פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · פנסיה

הראל פנסיה - גילאי 50 ומטה (9823)

נתונים היסטוריים מלאים עבור הראל פנסיה - גילאי 50 ומטה (9823), 128 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 9823 | שם קרן: הראל פנסיה - גילאי 50 ומטה | 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 מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 128
תשואה חודשית אחרונה +1.31%
תשואה מצטברת בטווח +139.03%
חודש תשואה חודשית תשואה מצטברת דמי ניהול שנתיים אלפא שארפ סטיית תקן הפקדות נטו חודשי
(מ׳ ש״ח)
הפקדות נטו מצטבר
(מ׳ ש״ח)
סך הנכסים
(מ׳ ש״ח)
חשיפה למניות חשיפה לחו״ל חשיפה למט״ח
2026-08 +1.31% +139.03% 0.16% +2.04% 1.22 6.06% -158.17 +24239.95 43687.81 59.28% 55.04% 19.30%
2026-07 -1.03% +135.94% 0.16% +1.80% 1.21 6.06% -146.58 +24398.12 43465.33 56.05% 51.07% 19.19%
2026-06 -0.83% +138.40% 0.16% — 1.41 6.03% -181.86 +24544.70 43857.77 59.59% 55.26% 20.77%
2026-05 +2.69% +140.39% 0.16% +2.04% 1.44 5.99% -177.19 +24726.56 44450.50 60.02% 54.15% 19.92%
2026-04 +5.44% +134.10% 0.16% +1.32% 1.36 5.92% -157.63 +24903.75 43428.10 61.33% 54.60% 19.24%
2026-03 -2.48% +122.02% 0.16% +1.08% 1.22 5.58% -274.10 +25061.38 41332.87 61.93% 54.29% 16.76%
2026-02 +0.73% +127.66% 0.16% +1.20% 1.57 5.40% -208.97 +25335.48 42629.25 60.21% 51.50% 18.26%
2026-01 +2.90% +126.01% 0.16% +1.44% 1.57 5.40% -253.71 +25544.45 42485.14 60.40% 51.46% 18.28%
2025-12 +1.10% +119.64% 0.16% +1.32% 1.47 5.30% -219.15 +25798.16 41619.51 59.76% 55.30% 19.41%
2025-11 +1.36% +117.25% 0.16% +1.32% 1.46 5.33% -155.40 +26017.31 41404.48 59.56% 52.91% 19.21%
2025-10 +1.46% +114.34% 0.16% +1.32% 1.46 5.68% -137.94 +26172.71 41002.98 59.25% 52.69% 19.29%
2025-09 +2.51% +111.26% 0.16% +1.08% 1.40 5.72% +4.88 +26310.65 40536.65 58.94% 52.72% 21.09%
2025-08 +1.14% +106.08% 0.16% +1.20% 1.26 5.72% -140.60 +26305.77 39563.19 58.00% 52.79% 21.01%
2025-07 +1.03% +103.76% 0.16% +1.08% 1.27 5.82% -105.98 +26446.37 39242.41 57.84% 52.97% 21.60%
2025-06 +2.83% +101.68% 0.16% +1.08% 1.28 5.85% -19.99 +26552.35 38952.34 56.04% 53.76% 23.49%
2025-05 +2.91% +96.13% 0.16% +1.68% 1.16 5.79% -26.90 +26572.34 37916.12 55.45% 55.63% 24.51%
2025-04 +0.82% +90.59% 0.16% +1.68% 1.06 5.72% +26.30 +26599.24 36863.61 55.50% 58.58% 25.10%
2025-03 -0.65% +89.04% 0.16% +1.92% 1.10 6.10% +107.61 +26572.94 36536.10 55.99% 56.92% 23.91%
