חודשים בטווח
125
הראל פנסיה כללית - גילאי 60 ומעלה
נתונים היסטוריים מלאים עבור הראל פנסיה כללית - גילאי 60 ומעלה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9856 | שם קרן: הראל פנסיה כללית - גילאי 60 ומעלה | סיווג קרן: קרנות כלליות | 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 כללית - גילאי 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+1.86%
תשואה מצטברת מההתחלה
+63.70%
| 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 | +1.86% | +63.70% | 0.15% | +0.00% | 0.81 | 4.61% | +1.42 | 305.34 | 30.34% | 38.53% | 13.77% |
| 2026-04 | +3.16% | +60.71% | 0.15% | -0.36% | 0.72 | 4.57% | -2.15 | 297.27 | 32.06% | 40.14% | 14.06% |
| 2026-03 | -2.05% | +55.78% | 0.15% | -0.48% | 0.56 | 4.40% | +4.10 | 286.20 | 32.11% | 40.31% | 13.06% |
| 2026-02 | +0.60% | +59.05% | 0.15% | -0.36% | 0.85 | 4.30% | +3.06 | 297.24 | 29.64% | 34.84% | 13.54% |
| 2026-01 | +1.59% | +58.10% | 0.15% | -0.24% | 0.84 | 4.30% | +11.27 | 288.14 | 30.25% | 35.57% | 13.37% |
| 2025-12 | +0.49% | +55.62% | 0.17% | -0.24% | 0.76 | 4.26% | +6.69 | 275.03 | 29.32% | 38.24% | 13.17% |
| 2025-11 | +0.81% | +54.86% | 0.17% | -0.24% | 0.78 | 4.26% | +3.06 | 265.34 | 29.63% | 37.53% | 13.38% |
| 2025-10 | +1.34% | +53.62% | 0.17% | -0.24% | 0.81 | 4.40% | +2.00 | 259.40 | 29.49% | 37.61% | 12.75% |
| 2025-09 | +1.57% | +51.59% | 0.17% | -0.36% | 0.73 | 4.36% | +2.73 | 255.01 | 28.90% | 37.76% | 13.79% |
| 2025-08 | +0.96% | +49.24% | 0.17% | -0.24% | 0.62 | 4.40% | +8.30 | 245.03 | 28.37% | 37.72% | 14.06% |
| 2025-07 | +0.65% | +47.83% | 0.17% | -0.24% | 0.62 | 4.43% | -0.66 | 238.94 | 27.48% | 38.07% | 14.53% |
| 2025-06 | +2.37% | +46.87% | 0.17% | -0.36% | 0.63 | 4.43% | +3.83 | 236.56 | 26.56% | 38.16% | 14.15% |
| 2025-05 | +1.27% | +43.47% | 0.17% | +0.00% | 0.48 | 4.36% | +5.21 | 226.06 | 26.17% | 39.57% | 14.85% |
| 2025-04 | +0.81% | +41.67% | 0.17% | +0.00% | 0.44 | 4.36% | +2.56 | 220.11 | 25.66% | 40.45% | 14.52% |
| 2025-03 | -0.71% | +40.53% | 0.17% | +0.12% | 0.48 | 4.64% | +0.00 | 214.31 | 26.57% | 39.96% | 14.31% |
| 2025-02 | +0.31% | +41.54% | 0.17% | -0.12% | 0.36 | 5.72% | +4.15 | 217.73 | 26.31% | 39.08% | 14.33% |
| 2025-01 | +0.84% | +41.10% | 0.17% | +0.00% | 0.35 | 5.72% | +1.59 | 212.75 | 25.44% | 38.42% | 14.35% |
| 2024-12 | +0.47% | +39.93% | 0.21% | +0.00% | 0.32 | 5.72% | -2.42 | 207.53 | 24.48% | 34.37% | 14.25% |
| 2024-11 | +1.52% | +39.27% | 0.21% | +0.12% | 0.33 | 5.72% | +3.24 | 201.98 | 25.38% | 35.39% | 18.70% |
| 2024-10 | +0.20% | +37.19% | 0.21% | +0.12% | 0.27 | 5.68% | +5.39 | 200.83 | 23.86% | 33.77% | 18.01% |
