חודשים בטווח
125
הראל פנסיה - גילאי 50 ומטה
נתונים היסטוריים מלאים עבור הראל פנסיה - גילאי 50 ומטה, 125 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 מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על הראל פנסיה - גילאי 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+2.69%
תשואה מצטברת מההתחלה
+140.39%
| 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 | +2.69% | +140.39% | 0.16% | +2.04% | 1.44 | 5.99% | -177.19 | 44450.50 | 60.02% | 54.15% | 19.92% |
| 2026-04 | +5.44% | +134.10% | 0.16% | +1.32% | 1.36 | 5.92% | -157.63 | 43428.10 | 61.33% | 54.60% | 19.24% |
| 2026-03 | -2.48% | +122.02% | 0.16% | +1.08% | 1.22 | 5.58% | -274.10 | 41332.87 | 61.93% | 54.29% | 16.76% |
| 2026-02 | +0.73% | +127.66% | 0.16% | +1.20% | 1.57 | 5.40% | -208.97 | 42629.25 | 60.21% | 51.50% | 18.26% |
| 2026-01 | +2.90% | +126.01% | 0.16% | +1.44% | 1.57 | 5.40% | -253.71 | 42485.14 | 60.40% | 51.46% | 18.28% |
| 2025-12 | +1.10% | +119.64% | 0.16% | +1.32% | 1.47 | 5.30% | -219.15 | 41619.51 | 59.76% | 55.30% | 19.41% |
| 2025-11 | +1.36% | +117.25% | 0.16% | +1.32% | 1.46 | 5.33% | -155.40 | 41404.48 | 59.56% | 52.91% | 19.21% |
| 2025-10 | +1.46% | +114.34% | 0.16% | +1.32% | 1.46 | 5.68% | -137.94 | 41002.98 | 59.25% | 52.69% | 19.29% |
| 2025-09 | +2.51% | +111.26% | 0.16% | +1.08% | 1.40 | 5.72% | +4.88 | 40536.65 | 58.94% | 52.72% | 21.09% |
| 2025-08 | +1.14% | +106.08% | 0.16% | +1.20% | 1.26 | 5.72% | -140.60 | 39563.19 | 58.00% | 52.79% | 21.01% |
| 2025-07 | +1.03% | +103.76% | 0.16% | +1.08% | 1.27 | 5.82% | -105.98 | 39242.41 | 57.84% | 52.97% | 21.60% |
| 2025-06 | +2.83% | +101.68% | 0.16% | +1.08% | 1.28 | 5.85% | -19.99 | 38952.34 | 56.04% | 53.76% | 23.49% |
| 2025-05 | +2.91% | +96.13% | 0.16% | +1.68% | 1.16 | 5.79% | -26.90 | 37916.12 | 55.45% | 55.63% | 24.51% |
| 2025-04 | +0.82% | +90.59% | 0.16% | +1.68% | 1.06 | 5.72% | +26.30 | 36863.61 | 55.50% | 58.58% | 25.10% |
| 2025-03 | -0.65% | +89.04% | 0.16% | +1.92% | 1.10 | 6.10% | +107.61 | 36536.10 | 55.99% | 56.92% | 23.91% |
| 2025-02 | -0.28% | +90.27% | 0.16% | +1.68% | 0.91 | 7.38% | -99.41 | 36909.14 | 56.51% | 55.98% | 23.23% |
| 2025-01 | +1.37% | +90.81% | 0.16% | +1.92% | 0.89 | 7.55% | -155.83 | 36814.21 | 56.60% | 56.70% | 23.63% |
| 2024-12 | +0.26% | +88.23% | 0.17% | +1.80% | 0.85 | 7.55% | -125.26 | 36537.29 | 55.15% | 55.82% | 23.30% |
| 2024-11 | +2.08% | +87.74% | 0.17% | +2.04% | 0.88 | 7.55% | -93.37 | 36709.31 | 54.70% | 57.20% | 25.15% |
| 2024-10 | +0.07% | +83.91% | 0.17% | +1.92% | 0.82 | 7.52% | +21.43 | 35931.51 | 54.50% | 57.83% | 25.42% |
| 2024-09 | +1.96% | +83.79% | 0.17% | +1.92% | 0.87 | 7.52% | +44.12 | 35885.63 | 54.50% | 58.89% | 26.43% |
