חודשים בטווח
120
הראל פנסיה- הלכה למקבלי קצבה קיימים
נתונים היסטוריים מלאים עבור הראל פנסיה- הלכה למקבלי קצבה קיימים, 120 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 8806 | שם קרן: הראל פנסיה- הלכה למקבלי קצבה 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- הלכה למקבלי קצבה קיימים ישירות למייל.
תשואה חודשית אחרונה
+1.87%
תשואה מצטברת מההתחלה
+50.62%
| 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 | +1.87% | +50.62% | 0.16% | +3.24% | 0.62 | 2.94% | -0.45 | 62.51 | 0.00% | 0.02% | 0.02% |
| 2026-04 | +0.73% | +47.85% | 0.16% | +3.00% | 0.47 | 2.88% | -0.44 | 63.30 | 0.00% | -0.03% | 0.03% |
| 2026-03 | -0.31% | +46.78% | 0.16% | +3.00% | 0.44 | 2.88% | +0.17 | 63.29 | 0.00% | -0.02% | 0.06% |
| 2026-02 | -0.17% | +47.24% | 0.16% | +3.12% | 0.56 | 2.88% | -0.52 | 63.88 | 0.00% | 0.00% | 0.02% |
| 2026-01 | +0.25% | +47.49% | 0.16% | +3.24% | 0.60 | 2.88% | -0.45 | 63.83 | 0.00% | 0.00% | 0.00% |
| 2025-12 | -0.21% | +47.12% | 0.16% | +3.24% | 0.64 | 2.88% | -0.31 | 64.22 | 0.00% | 0.00% | 0.00% |
| 2025-11 | +0.53% | +47.43% | 0.16% | +3.24% | 0.74 | 2.88% | -0.44 | 64.82 | 0.00% | 0.00% | 0.00% |
| 2025-10 | +0.46% | +46.66% | 0.16% | +3.24% | 0.75 | 2.88% | -0.45 | 64.79 | 0.00% | 0.00% | 0.00% |
| 2025-09 | +1.07% | +45.98% | 0.16% | +3.36% | 0.74 | 2.88% | -0.28 | 64.94 | 0.00% | 0.00% | 0.00% |
| 2025-08 | +0.67% | +44.44% | 0.16% | +3.48% | 0.64 | 2.91% | -0.44 | 64.70 | 0.00% | 0.00% | 0.00% |
| 2025-07 | +0.29% | +43.48% | 0.16% | +3.48% | 0.64 | 2.91% | -0.42 | 64.56 | 0.00% | 0.00% | 0.00% |
| 2025-06 | +1.47% | +43.06% | 0.16% | +3.48% | 0.65 | 2.91% | -0.54 | 64.81 | 0.00% | 0.00% | 0.00% |
| 2025-05 | +0.26% | +40.99% | 0.16% | +3.36% | 0.55 | 2.88% | -0.44 | 64.32 | 0.00% | 0.00% | 0.00% |
| 2025-04 | +1.04% | +40.62% | 0.16% | +3.24% | 0.59 | 2.88% | -0.46 | 64.66 | 0.00% | 0.00% | 0.00% |
| 2025-03 | -0.47% | +39.18% | 0.16% | +3.24% | 0.57 | 2.91% | -0.47 | 64.43 | 0.00% | 0.00% | 0.00% |
| 2025-02 | +0.86% | +39.83% | 0.16% | +3.36% | 0.59 | 3.12% | -0.43 | 65.21 | 0.00% | 0.00% | 0.00% |
| 2025-01 | -0.05% | +38.64% | 0.16% | +3.24% | 0.58 | 3.15% | -0.46 | 65.07 | 0.00% | 0.00% | 0.00% |
| 2024-12 | +0.24% | +38.71% | 0.17% | +3.24% | 0.66 | 3.15% | +0.08 | 65.54 | 0.00% | 0.00% | 0.00% |
| 2024-11 | +1.38% | +38.38% | 0.17% | +3.36% | 0.69 | 3.15% | -0.44 | 65.85 | 0.00% | 0.00% | 0.00% |
