חודשים בטווח
114
נתונים היסטוריים · קופות גמל להשקעה
הראל גמל להשקעה מניות
נתונים היסטוריים מלאים עבור הראל גמל להשקעה מניות, 114 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 8522 | שם קרן: הראל גמל להשקעה מניות | 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: מתמחים בניהול אקטיבי | תת התמחות: מניות.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על הראל גמל להשקעה מניות ישירות למייל.
תשואה חודשית אחרונה
+2.16%
תשואה מצטברת מההתחלה
+213.63%
| 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 | +2.16% | +213.63% | 0.55% | +1.08% | 1.49 | 10.72% | +576.98 | 5987.21 | 96.84% | 57.63% | 24.22% |
| 2026-04 | +6.96% | +207.00% | 0.55% | +0.72% | 1.47 | 10.77% | +432.21 | 5286.04 | 96.99% | 56.78% | 23.97% |
| 2026-03 | -4.09% | +187.02% | 0.55% | +0.48% | 1.36 | 10.47% | +622.42 | 4544.29 | 92.36% | 57.45% | 22.85% |
| 2026-02 | +0.94% | +199.26% | 0.55% | +0.72% | 1.65 | 10.25% | +530.65 | 4148.70 | 95.43% | 54.40% | 27.37% |
| 2026-01 | +4.56% | +196.48% | 0.55% | +1.32% | 1.66 | 10.25% | +617.10 | 3544.50 | 92.80% | 53.21% | 24.74% |
| 2025-12 | +3.04% | +183.55% | 0.55% | +0.96% | 1.56 | 10.15% | +478.81 | 2811.74 | 92.06% | 54.32% | 25.17% |
| 2025-11 | +1.94% | +175.18% | 0.55% | +1.20% | 1.52 | 10.21% | +271.72 | 2242.52 | 90.16% | 53.10% | 24.62% |
| 2025-10 | +2.29% | +169.94% | 0.55% | +1.08% | 1.52 | 11.14% | +189.11 | 1926.50 | 94.42% | 59.49% | 24.95% |
| 2025-09 | +3.55% | +163.90% | 0.55% | +0.60% | 1.47 | 11.15% | +172.87 | 1698.72 | 94.18% | 58.79% | 27.21% |
| 2025-08 | +0.83% | +154.85% | 0.55% | +0.72% | 1.34 | 11.31% | +148.99 | 1472.86 | 92.63% | 60.65% | 26.93% |
| 2025-07 | +2.86% | +152.76% | 0.55% | +0.84% | 1.38 | 11.43% | +149.63 | 1308.98 | 93.08% | 59.52% | 25.77% |
| 2025-06 | +5.55% | +145.73% | 0.55% | +0.72% | 1.35 | 11.50% | +84.56 | 1123.95 | 91.80% | 61.63% | 24.86% |
| 2025-05 | +6.03% | +132.81% | 0.55% | +2.40% | 1.23 | 11.36% | +38.43 | 983.23 | 94.67% | 66.50% | 27.76% |
| 2025-04 | +1.97% | +119.57% | 0.55% | +2.52% | 1.12 | 11.16% | +22.45 | 888.51 | 95.11% | 68.45% | 28.86% |
| 2025-03 | -2.50% | +115.33% | 0.55% | +2.76% | 1.13 | 11.87% | +33.56 | 849.14 | 94.50% | 67.64% | 28.98% |
| 2025-02 | +0.08% | +120.85% | 0.55% | +1.68% | 0.96 | 14.43% | +24.04 | 843.05 | 92.58% | 64.55% | 30.41% |
| 2025-01 | +3.78% | +120.67% | 0.55% | +1.68% | 0.91 | 14.82% | +27.32 | 810.43 | 94.52% | 65.71% | 32.23% |