| 2024-08 | +1.06% | +80.25% | 0.17% | — | 0.78 | 7.48% | +70.02 | 35233.51 | 53.57% | 57.44% | 25.89% |
| 2024-07 | +1.35% | +78.36% | 0.17% | +1.92% | 0.78 | 7.52% | +122.24 | 34732.57 | 53.75% | 57.50% | 25.46% |
| 2024-06 | +0.83% | +75.99% | 0.17% | +2.16% | 0.74 | 7.52% | -41.84 | 34151.92 | 53.32% | 57.82% | 25.57% |
| 2024-05 | +1.55% | +74.54% | 0.17% | +2.16% | 0.76 | 7.55% | +108.19 | 33967.71 | 52.74% | 56.57% | 24.97% |
| 2024-04 | -1.37% | +71.87% | 0.17% | +1.92% | 0.68 | 7.62% | +112.96 | 33308.57 | 52.95% | 56.21% | 23.82% |
| 2024-03 | +2.50% | +74.26% | 0.17% | +1.92% | 0.81 | 7.59% | +76.40 | 33655.30 | 53.73% | 56.35% | 24.27% |
| 2024-02 | +2.21% | +70.01% | 0.17% | +1.92% | 0.74 | 7.55% | +114.30 | 32722.89 | 53.01% | 55.80% | 23.12% |
| 2024-01 | +0.01% | +66.33% | 0.17% | +2.04% | 0.67 | 7.52% | +129.59 | 31947.53 | 52.20% | 55.94% | 22.77% |
| 2023-12 | +1.79% | +66.32% | 0.19% | +2.04% | 0.74 | 7.59% | +289.48 | 31820.55 | 49.88% | 53.50% | 23.70% |
| 2023-11 | +2.51% | +63.39% | 0.19% | +2.28% | 0.62 | 7.79% | +282.80 | 31009.97 | 49.44% | 54.70% | 24.20% |
| 2023-10 | -2.14% | +59.39% | 0.19% | +2.28% | 0.54 | 7.72% | +313.22 | 29953.36 | 50.39% | 55.46% | 23.72% |
| 2023-09 | -1.05% | +62.88% | 0.19% | +1.92% | 0.64 | 7.76% | +231.82 | 30251.32 | 50.72% | 54.00% | 23.04% |
| 2023-08 | -0.46% | +64.61% | 0.19% | +1.92% | 0.73 | 7.72% | +137.24 | 30380.80 | 52.35% | 56.03% | 23.92% |
| 2023-07 | +2.17% | +65.37% | 0.19% | +1.92% | 0.80 | 7.72% | +187.80 | 30406.45 | 52.12% | 56.11% | 24.26% |
| 2023-06 | +1.95% | +61.86% | 0.19% | +2.04% | 0.74 | 7.69% | +273.06 | 29684.86 | 51.12% | 55.79% | 24.11% |
| 2023-05 | +0.78% | +58.76% | 0.19% | +1.92% | 0.69 | 7.66% | +319.06 | 28753.39 | 51.07% | 55.33% | 23.05% |
| 2023-04 | +1.55% | +57.53% | 0.19% | +1.80% | 0.68 | 7.66% | +219.78 | 28222.59 | 51.83% | 55.88% | 23.05% |
| 2023-03 | +0.02% | +55.13% | 0.19% | +1.68% | 0.64 | 7.66% | +425.40 | 27728.65 | 51.13% | 55.52% | 22.84% |
| 2023-02 | -0.85% | +55.10% | 0.19% | +1.80% | 0.65 | 7.69% | +311.87 | 27159.47 | 52.13% | 56.12% | 22.28% |
| 2023-01 | +2.34% | +56.42% | 0.19% | +1.80% | 0.69 | 7.72% | +371.65 | 27078.04 | 52.07% | 55.40% | 21.91% |
| 2022-12 | -1.92% | +52.85% | 0.19% | +1.80% | 0.64 | 7.69% | +432.52 | 26051.96 | 52.27% | 54.14% | 20.06% |
| 2022-11 | +1.85% | +55.84% | 0.19% | +1.92% | 0.77 | 7.62% | +359.60 | 26148.24 | 52.68% | 54.14% | 21.07% |
| 2022-10 | +2.48% | +53.01% | 0.19% | +1.56% | 0.71 | 7.59% | +286.89 | 25349.06 | 53.18% | 53.99% | 20.13% |
| 2022-09 | -3.94% | +49.31% | 0.19% | +1.68% | 0.64 | 7.55% | +390.57 | 24413.00 | 52.37% | 52.34% | 18.82% |