| 2024-10 | +0.30% | +36.49% | 0.17% | +3.48% | 0.61 | 3.12% | -0.45 | 64.87 | 0.00% | 0.00% | 0.00% |
| 2024-09 | +0.53% | +36.09% | 0.17% | +3.48% | 0.64 | 3.12% | -0.35 | 65.11 | 0.00% | 0.00% | 0.00% |
| 2024-08 | +1.36% | +35.37% | 0.17% | — | 0.55 | 3.12% | -0.44 | 65.22 | 0.00% | 0.00% | 0.00% |
| 2024-07 | +1.01% | +33.55% | 0.17% | +3.60% | 0.59 | 3.08% | -0.40 | 64.68 | 0.00% | 0.00% | 0.00% |
| 2024-06 | +0.01% | +32.22% | 0.17% | +3.48% | 0.55 | 3.08% | -1.76 | 64.47 | 0.00% | 0.00% | 0.00% |
| 2024-05 | +0.10% | +32.20% | 0.17% | +3.48% | 0.63 | 3.12% | -0.42 | 64.87 | 0.00% | 0.00% | 0.00% |
| 2024-04 | -0.05% | +32.07% | 0.17% | +3.48% | 0.68 | 3.12% | -0.48 | 66.54 | 0.00% | 0.00% | 0.00% |
| 2024-03 | +0.22% | +32.14% | 0.17% | +3.48% | 0.75 | 3.12% | -1.54 | 67.01 | 0.00% | 0.00% | 0.00% |
| 2024-02 | +0.66% | +31.85% | 0.17% | +3.48% | 0.80 | 3.12% | -0.47 | 67.32 | 0.00% | 0.00% | 0.00% |
| 2024-01 | -0.36% | +30.98% | 0.17% | +3.48% | 0.79 | 3.12% | -0.44 | 68.43 | 0.00% | 0.00% | 0.00% |
| 2023-12 | +0.88% | +31.46% | 0.19% | +3.48% | 0.90 | 3.08% | +0.37 | 69.19 | 0.00% | 0.00% | 0.00% |
| 2023-11 | +2.87% | +30.31% | 0.19% | +3.48% | 0.87 | 3.08% | -0.43 | 69.04 | 0.00% | 0.00% | 0.00% |
| 2023-10 | -2.74% | +26.67% | 0.19% | +3.48% | 0.68 | 2.88% | -0.49 | 66.83 | 0.00% | 0.00% | 0.00% |
| 2023-09 | -0.40% | +30.24% | 0.19% | +3.48% | 1.25 | 2.56% | -0.13 | 69.20 | 0.00% | 0.00% | 0.00% |
| 2023-08 | -0.08% | +30.77% | 0.19% | +3.48% | 1.41 | 2.53% | -0.44 | 69.92 | 0.00% | 0.00% | 0.00% |
| 2023-07 | +0.26% | +30.87% | 0.19% | +3.60% | 1.53 | 2.53% | -0.45 | 70.19 | 0.00% | 0.00% | 0.00% |
| 2023-06 | +0.64% | +30.53% | 0.19% | +3.60% | 1.58 | 2.53% | -1.32 | 70.46 | 0.00% | 0.00% | 0.00% |
| 2023-05 | +1.33% | +29.70% | 0.19% | +3.72% | 1.57 | 2.53% | -0.45 | 70.45 | 0.00% | 0.00% | 0.00% |
| 2023-04 | -0.25% | +28.00% | 0.19% | +3.60% | 1.48 | 2.49% | -0.47 | 70.89 | 0.00% | 0.00% | 0.00% |
| 2023-03 | +0.96% | +28.32% | 0.19% | +3.60% | 1.62 | 2.46% | +0.20 | 71.51 | 0.00% | 0.00% | 0.00% |
| 2023-02 | -0.75% | +27.10% | 0.19% | +3.60% | 1.58 | 2.46% | -0.41 | 71.28 | 0.00% | 0.00% | 0.00% |
| 2023-01 | +1.55% | +28.06% | 0.19% | +3.60% | 1.79 | 2.42% | -0.44 | 71.68 | 0.00% | 0.00% | 0.00% |
| 2022-12 | -0.43% | +26.11% | 0.19% | +3.60% | 1.71 | 2.39% | -0.19 | 71.02 | 0.00% | 0.00% | 0.00% |
| 2022-11 | +0.86% | +26.65% | 0.19% | +3.48% | 1.89 | 2.36% | -0.43 | 71.76 | 0.00% | 0.00% | 0.00% |
