נתונים היסטוריים · פנסיה

הראל פנסיה כללית - כללי

נתונים היסטוריים מלאים עבור הראל פנסיה כללית - כללי, 165 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2164 | שם קרן: הראל פנסיה כללית - כללי | 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 מדדים
חודשים בטווח 165
תשואה חודשית אחרונה +2.28%
תשואה מצטברת מההתחלה +155.20%
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 +2.28% +155.20% 0.15% +0.36% 1.07 5.68% -12.06 1020.76 50.65% 54.49% 18.05%
2026-04 +4.57% +149.51% 0.15% -0.12% 1.00 5.65% -2.85 1009.00 52.37% 55.09% 17.71%
2026-03 -2.54% +138.61% 0.15% -0.36% 0.84 5.37% -1.46 968.73 53.20% 55.61% 16.41%
2026-02 +0.71% +144.83% 0.15% -0.12% 1.17 5.23% -8.34 997.10 50.99% 51.77% 17.26%
2026-01 +2.41% +143.10% 0.15% +0.00% 1.17 5.23% -5.70 991.81 51.41% 51.57% 16.82%
2025-12 +0.89% +137.38% 0.17% -0.12% 1.07 5.16% -38.54 977.27 48.61% 53.59% 17.01%
2025-11 +1.03% +135.29% 0.17% +0.00% 1.07 5.20% -21.11 1007.14 49.24% 53.16% 17.60%
2025-10 +1.61% +132.89% 0.17% +0.00% 1.10 5.47% +5.17 1018.63 49.02% 53.07% 17.96%
2025-09 +2.11% +129.20% 0.17% -0.24% 1.02 5.47% -3.79 997.54 48.94% 53.64% 19.71%
2025-08 +1.08% +124.46% 0.17% -0.12% 0.90 5.51% +3.49 987.47 48.10% 54.39% 19.78%
2025-07 +0.83% +122.06% 0.17% -0.24% 0.90 5.58% -9.41 968.77 47.96% 54.62% 20.60%
2025-06 +2.80% +120.24% 0.17% -0.24% 0.92 5.61% -9.39 968.02 46.09% 55.58% 21.77%
2025-05 +1.97% +114.24% 0.17% +0.24% 0.78 5.54% -10.29 950.29 45.99% 57.95% 22.76%
2025-04 +0.69% +110.10% 0.17% +0.24% 0.71 5.54% -3.70 940.18 46.61% 60.85% 23.01%
2025-03 -0.70% +108.66% 0.17% +0.36% 0.76 5.89% -4.81 941.38 46.56% 58.76% 21.80%
2025-02 -0.18% +110.13% 0.17% +0.24% 0.60 7.17% -2.32 959.23 47.61% 57.71% 21.56%
2025-01 +1.10% +110.51% 0.17% +0.60% 0.60 7.24% +3.19 953.29 48.27% 58.77% 22.11%
2024-12 +0.23% +108.22% 0.21% +0.48% 0.57 7.24% -21.38 942.43 45.65% 56.90% 21.92%
2024-11 +1.79% +107.74% 0.21% +0.72% 0.59 7.24% -3.84 963.45 45.88% 60.44% 25.57%
2024-10 +0.05% +104.09% 0.21% +0.72% 0.54 7.24% -4.35 947.44 45.39% 57.55% 25.85%
2024-09 +1.55% +103.99% 0.21% +0.72% 0.59 7.24% -3.51 952.63 45.65% 58.50% 26.89%
2024-08 +0.99% +100.87% 0.21% 0.51 7.21% -4.54 943.84 44.11% 56.67% 26.08%
2024-07 +1.30% +98.90% 0.21% +0.72% 0.51 7.24% -11.12 939.73 44.48% 56.99% 25.93%
2024-06 +0.66% +96.35% 0.21% +0.96% 0.48 7.21% -1.48 936.08 43.94% 57.19% 25.78%
2024-05 +0.99% +95.06% 0.21% +0.84% 0.50 7.27% -5.21 934.07 44.12% 56.49% 25.53%
2024-04 -1.24% +93.15% 0.21% +0.72% 0.45 7.31% -13.01 927.97 43.73% 55.57% 24.32%
