% | 12.03% |
| 2019-08 | -0.10% | +19.40% | 0.23% | — | — | — | +10.21 | 797.10 | 21.89% | 27.52% | 11.94% |
| 2019-07 | +0.40% | +19.52% | 0.23% | — | — | — | +16.53 | 787.55 | 21.48% | 26.84% | 12.17% |
| 2019-06 | +1.69% | +19.05% | 0.23% | — | — | — | +17.24 | 768.67 | 21.75% | 26.97% | 12.51% |
| 2019-05 | -0.57% | +17.07% | 0.23% | — | — | — | +10.18 | 737.57 | 21.12% | 26.90% | 12.26% |
| 2019-04 | +1.18% | +17.74% | 0.23% | — | — | — | +17.31 | 729.50 | 20.83% | 26.73% | 13.39% |
| 2019-03 | +0.75% | +16.36% | 0.23% | — | — | — | +17.21 | 712.18 | 20.83% | 26.84% | 13.11% |
| 2019-02 | +0.83% | +15.50% | 0.23% | — | — | — | +15.02 | 685.96 | 20.83% | 27.39% | 13.06% |
| 2019-01 | +1.91% | +14.55% | 0.23% | — | — | — | +12.13 | 664.77 | 21.11% | 27.40% | 13.16% |
| 2018-12 | -1.74% | +12.40% | 0.25% | — | — | — | +14.23 | 640.21 | 20.36% | 27.23% | 12.99% |
| 2018-11 | +0.33% | +14.39% | 0.25% | — | — | — | +18.81 | 640.54 | 21.36% | 27.86% | 13.19% |
| 2018-10 | -1.17% | +14.01% | 0.25% | — | — | — | +12.81 | 618.81 | 20.65% | 27.79% | 13.06% |
| 2018-09 | +0.35% | +15.36% | 0.25% | — | — | — | +1.52 | 615.32 | 20.78% | 28.13% | 13.33% |
| 2018-08 | +0.70% | +14.96% | 0.25% | — | — | — | +16.73 | 608.36 | 20.65% | 28.12% | 13.39% |
| 2018-07 | +0.80% | +14.16% | 0.25% | — | — | — | +16.01 | 592.42 | 20.60% | 28.45% | 13.46% |
| 2018-06 | +0.36% | +13.26% | 0.25% | — | — | — | +25.39 | 572.33 | 20.75% | 28.34% | 17.23% |
| 2018-05 | +0.17% | +12.85% | 0.25% | — | — | — | +24.00 | 548.26 | 20.88% | 28.07% | 16.77% |
| 2018-04 | +0.62% | +12.66% | 0.25% | — | — | — | +28.42 | 520.72 | 21.28% | 28.84% | 16.27% |
| 2018-03 | -0.21% | +11.97% | 0.25% | — | — | — | +14.09 | 489.88 | 21.15% | 27.99% | 15.36% |
| 2018-02 | -0.78% | +12.20% | 0.25% | — | — | — | +14.68 | 478.69 | 21.45% | 27.67% | 11.77% |
| 2018-01 | +1.03% | +13.08% | 0.25% | — | — | — | +12.17 | 465.85 | 21.32% | 27.74% | 11.89% |
| 2017-12 | +0.55% | +11.93% | 0.26% | — | — | — | +10.75 | 446.88 | 20.89% | 28.15% | 11.33% |
| 2017-11 | +0.57% | +11.32% | 0.26% | — | — | — | +8.71 | 434.69 | 20.86% | 28.38% | 11.38% |
| 2017-10 | +0.81% | +10.69% | 0.26% | — | — | — | +8.35 | 420.74 | 20.76% | 27.43% | 11.39% |
| 2017-09 | +0.50% | +9.80% | 0.26% | — | — | — | +8.56 | 411.03 | 20.29% | 27.42% | 11.23% |
| 2017-08 | +0.36% | +9.25% | 0.26% | — | — | — | +13.69 | 401.48 | 19.99% | 27.10% | 11.07% |
| 2017-07 | +0.84% | +8.86% | 0.26% | — | — | — | +14.62 | 385.86 | 20.02% | 26.11% | 11.29% |
| 2017-06 | -0.02% | +7.95% | 0.26% | — | — | — | +9.35 | 367.90 | 19.61% | 25.07% | 10.36% |
| 2017-05 | +0.88% | +7.97% | 0.26% | — | — | — | +9.24 | 359.39 | 19.83% | 25.22% | 11.92% |
| 2017-04 | +0.82% | +7.03% | 0.26% | — | — | — | +6.03 | 346.21 | 19.05% | 24.70% | 11.55% |
| 2017-03 | +0.38% | +6.16% | 0.26% | — | — | — | +16.22 | 336.57 | 19.16% | 25.36% | 11.41% |
| 2017-02 | +0.56% | +5.76% | 0.26% | — | — | — | +14.56 | 326.82 | 18.53% | 24.79% | 10.88% |
| 2017-01 | +0.40% | +5.17% | 0.26% | — | — | — | +12.10 | 304.78 | 19.01% | 25.21% | 10.90% |
| 2016-12 | +0.70% | +4.75% | 0.29% | — | — | — | +13.54 | 292.20 | 19.38% | 24.65% | 11.01% |
| 2016-11 | +0.06% | +4.02% | 0.29% | — | — | — | +12.68 | 274.98 | 19.37% | 24.57% | 10.63% |
| 2016-10 | +0.11% | +3.96% | 0.29% | — | — | — | +6.72 | 264.48 | 19.04% | 24.12% | 10.64% |
| 2016-09 | -0.21% | +3.85% | 0.29% | — | — | — | +15.68 | 255.07 | 19.25% | 24.14% | 10.90% |
| 2016-08 | +0.35% | +4.07% | 0.29% | — | — | — | +18.68 | 240.74 | 19.15% | 24.05% | 10.82% |
| 2016-07 | +1.62% | +3.70% | 0.29% | — | — | — | +30.67 | 222.98 | 19.18% | 24.07% | 10.66% |
| 2016-06 | +0.18% | +2.05% | 0.29% | — | — | — | +90.24 | 189.98 | 19.24% | 24.04% | 10.59% |
| 2016-05 | +0.61% | +1.87% | 0.29% | — | — | — | — | 106.04 | — | — | — |
| 2016-04 | +0.47% | +1.25% | 0.29% | — | — | — | — | 59.97 | — | — | — |
| 2016-03 | +1.24% | +0.77% | 0.29% | — | — | — | — | 20.71 | — | — | — |
| 2016-02 | -0.19% | -0.46% | 0.29% | — | — | — | — | 8.23 | — | — | — |
| 2016-01 | -0.27% | -0.27% | 0.29% | — | — | — | — | 1.59 | — | — | — |
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.