חודשים בטווח
125
הראל פנסיה כללית - גילאי 50 ומטה
נתונים היסטוריים מלאים עבור הראל פנסיה כללית - גילאי 50 ומטה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9862 | שם קרן: הראל פנסיה כללית - גילאי 50 ומטה | 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 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+2.69%
תשואה מצטברת מההתחלה
+114.55%
| 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% | +114.55% | 0.15% | +0.48% | 1.19 | 6.86% | -7.13 | 2006.04 | 59.01% | 58.76% | 19.82% |
| 2026-04 | +5.55% | +108.93% | 0.15% | -0.12% | 1.12 | 6.79% | +3.50 | 1958.16 | 60.51% | 59.14% | 19.02% |
| 2026-03 | -2.98% | +97.95% | 0.15% | -0.48% | 0.96 | 6.44% | +11.62 | 1855.86 | 60.93% | 58.95% | 16.68% |
| 2026-02 | +0.74% | +104.03% | 0.15% | -0.36% | 1.27 | 6.27% | -1.37 | 1905.24 | 59.08% | 55.52% | 18.14% |
| 2026-01 | +2.98% | +102.53% | 0.15% | +0.00% | 1.28 | 6.27% | -6.46 | 1882.67 | 59.51% | 55.91% | 18.21% |
| 2025-12 | +1.60% | +96.67% | 0.17% | -0.24% | 1.17 | 6.17% | -2.05 | 1838.98 | 58.81% | 59.48% | 19.18% |
| 2025-11 | +1.59% | +93.57% | 0.17% | -0.24% | 1.14 | 6.20% | -1.60 | 1811.92 | 58.55% | 57.47% | 19.09% |
| 2025-10 | +2.24% | +90.54% | 0.17% | -0.24% | 1.14 | 6.55% | -0.05 | 1784.81 | 58.47% | 57.61% | 19.08% |
| 2025-09 | +2.46% | +86.37% | 0.17% | -0.72% | 1.05 | 6.55% | +8.77 | 1746.11 | 57.78% | 57.55% | 21.11% |
| 2025-08 | +1.20% | +81.89% | 0.17% | -0.60% | 0.92 | 6.58% | +0.19 | 1698.61 | 56.87% | 57.52% | 20.72% |
| 2025-07 | +0.90% | +79.73% | 0.17% | -0.72% | 0.93 | 6.69% | +3.99 | 1678.64 | 56.80% | 58.05% | 21.67% |
| 2025-06 | +3.38% | +78.13% | 0.17% | -0.72% | 0.94 | 6.72% | +5.32 | 1656.77 | 54.95% | 58.80% | 23.27% |
| 2025-05 | +2.57% | +72.31% | 0.17% | +0.00% | 0.80 | 6.62% | +3.70 | 1602.43 | 54.49% | 60.74% | 24.43% |
| 2025-04 | +0.99% | +67.99% | 0.17% | +0.00% | 0.73 | 6.58% | +1.13 | 1554.99 | 54.56% | 63.42% | 24.18% |
| 2025-03 | -1.04% | +66.34% | 0.17% | +0.12% | 0.77 | 6.96% | +11.81 | 1539.60 | 55.38% | 61.46% | 23.65% |
| 2025-02 | -0.29% | +68.09% | 0.17% | -0.12% | 0.61 | 8.45% | -2.62 | 1559.07 | 55.54% | 60.68% | 23.01% |
| 2025-01 | +1.41% | +68.58% | 0.17% | +0.36% | 0.61 | 8.56% | -1.80 | 1546.85 | 55.94% | 61.25% | 23.35% |
| 2024-12 | +0.41% | +66.24% | 0.21% | +0.12% | 0.57 | 8.56% | -5.75 | 1530.81 | 54.15% | 60.11% | 22.99% |
| 2024-11 | +1.99% | +65.56% | 0.21% | +0.36% | 0.58 | 8.56% | +3.17 | 1535.71 | 53.86% | 61.22% | 24.89% |
| 2024-10 | -0.07% | +62.33% | 0.21% | +0.36% | 0.53 | 8.52% | +8.13 | 1497.25 | 53.66% | 61.30% | 25.01% |
