נתונים היסטוריים · גמל

הראל קופה לפנסיה תקציבית

נתונים היסטוריים מלאים עבור הראל קופה לפנסיה תקציבית, 137 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 1296 | שם קרן: הראל קופה לפנסיה תקציבית | סיווג קרן: מרכזית לפיצויים | חברה שולטת: הראל השקעות בביטוח ושירותים פיננסיים בע"מ | חברה מנהלת: הראל פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: כללי | תת התמחות: כללי.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 137
תשואה חודשית אחרונה +2.79%
תשואה מצטברת מההתחלה +98.30%
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 +2.79% +98.30% 1.33% +0.24% 1.07 6.51% -0.03 40.70 56.36% 49.90% 18.50%
2026-04 +5.51% +92.92% 1.33% -0.48% 0.98 6.44% +0.09 39.66 57.84% 50.58% 18.73%
2026-03 -3.27% +82.85% 1.33% -0.84% 0.81 6.06% +0.14 37.54 56.42% 49.15% 15.66%
2026-02 +0.75% +89.03% 1.33% -0.48% 1.16 5.83% +0.02 38.69 55.36% 45.31% 17.34%
2026-01 +2.86% +87.62% 1.33% -0.36% 1.15 5.83% -0.37 38.35 55.15% 45.58% 17.24%
2025-12 +0.97% +82.40% 1.32% -0.48% 1.05 5.74% +0.12 37.77 54.14% 49.09% 17.92%
2025-11 +1.12% +80.65% 1.32% -0.36% 1.05 5.76% -0.51 37.33 52.85% 45.89% 18.08%
2025-10 +1.83% +78.65% 1.32% -0.36% 1.06 6.00% +0.12 37.48 52.24% 45.65% 18.70%
2025-09 +2.28% +75.44% 1.32% -0.60% 0.99 5.98% +0.22 36.72 51.63% 46.21% 20.02%
2025-08 +1.10% +71.53% 1.32% -0.48% 0.86 6.01% +0.11 35.73 51.08% 45.73% 19.93%
2025-07 +0.86% +69.66% 1.32% -0.60% 0.87 6.07% +0.16 35.27 50.81% 46.92% 20.70%
2025-06 +3.31% +68.22% 1.32% -0.60% 0.88 6.11% +0.09 34.85 49.30% 48.67% 22.18%
2025-05 +2.30% +62.83% 1.32% -0.12% 0.72 6.01% +0.06 33.68 49.08% 50.33% 22.95%
2025-04 +0.88% +59.16% 1.32% -0.12% 0.65 5.97% +0.10 32.89 49.41% 52.45% 22.96%
2025-03 -1.35% +57.78% 1.32% +0.00% 0.69 6.30% -0.04 32.54 49.97% 52.37% 22.03%
2025-02 -0.21% +59.94% 1.32% +0.12% 0.60 7.42% +0.08 33.21 49.65% 52.09% 22.10%
2025-01 +1.42% +60.27% 1.32% +0.60% 0.60 7.49% +0.07 33.03 49.86% 52.68% 22.98%
2024-12 +0.53% +58.03% 1.31% +0.48% 0.56 7.47% -0.41 32.58 46.35% 49.11% 21.98%
2024-11 +2.01% +57.20% 1.31% +0.60% 0.57 7.47% +0.08 32.92 45.57% 48.30% 23.82%
2024-10 +0.22% +54.10% 1.31% +0.60% 0.50 7.44% +0.09 32.15 45.32% 48.15% 23.89%
2024-09 +1.64% +53.76% 1.31% +0.60% 0.53 7.45% +0.11 32.03 45.36% 48.99% 24.91%
2024-08 +1.25% +51.28% 1.31% 0.44 7.43% +0.16 31.48 44.63% 47.74% 24.49%