| 2024-12 | +2.60% | +112.63% | 0.55% | +1.08% | 0.83 | 14.78% | +15.91 | 759.30 | 96.72% | 67.54% | 33.04% |
| 2024-11 | +4.09% | +107.24% | 0.55% | +1.20% | 0.79 | 14.77% | +4.15 | 724.50 | 96.89% | 70.23% | 34.36% |
| 2024-10 | +1.33% | +99.10% | 0.55% | +0.84% | 0.72 | 14.71% | +1.86 | 690.65 | 97.16% | 71.15% | 34.92% |
| 2024-09 | +2.41% | +96.49% | 0.55% | +0.60% | 0.72 | 14.72% | +0.55 | 680.31 | 98.19% | 72.04% | 35.38% |
| 2024-08 | +2.13% | +91.86% | 0.55% | — | 0.65 | 14.72% | -2.93 | 665.44 | 98.26% | 71.32% | 34.69% |
| 2024-07 | +1.33% | +87.86% | 0.55% | +0.60% | 0.64 | 14.75% | +3.49 | 653.78 | 97.58% | 70.71% | 34.13% |
| 2024-06 | +0.89% | +85.40% | 0.55% | +1.20% | 0.63 | 14.74% | -2.27 | 641.72 | 97.82% | 72.31% | 34.92% |
| 2024-05 | +2.53% | +83.76% | 0.55% | +0.96% | 0.65 | 14.83% | +2.82 | 639.89 | 95.66% | 69.56% | 34.22% |
| 2024-04 | -2.43% | +79.23% | 0.55% | +0.48% | 0.57 | 14.98% | +4.65 | 621.93 | 96.66% | 69.17% | 32.81% |
| 2024-03 | +3.66% | +83.69% | 0.55% | +0.24% | 0.67 | 14.95% | +9.90 | 630.99 | 95.84% | 69.86% | 33.61% |
| 2024-02 | +4.55% | +77.20% | 0.55% | +0.36% | 0.61 | 14.89% | +1.08 | 600.39 | 95.64% | 70.23% | 32.45% |
| 2024-01 | +0.96% | +69.49% | 0.55% | +0.48% | 0.53 | 14.80% | +6.09 | 572.74 | 94.95% | 70.57% | 31.58% |
| 2023-12 | +3.63% | +67.88% | 0.53% | +0.24% | 0.56 | 14.98% | +11.49 | 563.20 | 91.78% | 71.23% | 37.39% |
| 2023-11 | +5.12% | +62.00% | 0.53% | +0.48% | 0.43 | 15.35% | +2.48 | 531.03 | 94.46% | 71.96% | 38.05% |
| 2023-10 | -5.24% | +54.11% | 0.53% | +0.60% | 0.33 | 15.22% | -3.99 | 502.89 | 98.16% | 73.68% | 38.94% |
| 2023-09 | -1.42% | +62.63% | 0.53% | -0.36% | 0.44 | 15.23% | +1.81 | 533.75 | 93.91% | 67.55% | 36.24% |
| 2023-08 | +0.02% | +64.97% | 0.53% | -0.48% | 0.50 | 15.21% | -5.47 | 541.36 | 93.70% | 68.01% | 39.16% |
| 2023-07 | +5.33% | +64.94% | 0.53% | -0.84% | 0.53 | 15.22% | -1.62 | 547.11 | 94.65% | 67.19% | 40.52% |
| 2023-06 | +3.56% | +56.59% | 0.53% | -0.96% | 0.44 | 15.10% | +2.25 | 524.13 | 91.57% | 67.19% | 40.04% |
| 2023-05 | +0.57% | +51.21% | 0.53% | -1.44% | 0.36 | 15.05% | -0.93 | 501.35 | 93.17% | 67.53% | 37.61% |
| 2023-04 | +2.26% | +50.35% | 0.53% | -1.68% | 0.37 | 15.05% | -2.91 | 499.81 | 95.24% | 67.52% | 37.67% |
| 2023-03 | +1.72% | +47.03% | 0.53% | -2.04% | 0.34 | 15.04% | -6.97 | 495.71 | 95.32% | 66.56% | 37.14% |