| 2024-09 | +1.90% | +62.44% | 0.21% | +0.36% | 0.58 | 8.56% | +8.41 | 1493.06 | 53.46% | 62.40% | 26.08% |
| 2024-08 | +1.26% | +59.41% | 0.21% | — | 0.49 | 8.52% | +12.94 | 1461.54 | 52.50% | 60.66% | 25.90% |
| 2024-07 | +1.53% | +57.43% | 0.21% | +0.36% | 0.49 | 8.52% | +4.64 | 1428.86 | 52.78% | 61.06% | 25.41% |
| 2024-06 | +0.61% | +55.06% | 0.21% | +0.48% | 0.45 | 8.52% | +3.93 | 1400.59 | 52.56% | 60.96% | 25.17% |
| 2024-05 | +1.28% | +54.12% | 0.21% | +0.48% | 0.47 | 8.56% | +8.50 | 1391.96 | 51.96% | 59.18% | 24.59% |
| 2024-04 | -1.65% | +52.17% | 0.21% | +0.24% | 0.41 | 8.63% | +11.82 | 1364.18 | 52.19% | 58.91% | 23.79% |
| 2024-03 | +2.38% | +54.72% | 0.21% | +0.24% | 0.53 | 8.59% | +20.55 | 1375.25 | 52.83% | 58.54% | 24.01% |
| 2024-02 | +2.26% | +51.12% | 0.21% | +0.24% | 0.47 | 8.56% | +13.81 | 1326.01 | 51.50% | 57.41% | 22.67% |
| 2024-01 | +0.07% | +47.78% | 0.21% | +0.36% | 0.41 | 8.52% | +13.70 | 1278.91 | 51.03% | 57.79% | 22.37% |
| 2023-12 | +2.30% | +47.68% | 0.26% | +0.24% | 0.46 | 8.63% | +21.53 | 1262.54 | 49.17% | 55.56% | 23.49% |
| 2023-11 | +3.52% | +44.36% | 0.26% | +0.36% | 0.34 | 8.76% | +19.67 | 1215.73 | 48.49% | 55.72% | 23.84% |
| 2023-10 | -2.89% | +39.45% | 0.26% | +0.36% | 0.23 | 8.66% | +28.00 | 1153.20 | 49.80% | 57.10% | 23.36% |
| 2023-09 | -1.49% | +43.60% | 0.26% | +0.00% | 0.34 | 8.66% | +19.45 | 1159.25 | 49.72% | 54.69% | 22.68% |
| 2023-08 | -0.62% | +45.77% | 0.26% | +0.00% | 0.43 | 8.63% | +11.03 | 1161.12 | 51.55% | 56.92% | 23.68% |
| 2023-07 | +2.50% | +46.68% | 0.26% | +0.00% | 0.49 | 8.59% | +8.33 | 1156.06 | 50.67% | 56.32% | 24.41% |
| 2023-06 | +1.89% | +43.11% | 0.26% | -0.12% | 0.43 | 8.56% | +17.52 | 1122.13 | 49.69% | 56.12% | 23.99% |
| 2023-05 | +0.76% | +40.45% | 0.26% | -0.24% | 0.37 | 8.56% | +18.84 | 1082.53 | 49.42% | 55.48% | 22.85% |
| 2023-04 | +1.63% | +39.39% | 0.26% | -0.36% | 0.36 | 8.56% | +19.75 | 1053.76 | 51.20% | 57.04% | 22.82% |
| 2023-03 | +0.11% | +37.16% | 0.26% | -0.60% | 0.32 | 8.52% | +29.55 | 1024.54 | 50.54% | 56.74% | 22.69% |
| 2023-02 | -1.56% | +37.01% | 0.26% | -0.36% | 0.32 | 8.56% | +21.57 | 993.53 | 50.71% | 56.63% | 21.80% |
| 2023-01 | +2.66% | +39.18% | 0.26% | -0.36% | 0.38 | 8.56% | +28.41 | 984.78 | 50.14% | 55.41% | 21.91% |
| 2022-12 | -1.97% | +35.57% | 0.29% | -0.36% | 0.31 | 8.52% | +31.16 | 929.07 | 49.85% | 54.18% | 20.14% |
| 2022-11 | +1.74% | +38.29% | 0.29% | -0.24% | 0.42 | 8.45% | +27.53 | 918.07 | 50.00% | 54.01% | 20.79% |
| 2022-10 | +2.34% | +35.93% | 0.29% | -0.72% | 0.37 | 8.42% | +28.19 | 875.39 | 51.46% | 54.76% | 19.77% |