2024-07 +1.59% +49.41% 1.31% +0.48% 0.44 7.43% +0.17 30.91 44.97% 48.08% 24.43%
2024-06 +0.57% +47.07% 1.31% +0.48% 0.40 7.41% +0.11 30.28 44.85% 48.48% 24.70%
2024-05 +0.89% +46.24% 1.31% +0.36% 0.42 7.44% +0.14 30.08 44.51% 47.27% 24.10%
2024-04 -1.54% +44.95% 1.31% +0.36% 0.38 7.47% +0.12 29.67 44.12% 46.65% 22.31%
2024-03 +2.14% +47.22% 1.31% +0.36% 0.50 7.43% +0.13 30.04 44.84% 46.74% 22.94%
2024-02 +2.05% +44.13% 1.31% +0.36% 0.43 7.40% +0.13 29.31 43.47% 45.38% 21.73%
2024-01 +0.11% +41.24% 1.31% +0.36% 0.37 7.36% +0.14 28.47 43.13% 45.59% 21.74%
2023-12 +2.42% +41.08% 1.28% +0.24% 0.42 7.43% +0.14 28.48 41.26% 44.31% 22.19%
2023-11 +3.56% +37.75% 1.28% +0.36% 0.29 7.51% +0.20 27.70 40.94% 45.45% 23.03%
2023-10 -2.94% +33.01% 1.28% +0.24% 0.16 7.36% +0.14 26.59 40.92% 44.34% 22.19%
2023-09 -1.30% +37.04% 1.28% +0.00% 0.30 7.29% +0.16 27.25 41.25% 43.08% 21.65%
2023-08 -0.42% +38.85% 1.28% +0.00% 0.39 7.26% +0.16 27.52 43.31% 45.20% 22.86%
2023-07 +2.38% +39.43% 1.28% +0.00% 0.45 7.25% +0.18 27.49 43.18% 45.03% 22.92%
2023-06 +1.71% +36.19% 1.28% -0.12% 0.37 7.20% +0.26 26.79 42.59% 44.76% 22.51%
2023-05 +0.85% +33.90% 1.28% -0.24% 0.31 7.17% +0.13 26.02 42.58% 44.58% 21.75%
2023-04 +1.53% +32.77% 1.28% -0.36% 0.29 7.17% +0.11 25.70 42.96% 44.79% 21.87%
2023-03 +0.29% +30.77% 1.28% -0.60% 0.25 7.15% +0.13 25.37 42.61% 44.54% 21.80%
2023-02 -1.69% +30.39% 1.28% -0.36% 0.24 7.16% +0.11 25.06 42.66% 44.57% 21.27%
2023-01 +2.41% +32.63% 1.28% -0.36% 0.33 7.14% +0.10 25.41 42.15% 43.60% 20.98%
2022-12 -1.87% +29.51% 1.27% -0.36% 0.25 7.09% +0.14 24.73 41.93% 43.23% 18.40%
2022-11 +1.39% +31.98% 1.27% -0.24% 0.37 7.02% +0.14 25.09 42.57% 43.05% 18.89%
2022-10 +2.10% +30.17% 1.27% -0.60% 0.33 7.01% +0.10 24.64 43.79% 44.03% 18.51%
2022-09 -4.29% +27.49% 1.27% -0.60% 0.25 6.96% +0.13 24.03 42.99% 42.95% 17.02%
2022-08 -1.32% +33.21% 1.27% -0.36% 0.51 6.65% +0.17 25.04 43.61% 42.13% 17.37%
2022-07 +3.11% +34.99% 1.27% -0.48% 0.60 6.61% +0.16 25.23 44.19% 44.39% 18.83%
2022-06 -2.16% +30.92% 1.27% -0.60% 0.48 6.50% -1.03 24.33 44.60% 43.98% 17.92%
2022-05 -2.86% +33.81% 1.27% -0.24% 0.60 6.41% +0.12 25.96 43.07% 42.57% 18.53%
2022-04 -1.38% +37.75% 1.27% -0.24% 0.81 6.24% +0.11 26.49 43.30% 40.92% 17.93%
2022-03 +0.36% +39.68% 1.27% -0.12% 0.92 6.19% +0.11 26.91 43.48% 42.07% 18.06%