| 2023-02 | -2.03% | +44.55% | 0.53% | -2.28% | 0.29 | 15.08% | +3.82 | 490.80 | 95.63% | 66.59% | 36.43% |
| 2023-01 | +3.38% | +47.54% | 0.53% | -2.16% | 0.33 | 15.11% | +11.25 | 497.55 | 95.42% | 65.51% | 36.23% |
| 2022-12 | -4.47% | +42.72% | 0.55% | -2.28% | 0.28 | 15.11% | +19.01 | 469.95 | 96.95% | 66.58% | 40.92% |
| 2022-11 | +0.79% | +49.39% | 0.55% | -1.92% | 0.41 | 14.94% | +8.98 | 472.94 | 95.76% | 60.97% | 35.45% |
| 2022-10 | +3.52% | +48.22% | 0.55% | -2.28% | 0.41 | 14.94% | +10.56 | 460.56 | 93.17% | 58.99% | 33.14% |
| 2022-09 | -7.24% | +43.18% | 0.55% | -2.04% | 0.35 | 14.89% | +12.05 | 432.97 | 95.75% | 59.79% | 31.84% |
| 2022-08 | -0.57% | +54.36% | 0.55% | -1.92% | 0.56 | 14.47% | +29.37 | 456.18 | 89.51% | 53.49% | 30.90% |
| 2022-07 | +5.17% | +55.24% | 0.55% | -2.40% | 0.58 | 14.48% | +18.03 | 430.13 | 90.83% | 55.45% | 33.25% |
| 2022-06 | -5.04% | +47.61% | 0.55% | -2.64% | 0.48 | 14.33% | +19.95 | 391.58 | 91.90% | 57.08% | 33.76% |
| 2022-05 | -4.43% | +55.45% | 0.55% | -1.92% | 0.62 | 14.11% | +20.15 | 391.31 | 90.42% | 60.15% | 34.79% |
| 2022-04 | -1.61% | +62.65% | 0.55% | -2.16% | 0.76 | 13.92% | +22.89 | 385.44 | 85.20% | 51.07% | 31.15% |
| 2022-03 | +0.19% | +65.31% | 0.55% | -2.28% | 0.82 | 13.88% | +14.82 | 371.78 | 89.78% | 57.76% | 33.29% |
| 2022-02 | -1.78% | +65.00% | 0.55% | -1.92% | 0.83 | 13.88% | +18.20 | 356.51 | 88.28% | 57.97% | 33.50% |
| 2022-01 | -1.56% | +67.99% | 0.55% | -0.96% | 0.90 | 13.83% | +31.06 | 345.19 | 90.23% | 58.28% | 38.35% |
| 2021-12 | +3.69% | +70.65% | 0.64% | -0.60% | 0.95 | 13.79% | +35.59 | 320.38 | 80.05% | 51.69% | 30.24% |
| 2021-11 | +0.10% | +64.58% | 0.64% | -0.60% | 0.89 | 13.73% | +9.34 | 273.01 | 80.29% | 50.06% | 30.61% |
| 2021-10 | +4.92% | +64.42% | 0.64% | — | — | — | +4.77 | 263.96 | 95.46% | 70.09% | 27.80% |
| 2021-09 | -0.56% | +56.71% | 0.64% | — | — | — | +1.68 | 84.58 | 93.83% | 61.79% | 30.23% |
| 2021-08 | +2.82% | +57.59% | 0.64% | — | — | — | +4.58 | 83.65 | 96.02% | 64.22% | 32.04% |
| 2021-07 | -1.31% | +53.27% | 0.64% | — | — | — | +1.70 | 76.86 | 98.13% | 67.60% | 32.45% |
| 2021-06 | +0.16% | +55.30% | 0.64% | — | — | — | +2.36 | 76.03 | 97.66% | 68.76% | 33.38% |
| 2021-05 | +3.59% | +55.05% | 0.64% | — | — | — | +2.91 | 73.67 | 98.79% | 70.04% | 33.83% |
| 2021-04 | +2.66% | +49.68% | 0.64% | — | — | — | +1.90 | 68.25 | 91.28% | 64.91% | 36.69% |
| 2021-03 | +3.77% | +45.80% | 0.64% | — | — | — | +0.88 | 64.68 | 97.56% | 72.94% | 37.55% |