| 2024-09 | +1.08% | +36.91% | 0.21% | +0.12% | 0.30 | 5.72% | -0.02 | 195.65 | 23.78% | 34.29% | 18.66% |
| 2024-08 | +1.14% | +35.45% | 0.21% | — | 0.22 | 5.68% | +3.03 | 191.53 | 23.57% | 33.65% | 18.47% |
| 2024-07 | +1.34% | +33.92% | 0.21% | +0.00% | 0.22 | 5.68% | +7.66 | 188.25 | 23.44% | 33.30% | 18.27% |
| 2024-06 | +0.36% | +32.15% | 0.21% | +0.00% | 0.17 | 5.68% | +9.44 | 176.10 | 23.28% | 33.53% | 18.46% |
| 2024-05 | +0.34% | +31.68% | 0.21% | -0.12% | 0.20 | 5.68% | +3.74 | 172.41 | 22.47% | 31.91% | 17.90% |
| 2024-04 | -0.95% | +31.23% | 0.21% | -0.12% | 0.19 | 5.72% | +5.70 | 164.44 | 22.36% | 31.45% | 17.47% |
| 2024-03 | +1.26% | +32.49% | 0.21% | -0.12% | 0.30 | 5.68% | +11.80 | 161.79 | 22.45% | 30.86% | 16.90% |
| 2024-02 | +1.27% | +30.84% | 0.21% | -0.12% | 0.26 | 5.68% | +4.38 | 151.63 | 22.44% | 31.13% | 16.22% |
| 2024-01 | +0.10% | +29.20% | 0.21% | -0.12% | 0.22 | 5.68% | +1.69 | 143.97 | 22.20% | 30.89% | 16.27% |
| 2023-12 | +1.73% | +29.07% | 0.26% | -0.12% | 0.28 | 5.72% | +4.47 | 138.93 | 20.10% | 29.05% | 16.44% |
| 2023-11 | +2.94% | +26.88% | 0.26% | -0.12% | 0.16 | 5.79% | +2.91 | 133.38 | 19.42% | 29.13% | 17.13% |
| 2023-10 | -2.28% | +23.25% | 0.26% | -0.24% | 0.01 | 5.65% | +1.28 | 126.08 | 19.88% | 29.87% | 17.47% |
| 2023-09 | -1.09% | +26.13% | 0.26% | -0.24% | 0.15 | 5.58% | -2.37 | 128.22 | 19.88% | 28.00% | 17.23% |
| 2023-08 | +0.10% | +27.52% | 0.26% | -0.36% | 0.26 | 5.54% | +3.05 | 128.72 | 21.10% | 30.25% | 17.79% |
| 2023-07 | +1.42% | +27.39% | 0.26% | -0.36% | 0.29 | 5.54% | +5.85 | 128.42 | 22.18% | 29.62% | 17.09% |
| 2023-06 | +1.09% | +25.61% | 0.26% | -0.48% | 0.24 | 5.54% | +2.18 | 121.57 | 21.45% | 29.13% | 16.91% |
| 2023-05 | +1.07% | +24.25% | 0.26% | -0.48% | 0.20 | 5.51% | +1.80 | 117.05 | 21.30% | 29.23% | 16.67% |
| 2023-04 | +0.95% | +22.94% | 0.26% | -0.60% | 0.15 | 5.51% | +0.69 | 114.80 | 21.24% | 28.91% | 16.07% |
| 2023-03 | +0.53% | +21.78% | 0.26% | -0.72% | 0.12 | 5.47% | +1.74 | 111.83 | 21.59% | 29.60% | 16.38% |
| 2023-02 | -1.80% | +21.14% | 0.26% | -0.60% | 0.11 | 5.51% | +2.52 | 108.85 | 21.97% | 31.36% | 15.77% |
| 2023-01 | +2.11% | +23.36% | 0.26% | -0.60% | 0.22 | 5.44% | -0.04 | 110.55 | 22.14% | 31.11% | 15.53% |
| 2022-12 | -1.17% | +20.81% | 0.29% | -0.60% | 0.13 | 5.37% | +6.00 | 104.66 | 22.20% | 30.51% | 14.44% |
| 2022-11 | +0.99% | +22.24% | 0.29% | -0.60% | 0.23 | 5.37% | +1.98 | 102.85 | 21.93% | 30.07% | 14.63% |
| 2022-10 | +1.33% | +21.04% | 0.29% | -0.84% | 0.20 | 5.33% | +5.17 | 99.63 | 21.87% | 29.29% | 13.93% |