2022-02 -0.87% +39.18% 1.27% -0.12% 0.91 6.19% +0.10 26.73 43.81% 41.98% 17.77%
2022-01 -1.88% +40.40% 1.27% +0.00% 0.99 6.16% +0.13 26.89 43.85% 41.80% 18.15%
2021-12 +1.60% +43.09% 1.27% +0.36% 1.13 6.07% +0.16 27.29 44.23% 42.98% 18.61%
2021-11 +0.20% +40.83% 1.27% +0.24% 1.07 6.05% +0.07 26.75 43.40% 42.06% 17.12%
2021-10 +2.31% +40.55% 1.27% +0.24% 1.07 6.05% +0.08 26.65 42.81% 42.03% 17.86%
2021-09 -0.60% +37.38% 1.27% +0.24% 0.97 6.00% +0.08 26.00 41.27% 40.65% 17.81%
2021-08 +1.69% +38.21% 1.27% +0.36% 1.01 6.00% +0.13 26.10 41.53% 41.57% 18.74%
2021-07 +0.08% +35.91% 1.27% +0.48% 0.94 5.98% +0.11 25.60 40.51% 40.78% 18.24%
2021-06 +0.42% +35.80% 1.27% +0.60% 0.98 6.02% +0.07 25.49 40.13% 39.98% 18.52%
2021-05 +1.38% +35.24% 1.27% +0.48% 0.96 6.03% +0.06 25.35 39.57% 38.82% 18.19%
2021-04 +1.37% +33.39% 1.27% +0.60% 0.91 6.02% +0.11 24.97 38.93% 38.89% 18.30%
2021-03 +1.68% +31.59% 1.27% +0.48% 0.86 6.01% +0.12 24.55 39.39% 39.51% 18.17%
2021-02 +0.38% +29.42% 1.27% +0.60% 0.81 6.01% +0.11 24.05 38.67% 38.84% 17.84%
2021-01 +0.83% +28.93% 1.27% +0.36% 0.79 6.03% +0.08 23.87 37.37% 38.21% 20.03%
2020-12 +1.78% +27.87% 1.29% +0.48% 0.73 6.09% +0.08 23.63 37.03% 38.26% 20.69%
2020-11 +4.36% +25.63% 1.29% +0.36% 0.64 6.08% +0.08 23.18 36.80% 38.48% 20.62%
2020-10 +0.06% +20.38% 1.29% +0.36% 0.46 5.81% +0.03 22.16 34.93% 37.77% 19.49%
2020-09 -1.51% +20.31% 1.29% +0.48% 0.50 5.90% +0.06 22.13 34.16% 37.01% 19.16%
2020-08 +2.64% +22.15% 1.29% +0.48% 0.56 5.94% +0.15 22.43 34.73% 37.23% 19.08%
2020-07 +2.08% +19.01% 1.29% +0.36% 0.41 5.91% +0.19 21.74 34.04% 36.15% 18.08%
2020-06 -0.69% +16.59% 1.29% +0.24% 0.33 5.87% +0.09 21.14 33.54% 35.38% 18.26%
2020-05 +1.36% +17.40% 1.29% +0.36% 0.34 5.96% +0.11 21.22 32.05% 33.46% 18.66%
2020-04 +5.04% +15.82% 1.29% +0.12% 0.28 5.94% +0.12 20.85 32.66% 34.39% 18.47%
2020-03 -8.33% +10.26% 1.29% +0.36% 0.05 5.52% +0.14 19.75 32.20% 34.68% 17.22%
2020-02 -1.86% +20.28% 1.29% +0.60% 0.83 3.97% +0.26 21.42 31.37% 34.08% 17.55%
2020-01 +0.13% +22.56% 1.29% +0.60% 1.09 3.98% +0.15 21.71 31.64% 34.91% 18.24%
2019-12 +0.63% +22.40% 1.30% +0.60% 1.13 3.98% +0.14 21.56 31.68% 34.69% 18.23%
2019-11 +0.72% +21.64% 1.30% +0.24% 1.03 4.07% +0.11 21.32 31.75% 34.57% 17.82%
2019-10 +1.30% +20.77% 1.30% +0.36% 1.00 4.08% +0.12 21.07 31.13% 34.65% 17.80%
