נתונים היסטוריים · קופות גמל להשקעה

הראל גמל להשקעה הלכה

נתונים היסטוריים מלאים עבור הראל גמל להשקעה הלכה, 114 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 8523 | שם קרן: הראל גמל להשקעה הלכה | סיווג קרן: קופת גמל להשקעה | חברה שולטת: הראל השקעות בביטוח ושירותים פיננסיים בע"מ | חברה מנהלת: הראל פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: הלכתי | תת התמחות: הלכה יהודית.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 114
תשואה חודשית אחרונה +2.76%
תשואה מצטברת מההתחלה +51.63%
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 +2.76% +51.63% 0.61% -0.36% 0.91 6.15% +7.95 109.70 44.38% 27.34% 11.96%
2026-04 +3.77% +47.55% 0.61% -0.96% 0.82 6.08% +5.59 98.97 42.35% 25.85% 12.37%
2026-03 -2.88% +42.19% 0.61% -1.08% 0.67 5.90% +6.15 89.97 44.27% 25.42% 12.03%
2026-02 +1.06% +46.41% 0.61% -0.84% 0.98 5.76% +9.03 86.52 40.82% 23.32% 9.27%
2026-01 +2.47% +44.87% 0.61% -0.60% 0.94 5.76% +8.56 76.80 39.99% 23.48% 9.75%
2025-12 +1.19% +41.38% 0.61% -0.72% 0.85 5.70% +6.66 66.38 40.10% 24.83% 11.40%
2025-11 +0.88% +39.72% 0.61% -0.84% 0.82 5.69% +3.62 59.05 41.29% 26.47% 13.06%
2025-10 +1.51% +38.50% 0.61% -0.84% 0.85 5.96% +2.14 54.86 42.14% 28.96% 14.00%
2025-09 +2.12% +36.44% 0.61% -1.20% 0.77 6.00% +1.81 51.89 44.11% 29.97% 14.61%
2025-08 +1.13% +33.61% 0.61% -1.20% 0.64 6.05% +1.19 48.97 44.97% 30.43% 14.83%
2025-07 +0.62% +32.12% 0.61% -1.32% 0.63 6.08% +1.02 47.27 46.27% 30.78% 15.23%
2025-06 +3.89% +31.30% 0.61% -1.32% 0.64 6.09% +0.44 46.13 43.38% 28.09% 15.17%
2025-05 +1.80% +26.39% 0.61% -1.20% 0.45 5.90% +1.24 44.01 43.42% 29.43% 15.68%
2025-04 +0.91% +24.15% 0.61% -1.08% 0.40 5.90% +0.54 42.00 43.57% 28.31% 15.60%
2025-03 -1.31% +23.03% 0.61% -0.96% 0.43 6.09% +3.24 40.91 44.56% 29.63% 14.81%
2025-02 -0.43% +24.66% 0.61% -0.60% 0.38 6.95% +2.23 38.54 44.60% 31.27% 16.68%
2025-01 +1.08% +25.20% 0.61% -0.12% 0.41 6.98% +1.39 36.27 41.66% 29.31% 18.03%
2024-12 +0.81% +23.86% 0.61% -0.24% 0.38 6.98% +1.03 34.85 42.75% 30.36% 17.42%
2024-11 +2.06% +22.87% 0.61% -0.24% 0.36 6.97% +0.40 33.28 44.08% 30.77% 18.66%
2024-10 +0.25% +20.39% 0.61% -0.24% 0.29 6.93% +1.03 32.08 44.23% 31.39% 18.36%
2024-09 +1.33% +20.09% 0.61% -0.36% 0.31 6.94% +0.83 31.12 42.61% 29.40% 19.34%
2024-08 +1.44% +18.51% 0.61% 0.21 6.93% +0.64 29.89 43.09% 29.21% 19.47%
2024-07 +1.22% +16.83% 0.61% -0.60% 0.21 6.91% +1.13 28.83 44.09% 30.84% 20.29%
2024-06 +0.68% +15.42% 0.61% -0.72% 0.17 6.89% -1.28 27.36 45.98% 32.24% 21.45%
2024-05 +0.77% +14.64% 0.61% -1.08% 0.15 6.89% +0.74 28.50 43.19% 28.67% 19.82%
2024-04 -2.15% +13.77% 0.61% -0.84% 0.14 6.89% +0.52 27.56 43.29% 28.81% 18.94%
2024-03 +1.63% +16.27% 0.61% -1.08% 0.27 6.80% +1.28 27.76 44.27% 29.21% 19.56%
2024-02 +2.14% +14.40% 0.61% -1.08% 0.21 6.78% +0.16 25.95 45.09% 28.13% 19.69%