| 2022-10 | +0.65% | +25.57% | 0.19% | +3.48% | 1.85 | 2.36% | -0.49 | 71.37 | 0.00% | 0.00% | 0.00% |
| 2022-09 | -0.27% | +24.76% | 0.19% | +3.48% | 1.81 | 2.36% | -1.13 | 71.44 | 0.00% | 0.00% | 0.00% |
| 2022-08 | -0.03% | +25.10% | 0.19% | +3.48% | 1.93 | 2.36% | -1.32 | 72.09 | 0.00% | 0.00% | 0.00% |
| 2022-07 | +0.89% | +25.13% | 0.19% | +3.36% | 2.01 | 2.32% | -0.27 | 73.28 | 0.00% | 0.00% | 0.00% |
| 2022-06 | +1.02% | +24.03% | 0.19% | +3.48% | 1.97 | 2.39% | -0.87 | 73.27 | 0.00% | 0.00% | 0.00% |
| 2022-05 | -0.77% | +22.78% | 0.19% | +3.24% | 1.82 | 2.42% | -0.45 | 72.82 | 0.00% | 0.00% | 0.00% |
| 2022-04 | +0.57% | +23.73% | 0.19% | +3.00% | 2.02 | 2.36% | -0.28 | 74.27 | 0.00% | 0.00% | 0.00% |
| 2022-03 | +0.93% | +23.03% | 0.19% | +2.88% | 1.99 | 2.39% | +0.11 | 74.26 | 0.00% | 0.00% | 0.00% |
| 2022-02 | -1.27% | +21.90% | 0.19% | +2.76% | 1.90 | 2.36% | -0.43 | 73.52 | 0.00% | 0.00% | 0.00% |
| 2022-01 | -0.28% | +23.46% | 0.19% | +2.64% | 2.22 | 2.29% | -0.84 | 75.60 | 0.00% | 0.00% | 0.00% |
| 2021-12 | -0.38% | +23.81% | 0.21% | +2.40% | 2.26 | 2.36% | +1.68 | 76.56 | 0.00% | 0.00% | 0.00% |
| 2021-11 | +1.65% | +24.28% | 0.21% | +2.40% | 2.36 | 2.32% | -0.40 | 77.38 | 0.00% | 0.00% | 0.00% |
| 2021-10 | +1.44% | +22.27% | 0.21% | +2.04% | 2.13 | 2.39% | +0.04 | 74.18 | 0.00% | 0.00% | 0.00% |
| 2021-09 | +0.36% | +20.53% | 0.21% | +1.92% | 1.96 | 2.36% | -0.98 | 72.97 | 0.00% | 0.00% | 0.00% |
| 2021-08 | +0.99% | +20.10% | 0.21% | +1.68% | 1.85 | 2.42% | -0.42 | 73.22 | 0.00% | 0.00% | 0.00% |
| 2021-07 | +0.74% | +18.92% | 0.21% | +1.56% | 1.74 | 2.42% | -0.42 | 73.50 | 0.00% | 0.00% | 0.00% |
| 2021-06 | +1.00% | +18.05% | 0.21% | +1.44% | 1.63 | 2.42% | -0.27 | 73.35 | 0.00% | 0.00% | 0.00% |
| 2021-05 | +0.29% | +16.88% | 0.21% | +1.32% | 1.52 | 2.42% | -0.70 | 73.04 | 0.00% | 0.00% | 0.00% |
| 2021-04 | +0.35% | +16.54% | 0.21% | — | — | — | -0.23 | 73.10 | 0.00% | 0.00% | 0.00% |
| 2021-03 | +0.84% | +16.13% | 0.21% | — | — | — | +3.72 | 73.17 | 0.00% | 0.00% | 0.00% |
| 2021-02 | -0.67% | +15.17% | 0.21% | — | — | — | -0.51 | 73.17 | 0.00% | 0.00% | 0.00% |
| 2021-01 | +0.51% | +15.94% | 0.21% | — | — | — | -2.16 | 69.88 | 0.00% | 0.00% | 0.00% |
| 2020-12 | +0.56% | +15.35% | 0.22% | — | — | — | -0.36 | 70.40 | 0.00% | 0.00% | 0.00% |
| 2020-11 | +0.72% | +14.71% | 0.22% | — | — | — | -0.38 | 71.81 | 0.00% | 0.00% | 0.00% |