2024-03 +2.28% +95.58% 0.21% +0.72% 0.56 7.27% -11.00 951.93 44.22% 56.73% 24.26%
2024-02 +1.86% +91.22% 0.21% +0.72% 0.49 7.24% -1.96 938.37 43.28% 55.19% 23.04%
2024-01 +0.14% +87.72% 0.21% +0.72% 0.44 7.24% -1.93 928.32 43.80% 56.58% 23.56%
2023-12 +1.70% +87.46% 0.26% +0.72% 0.49 7.31% -3.44 927.11 42.01% 55.34% 25.14%
2023-11 +2.67% +84.33% 0.26% +0.84% 0.38 7.45% -7.57 917.09 42.06% 55.88% 25.01%
2023-10 -2.49% +79.54% 0.26% +0.96% 0.29 7.38% -2.30 899.81 43.07% 57.56% 24.98%
2023-09 -1.14% +84.12% 0.26% +0.60% 0.41 7.38% +5.22 924.64 42.59% 55.74% 23.92%
2023-08 -0.28% +86.24% 0.26% +0.60% 0.50 7.34% -4.63 932.50 44.03% 57.33% 24.46%
2023-07 +1.80% +86.77% 0.26% +0.72% 0.55 7.34% -2.90 939.50 44.23% 57.46% 25.45%
2023-06 +1.53% +83.46% 0.26% +0.72% 0.51 7.31% -7.32 926.31 43.37% 57.45% 25.01%
2023-05 +0.92% +80.70% 0.26% +0.60% 0.46 7.31% -9.63 916.77 42.09% 55.81% 23.59%
2023-04 +1.45% +79.05% 0.26% +0.48% 0.44 7.31% +3.44 917.48 44.02% 56.80% 23.42%
2023-03 -0.01% +76.49% 0.26% +0.36% 0.40 7.27% +4.24 907.27 44.71% 57.69% 23.95%
2023-02 -1.32% +76.51% 0.26% +0.60% 0.41 7.31% -3.38 902.81 43.79% 57.43% 22.59%
2023-01 +2.26% +78.87% 0.26% +0.60% 0.48 7.27% -0.82 913.64 44.25% 56.73% 22.21%
2022-12 -1.86% +74.92% 0.29% +0.60% 0.42 7.27% -4.09 893.81 44.42% 56.24% 20.65%
2022-11 +1.47% +78.23% 0.29% +0.72% 0.54 7.21% +3.76 915.90 44.67% 55.66% 21.40%
2022-10 +1.90% +75.65% 0.29% +0.48% 0.50 7.17% +3.45 899.02 45.80% 56.39% 20.61%
2022-09 -3.91% +72.38% 0.29% +0.48% 0.44 7.17% +2.94 877.29 46.00% 56.78% 19.60%
2022-08 -1.66% +79.39% 0.29% +0.72% 0.68 6.89% -2.24 909.42 46.87% 55.81% 20.50%
2022-07 +2.95% +82.42% 0.29% +0.72% 0.79 6.82% -5.34 930.40 47.12% 57.80% 22.07%
2022-06 -1.96% +77.19% 0.29% +0.60% 0.69 6.72% +2.55 907.17 46.46% 57.01% 20.84%
2022-05 -2.41% +80.73% 0.29% +0.96% 0.81 6.65% -1.08 924.27 46.77% 57.07% 22.03%
2022-04 -1.16% +85.20% 0.29% +0.84% 0.98 6.55% +2.70 941.58 47.19% 54.77% 20.97%
2022-03 +0.94% +87.37% 0.29% +0.96% 1.08 6.48% +0.09 956.41 46.48% 54.15% 21.61%
2022-02 -0.72% +85.63% 0.29% +0.84% 1.05 6.48% -63.36 947.14 47.92% 54.60% 21.54%
2022-01 -1.74% +86.97% 0.29% +1.08% 1.12 6.48% +21.17 1017.52 48.03% 53.44% 20.89%
2021-12 +1.94% +90.28% 0.34% +1.44% 1.25 6.37% +12.42 1016.64 47.48% 54.19% 21.10%
2021-11 +0.24% +86.66% 0.34% +1.32% 1.19 6.34% +12.73 982.48 46.81% 53.27% 21.03%
2021-10 +2.23% +86.21% 0.34% +1.32% 1.19 6.34% +7.73 968.85 47.08% 53.95% 22.13%
2021-09 -0.45% +82.15% 0.34% +1.32% 1.10 6.30% -0.36 940.29 46.81% 53.82% 21.71%