2024-01 +0.27% +12.00% 0.61% -1.32% 0.12 6.72% +0.58 25.24 42.08% 28.17% 19.37%
2023-12 +1.98% +11.70% 0.59% -1.92% 0.13 6.72% +0.23 24.65 43.16% 28.56% 24.67%
2023-11 +2.87% +9.53% 0.59% -1.32% 0.05 6.67% +0.34 23.90 42.89% 26.57% 24.98%
2023-10 -1.99% +6.48% 0.59% -1.32% -0.08 6.56% +0.20 22.99 43.02% 27.62% 25.79%
2023-09 -1.76% +8.64% 0.59% -1.20% 0.04 6.49% -0.23 23.18 44.26% 26.70% 25.06%
2023-08 +0.05% +10.59% 0.59% -1.20% 0.16 6.43% -0.23 23.86 43.92% 26.66% 23.85%
2023-07 +2.43% +10.53% 0.59% -1.44% 0.18 6.43% -0.30 24.10 43.65% 30.25% 23.57%
2023-06 +0.99% +7.91% 0.59% -1.80% 0.07 6.35% +0.34 24.00 41.96% 29.71% 23.04%
2023-05 +0.66% +6.85% 0.59% -1.80% 0.04 6.34% +0.06 23.31 41.61% 27.16% 22.44%
2023-04 +1.27% +6.15% 0.59% -1.80% 0.02 6.33% +0.19 23.08 41.94% 27.08% 14.47%
2023-03 +0.95% +4.82% 0.59% -2.16% -0.03 6.31% +0.29 22.58 42.12% 25.29% 20.73%
2023-02 -1.70% +3.83% 0.59% -2.16% -0.06 6.30% +0.35 22.12 42.36% 27.53% 20.71%
2023-01 +1.49% +5.63% 0.59% -1.80% 0.04 6.25% +0.28 22.16 42.33% 24.95% 20.08%
2022-12 -1.78% +4.08% 0.55% -1.92% -0.02 6.22% +0.47 21.55 42.41% 24.55% 18.84%
2022-11 -0.32% +5.96% 0.55% -1.92% 0.09 6.16% +0.19 21.50 40.47% 22.98% 19.77%
2022-10 +2.68% +6.30% 0.55% -1.92% 0.12 6.16% +0.61 21.38 41.11% 20.77% 19.27%
2022-09 -3.75% +3.53% 0.55% -2.16% -0.02 6.05% +0.52 20.21 38.05% 20.58% 18.65%
2022-08 -1.87% +7.56% 0.55% -1.92% 0.20 5.79% +0.87 20.51 40.03% 21.99% 18.33%
2022-07 +2.96% +9.61% 0.55% -2.04% 0.32 5.72% +1.46 20.05 39.45% 23.79% 19.95%
2022-06 -2.26% +6.46% 0.55% -2.52% 0.16 5.58% +1.66 18.03 40.43% 23.46% 21.02%
2022-05 -3.26% +8.92% 0.55% -1.80% 0.30 5.47% +0.64 16.74 44.27% 28.20% 21.15%
2022-04 -0.90% +12.59% 0.55% -1.68% 0.53 5.25% +0.40 16.57 39.17% 24.02% 19.13%
2022-03 +0.33% +13.62% 0.55% -1.92% 0.59 5.22% +1.28 16.48 39.14% 25.00% 20.15%
2022-02 -1.81% +13.24% 0.55% -2.04% 0.58 5.22% +1.58 15.12 42.06% 25.33% 18.65%
2022-01 -2.80% +15.33% 0.55% -1.80% 0.71 5.14% +2.63 13.82 40.74% 25.33% 20.12%
2021-12 +1.72% +18.65% 0.58% -1.20% 0.94 4.95% +2.03 11.56 36.85% 24.39% 18.60%
2021-11 +1.04% +16.65% 0.58% -1.68% 0.85 4.91% +1.05 9.36 37.82% 21.47% 18.38%
2021-10 +1.53% +15.45% 0.58% +0.92 8.25 43.27% 24.97% 17.82%
2021-09 -0.51% +13.71% 0.58% -0.10 7.21 40.50% 28.02% 18.86%
2021-08 +1.88% +14.29% 0.58% +0.56 7.32 40.16% 27.87% 19.26%
2021-07 +1.16% +12.18% 0.58% +0.69 6.64 43.07% 30.57% 19.43%
2021-06 +0.60% +10.89% 0.58% +0.58 5.88 39.80% 34.35% 20.07%
2021-05 +1.16% +10.23% 0.58% -0.08 5.28 41.10% 36.17% 21.97%
2021-04 +0.90% +8.97% 0.58% -0.04 5.28 37.88% 33.52% 21.59%
2021-03 +2.42% +8.00% 0.58% +0.26 5.28 39.20% 35.42% 11.74%
2021-02 -0.03% +5.44% 0.58% +0.13 4.89 40.49% 34.97% 18.20%
2021-01 +1.01% +5.48% 0.58% +0.25 4.84 37.40% 31.61% 17.56%