| 2020-10 | +0.01% | +13.89% | 0.22% | — | — | — | -0.32 | 71.65 | 0.00% | 0.00% | 0.00% |
| 2020-09 | -0.56% | +13.88% | 0.22% | — | — | — | +0.09 | 72.03 | 0.00% | 0.00% | 0.00% |
| 2020-08 | +0.89% | +14.52% | 0.22% | — | — | — | -0.38 | 72.76 | 0.00% | 0.00% | 0.00% |
| 2020-07 | -0.10% | +13.51% | 0.22% | — | — | — | -0.46 | 72.04 | 0.00% | 0.00% | 0.00% |
| 2020-06 | +0.24% | +13.63% | 0.22% | — | — | — | -0.70 | 72.52 | 0.00% | 0.00% | 0.00% |
| 2020-05 | +0.77% | +13.35% | 0.22% | — | — | — | -0.61 | 72.75 | 0.00% | 0.00% | 0.00% |
| 2020-04 | +1.61% | +12.49% | 0.22% | — | — | — | -0.52 | 72.89 | 0.00% | 0.00% | 0.00% |
| 2020-03 | -2.21% | +10.71% | 0.22% | — | — | — | +0.20 | 72.34 | 0.00% | 0.00% | 0.00% |
| 2020-02 | +1.30% | +13.21% | 0.22% | — | — | — | -0.43 | 74.48 | 0.00% | 0.00% | 0.00% |
| 2020-01 | +0.75% | +11.75% | 0.22% | — | — | — | -0.29 | 73.37 | 0.00% | 0.00% | 0.00% |
| 2019-12 | +0.46% | +10.92% | 0.23% | — | — | — | +1.75 | 73.28 | 0.00% | 0.00% | 0.00% |
| 2019-11 | +0.41% | +10.41% | 0.23% | — | — | — | -0.39 | 73.25 | 0.00% | 0.00% | 0.00% |
| 2019-10 | +0.66% | +9.96% | 0.23% | — | — | — | -0.18 | 71.23 | 0.00% | 0.00% | 0.00% |
| 2019-09 | +0.60% | +9.24% | 0.23% | — | — | — | +1.74 | 71.15 | 0.00% | 0.00% | 0.00% |
| 2019-08 | +1.12% | +8.59% | 0.23% | — | — | — | -0.51 | 71.28 | 0.00% | 0.00% | 0.00% |
| 2019-07 | +0.91% | +7.39% | 0.23% | — | — | — | -0.65 | 68.40 | 0.00% | 0.00% | 0.00% |
| 2019-06 | +1.13% | +6.42% | 0.23% | — | — | — | -1.22 | 68.18 | 0.00% | 0.00% | 0.00% |
| 2019-05 | +0.43% | +5.23% | 0.23% | — | — | — | -0.59 | 66.31 | 0.00% | 0.00% | 0.00% |
| 2019-04 | +0.87% | +4.78% | 0.23% | — | — | — | -0.58 | 68.98 | 0.00% | 0.00% | 0.00% |
| 2019-03 | +1.01% | +3.88% | 0.23% | — | — | — | +4.19 | 69.09 | 0.00% | 0.00% | 0.00% |
| 2019-02 | +0.30% | +2.84% | 0.23% | — | — | — | -0.50 | 68.87 | 0.00% | 0.00% | 0.00% |
| 2019-01 | +0.76% | +2.53% | 0.23% | — | — | — | -0.76 | 63.76 | 0.00% | 0.00% | 0.00% |
| 2018-12 | +0.22% | +1.76% | 0.25% | — | — | — | +1.66 | 64.54 | 0.00% | 0.00% | 0.00% |
| 2018-11 | -0.09% | +1.53% | 0.25% | — | — | — | -0.42 | 65.14 | 0.00% | 0.00% | 0.00% |
| 2018-10 | -0.40% | +1.62% | 0.25% | — | — | — | -0.06 | 63.57 | 0.00% | 0.00% | 0.00% |
| 2018-09 | +0.12% | +2.03% | 0.25% | — | — | — | -4.46 | 64.22 | 0.00% | 0.00% | 0.00% |
| 2018-08 | +0.44% | +1.91% | 0.25% | — | — | — | -0.39 | 64.59 | 0.00% | 0.00% | 0.00% |
