נתונים היסטוריים · קרנות השתלמות

הראל השתלמות מסלול מניות

נתונים היסטוריים מלאים עבור הראל השתלמות מסלול מניות, 137 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 763 | שם קרן: הראל השתלמות מסלול מניות | סיווג קרן: קרנות השתלמות | 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 מדדים
חודשים בטווח 137
תשואה חודשית אחרונה +4.00%
תשואה מצטברת מההתחלה +217.11%
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 +4.00% +217.11% 0.53% -0.12% 1.22 11.62% +277.61 4354.71 98.31% 75.15% 24.53%
2026-04 +9.25% +204.92% 0.53% -1.32% 1.15 11.56% +178.10 3917.76 98.49% 74.26% 25.22%
2026-03 -4.76% +179.10% 0.53% -1.80% 1.00 11.00% +234.56 3420.85 101.44% 74.11% 21.56%
2026-02 +1.03% +193.05% 0.53% -1.68% 1.29 10.73% +178.79 3353.95 98.75% 70.95% 23.48%
2026-01 +5.06% +190.06% 0.53% -1.08% 1.29 10.73% +173.09 3130.81 101.09% 72.97% 24.40%
2025-12 +1.93% +176.09% 0.55% -1.44% 1.18 10.58% +151.47 2823.83 100.39% 78.97% 24.18%
2025-11 +1.84% +170.86% 0.55% -1.20% 1.18 10.67% +81.42 2620.02 99.89% 74.91% 25.00%
2025-10 +2.61% +165.97% 0.55% -1.20% 1.19 11.58% +67.51 2494.64 99.74% 75.29% 25.20%
2025-09 +3.80% +159.20% 0.55% -1.80% 1.13 11.58% +57.23 2364.12 99.85% 76.24% 27.08%
2025-08 +1.51% +149.71% 0.55% -1.68% 1.00 11.69% +80.41 2222.81 99.04% 76.13% 26.99%
2025-07 +1.55% +146.00% 0.55% -1.80% 1.02 11.84% +80.32 2110.00 101.61% 78.40% 27.60%
2025-06 +5.36% +142.25% 0.55% -1.80% 1.03 11.93% +17.35 1999.35 98.83% 81.38% 29.45%
2025-05 +5.25% +129.92% 0.55% -0.12% 0.90 11.79% +12.35 1880.15 99.58% 83.89% 30.91%
2025-04 +0.94% +118.45% 0.55% -0.24% 0.80 11.65% +10.77 1777.78 99.34% 88.92% 31.83%
2025-03 -2.42% +116.42% 0.55% +0.12% 0.85 12.31% +11.81 1750.68 100.57% 86.28% 29.60%
2025-02 -1.08% +121.79% 0.55% -0.24% 0.72 14.62% +0.83 1796.45 99.99% 84.58% 29.10%
2025-01 +2.65% +124.21% 0.55% +0.12% 0.71 14.98% +19.65 1797.20 99.39% 84.16% 29.22%
2024-12 +0.73% +118.42% 0.55% -0.36% 0.65 14.97% +14.03 1738.18 100.08% 82.28% 28.83%
2024-11 +3.39% +116.84% 0.55% +0.00% 0.66 14.98% +4.59 1718.84 98.59% 83.40% 32.14%
2024-10 +0.18% +109.73% 0.55% +0.00% 0.61 14.94% -6.98 1651.39 98.73% 83.95% 31.59%
2024-09 +2.87% +109.35% 0.55% -0.12% 0.64 14.96% -10.07 1655.77 98.65% 86.05% 33.74%
2024-08 +1.61% +103.51% 0.55% 0.57 14.94% -10.20 1626.78 97.63% 84.43% 33.12%
2024-07 +2.15% +100.28% 0.55% +0.00% 0.56 14.98% -5.00 1606.23 100.68% 86.56% 35.53%