2020-12 +0.91% +4.42% 0.64% -0.51 4.47 39.60% 33.78% 18.79%
2020-11 +4.48% +3.48% 0.64% -0.11 4.95 38.18% 33.54% 18.79%
2020-10 -1.17% -0.96% 0.64% +0.04 4.85 37.73% 33.20% 17.94%
2020-09 -1.94% +0.22% 0.64% +0.66 4.87 33.26% 30.18% 17.45%
2020-08 +1.95% +2.20% 0.64% -0.18 4.29 39.39% 31.70% 18.88%
2020-07 +1.17% +0.24% 0.64% +0.20 4.39 37.13% 30.75% 18.00%
2020-06 -0.45% -0.92% 0.64% -0.38 4.14 37.92% 31.64% 18.60%
2020-05 +1.83% -0.47% 0.64% +0.05 4.53 37.53% 28.04% 18.54%
2020-04 +3.82% -2.26% 0.64% +0.04 4.41 37.41% 28.57% 19.05%
2020-03 -7.19% -5.85% 0.64% +0.92 4.20 33.81% 25.24% 17.14%
2020-02 -1.42% +1.44% 0.64% +0.28 3.56 35.39% 27.25% 17.98%
2020-01 +0.37% +2.90% 0.64% -0.01 3.33 35.44% 28.83% 18.92%
2019-12 +0.35% +2.52% 0.65% +0.06 3.33 40.54% 30.63% 20.72%
2019-11 +0.59% +2.16% 0.65% +0.07 3.26 36.20% 26.99% 18.10%
2019-10 +1.14% +1.57% 0.65% +0.52 3.17 36.28% 26.50% 17.35%
2019-09 +0.02% +0.42% 0.65% +0.14 2.62 0.00% 0.00% 0.00%
2019-08 +0.05% +0.40% 0.65% -0.60 2.47 0.00% 0.00% 0.00%
2019-07 +0.02% +0.35% 0.65% -0.49 3.09 0.00% 0.00% 0.00%
2019-06 +0.04% +0.33% 0.65% -0.08 3.56 0.00% 0.00% 0.00%
2019-05 +0.03% +0.29% 0.65% -0.12 3.65 0.00% 0.00% 0.00%
2019-04 +0.00% +0.26% 0.65% -0.01 3.77 0.00% 0.00% 0.00%
2019-03 +0.04% +0.26% 0.65% -0.02 3.73 0.00% 0.00% 0.00%
2019-02 +0.05% +0.22% 0.65% -0.18 3.80 0.00% 0.00% 0.00%
2019-01 +0.13% +0.17% 0.65% +0.66 3.99 0.00% 0.00% 0.00%
2018-12 -0.03% +0.04% 0.63% +1.63 3.61 0.00% 0.00% 0.00%
2018-11 -0.04% +0.07% 0.63% +0.02 1.69 0.00% 0.00% 0.00%
2018-10 -0.01% +0.11% 0.63% +0.31 1.67 0.00% 0.00% 0.00%
2018-09 +0.02% +0.12% 0.63% -0.08 1.35 0.00% 0.00% 0.00%
2018-08 +0.05% +0.10% 0.63% +0.30 1.43 0.00% 0.00% 0.00%
2018-07 +0.00% +0.05% 0.63% -0.10 1.14 0.00% 0.00% 0.00%
2018-06 -0.11% +0.05% 0.63% +0.20 1.24 0.00% 0.00% 0.00%
2018-05 +0.07% +0.16% 0.63% +0.09 1.04 0.00% 0.00% 0.00%
2018-04 -0.11% +0.09% 0.63% +0.22 0.95 0.00% 0.00% 0.00%
2018-03 +0.05% +0.20% 0.63% -0.02 0.73 0.00% 0.00% 0.00%
2018-02 +0.01% +0.15% 0.63% +0.34 0.75 0.00% 0.00% 0.00%
2018-01 -0.01% +0.14% 0.63% -0.28 0.41 0.00% 0.00% 0.00%
2017-12 +0.04% +0.15% +0.01 0.70 0.00% 0.00% 0.00%
2017-11 +0.00% +0.11% -0.20 0.69 0.00% 0.00% 0.00%
2017-10 +0.00% +0.11% +0.24 0.89 0.00% 0.00% 0.00%
2017-09 -0.01% +0.11% +0.00 0.65 0.00% 0.00% 0.00%
2017-08 +0.02% +0.12% +0.02 0.65 0.00% 0.00% 0.00%
2017-07 +0.02% +0.10% +0.04 0.63 0.00% 0.00% 0.00%
2017-06 +0.01% +0.08% -0.02 0.59 0.00% 0.00% 0.00%
2017-05 +0.01% +0.07% +0.04 0.61 0.00% 0.00% 0.00%
2017-04 +0.01% +0.06% +0.00 0.57 0.00% 0.00% 0.00%
2017-03 +0.02% +0.05% +0.04 0.57 0.00% 0.00% 0.00%
2017-02 +0.01% +0.03% +0.02 0.67 0.00% 0.00% 0.00%
2017-01 +0.01% +0.02% +0.30 0.58 0.00% 0.00% 0.00%
2016-12 +0.01% +0.01% +0.20 0.14 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.