2019-09 +0.81% +19.22% 1.30% +0.24% 0.90 4.06% +0.14 20.70 30.97% 35.07% 17.97%
2019-08 -0.25% +18.26% 1.30% +0.12% 0.84 4.06% +0.18 20.42 29.87% 34.72% 17.83%
2019-07 +0.61% +18.56% 1.30% +0.12% 0.92 4.11% +0.11 20.32 29.68% 34.15% 17.77%
2019-06 +1.92% +17.84% 1.30% +0.12% 0.87 4.11% +0.02 20.11 30.43% 35.06% 18.15%
2019-05 -1.16% +15.62% 1.30% +0.12% 0.73 4.05% +0.13 19.73 29.95% 34.21% 17.89%
2019-04 +1.40% +16.98% 1.30% +0.24% 0.88 4.00% +0.10 19.86 30.66% 35.70% 19.94%
2019-03 +0.83% +15.36% 1.30% +0.24% 0.79 3.97% -0.05 19.50 30.87% 36.31% 19.74%
2019-02 +1.03% +14.41% 1.30% +0.24% 0.75 3.97% +0.08 19.39 29.76% 35.95% 19.24%
2019-01 +2.67% +13.24% 1.30% +0.24% 0.71 4.01% +0.09 19.15 30.55% 36.71% 19.32%
2018-12 -2.71% +10.30% 1.06% +0.24% 0.52 3.87% +0.15 18.58 29.98% 37.67% 19.59%
2018-11 +0.24% +13.37% 1.06% +0.48% 0.85 3.63% +0.15 18.98 31.14% 38.62% 19.81%
2018-10 -1.99% +13.10% 1.06% +0.36% 0.88 3.68% +0.11 18.80 30.64% 38.72% 19.68%
2018-09 +0.27% +15.40% 1.06% +0.72% 1.21 3.56% +0.10 19.09 30.96% 38.61% 19.91%
2018-08 +0.83% +15.09% 1.06% +0.60% 1.24 3.63% +0.04 18.97 30.84% 39.33% 19.98%
2018-07 +0.96% +14.14% 1.06% +0.72% 1.15 3.65% +0.17 18.79 30.71% 39.81% 20.06%
2018-06 +0.10% +13.05% 1.06% +0.84% 1.11 3.71% +0.08 18.45 30.46% 39.73% 19.30%
2018-05 +0.01% +12.94% 1.06% +0.84% 1.04 3.84% +0.43 18.38 29.82% 38.68% 19.10%
2018-04 +0.65% +12.93% 1.06% +1.08% 1.08 3.86% +0.08 17.97 30.27% 38.95% 18.31%
2018-03 -0.59% +12.20% 1.06% +1.08% 1.05 3.86% +0.13 17.80 29.78% 37.64% 17.87%
2018-02 -1.27% +12.87% 1.06% +1.08% 1.14 3.84% +0.10 17.79 30.07% 37.55% 16.30%
2018-01 +1.33% +14.32% 1.06% +1.08% 1.34 3.77% +0.12 17.94 29.82% 37.51% 16.39%
2017-12 +0.60% +12.82% 1.13% +1.32% 1.27 3.77% -10.73 17.61 29.19% 37.37% 16.35%
2017-11 +0.60% +12.14% 1.13% +1.32% 1.21 3.78% +0.10 28.23 29.54% 35.53% 16.54%
2017-10 +0.92% +11.48% 1.13% +1.56% 1.18 3.78% -3.40 27.98 29.41% 34.06% 16.90%
2017-09 +0.46% +10.46% 1.13% +1.44% 1.13 3.78% +0.07 31.13 29.10% 33.70% 16.51%
2017-08 +0.29% +9.95% 1.13% +1.44% 1.15 3.86% +0.12 30.94 28.93% 33.19% 16.39%
2017-07 +1.14% +9.64% 1.13% +1.56% 1.14 3.86% +0.24 30.75 28.59% 32.42% 16.42%
2017-06 -0.39% +8.40% 1.13% +1.56% 1.11 4.04% +0.13 30.20 28.41% 32.22% 15.99%