| 2022-08 | -0.93% | +55.43% | 0.19% | +1.92% | 0.89 | 7.27% | +323.75 | 25082.40 | 52.69% | 51.18% | 18.91% |
| 2022-07 | +3.32% | +56.89% | 0.19% | +1.80% | 0.96 | 7.24% | +284.04 | 24979.49 | 54.87% | 55.38% | 21.86% |
| 2022-06 | -2.31% | +51.85% | 0.19% | +1.68% | 0.85 | 7.14% | +255.15 | 23895.56 | 53.45% | 53.91% | 20.27% |
| 2022-05 | -1.60% | +55.44% | 0.19% | +2.04% | 1.00 | 7.03% | +241.40 | 24186.85 | 52.93% | 53.11% | 21.15% |
| 2022-04 | -0.99% | +57.97% | 0.19% | +1.80% | 1.12 | 6.96% | +172.01 | 24187.99 | 53.10% | 50.98% | 19.76% |
| 2022-03 | +1.36% | +59.55% | 0.19% | +1.80% | 1.20 | 6.93% | +270.01 | 24409.32 | 52.96% | 51.05% | 20.65% |
| 2022-02 | -0.05% | +57.41% | 0.19% | +1.68% | 1.16 | 6.93% | +1725.24 | 23832.97 | 53.78% | 50.57% | 20.26% |
| 2022-01 | -1.47% | +57.48% | 0.19% | +1.92% | 1.19 | 6.93% | -327.58 | 22101.80 | 54.68% | 52.30% | 20.04% |
| 2021-12 | +2.22% | +59.83% | 0.21% | +2.28% | 1.30 | 6.86% | -453.03 | 22755.85 | 55.11% | 53.94% | 20.37% |
| 2021-11 | +0.30% | +56.36% | 0.21% | +2.28% | 1.23 | 6.82% | -253.30 | 22697.91 | 53.72% | 52.34% | 19.79% |
| 2021-10 | +2.58% | +55.89% | 0.21% | +2.28% | 1.24 | 6.82% | +2423.72 | 22910.25 | 54.75% | 53.35% | 20.94% |
| 2021-09 | -0.56% | +51.97% | 0.21% | +2.16% | 1.14 | 6.75% | +152.31 | 19912.57 | 53.78% | 53.30% | 19.94% |
| 2021-08 | +2.15% | +52.83% | 0.21% | +2.40% | 1.18 | 6.75% | +204.25 | 19864.71 | 53.91% | 53.97% | 20.87% |
| 2021-07 | +0.05% | +49.61% | 0.21% | +2.52% | 1.10 | 6.72% | +217.44 | 19250.37 | 52.75% | 53.49% | 20.92% |
| 2021-06 | +0.72% | +49.54% | 0.21% | +2.64% | 1.15 | 6.79% | +196.30 | 19026.89 | 52.77% | 52.69% | 21.45% |
| 2021-05 | +1.70% | +48.47% | 0.21% | +2.52% | 1.12 | 6.79% | +211.73 | 18688.46 | 52.19% | 51.46% | 21.56% |
| 2021-04 | +1.78% | +45.99% | 0.21% | +2.64% | 1.07 | 6.79% | +268.78 | 18168.80 | 50.84% | 50.37% | 21.84% |
| 2021-03 | +1.98% | +43.43% | 0.21% | +2.40% | 1.01 | 6.75% | +248.28 | 17587.92 | 51.64% | 50.85% | 22.96% |
| 2021-02 | +0.91% | +40.65% | 0.21% | +2.52% | 0.96 | 6.75% | +283.77 | 16985.93 | 50.80% | 49.11% | 22.15% |
| 2021-01 | +0.78% | +39.38% | 0.21% | +2.28% | 0.92 | 6.79% | +299.56 | 16568.26 | 50.22% | 48.64% | 22.66% |
| 2020-12 | +1.96% | +38.30% | 0.22% | +2.64% | 0.89 | 6.79% | +357.78 | 16142.92 | 49.53% | 48.10% | 23.88% |
| 2020-11 | +5.23% | +35.64% | 0.22% | — | — | — | +284.10 | 15469.78 | 49.53% | 48.63% | 24.11% |
| 2020-10 | -0.08% | +28.90% | 0.22% | — | — | — | +359.55 | 14435.23 | 47.52% | 48.72% | 22.11% |
| 2020-09 | -1.26% | +29.01% | 0.22% | — | — | — | +319.64 | 14091.01 | 46.53% | 47.92% | 22.65% |