| 2022-09 | -4.65% | +32.82% | 0.29% | -0.60% | 0.31 | 8.38% | +34.82 | 826.36 | 51.33% | 53.93% | 19.01% |
| 2022-08 | -1.56% | +39.30% | 0.29% | -0.36% | 0.54 | 8.07% | +30.16 | 835.09 | 51.28% | 52.44% | 19.02% |
| 2022-07 | +3.50% | +41.51% | 0.29% | -0.48% | 0.63 | 8.04% | +20.33 | 816.22 | 52.82% | 56.35% | 21.64% |
| 2022-06 | -2.73% | +36.72% | 0.29% | -0.60% | 0.52 | 7.93% | +20.64 | 767.20 | 51.46% | 55.02% | 19.93% |
| 2022-05 | -2.72% | +40.56% | 0.29% | -0.12% | 0.65 | 7.79% | +21.65 | 768.83 | 51.34% | 55.39% | 20.80% |
| 2022-04 | -1.61% | +44.49% | 0.29% | -0.24% | 0.81 | 7.69% | +20.83 | 760.27 | 51.68% | 53.15% | 19.53% |
| 2022-03 | +0.86% | +46.85% | 0.29% | -0.24% | 0.91 | 7.62% | +19.69 | 759.01 | 51.23% | 52.93% | 20.70% |
| 2022-02 | -0.70% | +45.60% | 0.29% | -0.24% | 0.89 | 7.62% | +50.26 | 733.54 | 51.66% | 52.55% | 20.03% |
| 2022-01 | -2.03% | +46.63% | 0.29% | +0.00% | 0.94 | 7.59% | -4.66 | 682.73 | 52.16% | 52.97% | 20.02% |
| 2021-12 | +2.02% | +49.67% | 0.34% | +0.36% | 1.07 | 7.52% | -3.33 | 699.27 | 52.62% | 54.20% | 20.29% |
| 2021-11 | +0.11% | +46.70% | 0.34% | +0.36% | 1.01 | 7.48% | +1.33 | 690.80 | 50.89% | 53.17% | 19.79% |
| 2021-10 | +2.59% | +46.54% | 0.34% | +0.48% | 1.02 | 7.48% | +42.33 | 689.97 | 51.82% | 53.95% | 20.63% |
| 2021-09 | -0.77% | +42.84% | 0.34% | +0.36% | 0.93 | 7.41% | +12.28 | 629.62 | 50.57% | 53.74% | 19.78% |
| 2021-08 | +1.98% | +43.95% | 0.34% | +0.60% | 0.97 | 7.41% | +14.20 | 622.33 | 50.67% | 54.71% | 20.86% |
| 2021-07 | +0.03% | +41.16% | 0.34% | +0.84% | 0.90 | 7.38% | +10.07 | 597.14 | 49.47% | 53.87% | 21.06% |
| 2021-06 | +0.52% | +41.11% | 0.34% | +0.84% | 0.94 | 7.45% | +9.15 | 584.87 | 49.73% | 53.64% | 21.43% |
| 2021-05 | +1.65% | +40.38% | 0.34% | +0.84% | 0.92 | 7.45% | +11.51 | 573.67 | 49.90% | 52.51% | 21.34% |
| 2021-04 | +1.67% | +38.10% | 0.34% | +0.96% | 0.88 | 7.45% | +12.62 | 551.70 | 48.74% | 51.94% | 21.79% |
| 2021-03 | +1.91% | +35.84% | 0.34% | +0.72% | 0.83 | 7.41% | +15.74 | 532.32 | 49.33% | 51.89% | 22.14% |
| 2021-02 | +0.76% | +33.29% | 0.34% | +0.96% | 0.78 | 7.41% | +8.32 | 507.17 | 48.50% | 50.51% | 21.20% |
| 2021-01 | +0.81% | +32.28% | 0.34% | +0.60% | 0.75 | 7.45% | +12.87 | 490.91 | 48.25% | 50.66% | 22.24% |
| 2020-12 | +2.08% | +31.22% | 0.40% | +0.84% | 0.70 | 7.52% | +12.83 | 475.38 | 47.44% | 49.43% | 23.32% |
| 2020-11 | +5.55% | +28.55% | 0.40% | — | — | — | +8.52 | 452.26 | 47.52% | 50.55% | 23.57% |
| 2020-10 | -0.12% | +21.79% | 0.40% | — | — | — | +13.16 | 420.28 | 45.50% | 49.80% | 21.78% |
| 2020-09 | -1.70% | +21.93% | 0.40% | — | — | — | +12.99 | 408.91 | 44.17% | 49.14% | 21.70% |