| 2022-09 | -3.02% | +19.45% | 0.29% | -0.72% | 0.14 | 5.33% | +4.05 | 93.42 | 23.00% | 30.85% | 14.00% |
| 2022-08 | -1.57% | +23.17% | 0.29% | -0.60% | 0.36 | 5.13% | +2.05 | 93.31 | 23.37% | 30.45% | 13.88% |
| 2022-07 | +2.23% | +25.14% | 0.29% | -0.72% | 0.50 | 5.06% | +1.79 | 91.79 | 24.21% | 32.68% | 14.61% |
| 2022-06 | -1.14% | +22.41% | 0.29% | -0.84% | 0.39 | 4.99% | +1.26 | 87.98 | 23.45% | 32.00% | 13.86% |
| 2022-05 | -2.34% | +23.82% | 0.29% | -0.60% | 0.46 | 4.95% | +0.23 | 87.14 | 24.03% | 32.55% | 14.61% |
| 2022-04 | -0.99% | +26.79% | 0.29% | -0.60% | 0.67 | 4.82% | +2.14 | 88.56 | 24.16% | 31.92% | 14.14% |
| 2022-03 | -0.03% | +28.05% | 0.29% | -0.60% | 0.77 | 4.78% | +1.08 | 87.84 | 25.35% | 32.50% | 14.74% |
| 2022-02 | -1.20% | +28.09% | 0.29% | -0.60% | 0.79 | 4.78% | +6.55 | 86.56 | 25.64% | 32.77% | 14.74% |
| 2022-01 | -1.67% | +29.65% | 0.29% | -0.36% | 0.91 | 4.75% | +0.53 | 81.98 | 25.04% | 32.40% | 14.22% |
| 2021-12 | +0.74% | +31.85% | 0.34% | -0.24% | 1.07 | 4.64% | +1.70 | 82.26 | 25.46% | 33.44% | 14.26% |
| 2021-11 | +0.49% | +30.88% | 0.34% | -0.24% | 1.04 | 4.64% | -0.78 | 80.10 | 24.66% | 32.93% | 14.18% |
| 2021-10 | +1.41% | +30.24% | 0.34% | -0.24% | 1.01 | 4.64% | +4.28 | 80.95 | 25.31% | 33.70% | 14.82% |
| 2021-09 | -0.53% | +28.43% | 0.34% | -0.24% | 0.93 | 4.64% | -1.07 | 75.79 | 24.75% | 33.34% | 14.74% |
| 2021-08 | +1.22% | +29.12% | 0.34% | -0.12% | 0.97 | 4.64% | -0.66 | 74.94 | 25.74% | 34.43% | 15.81% |
| 2021-07 | +0.27% | +27.56% | 0.34% | +0.00% | 0.90 | 4.61% | +3.14 | 72.70 | 25.46% | 35.21% | 15.82% |
| 2021-06 | +0.45% | +27.22% | 0.34% | +0.12% | 0.93 | 4.64% | +4.31 | 73.56 | 24.44% | 33.43% | 15.32% |
| 2021-05 | +0.94% | +26.65% | 0.34% | +0.00% | 0.91 | 4.64% | +3.95 | 69.33 | 23.80% | 31.95% | 14.52% |
| 2021-04 | +0.85% | +25.47% | 0.34% | +0.12% | 0.86 | 4.64% | -0.14 | 64.25 | 24.16% | 33.15% | 15.10% |
| 2021-03 | +1.20% | +24.41% | 0.34% | +0.00% | 0.83 | 4.64% | -1.24 | 62.65 | 24.82% | 33.93% | 15.20% |
| 2021-02 | +0.10% | +22.94% | 0.34% | +0.12% | 0.79 | 4.64% | +3.21 | 63.08 | 23.99% | 32.64% | 14.79% |
| 2021-01 | +0.66% | +22.81% | 0.34% | -0.12% | 0.78 | 4.68% | +2.81 | 60.65 | 23.51% | 32.58% | 15.86% |
| 2020-12 | +1.09% | +22.01% | 0.40% | +0.00% | 0.75 | 4.68% | -0.45 | 58.20 | 22.10% | 30.96% | 17.03% |
| 2020-11 | +2.79% | +20.69% | 0.40% | — | — | — | -0.23 | 55.45 | 22.52% | 33.09% | 17.62% |
| 2020-10 | -0.07% | +17.42% | 0.40% | — | — | — | +2.26 | 55.43 | 20.37% | 32.38% | 16.11% |
| 2020-09 | -0.94% | +17.50% | 0.40% | — | — | — | +2.83 | 54.11 | 19.29% | 30.90% | 15.88% |