2024-06 +0.79% +96.07% 0.55% +0.48% 0.53 14.96% -17.22 1578.31 99.20% 85.30% 34.75%
2024-05 +2.18% +94.53% 0.55% +0.36% 0.56 15.05% +4.56 1588.42 98.98% 83.36% 34.18%
2024-04 -3.18% +90.38% 0.55% -0.12% 0.48 15.20% +8.79 1546.43 99.09% 82.70% 32.51%
2024-03 +3.98% +96.63% 0.55% -0.24% 0.61 15.13% +9.02 1588.69 99.40% 82.36% 33.61%
2024-02 +4.46% +89.11% 0.55% -0.12% 0.53 15.06% -6.07 1521.00 97.81% 80.80% 32.29%
2024-01 -0.30% +81.03% 0.55% -0.12% 0.46 14.98% +1.50 1461.66 97.52% 81.59% 31.88%
2023-12 +4.02% +81.58% 0.57% -0.12% 0.52 15.15% +12.31 1465.91 98.14% 81.98% 33.18%
2023-11 +5.84% +74.56% 0.57% +0.12% 0.38 15.52% +10.35 1397.07 96.14% 81.57% 34.02%
2023-10 -5.18% +64.93% 0.57% -0.12% 0.27 15.35% -6.41 1311.09 98.74% 82.92% 32.03%
2023-09 -2.24% +73.94% 0.57% -0.84% 0.38 15.37% +10.81 1386.82 97.71% 79.94% 31.38%
2023-08 -1.82% +77.92% 0.57% -0.96% 0.45 15.31% +4.06 1410.99 99.41% 83.24% 32.53%
2023-07 +4.82% +81.22% 0.57% -0.72% 0.53 15.29% +2.43 1433.91 99.60% 84.22% 34.81%
2023-06 +3.37% +72.89% 0.57% -0.72% 0.45 15.20% +4.92 1376.52 98.05% 84.14% 34.46%
2023-05 +0.33% +67.25% 0.57% -1.20% 0.38 15.16% +14.94 1318.12 97.97% 82.81% 32.32%
2023-04 +2.38% +66.70% 0.57% -1.32% 0.39 15.16% +10.87 1298.83 98.67% 82.98% 32.16%
2023-03 +0.12% +62.83% 0.57% -1.56% 0.36 15.14% +8.29 1271.45 98.19% 83.07% 32.24%
2023-02 -2.31% +62.63% 0.57% -1.44% 0.35 15.21% +14.07 1248.81 99.08% 83.25% 30.92%
2023-01 +3.88% +66.48% 0.57% -1.56% 0.39 15.24% +40.71 1265.86 98.10% 81.48% 31.75%
2022-12 -3.99% +60.26% 0.62% -1.56% 0.34 15.23% +45.16 1177.02 98.93% 80.88% 28.62%
2022-11 +2.73% +66.92% 0.62% -1.20% 0.46 15.09% +30.73 1187.17 95.87% 79.73% 30.63%
2022-10 +4.28% +62.48% 0.62% -1.92% 0.41 15.07% +45.30 1120.44 97.22% 79.35% 28.89%
2022-09 -7.77% +55.82% 0.62% -1.80% 0.34 14.99% +34.42 1027.08 98.69% 80.07% 26.14%
2022-08 -1.99% +68.94% 0.62% -1.44% 0.56 14.51% +74.68 1083.89 97.64% 78.07% 26.86%
2022-07 +5.99% +72.37% 0.62% -1.68% 0.62 14.47% +48.46 1031.42 98.07% 82.08% 30.79%
2022-06 -5.56% +62.63% 0.62% -1.92% 0.50 14.28% +59.44 925.93 97.67% 79.86% 26.91%
2022-05 -3.84% +72.21% 0.62% -1.20% 0.66 14.01% +41.57 919.95 96.38% 81.21% 28.98%
2022-04 -2.91% +79.08% 0.62% -1.44% 0.79 13.87% +27.49 900.18 98.69% 80.19% 27.51%
2022-03 +1.80% +84.45% 0.62% -1.20% 0.89 13.76% +25.80 912.82 96.08% 79.96% 28.36%
2022-02 -0.36% +81.19% 0.62% -1.20% 0.86 13.76% +8.26 870.03 98.39% 79.85% 28.83%