| 2020-08 | +3.28% | +24.04% | 0.40% | — | — | — | +14.57 | 402.30 | 44.65% | 49.70% | 21.68% |
| 2020-07 | +2.49% | +20.10% | 0.40% | — | — | — | +13.91 | 376.61 | 44.14% | 49.01% | 19.93% |
| 2020-06 | -0.44% | +17.19% | 0.40% | — | — | — | +9.13 | 352.27 | 42.70% | 47.88% | 19.85% |
| 2020-05 | +1.66% | +17.70% | 0.40% | — | — | — | +9.85 | 344.14 | 41.29% | 45.57% | 20.36% |
| 2020-04 | +5.77% | +15.78% | 0.40% | — | — | — | +9.64 | 329.56 | 40.97% | 44.43% | 20.08% |
| 2020-03 | -10.02% | +9.47% | 0.40% | — | — | — | +14.44 | 301.85 | 41.46% | 45.51% | 19.61% |
| 2020-02 | -2.76% | +21.66% | 0.40% | — | — | — | +9.51 | 323.01 | 42.39% | 43.39% | 18.19% |
| 2020-01 | +0.02% | +25.11% | 0.40% | — | — | — | +162.61 | 319.05 | 42.18% | 44.48% | 19.52% |
| 2019-12 | +0.92% | +25.08% | 0.46% | — | — | — | +5.68 | 153.22 | 43.38% | 45.23% | 20.09% |
| 2019-11 | +0.99% | +23.94% | 0.46% | — | — | — | +6.54 | 145.61 | 42.68% | 44.26% | 19.70% |
| 2019-10 | +1.53% | +22.73% | 0.46% | — | — | — | +5.13 | 138.17 | 41.33% | 43.98% | 19.27% |
| 2019-09 | +1.01% | +20.88% | 0.46% | — | — | — | +5.07 | 131.05 | 40.67% | 43.24% | 18.79% |
| 2019-08 | -0.52% | +19.67% | 0.46% | — | — | — | +4.94 | 124.40 | 40.37% | 43.31% | 18.78% |
| 2019-07 | +0.67% | +20.30% | 0.46% | — | — | — | +4.56 | 119.72 | 40.52% | 43.10% | 19.10% |
| 2019-06 | +2.50% | +19.50% | 0.46% | — | — | — | +4.84 | 114.87 | 41.39% | 43.69% | 19.74% |
| 2019-05 | -1.86% | +16.58% | 0.46% | — | — | — | +4.58 | 107.49 | 40.90% | 43.32% | 18.98% |
| 2019-04 | +1.92% | +18.79% | 0.46% | — | — | — | +4.87 | 104.30 | 41.42% | 44.54% | 21.28% |
| 2019-03 | +0.90% | +16.55% | 0.46% | — | — | — | +3.74 | 97.77 | 41.41% | 45.29% | 21.00% |
| 2019-02 | +1.24% | +15.51% | 0.46% | — | — | — | +2.94 | 89.44 | 42.61% | 47.39% | 22.74% |
| 2019-01 | +3.35% | +14.10% | 0.46% | — | — | — | +3.71 | 88.46 | 42.23% | 46.44% | 22.16% |
| 2018-12 | -3.73% | +10.40% | 0.51% | — | — | — | -1.45 | 82.26 | 41.33% | 46.67% | 21.94% |
| 2018-11 | +0.46% | +14.68% | 0.51% | — | — | — | +4.12 | 81.33 | 46.05% | 50.74% | 23.47% |
| 2018-10 | -2.77% | +14.15% | 0.51% | — | — | — | +3.91 | 82.24 | 42.74% | 48.38% | 21.89% |
| 2018-09 | +0.33% | +17.40% | 0.51% | — | — | — | -3.74 | 80.38 | 42.54% | 48.40% | 22.22% |
| 2018-08 | +1.03% | +17.02% | 0.51% | — | — | — | +6.36 | 76.57 | 46.49% | 52.46% | 24.37% |
| 2018-07 | +1.41% | +15.82% | 0.51% | — | — | — | +6.53 | 76.87 | 43.14% | 48.72% | 22.48% |
| 2018-06 | -0.03% | +14.21% | 0.51% | — | — | — | +0.33 | 68.98 | 43.11% | 49.48% | 21.30% |
| 2018-05 | +0.09% | +14.25% | 0.51% | — | — | — | +6.28 | 62.44 | 47.39% | 53.52% | 23.13% |