| 2020-08 | +3.03% | +30.65% | 0.22% | — | — | — | +348.78 | 13967.82 | 47.08% | 48.63% | 22.22% |
| 2020-07 | +2.33% | +26.81% | 0.22% | — | — | — | +449.20 | 13199.21 | 47.38% | 48.65% | 20.57% |
| 2020-06 | -0.10% | +23.92% | 0.22% | — | — | — | +254.09 | 12461.46 | 45.70% | 48.42% | 20.15% |
| 2020-05 | +1.36% | +24.05% | 0.22% | — | — | — | +267.61 | 12213.25 | 45.13% | 47.49% | 21.22% |
| 2020-04 | +5.57% | +22.38% | 0.22% | — | — | — | +192.63 | 11788.27 | 45.05% | 47.35% | 20.55% |
| 2020-03 | -8.50% | +15.92% | 0.22% | — | — | — | +197.39 | 10984.15 | 45.57% | 48.58% | 19.95% |
| 2020-02 | -2.95% | +26.69% | 0.22% | — | — | — | +314.15 | 11809.74 | 45.80% | 45.73% | 18.46% |
| 2020-01 | +0.04% | +30.54% | 0.22% | — | — | — | +7283.78 | 11838.81 | 45.66% | 46.61% | 19.92% |
| 2019-12 | +0.91% | +30.49% | 0.23% | — | — | — | +123.93 | 4563.94 | 46.51% | 47.02% | 20.71% |
| 2019-11 | +1.17% | +29.32% | 0.23% | — | — | — | +131.16 | 4394.99 | 44.32% | 44.38% | 20.25% |
| 2019-10 | +1.48% | +27.82% | 0.23% | — | — | — | +102.01 | 4220.12 | 43.41% | 44.44% | 20.03% |
| 2019-09 | +1.05% | +25.96% | 0.23% | — | — | — | +147.29 | 4056.53 | 42.80% | 43.43% | 19.32% |
| 2019-08 | -0.53% | +24.65% | 0.23% | — | — | — | +114.38 | 3903.30 | 42.43% | 43.49% | 19.35% |
| 2019-07 | +0.34% | +25.31% | 0.23% | — | — | — | +126.30 | 3773.84 | 42.27% | 43.22% | 19.87% |
| 2019-06 | +2.62% | +24.89% | 0.23% | — | — | — | +118.95 | 3634.15 | 43.19% | 43.31% | 20.28% |
| 2019-05 | -1.72% | +21.70% | 0.23% | — | — | — | +104.01 | 3433.82 | 42.77% | 42.89% | 19.54% |
| 2019-04 | +1.86% | +23.83% | 0.23% | — | — | — | +115.29 | 3382.88 | 42.99% | 43.84% | 22.11% |
| 2019-03 | +0.84% | +21.57% | 0.23% | — | — | — | +122.36 | 3207.80 | 42.92% | 43.97% | 21.86% |
| 2019-02 | +1.15% | +20.55% | 0.23% | — | — | — | +97.44 | 3061.35 | 42.69% | 44.31% | 22.50% |
| 2019-01 | +3.06% | +19.18% | 0.23% | — | — | — | +102.90 | 2924.98 | 43.89% | 45.21% | 22.76% |
| 2018-12 | -3.50% | +15.64% | 0.25% | — | — | — | +111.06 | 2738.69 | 43.14% | 45.30% | 22.51% |
| 2018-11 | +0.76% | +19.84% | 0.25% | — | — | — | +118.10 | 2723.21 | 44.70% | 46.03% | 22.72% |
| 2018-10 | -2.45% | +18.94% | 0.25% | — | — | — | +121.08 | 2589.25 | 44.37% | 46.50% | 22.58% |
| 2018-09 | +0.46% | +21.92% | 0.25% | — | — | — | +58.28 | 2529.25 | 44.45% | 46.77% | 22.88% |
| 2018-08 | +1.05% | +21.36% | 0.25% | — | — | — | +121.04 | 2447.67 | 44.27% | 46.61% | 22.91% |
| 2018-07 | +1.54% | +20.10% | 0.25% | — | — | — | +134.84 | 2313.15 | 44.55% | 47.18% | 23.03% |
| 2018-06 | +0.24% | +18.28% | 0.25% | — | — | — | +148.03 | 2148.71 | 44.62% | 47.32% | 22.04% |