2017-05 +1.01% +8.82% 1.13% +1.56% 1.15 4.03% +0.10 30.21 28.77% 32.77% 16.15%
2017-04 +1.03% +7.74% 1.13% +1.44% 0.96 4.28% +0.06 29.84 28.72% 33.34% 15.85%
2017-03 +0.36% +6.64% 1.13% +1.44% 0.91 4.28% +0.12 29.48 28.90% 33.55% 15.23%
2017-02 +0.60% +6.26% 1.13% +1.32% 0.90 4.28% +0.10 29.10 29.07% 34.09% 15.53%
2017-01 +0.41% +5.62% 1.13% +1.32% 0.89 4.29% +0.23 28.91 29.12% 34.83% 15.53%
2016-12 +0.84% +5.19% 1.20% +1.56% 0.91 4.42% +0.13 28.72 29.70% 35.17% 15.63%
2016-11 +0.03% +4.31% 1.20% +1.56% 0.87 4.42% +0.13 28.38 29.88% 35.98% 15.40%
2016-10 +0.03% +4.28% 1.20% +1.56% 0.81 4.54% +0.08 28.27 29.57% 34.59% 15.21%
2016-09 -0.55% +4.25% 1.20% +1.56% 0.87 4.65% +0.10 28.22 29.45% 34.20% 15.34%
2016-08 +0.27% +4.83% 1.20% +1.44% 0.88 4.71% +0.11 28.30 29.65% 34.38% 15.44%
2016-07 +2.18% +4.55% 1.20% +1.32% 0.79 4.86% +0.25 28.14 29.78% 34.36% 15.28%
2016-06 -0.28% +2.32% 1.20% +1.20% 0.66 4.79% +0.13 27.32 29.36% 34.26% 14.71%
2016-05 +0.28% +2.60% 1.20% +1.20% 0.66 4.82% +0.12 27.29 30.12% 35.03% 14.80%
2016-04 +0.95% +2.32% 1.20% +1.20% 0.64 4.83% +0.22 27.11 28.40% 34.12% 14.28%
2016-03 +1.79% +1.35% 1.20% +1.32% 0.59 4.83% +0.12 26.66 28.81% 34.32% 13.80%
2016-02 -0.51% -0.43% 1.20% +1.08% 0.44 4.81% +0.09 26.11 29.18% 34.47% 12.72%
2016-01 -1.47% +0.08% 1.20% +1.20% 0.49 4.80% +0.12 26.17 29.35% 34.31% 12.46%
2015-12 -0.94% +1.57% 1.61% +1.08% 0.63 4.73% +0.60 26.45 29.79% 31.23% 9.49%
2015-11 -0.08% +2.54% 1.61% +1.08% 0.73 4.70% +0.08 26.13 30.65% 31.99% 9.76%
2015-10 +2.71% +2.62% 1.61% +0.96% 0.72 4.73% +0.17 26.10 31.00% 32.15% 9.92%
2015-09 -1.98% -0.09% 1.61% +0.72% 0.60 4.69% +0.37 25.27 30.35% 31.18% 9.30%
2015-08 -1.72% +1.93% 1.61% +0.72% 0.82 4.60% +0.21 25.43 30.95% 31.73% 9.75%
2015-07 +1.36% +3.72% 1.61% +0.60% 1.00 4.49% +0.19 25.69 30.95% 30.56% 10.08%
2015-06 -2.20% +2.32% 1.61% +0.48% 0.95 4.51% +0.27 25.19 30.81% 30.69% 9.81%
2015-05 +0.35% +4.63% 1.61% +0.00% 1.21 4.34% +0.49 25.50 30.82% 30.51% 10.00%
2015-04 +0.83% +4.26% 1.61% +0.12% 1.14 4.44% +0.07 24.95 30.66% 30.62% 10.06%
2015-03 +0.30% +3.40% 1.61% +0.00% 1.07 4.46% +0.50 24.70 31.09% 31.01% 10.12%
2015-02 +2.59% +3.09% 1.61% +0.00% 1.09 4.50% +0.19 24.14 31.57% 31.69% 9.82%
2015-01 +0.49% +0.49% 1.61% +0.00% 0.96 4.40% +0.12 23.37 30.89% 31.49% 9.63%

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.