2025-02 -0.28% +90.27% 0.16% +1.68% 0.91 7.38% -99.41 +26465.33 36909.14 56.51% 55.98% 23.23%
2025-01 +1.37% +90.81% 0.16% +1.92% 0.89 7.55% -155.83 +26564.74 36814.21 56.60% 56.70% 23.63%
2024-12 +0.26% +88.23% 0.17% +1.80% 0.85 7.55% -125.26 +26720.57 36537.29 55.15% 55.82% 23.30%
2024-11 +2.08% +87.74% 0.17% +2.04% 0.88 7.55% -93.37 +26845.83 36709.31 54.70% 57.20% 25.15%
2024-10 +0.07% +83.91% 0.17% +1.92% 0.82 7.52% +21.43 +26939.20 35931.51 54.50% 57.83% 25.42%
2024-09 +1.96% +83.79% 0.17% +1.92% 0.87 7.52% +44.12 +26917.77 35885.63 54.50% 58.89% 26.43%
2024-08 +1.06% +80.25% 0.17% — 0.78 7.48% +70.02 +26873.65 35233.51 53.57% 57.44% 25.89%
2024-07 +1.35% +78.36% 0.17% +1.92% 0.78 7.52% +122.24 +26803.63 34732.57 53.75% 57.50% 25.46%
2024-06 +0.83% +75.99% 0.17% +2.16% 0.74 7.52% -41.84 +26681.39 34151.92 53.32% 57.82% 25.57%
2024-05 +1.55% +74.54% 0.17% +2.16% 0.76 7.55% +108.19 +26723.23 33967.71 52.74% 56.57% 24.97%
2024-04 -1.37% +71.87% 0.17% +1.92% 0.68 7.62% +112.96 +26615.04 33308.57 52.95% 56.21% 23.82%
2024-03 +2.50% +74.26% 0.17% +1.92% 0.81 7.59% +76.40 +26502.08 33655.30 53.73% 56.35% 24.27%
2024-02 +2.21% +70.01% 0.17% +1.92% 0.74 7.55% +114.30 +26425.68 32722.89 53.01% 55.80% 23.12%
2024-01 +0.01% +66.33% 0.17% +2.04% 0.67 7.52% +129.59 +26311.38 31947.53 52.20% 55.94% 22.77%
2023-12 +1.79% +66.32% 0.19% +2.04% 0.74 7.59% +289.48 +26181.79 31820.55 49.88% 53.50% 23.70%
2023-11 +2.51% +63.39% 0.19% +2.28% 0.62 7.79% +282.80 +25892.31 31009.97 49.44% 54.70% 24.20%
2023-10 -2.14% +59.39% 0.19% +2.28% 0.54 7.72% +313.22 +25609.51 29953.36 50.39% 55.46% 23.72%
2023-09 -1.05% +62.88% 0.19% +1.92% 0.64 7.76% +231.82 +25296.29 30251.32 50.72% 54.00% 23.04%
2023-08 -0.46% +64.61% 0.19% +1.92% 0.73 7.72% +137.24 +25064.47 30380.80 52.35% 56.03% 23.92%
2023-07 +2.17% +65.37% 0.19% +1.92% 0.80 7.72% +187.80 +24927.23 30406.45 52.12% 56.11% 24.26%
2023-06 +1.95% +61.86% 0.19% +2.04% 0.74 7.69% +273.06 +24739.43 29684.86 51.12% 55.79% 24.11%
2023-05 +0.78% +58.76% 0.19% +1.92% 0.69 7.66% +319.06 +24466.37 28753.39 51.07% 55.33% 23.05%
2023-04 +1.55% +57.53% 0.19% +1.80% 0.68 7.66% +219.78 +24147.31 28222.59 51.83% 55.88% 23.05%
2023-03 +0.02% +55.13% 0.19% +1.68% 0.64 7.66% +425.40 +23927.53 27728.65 51.13% 55.52% 22.84%
2023-02 -0.85% +55.10% 0.19% +1.80% 0.65 7.69% +311.87 +23502.13 27159.47 52.13% 56.12% 22.28%