| 2020-08 | +1.82% | +18.61% | 0.40% | — | — | — | -0.10 | 51.91 | 19.59% | 31.44% | 15.97% |
| 2020-07 | +1.39% | +16.49% | 0.40% | — | — | — | +2.83 | 48.63 | 20.85% | 32.63% | 16.22% |
| 2020-06 | -0.39% | +14.90% | 0.40% | — | — | — | +3.16 | 47.41 | 19.17% | 30.20% | 14.49% |
| 2020-05 | +1.24% | +15.35% | 0.40% | — | — | — | +2.08 | 44.51 | 19.16% | 29.07% | 14.20% |
| 2020-04 | +3.95% | +13.93% | 0.40% | — | — | — | -2.09 | 42.00 | 19.81% | 30.00% | 14.12% |
| 2020-03 | -7.02% | +9.60% | 0.40% | — | — | — | +1.47 | 40.01 | 20.29% | 30.97% | 14.27% |
| 2020-02 | -0.95% | +17.88% | 0.40% | — | — | — | +1.07 | 42.97 | 21.39% | 29.72% | 14.43% |
| 2020-01 | +0.20% | +19.01% | 0.40% | — | — | — | +2.55 | 38.72 | 21.90% | 32.54% | 16.55% |
| 2019-12 | +0.51% | +18.77% | 0.46% | — | — | — | +3.50 | 41.47 | 21.03% | 29.85% | 14.69% |
| 2019-11 | +0.53% | +18.17% | 0.46% | — | — | — | +0.98 | 37.11 | 21.99% | 30.67% | 15.04% |
| 2019-10 | +0.98% | +17.55% | 0.46% | — | — | — | +2.60 | 35.52 | 21.17% | 30.60% | 14.98% |
| 2019-09 | +0.58% | +16.41% | 0.46% | — | — | — | +0.25 | 33.12 | 20.74% | 29.62% | 14.98% |
| 2019-08 | -0.05% | +15.73% | 0.46% | — | — | — | -0.17 | 32.30 | 20.50% | 31.08% | 15.79% |
| 2019-07 | +0.69% | +15.79% | 0.46% | — | — | — | +1.70 | 32.39 | 20.44% | 30.35% | 15.71% |
| 2019-06 | +1.49% | +15.00% | 0.46% | — | — | — | +0.93 | 31.08 | 20.37% | 29.57% | 15.83% |
| 2019-05 | -0.64% | +13.31% | 0.46% | — | — | — | +0.95 | 29.20 | 20.17% | 29.83% | 16.10% |
| 2019-04 | +1.13% | +14.04% | 0.46% | — | — | — | +0.49 | 29.35 | 19.28% | 28.38% | 16.46% |
| 2019-03 | +0.84% | +12.77% | 0.46% | — | — | — | +1.05 | 27.73 | 19.87% | 29.61% | 16.80% |
| 2019-02 | +0.93% | +11.83% | 0.46% | — | — | — | -0.37 | 26.54 | 19.40% | 29.50% | 16.65% |
| 2019-01 | +2.09% | +10.80% | 0.46% | — | — | — | -0.12 | 25.47 | 21.59% | 31.29% | 17.98% |
| 2018-12 | -1.89% | +8.53% | 0.51% | — | — | — | +1.09 | 25.56 | 19.80% | 29.38% | 17.92% |
| 2018-11 | -0.05% | +10.62% | 0.51% | — | — | — | +1.32 | 24.91 | 20.11% | 29.31% | 17.90% |
| 2018-10 | -1.33% | +10.67% | 0.51% | — | — | — | +0.23 | 24.20 | 19.42% | 28.72% | 17.48% |
| 2018-09 | +0.20% | +12.17% | 0.51% | — | — | — | -0.77 | 23.50 | 20.94% | 30.17% | 18.55% |
| 2018-08 | +0.69% | +11.94% | 0.51% | — | — | — | +1.71 | 24.12 | 20.85% | 30.02% | 18.33% |
| 2018-07 | +0.63% | +11.17% | 0.51% | — | — | — | +1.73 | 23.26 | 19.95% | 28.89% | 17.20% |
| 2018-06 | +0.02% | +10.48% | 0.51% | — | — | — | +1.12 | 21.64 | 19.82% | 28.70% | 16.91% |
| 2018-05 | -0.07% | +10.46% | 0.51% | — | — | — | +1.04 | 19.42 | 21.22% | 30.33% | 17.46% |