2021-08 +1.99% +82.98% 0.34% +1.44% 1.13 6.30% +1.98 945.34 46.77% 54.02% 22.26%
2021-07 +0.08% +79.41% 0.34% +1.56% 1.05 6.27% -3.84 926.67 46.89% 54.30% 22.16%
2021-06 +0.69% +79.26% 0.34% +1.68% 1.09 6.34% +0.48 927.58 46.49% 53.57% 22.29%
2021-05 +1.65% +78.03% 0.34% +1.56% 1.06 6.34% -2.98 923.19 46.28% 52.29% 22.20%
2021-04 +1.45% +75.14% 0.34% +1.56% 1.01 6.34% +0.57 908.59 45.44% 51.87% 22.71%
2021-03 +2.22% +72.64% 0.34% +1.44% 0.96 6.30% -0.28 897.01 45.77% 51.93% 23.26%
2021-02 +0.65% +68.89% 0.34% +1.56% 0.90 6.30% -4.90 877.65 44.83% 50.63% 22.48%
2021-01 +0.89% +67.80% 0.34% +1.20% 0.87 6.34% +0.69 873.98 43.87% 50.18% 23.32%
2020-12 +1.81% +66.32% 0.40% +1.32% 0.80 6.41% +1.50 866.39 43.02% 49.15% 24.63%
2020-11 +4.51% +63.36% 0.40% +1.20% 0.71 6.41% +0.53 849.29 42.46% 49.46% 24.30%
2020-10 -0.08% +56.31% 0.40% +1.32% 0.54 6.17% -0.46 812.69 40.57% 48.69% 22.76%
2020-09 -1.20% +56.44% 0.40% +1.56% 0.59 6.27% +1.82 813.28 39.15% 47.53% 23.00%
2020-08 +2.81% +58.34% 0.40% +1.44% 0.62 6.34% +1.90 822.60 39.27% 47.52% 22.73%
2020-07 +2.06% +54.01% 0.40% +1.32% 0.48 6.34% -2.07 798.13 39.74% 47.54% 20.08%
2020-06 -0.55% +50.90% 0.40% +1.32% 0.41 6.30% +2.52 782.36 39.21% 47.15% 20.04%
2020-05 +1.33% +51.74% 0.40% +1.20% 0.41 6.41% +4.05 783.73 38.59% 45.53% 20.66%
2020-04 +5.11% +49.75% 0.40% +0.96% 0.36 6.37% +5.86 769.49 38.76% 46.37% 20.40%
2020-03 -8.54% +42.47% 0.40% +1.32% 0.15 5.99% +4.76 725.66 38.83% 47.56% 19.69%
2020-02 -2.11% +55.77% 0.40% +1.32% 0.91 4.50% -2.61 791.02 39.00% 44.86% 18.95%
2020-01 +0.11% +59.13% 0.40% +1.32% 1.20 4.57% +5.51 810.45 38.24% 44.19% 19.86%
2019-12 +0.87% +58.95% 0.46% +1.32% 1.22 4.57% +2.08 805.02 40.60% 45.72% 20.71%
2019-11 +0.88% +57.58% 0.46% +1.08% 1.12 4.64% +2.98 795.72 40.25% 44.75% 20.10%
2019-10 +1.45% +56.21% 0.46% +0.96% 1.09 4.64% +5.40 786.12 39.43% 44.71% 19.85%
2019-09 +0.89% +53.97% 0.46% +0.96% 1.00 4.61% +5.75 769.29 39.43% 44.49% 19.46%
2019-08 -0.32% +52.61% 0.46% +0.96% 0.95 4.61% +4.28 755.99 39.36% 44.75% 19.60%
2019-07 +0.62% +53.10% 0.46% +0.96% 1.03 4.64% +0.47 754.63 38.99% 44.22% 19.76%
2019-06 +2.28% +52.16% 0.46% +0.84% 0.98 4.64% +4.13 749.08 39.70% 44.72% 20.11%
2019-05 -1.49% +48.77% 0.46% +0.96% 0.85 4.57% +1.91 730.15 39.41% 44.48% 19.54%
2019-04 +1.66% +51.02% 0.46% +1.08% 1.02 4.50% +1.01 738.10 40.14% 45.45% 21.86%
2019-03 +0.85% +48.55% 0.46% +1.08% 0.92 4.47% +3.20 726.58 39.95% 45.65% 21.65%
2019-02 +1.10% +47.30% 0.46% +1.08% 0.89 4.47% +5.52 716.76 39.26% 45.61% 22.52%