| 2018-04 | +0.82% | +14.15% | 0.51% | — | — | — | +6.15 | 62.67 | 42.70% | 48.17% | 21.06% |
| 2018-03 | -0.94% | +13.22% | 0.51% | — | — | — | +1.32 | 55.30 | 42.53% | 46.64% | 19.87% |
| 2018-02 | -1.69% | +14.29% | 0.51% | — | — | — | +4.56 | 50.43 | 46.32% | 50.01% | 21.02% |
| 2018-01 | +1.86% | +16.26% | 0.51% | — | — | — | +4.22 | 50.45 | 42.54% | 47.10% | 19.43% |
| 2017-12 | +0.82% | +14.13% | 0.56% | — | — | — | -0.79 | 45.30 | 41.66% | 47.20% | 19.43% |
| 2017-11 | +0.81% | +13.21% | 0.56% | — | — | — | +3.66 | 41.02 | 46.17% | 52.39% | 19.97% |
| 2017-10 | +1.27% | +12.30% | 0.56% | — | — | — | +3.79 | 41.48 | 42.00% | 47.76% | 18.68% |
| 2017-09 | +0.71% | +10.89% | 0.56% | — | — | — | -0.37 | 37.37 | 40.81% | 45.30% | 18.54% |
| 2017-08 | +0.37% | +10.11% | 0.56% | — | — | — | +4.78 | 33.49 | 45.45% | 49.90% | 20.42% |
| 2017-07 | +1.16% | +9.70% | 0.56% | — | — | — | +3.77 | 32.73 | 39.66% | 43.97% | 18.55% |
| 2017-06 | -0.45% | +8.44% | 0.56% | — | — | — | +0.50 | 28.08 | 39.67% | 42.27% | 17.91% |
| 2017-05 | +1.22% | +8.93% | 0.56% | — | — | — | +3.13 | 24.45 | 44.54% | 47.44% | 20.65% |
| 2017-04 | +1.17% | +7.62% | 0.56% | — | — | — | +3.51 | 24.15 | 38.92% | 41.66% | 17.76% |
| 2017-03 | +0.49% | +6.37% | 0.56% | — | — | — | -3.19 | 20.62 | 38.07% | 39.48% | 17.17% |
| 2017-02 | +0.95% | +5.86% | 0.56% | — | — | — | +1.96 | 16.99 | 53.27% | 55.74% | 23.66% |
| 2017-01 | +0.48% | +4.86% | 0.56% | — | — | — | +1.86 | 20.79 | 39.54% | 41.75% | 17.65% |
| 2016-12 | +1.08% | +4.36% | 0.63% | — | — | — | +2.41 | 18.92 | 40.27% | 42.07% | 18.08% |
| 2016-11 | +0.27% | +3.24% | 0.63% | — | — | — | +1.57 | 16.19 | 40.70% | 42.56% | 17.91% |
| 2016-10 | -0.03% | +2.97% | 0.63% | — | — | — | +1.33 | 14.57 | 40.49% | 41.32% | 17.71% |
| 2016-09 | -0.54% | +3.00% | 0.63% | — | — | — | +2.10 | 13.28 | 37.42% | 37.73% | 16.57% |
| 2016-08 | +0.38% | +3.56% | 0.63% | — | — | — | +1.20 | 11.23 | 39.09% | 39.00% | 17.28% |
| 2016-07 | +2.57% | +3.16% | 0.63% | — | — | — | +1.44 | 9.94 | 39.34% | 39.03% | 17.20% |
| 2016-06 | -0.37% | +0.58% | 0.63% | — | — | — | +2.36 | 8.21 | 38.73% | 38.61% | 16.81% |
| 2016-05 | +0.79% | +0.95% | 0.63% | — | — | — | — | 5.37 | — | — | — |
| 2016-04 | +0.57% | +0.16% | 0.63% | — | — | — | — | 2.86 | — | — | — |
| 2016-03 | +2.07% | -0.41% | 0.63% | — | — | — | — | 0.95 | — | — | — |
| 2016-02 | -0.90% | -2.43% | 0.63% | — | — | — | — | 0.30 | — | — | — |
| 2016-01 | -1.54% | -1.54% | 0.63% | — | — | — | — | 0.10 | — | — | — |
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.