2023-01 +2.34% +56.42% 0.19% +1.80% 0.69 7.72% +371.65 +23190.26 27078.04 52.07% 55.40% 21.91%
2022-12 -1.92% +52.85% 0.19% +1.80% 0.64 7.69% +432.52 +22818.61 26051.96 52.27% 54.14% 20.06%
2022-11 +1.85% +55.84% 0.19% +1.92% 0.77 7.62% +359.60 +22386.09 26148.24 52.68% 54.14% 21.07%
2022-10 +2.48% +53.01% 0.19% +1.56% 0.71 7.59% +286.89 +22026.49 25349.06 53.18% 53.99% 20.13%
2022-09 -3.94% +49.31% 0.19% +1.68% 0.64 7.55% +390.57 +21739.60 24413.00 52.37% 52.34% 18.82%
2022-08 -0.93% +55.43% 0.19% +1.92% 0.89 7.27% +323.75 +21349.03 25082.40 52.69% 51.18% 18.91%
2022-07 +3.32% +56.89% 0.19% +1.80% 0.96 7.24% +284.04 +21025.28 24979.49 54.87% 55.38% 21.86%
2022-06 -2.31% +51.85% 0.19% +1.68% 0.85 7.14% +255.15 +20741.24 23895.56 53.45% 53.91% 20.27%
2022-05 -1.60% +55.44% 0.19% +2.04% 1.00 7.03% +241.40 +20486.09 24186.85 52.93% 53.11% 21.15%
2022-04 -0.99% +57.97% 0.19% +1.80% 1.12 6.96% +172.01 +20244.69 24187.99 53.10% 50.98% 19.76%
2022-03 +1.36% +59.55% 0.19% +1.80% 1.20 6.93% +270.01 +20072.68 24409.32 52.96% 51.05% 20.65%
2022-02 -0.05% +57.41% 0.19% +1.68% 1.16 6.93% +1725.24 +19802.67 23832.97 53.78% 50.57% 20.26%
2022-01 -1.47% +57.48% 0.19% +1.92% 1.19 6.93% -327.58 +18077.43 22101.80 54.68% 52.30% 20.04%
2021-12 +2.22% +59.83% 0.21% +2.28% 1.30 6.86% -453.03 +18405.01 22755.85 55.11% 53.94% 20.37%
2021-11 +0.30% +56.36% 0.21% +2.28% 1.23 6.82% -253.30 +18858.04 22697.91 53.72% 52.34% 19.79%
2021-10 +2.58% +55.89% 0.21% +2.28% 1.24 6.82% +2423.72 +19111.34 22910.25 54.75% 53.35% 20.94%
2021-09 -0.56% +51.97% 0.21% +2.16% 1.14 6.75% +152.31 +16687.62 19912.57 53.78% 53.30% 19.94%
2021-08 +2.15% +52.83% 0.21% +2.40% 1.18 6.75% +204.25 +16535.31 19864.71 53.91% 53.97% 20.87%
2021-07 +0.05% +49.61% 0.21% +2.52% 1.10 6.72% +217.44 +16331.06 19250.37 52.75% 53.49% 20.92%
2021-06 +0.72% +49.54% 0.21% +2.64% 1.15 6.79% +196.30 +16113.62 19026.89 52.77% 52.69% 21.45%
2021-05 +1.70% +48.47% 0.21% +2.52% 1.12 6.79% +211.73 +15917.32 18688.46 52.19% 51.46% 21.56%
2021-04 +1.78% +45.99% 0.21% +2.64% 1.07 6.79% +268.78 +15705.59 18168.80 50.84% 50.37% 21.84%
2021-03 +1.98% +43.43% 0.21% +2.40% 1.01 6.75% +248.28 +15436.81 17587.92 51.64% 50.85% 22.96%
2021-02 +0.91% +40.65% 0.21% +2.52% 0.96 6.75% +283.77 +15188.53 16985.93 50.80% 49.11% 22.15%
2021-01 +0.78% +39.38% 0.21% +2.28% 0.92 6.79% +299.56 +14904.76 16568.26 50.22% 48.64% 22.66%