2019-01 +2.88% +45.70% 0.46% +1.08% 0.86 4.54% +3.49 702.41 40.43% 46.57% 22.77%
2018-12 -3.05% +41.62% 0.51% +0.96% 0.67 4.40% +17.17 680.01 39.57% 46.55% 22.63%
2018-11 +0.46% +46.07% 0.51% +1.32% 1.04 4.12% +1.90 677.75 41.17% 46.98% 22.91%
2018-10 -2.27% +45.41% 0.51% +1.20% 1.05 4.19% +1.67 678.68 40.54% 46.64% 22.50%
2018-09 +0.40% +48.78% 0.51% +1.56% 1.41 4.02% +26.88 690.35 40.42% 47.17% 22.79%
2018-08 +1.09% +48.19% 0.51% +1.56% 1.43 4.12% -2.17 682.47 38.65% 45.39% 22.11%
2018-07 +1.20% +46.59% 0.51% +1.56% 1.32 4.16% -2.69 659.15 40.24% 47.58% 23.01%
2018-06 +0.19% +44.85% 0.51% +1.56% 1.28 4.19% +8.19 651.70 40.49% 47.66% 22.39%
2018-05 +0.06% +44.58% 0.51% +1.80% 1.22 4.26% -5.12 657.48 38.34% 45.13% 21.60%
2018-04 +0.82% +44.49% 0.51% +2.04% 1.26 4.30% -4.60 647.19 38.47% 46.02% 21.42%
2018-03 -0.60% +43.32% 0.51% +2.04% 1.22 4.30% +10.22 646.40 38.11% 45.18% 20.66%
2018-02 -1.27% +44.18% 0.51% +2.04% 1.31 4.26% +0.57 653.68 37.27% 43.64% 19.58%
2018-01 +1.60% +46.04% 0.51% +2.16% 1.51 4.23% +0.88 654.60 37.35% 44.17% 19.89%
2017-12 +0.81% +43.74% 0.56% +2.16% 1.43 4.19% +13.12 638.48 37.68% 44.83% 19.74%
2017-11 +0.75% +42.58% 0.56% +2.40% 1.37 4.19% +3.82 631.71 36.97% 43.68% 18.57%
2017-10 +1.07% +41.52% 0.56% +2.52% 1.34 4.19% +2.35 611.56 37.33% 42.27% 18.99%
2017-09 +0.61% +40.02% 0.56% +2.52% 1.31 4.23% +10.09 602.90 36.78% 41.72% 18.93%
2017-08 +0.35% +39.17% 0.56% +2.40% 1.31 4.26% +0.23 600.17 35.42% 40.46% 18.37%
2017-07 +1.36% +38.69% 0.56% +2.64% 1.30 4.26% +1.66 589.55 35.90% 40.79% 19.30%
2017-06 -0.35% +36.83% 0.56% +2.64% 1.26 4.33% +2.57 579.90 35.01% 38.72% 18.61%
2017-05 +1.09% +37.31% 0.56% +2.64% 1.30 4.33% +0.96 582.94 35.60% 38.98% 18.75%
2017-04 +1.13% +35.83% 0.56% +2.64% 1.13 4.57% +2.72 566.21 36.25% 40.60% 18.76%
2017-03 +0.46% +34.31% 0.56% +2.52% 1.08 4.57% +19.15 560.50 36.10% 40.84% 18.21%
2017-02 +0.72% +33.70% 0.56% +2.52% 1.08 4.57% +6.30 555.44 34.70% 39.81% 17.24%
2017-01 +0.47% +32.74% 0.56% +2.40% 1.05 4.57% +4.72 534.62 35.35% 41.06% 17.48%
2016-12 +0.99% +32.12% 0.63% +2.64% 1.07 4.71% +7.07 523.03 35.91% 41.82% 17.64%
2016-11 +0.27% +30.82% 0.63% +2.64% 1.03 4.71% +3.75 514.50 34.97% 42.64% 17.20%
2016-10 +0.05% +30.47% 0.63% +2.52% 0.95 4.85% +5.97 505.27 35.62% 42.70% 17.39%
2016-09 -0.56% +30.41% 0.63% +2.76% 1.02 5.06% +0.77 499.80 35.56% 41.78% 17.68%
2016-08 +0.43% +31.14% 0.63% +2.28% 1.00 5.23% +0.68 505.57 35.65% 41.65% 17.70%
2016-07 +2.46% +30.58% 0.63% +2.16% 0.89 5.47% +7.96 503.66 35.55% 42.20% 17.62%