| 2018-07 | +0.50% | +1.46% | 0.25% | — | — | — | -0.41 | 68.32 | 0.00% | 0.00% | 0.00% |
| 2018-06 | +0.16% | +0.96% | 0.25% | — | — | — | +7.69 | 68.49 | 0.00% | 0.00% | 0.00% |
| 2018-05 | +0.26% | +0.80% | 0.25% | — | — | — | +2.34 | 68.73 | 0.00% | 0.00% | 0.00% |
| 2018-04 | +0.25% | +0.54% | 0.25% | — | — | — | +0.99 | 60.90 | 0.00% | 0.00% | 0.00% |
| 2018-03 | +0.66% | +0.29% | 0.25% | — | — | — | +0.88 | 58.38 | 0.00% | 0.00% | 0.00% |
| 2018-02 | -0.59% | -0.37% | 0.25% | — | — | — | +1.55 | 56.98 | 0.00% | 0.00% | 0.00% |
| 2018-01 | +0.95% | +0.22% | 0.25% | — | — | — | +2.27 | 56.48 | 0.00% | 0.00% | 0.00% |
| 2017-12 | +0.30% | -0.72% | 0.26% | — | — | — | -3.06 | 54.36 | 0.00% | 0.00% | 0.00% |
| 2017-11 | +0.54% | -1.02% | 0.26% | — | — | — | +6.30 | 51.90 | 0.00% | 0.00% | 0.00% |
| 2017-10 | +0.43% | -1.55% | 0.26% | — | — | — | +1.05 | 54.69 | 0.00% | 0.00% | 0.00% |
| 2017-09 | +0.30% | -1.97% | 0.26% | — | — | — | +8.91 | 47.63 | 0.00% | 0.00% | 0.00% |
| 2017-08 | +0.81% | -2.27% | 0.26% | — | — | — | +5.93 | 47.05 | 0.00% | 0.00% | 0.00% |
| 2017-07 | +1.56% | -3.05% | 0.26% | — | — | — | +1.55 | 37.89 | 0.00% | 0.00% | 0.00% |
| 2017-06 | -0.76% | -4.54% | 0.26% | — | — | — | +7.51 | 31.44 | 0.00% | 0.00% | 0.00% |
| 2017-05 | +0.14% | -3.81% | 0.26% | — | — | — | +2.63 | 30.11 | 0.00% | 0.00% | 0.00% |
| 2017-04 | +0.85% | -3.94% | 0.26% | — | — | — | +0.80 | 22.56 | 0.00% | 0.00% | 0.00% |
| 2017-03 | +0.08% | -4.75% | 0.26% | — | — | — | +6.75 | 19.71 | 0.00% | 0.00% | 0.00% |
| 2017-02 | -0.68% | -4.83% | 0.26% | — | — | — | +1.81 | 18.82 | 0.00% | 0.00% | 0.00% |
| 2017-01 | -0.77% | -4.18% | 0.26% | — | — | — | +1.65 | 10.35 | 0.00% | 0.00% | 0.00% |
| 2016-12 | -0.21% | -3.43% | 0.29% | — | — | — | +4.02 | 10.43 | 0.00% | 0.00% | 0.00% |
| 2016-11 | -1.23% | -3.23% | 0.29% | — | — | — | +1.32 | 8.79 | 0.00% | 0.00% | 0.00% |
| 2016-10 | -0.59% | -2.03% | 0.29% | — | — | — | +2.07 | 3.47 | 0.00% | 0.00% | 0.00% |
| 2016-09 | -1.01% | -1.45% | 0.29% | — | — | — | +0.51 | 3.52 | 0.00% | 0.00% | 0.00% |
| 2016-08 | -0.13% | -0.44% | 0.29% | — | — | — | +0.62 | 1.53 | 0.00% | 0.00% | 0.00% |
| 2016-07 | -0.31% | -0.31% | 0.29% | — | — | — | +0.32 | 0.95 | 0.00% | 0.00% | 0.00% |
| 2016-06 | +0.00% | +0.00% | 0.29% | — | — | — | +0.00 | 0.32 | 0.00% | 0.00% | 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.