2020-12 +1.96% +38.30% 0.22% +2.64% 0.89 6.79% +357.78 +14605.20 16142.92 49.53% 48.10% 23.88%
2020-11 +5.23% +35.64% 0.22% — — — +284.10 +14247.42 15469.78 49.53% 48.63% 24.11%
2020-10 -0.08% +28.90% 0.22% — — — +359.55 +13963.32 14435.23 47.52% 48.72% 22.11%
2020-09 -1.26% +29.01% 0.22% — — — +319.64 +13603.77 14091.01 46.53% 47.92% 22.65%
2020-08 +3.03% +30.65% 0.22% — — — +348.78 +13284.13 13967.82 47.08% 48.63% 22.22%
2020-07 +2.33% +26.81% 0.22% — — — +449.20 +12935.35 13199.21 47.38% 48.65% 20.57%
2020-06 -0.10% +23.92% 0.22% — — — +254.09 +12486.15 12461.46 45.70% 48.42% 20.15%
2020-05 +1.36% +24.05% 0.22% — — — +267.61 +12232.06 12213.25 45.13% 47.49% 21.22%
2020-04 +5.57% +22.38% 0.22% — — — +192.63 +11964.45 11788.27 45.05% 47.35% 20.55%
2020-03 -8.50% +15.92% 0.22% — — — +197.39 +11771.82 10984.15 45.57% 48.58% 19.95%
2020-02 -2.95% +26.69% 0.22% — — — +314.15 +11574.43 11809.74 45.80% 45.73% 18.46%
2020-01 +0.04% +30.54% 0.22% — — — +7283.78 +11260.28 11838.81 45.66% 46.61% 19.92%
2019-12 +0.91% +30.49% 0.23% — — — +123.93 +3976.50 4563.94 46.51% 47.02% 20.71%
2019-11 +1.17% +29.32% 0.23% — — — +131.16 +3852.57 4394.99 44.32% 44.38% 20.25%
2019-10 +1.48% +27.82% 0.23% — — — +102.01 +3721.41 4220.12 43.41% 44.44% 20.03%
2019-09 +1.05% +25.96% 0.23% — — — +147.29 +3619.40 4056.53 42.80% 43.43% 19.32%
2019-08 -0.53% +24.65% 0.23% — — — +114.38 +3472.11 3903.30 42.43% 43.49% 19.35%
2019-07 +0.34% +25.31% 0.23% — — — +126.30 +3357.73 3773.84 42.27% 43.22% 19.87%
2019-06 +2.62% +24.89% 0.23% — — — +118.95 +3231.43 3634.15 43.19% 43.31% 20.28%
2019-05 -1.72% +21.70% 0.23% — — — +104.01 +3112.48 3433.82 42.77% 42.89% 19.54%
2019-04 +1.86% +23.83% 0.23% — — — +115.29 +3008.47 3382.88 42.99% 43.84% 22.11%
2019-03 +0.84% +21.57% 0.23% — — — +122.36 +2893.18 3207.80 42.92% 43.97% 21.86%
2019-02 +1.15% +20.55% 0.23% — — — +97.44 +2770.82 3061.35 42.69% 44.31% 22.50%
2019-01 +3.06% +19.18% 0.23% — — — +102.90 +2673.38 2924.98 43.89% 45.21% 22.76%
2018-12 -3.50% +15.64% 0.25% — — — +111.06 +2570.48 2738.69 43.14% 45.30% 22.51%
2018-11 +0.76% +19.84% 0.25% — — — +118.10 +2459.42 2723.21 44.70% 46.03% 22.72%
2018-10 -2.45% +18.94% 0.25% — — — +121.08 +2341.32 2589.25 44.37% 46.50% 22.58%
2018-09 +0.46% +21.92% 0.25% — — — +58.28 +2220.24 2529.25 44.45% 46.77% 22.88%
2018-08 +1.05% +21.36% 0.25% — — — +121.04 +2161.96 2447.67 44.27% 46.61% 22.91%