2016-06 -0.31% +27.44% 0.63% +2.04% 0.75 5.40% +4.75 488.30 34.65% 41.34% 16.70%
2016-05 +0.72% +27.84% 0.63% +2.04% 0.75 5.44% 486.52
2016-04 +0.62% +26.93% 0.63% +1.92% 0.69 5.47% 481.63
2016-03 +2.07% +26.14% 0.63% +2.16% 0.66 5.47% 471.30
2016-02 -0.74% +23.59% 0.63% +2.04% 0.53 5.44% 457.72
2016-01 -1.89% +24.51% 0.63% +2.16% 0.60 5.40% 461.36
2015-12 -0.92% +26.91% 0.70% +2.28% 0.76 5.30% 464.58
2015-11 +0.11% +28.08% 0.70% +2.16% 0.86 5.30% 460.57
2015-10 +3.07% +27.94% 0.70% +2.04% 0.84 5.30% 450.60
2015-09 -2.25% +24.13% 0.70% +1.80% 0.72 5.27% 429.94
2015-08 -2.03% +26.99% 0.70% +1.56% 0.95 5.16% 432.02
2015-07 +1.56% +29.62% 0.70% +1.56% 1.17 5.02% 433.00
2015-06 -2.33% +27.63% 0.70% +1.56% 1.12 5.06% 418.23
2015-05 +0.48% +30.68% 0.70% +1.20% 1.39 4.88% 423.36
2015-04 +0.93% +30.05% 0.70% +1.20% 1.31 4.99% 414.80
2015-03 +0.42% +28.85% 0.70% +1.32% 1.24 5.02% 405.43
2015-02 +3.36% +28.31% 0.70% +1.32% 1.26 5.06% 398.42
2015-01 +0.27% +24.14% 0.70% +1.32% 1.12 4.92% 377.80
2014-12 -1.43% +23.81% 0.75% +1.32% 1.13 4.92% 369.94
2014-11 +0.95% +25.60% 0.75% +1.20% 1.29 4.85% 368.16
2014-10 +0.20% +24.42% 0.75% +1.08% 1.27 4.85% 359.58
2014-09 +0.08% +24.17% 0.75% +1.20% 1.30 4.88% 353.47
2014-08 +1.94% +24.07% 0.75% +1.44% 1.34 4.88% 347.22
2014-07 -0.30% +21.71% 0.75% +1.56% 1.27 4.85% 334.27
2014-06 -0.03% +22.08% 0.75% +1.32% 1.36 4.95% 327.22
2014-05 +1.03% +22.12% 0.75% +1.20% 1.43 4.99% 322.31
2014-04 +0.29% +20.87% 0.75% +1.08% 1.41 5.02% 314.01
2014-03 +1.10% +20.52% 0.75% +0.96% 1.45 5.20% 305.67
2014-02 +1.99% +19.21% 0.75% +1.32% 1.45 5.37% 295.56
2014-01 -0.55% +16.88% 0.75% +1.44% 1.37 5.37% 285.74
2013-12 +0.30% +17.53% 1.16% +1.68% 1.49 5.47% 282.03
2013-11 +2.08% +17.18% 1.16% +1.44% 1.53 5.47% 275.56
2013-10 +1.65% +14.79% 1.16% +1.56% 1.39 5.58% 266.82
2013-09 +2.35% +12.93% 1.16% +2.16% 1.07 6.55% 257.71
2013-08 -0.77% +10.34% 1.16% +2.28% 0.84 7.00% 247.90
2013-07 +1.92% +11.19% 1.16% +2.52% 0.90 6.96% 245.68
2013-06 -1.49% +9.10% 1.16% +2.52% 0.79 6.96% 237.02
2013-05 +1.65% +10.75% 1.16% +2.40% 0.89 6.93% 235.43
2013-04 +0.82% +8.95% 1.16% +2.16% 0.84 6.93% 228.42
2013-03 +0.63% +8.06% 1.16% +1.92% 0.83 6.93% 222.22
2013-02 +1.21% +7.39% 1.16% +2.16% 0.78 7.00% 217.34
2013-01 +0.96% +6.10% 1.16% +2.04% 0.75 7.03% 209.03
2012-12 +0.20% +5.09% +1.92% 0.68 7.10% 205.37
2012-11 +0.98% +4.88% 201.15
2012-10 +1.73% +3.87% 196.80
2012-09 +2.10% +2.10% 192.37

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.