| 2018-04 | +0.45% | +10.53% | 0.51% | — | — | — | -0.19 | 19.33 | 20.38% | 29.33% | 16.24% |
| 2018-03 | -0.31% | +10.04% | 0.51% | — | — | — | +0.78 | 19.09 | 20.85% | 30.07% | 15.45% |
| 2018-02 | -1.03% | +10.38% | 0.51% | — | — | — | -0.26 | 18.67 | 20.84% | 29.46% | 13.77% |
| 2018-01 | +0.87% | +11.53% | 0.51% | — | — | — | +0.58 | 17.84 | 22.59% | 32.29% | 14.97% |
| 2017-12 | +0.54% | +10.57% | 0.56% | — | — | — | -0.06 | 18.32 | 20.85% | 30.19% | 13.92% |
| 2017-11 | +0.56% | +9.97% | 0.56% | — | — | — | +1.48 | 17.60 | 21.48% | 31.19% | 12.78% |
| 2017-10 | +0.76% | +9.36% | 0.56% | — | — | — | +1.85 | 16.75 | 20.42% | 28.72% | 12.18% |
| 2017-09 | +0.33% | +8.54% | 0.56% | — | — | — | -0.59 | 16.00 | 18.31% | 27.25% | 11.50% |
| 2017-08 | +0.50% | +8.18% | 0.56% | — | — | — | +1.22 | 14.33 | 21.00% | 30.77% | 13.05% |
| 2017-07 | +0.96% | +7.64% | 0.56% | — | — | — | +1.10 | 14.08 | 19.32% | 28.41% | 12.50% |
| 2017-06 | -0.37% | +6.62% | 0.56% | — | — | — | +0.42 | 12.83 | 19.64% | 29.15% | 12.39% |
| 2017-05 | +0.90% | +7.01% | 0.56% | — | — | — | +1.20 | 11.81 | 20.07% | 29.38% | 12.96% |
| 2017-04 | +0.91% | +6.06% | 0.56% | — | — | — | +0.90 | 11.56 | 17.99% | 26.90% | 11.76% |
| 2017-03 | +0.35% | +5.10% | 0.56% | — | — | — | -0.25 | 10.09 | 18.73% | 28.05% | 12.19% |
| 2017-02 | +0.51% | +4.74% | 0.56% | — | — | — | +1.28 | 9.19 | 20.57% | 31.23% | 13.06% |
| 2017-01 | +0.36% | +4.20% | 0.56% | — | — | — | +0.51 | 8.89 | 18.56% | 28.68% | 11.02% |
| 2016-12 | +0.69% | +3.83% | 0.63% | — | — | — | +0.75 | 8.16 | 19.98% | 31.50% | 12.01% |
| 2016-11 | -0.32% | +3.12% | 0.63% | — | — | — | +0.63 | 7.49 | 19.63% | 31.51% | 11.48% |
| 2016-10 | +0.06% | +3.45% | 0.63% | — | — | — | +0.20 | 6.88 | 19.04% | 29.94% | 11.34% |
| 2016-09 | -0.49% | +3.39% | 0.63% | — | — | — | +0.62 | 6.68 | 19.01% | 29.49% | 11.38% |
| 2016-08 | +0.17% | +3.90% | 0.63% | — | — | — | +0.53 | 6.16 | 19.16% | 30.03% | 11.69% |
| 2016-07 | +1.62% | +3.72% | 0.63% | — | — | — | +0.24 | 5.37 | 20.86% | 32.96% | 13.04% |
| 2016-06 | +0.14% | +2.07% | 0.63% | — | — | — | +1.70 | 4.99 | 19.44% | 31.26% | 12.02% |
| 2016-05 | +0.43% | +1.92% | 0.63% | — | — | — | — | 3.43 | — | — | — |
| 2016-04 | +0.63% | +1.49% | 0.63% | — | — | — | — | 1.17 | — | — | — |
| 2016-03 | +1.40% | +0.85% | 0.63% | — | — | — | — | 0.71 | — | — | — |
| 2016-02 | -0.40% | -0.54% | 0.63% | — | — | — | — | 0.52 | — | — | — |
| 2016-01 | -0.14% | -0.14% | 0.63% | — | — | — | — | 0.08 | — | — | — |
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.