| 2018-05 | +0.34% | +18.00% | 0.25% | — | — | — | +147.99 | 2014.70 | 43.97% | 46.42% | 21.54% |
| 2018-04 | +0.98% | +17.60% | 0.25% | — | — | — | +121.77 | 1838.86 | 44.90% | 47.35% | 21.86% |
| 2018-03 | -0.88% | +16.46% | 0.25% | — | — | — | +111.90 | 1699.48 | 44.50% | 45.45% | 20.46% |
| 2018-02 | -1.45% | +17.49% | 0.25% | — | — | — | +76.31 | 1624.39 | 44.13% | 44.75% | 20.05% |
| 2018-01 | +1.84% | +19.22% | 0.25% | — | — | — | +102.85 | 1548.54 | 44.22% | 45.40% | 20.55% |
| 2017-12 | +0.78% | +17.07% | 0.26% | — | — | — | +83.77 | 1418.10 | 42.61% | 45.25% | 19.76% |
| 2017-11 | +0.82% | +16.16% | 0.26% | — | — | — | +86.70 | 1330.12 | 42.72% | 45.50% | 18.93% |
| 2017-10 | +1.25% | +15.22% | 0.26% | — | — | — | +62.93 | 1232.44 | 42.50% | 44.20% | 19.13% |
| 2017-09 | +0.85% | +13.79% | 0.26% | — | — | — | +65.88 | 1152.25 | 41.92% | 42.92% | 18.65% |
| 2017-08 | +0.27% | +12.83% | 0.26% | — | — | — | +95.05 | 1081.51 | 41.85% | 42.73% | 18.50% |
| 2017-07 | +1.27% | +12.53% | 0.26% | — | — | — | +93.97 | 975.52 | 41.77% | 42.04% | 19.18% |
| 2017-06 | -0.16% | +11.12% | 0.26% | — | — | — | +72.17 | 872.72 | 41.12% | 41.49% | 18.77% |
| 2017-05 | +1.20% | +11.30% | 0.26% | — | — | — | +69.45 | 805.48 | 41.20% | 40.55% | 18.83% |
| 2017-04 | +1.06% | +9.98% | 0.26% | — | — | — | +50.51 | 723.43 | 40.67% | 40.41% | 18.72% |
| 2017-03 | +0.45% | +8.82% | 0.26% | — | — | — | +74.30 | 663.18 | 41.53% | 40.99% | 18.58% |
| 2017-02 | +0.99% | +8.34% | 0.26% | — | — | — | +55.01 | 606.21 | 39.48% | 38.52% | 17.59% |
| 2017-01 | +0.52% | +7.27% | 0.26% | — | — | — | +62.48 | 528.05 | 40.50% | 40.37% | 17.84% |
| 2016-12 | +1.11% | +6.72% | 0.29% | — | — | — | +54.25 | 464.97 | 41.57% | 40.65% | 18.33% |
| 2016-11 | +0.62% | +5.55% | 0.29% | — | — | — | +60.21 | 402.86 | 41.89% | 41.38% | 18.36% |
| 2016-10 | +0.01% | +4.90% | 0.29% | — | — | — | +39.42 | 342.79 | 41.09% | 39.60% | 17.85% |
| 2016-09 | -0.26% | +4.89% | 0.29% | — | — | — | +45.18 | 301.68 | 40.85% | 39.24% | 18.06% |
| 2016-08 | +0.57% | +5.16% | 0.29% | — | — | — | +39.50 | 258.58 | 41.26% | 39.01% | 18.08% |
| 2016-07 | +2.69% | +4.56% | 0.29% | — | — | — | +39.14 | 217.98 | 41.95% | 39.59% | 18.36% |
| 2016-06 | -0.35% | +1.82% | 0.29% | — | — | — | +47.31 | 173.96 | 40.50% | 38.38% | 17.58% |
| 2016-05 | +1.04% | +2.18% | 0.29% | — | — | — | — | 128.84 | — | — | — |
| 2016-04 | +0.45% | +1.13% | 0.29% | — | — | — | — | 86.93 | — | — | — |
| 2016-03 | +2.01% | +0.68% | 0.29% | — | — | — | — | 45.76 | — | — | — |
| 2016-02 | -0.88% | -1.31% | 0.29% | — | — | — | — | 24.13 | — | — | — |
| 2016-01 | -0.43% | -0.43% | 0.29% | — | — | — | — | 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.