2018-07 +1.54% +20.10% 0.25% — — — +134.84 +2040.92 2313.15 44.55% 47.18% 23.03%
2018-06 +0.24% +18.28% 0.25% — — — +148.03 +1906.08 2148.71 44.62% 47.32% 22.04%
2018-05 +0.34% +18.00% 0.25% — — — +147.99 +1758.05 2014.70 43.97% 46.42% 21.54%
2018-04 +0.98% +17.60% 0.25% — — — +121.77 +1610.06 1838.86 44.90% 47.35% 21.86%
2018-03 -0.88% +16.46% 0.25% — — — +111.90 +1488.29 1699.48 44.50% 45.45% 20.46%
2018-02 -1.45% +17.49% 0.25% — — — +76.31 +1376.39 1624.39 44.13% 44.75% 20.05%
2018-01 +1.84% +19.22% 0.25% — — — +102.85 +1300.08 1548.54 44.22% 45.40% 20.55%
2017-12 +0.78% +17.07% 0.26% — — — +83.77 +1197.23 1418.10 42.61% 45.25% 19.76%
2017-11 +0.82% +16.16% 0.26% — — — +86.70 +1113.46 1330.12 42.72% 45.50% 18.93%
2017-10 +1.25% +15.22% 0.26% — — — +62.93 +1026.76 1232.44 42.50% 44.20% 19.13%
2017-09 +0.85% +13.79% 0.26% — — — +65.88 +963.83 1152.25 41.92% 42.92% 18.65%
2017-08 +0.27% +12.83% 0.26% — — — +95.05 +897.95 1081.51 41.85% 42.73% 18.50%
2017-07 +1.27% +12.53% 0.26% — — — +93.97 +802.90 975.52 41.77% 42.04% 19.18%
2017-06 -0.16% +11.12% 0.26% — — — +72.17 +708.93 872.72 41.12% 41.49% 18.77%
2017-05 +1.20% +11.30% 0.26% — — — +69.45 +636.76 805.48 41.20% 40.55% 18.83%
2017-04 +1.06% +9.98% 0.26% — — — +50.51 +567.31 723.43 40.67% 40.41% 18.72%
2017-03 +0.45% +8.82% 0.26% — — — +74.30 +516.80 663.18 41.53% 40.99% 18.58%
2017-02 +0.99% +8.34% 0.26% — — — +55.01 +442.50 606.21 39.48% 38.52% 17.59%
2017-01 +0.52% +7.27% 0.26% — — — +62.48 +387.49 528.05 40.50% 40.37% 17.84%
2016-12 +1.11% +6.72% 0.29% — — — +54.25 +325.01 464.97 41.57% 40.65% 18.33%
2016-11 +0.62% +5.55% 0.29% — — — +60.21 +270.76 402.86 41.89% 41.38% 18.36%
2016-10 +0.01% +4.90% 0.29% — — — +39.42 +210.55 342.79 41.09% 39.60% 17.85%
2016-09 -0.26% +4.89% 0.29% — — — +45.18 +171.13 301.68 40.85% 39.24% 18.06%
2016-08 +0.57% +5.16% 0.29% — — — +39.50 +125.95 258.58 41.26% 39.01% 18.08%
2016-07 +2.69% +4.56% 0.29% — — — +39.14 +86.45 217.98 41.95% 39.59% 18.36%
2016-06 -0.35% +1.82% 0.29% — — — +47.31 +47.31 173.96 40.50% 38.38% 17.58%
2016-05 +1.04% +2.18% 0.29% — — — — +0.00 128.84 — — —
2016-04 +0.45% +1.13% 0.29% — — — — +0.00 86.93 — — —
2016-03 +2.01% +0.68% 0.29% — — — — +0.00 45.76 — — —
2016-02 -0.88% -1.31% 0.29% — — — — +0.00 24.13 — — —
2016-01 -0.43% -0.43% 0.29% — — — — +0.00 5.90 — — —

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.