| 2021-02 | +1.81% | +40.50% | 0.64% | — | — | — | +2.29 | 61.49 | 100.34% | 75.70% | 29.63% |
| 2021-01 | +0.80% | +38.01% | 0.64% | — | — | — | +1.61 | 58.29 | 102.56% | 78.42% | 28.08% |
| 2020-12 | +4.22% | +36.91% | 0.66% | — | — | — | +3.06 | 56.41 | 98.88% | 74.81% | 27.39% |
| 2020-11 | +11.26% | +31.37% | 0.66% | — | — | — | -0.75 | 51.01 | 99.61% | 75.50% | 27.11% |
| 2020-10 | -0.13% | +18.07% | 0.66% | — | — | — | -0.89 | 46.55 | 105.37% | 80.79% | 26.96% |
| 2020-09 | -3.35% | +18.23% | 0.66% | — | — | — | +0.41 | 47.54 | 100.06% | 78.73% | 27.28% |
| 2020-08 | +5.04% | +22.32% | 0.66% | — | — | — | +0.55 | 48.77 | 96.80% | 76.93% | 27.11% |
| 2020-07 | +4.58% | +16.45% | 0.66% | — | — | — | -0.20 | 45.65 | 99.30% | 79.15% | 22.45% |
| 2020-06 | -0.10% | +11.35% | 0.66% | — | — | — | +0.46 | 43.88 | 99.54% | 79.31% | 23.86% |
| 2020-05 | +2.21% | +11.47% | 0.66% | — | — | — | +1.79 | 43.49 | 97.88% | 75.42% | 24.70% |
| 2020-04 | +10.26% | +9.06% | 0.66% | — | — | — | +2.18 | 40.92 | 94.55% | 74.85% | 24.32% |
| 2020-03 | -17.32% | -1.09% | 0.66% | — | — | — | -4.50 | 34.93 | 99.54% | 78.67% | 22.70% |
| 2020-02 | -6.58% | +19.63% | 0.66% | — | — | — | +0.45 | 47.25 | 100.00% | 73.27% | 21.74% |
| 2020-01 | -0.32% | +28.05% | 0.66% | — | — | — | +2.47 | 50.19 | 94.34% | 71.37% | 23.13% |
| 2019-12 | +1.76% | +28.46% | 0.65% | — | — | — | +4.27 | 47.97 | 94.37% | 71.11% | 22.85% |
| 2019-11 | +2.09% | +26.24% | 0.65% | — | — | — | +0.87 | 42.93 | 94.99% | 69.25% | 23.34% |
| 2019-10 | +2.44% | +23.66% | 0.65% | — | — | — | +1.14 | 41.19 | 91.60% | 66.57% | 22.31% |
| 2019-09 | +2.14% | +20.71% | 0.65% | — | — | — | +0.61 | 39.07 | 92.60% | 66.24% | 22.60% |
| 2019-08 | -1.55% | +18.18% | 0.65% | — | — | — | +1.01 | 37.63 | 92.40% | 67.13% | 23.49% |
| 2019-07 | +0.82% | +20.04% | 0.65% | — | — | — | +1.39 | 37.27 | 92.33% | 66.62% | 23.91% |
| 2019-06 | +4.42% | +19.07% | 0.65% | — | — | — | +0.14 | 35.65 | 94.31% | 67.77% | 24.12% |
| 2019-05 | -4.10% | +14.03% | 0.65% | — | — | — | +1.57 | 34.01 | 92.74% | 65.75% | 22.88% |
| 2019-04 | +3.22% | +18.90% | 0.65% | — | — | — | +0.99 | 33.82 | 92.34% | 67.80% | 24.22% |
| 2019-03 | +0.67% | +15.19% | 0.65% | — | — | — | +0.21 | 31.76 | 96.22% | 69.74% | 25.57% |
| 2019-02 | +1.80% | +14.43% | 0.65% | — | — | — | +1.02 | 31.45 | 90.78% | 66.04% | 24.58% |
| 2019-01 | +5.99% | +12.40% | 0.65% | — | — | — | +0.74 | 29.90 | 93.28% | 68.33% | 25.05% |
| 2018-12 | -7.13% | +6.05% | 0.61% | — | — | — | +1.11 | 27.58 | 94.31% | 70.56% | 25.45% |
| 2018-11 | +1.62% | +14.19% | 0.61% | — | — | — | +1.04 | 28.57 | 93.84% | 71.96% | 25.27% |
| 2018-10 | -5.39% | +12.37% | 0.61% | — | — | — | +0.58 | 27.09 | 96.35% | 73.90% | 25.43% |
| 2018-09 | +0.37% | +18.77% | 0.61% | — | — | — | +0.63 | 28.07 | 94.69% | 73.07% | 25.69% |
| 2018-08 | +2.23% | +18.34% | 0.61% | — | — | — | +1.06 | 27.35 | 94.22% | 72.50% | 26.29% |
| 2018-07 | +2.77% | +15.76% | 0.61% | — | — | — | +0.63 | 25.71 | 95.14% | 73.05% | 25.83% |
| 2018-06 | -0.57% | +12.64% | 0.61% | — | — | — | +0.77 | 24.38 | 96.19% | 72.76% | 24.98% |
| 2018-05 | +0.73% | +13.28% | 0.61% | — | — | — | +1.16 | 23.77 | 94.28% | 71.81% | 25.03% |
| 2018-04 | +1.10% | +12.46% | 0.61% | — | — | — | +1.06 | 22.45 | 95.10% | 72.20% | 26.01% |
| 2018-03 | -2.28% | +11.24% | 0.61% | — | — | — | +1.53 | 21.14 | 94.99% | 71.76% | 26.40% |
| 2018-02 | -2.83% | +13.83% | 0.61% | — | — | — | +1.11 | 20.15 | 94.00% | 69.68% | 24.76% |
| 2018-01 | +3.22% | +17.15% | 0.61% | — | — | — | +3.56 | 19.68 | 95.22% | 72.15% | 25.41% |
| 2017-12 | +1.21% | +13.49% | — | — | — | — | +5.27 | 15.56 | 85.73% | 64.72% | 23.46% |
| 2017-11 | +1.15% | +12.14% | — | — | — | — | +1.38 | 10.14 | 93.29% | 67.16% | 21.01% |
| 2017-10 | +1.83% | +10.86% | — | — | — | — | +0.71 | 8.64 | 94.44% | 62.62% | 20.72% |
| 2017-09 | +1.38% | +8.87% | — | — | — | — | +0.56 | 7.78 | 94.47% | 59.00% | 21.47% |
| 2017-08 | -0.86% | +7.39% | — | — | — | — | +0.90 | 7.11 | 94.51% | 58.65% | 21.80% |
| 2017-07 | +1.20% | +8.32% | — | — | — | — | +0.67 | 6.26 | 93.13% | 57.19% | 20.61% |
| 2017-06 | -0.45% | +7.03% | — | — | — | — | +0.63 | 5.51 | 92.38% | 56.62% | 19.78% |
| 2017-05 | +1.76% | +7.52% | — | — | — | — | +0.53 | 4.91 | 91.45% | 54.38% | 19.96% |
| 2017-04 | +1.03% | +5.66% | — | — | — | — | +0.55 | 4.30 | 91.63% | 56.05% | 20.93% |
| 2017-03 | +0.35% | +4.58% | — | — | — | — | +0.22 | 3.69 | 94.85% | 59.35% | 19.78% |
| 2017-02 | +1.80% | +4.22% | — | — | — | — | +0.50 | 4.44 | 77.03% | 48.20% | 16.89% |
| 2017-01 | +0.92% | +2.37% | — | — | — | — | +0.63 | 3.65 | 75.34% | 47.67% | 17.26% |
| 2016-12 | +1.44% | +1.44% | — | — | — | — | +2.25 | 2.11 | 95.26% | 60.19% | 29.38% |
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.