2022-01 -2.85% +81.84% 0.62% -0.60% 0.90 13.76% +18.12 866.24 98.23% 78.37% 27.78%
2021-12 +3.99% +87.18% 0.65% +0.24% 0.99 13.65% +22.19 872.77 97.22% 79.91% 28.54%
2021-11 -0.22% +80.00% 0.65% +0.12% 0.92 13.59% +19.51 819.13 99.00% 80.90% 28.68%
2021-10 +4.54% +80.39% 0.65% +0.60% 0.95 13.59% +8.93 801.64 96.88% 79.11% 30.61%
2021-09 -1.38% +72.56% 0.65% +0.48% 0.86 13.51% +7.18 758.48 98.27% 79.33% 29.65%
2021-08 +3.32% +74.97% 0.65% +1.08% 0.90 13.49% +0.75 762.30 98.01% 79.85% 31.51%
2021-07 -0.23% +69.35% 0.65% +1.44% 0.84 13.44% +5.64 737.72 97.46% 79.37% 30.53%
2021-06 +0.62% +69.74% 0.65% +1.56% 0.89 13.54% +7.28 733.92 97.22% 78.40% 31.09%
2021-05 +2.67% +68.70% 0.65% +1.32% 0.87 13.60% +6.38 722.57 98.11% 77.71% 30.55%
2021-04 +3.18% +64.31% 0.65% +1.44% 0.82 13.58% -3.98 697.98 97.66% 77.85% 30.72%
2021-03 +3.33% +59.24% 0.65% +1.32% 0.76 13.54% +5.55 680.71 99.44% 78.10% 31.04%
2021-02 +1.85% +54.11% 0.65% +1.68% 0.72 13.55% +9.07 653.84 99.55% 76.37% 29.44%
2021-01 +0.87% +51.31% 0.65% +0.96% 0.67 13.61% +9.10 633.71 100.97% 78.71% 28.27%
2020-12 +4.26% +50.01% 0.69% +1.44% 0.62 13.80% +9.80 619.99 99.43% 76.88% 28.36%
2020-11 +11.17% +43.88% 0.69% +1.08% 0.52 13.76% +15.58 585.38 99.27% 76.74% 28.33%
2020-10 -0.20% +29.42% 0.69% +1.08% 0.31 12.90% -0.37 512.41 102.27% 80.24% 25.95%
2020-09 -3.26% +29.68% 0.69% +1.56% 0.36 13.16% -2.49 514.09 99.81% 78.99% 27.40%
2020-08 +5.23% +34.05% 0.69% +1.56% 0.41 13.24% +1.99 534.04 96.37% 77.06% 26.85%
2020-07 +4.51% +27.39% 0.69% +1.08% 0.26 13.33% -4.08 503.97 99.12% 77.93% 23.07%
2020-06 -0.04% +21.89% 0.69% +1.08% 0.17 13.23% -8.31 486.78 99.40% 78.95% 24.00%
2020-05 +2.18% +21.94% 0.69% +0.96% 0.16 13.29% +18.40 495.26 96.65% 74.20% 24.87%
2020-04 +9.94% +19.34% 0.69% +0.24% 0.12 13.27% +28.27 466.49 94.26% 72.22% 24.27%
2020-03 -16.76% +8.55% 0.69% +0.84% -0.10 12.53% -22.37 397.51 98.64% 75.04% 23.00%
2020-02 -6.56% +30.41% 0.69% +1.44% 0.46 9.95% -9.41 501.20 100.50% 73.47% 22.05%
2020-01 -0.39% +39.56% 0.69% +1.32% 0.79 9.66% +9.18 546.19 93.76% 71.43% 22.47%
2019-12 +1.73% +40.11% 0.73% +1.56% 0.81 9.66% +6.58 539.98 94.29% 71.22% 23.81%
2019-11 +2.09% +37.72% 0.73% +0.96% 0.74 9.72% +3.65 524.20 94.33% 68.14% 23.23%
2019-10 +2.52% +34.90% 0.73% +1.08% 0.70 9.75% +0.49 510.21 90.74% 65.42% 22.86%
2019-09 +2.12% +31.59% 0.73% +0.96% 0.61 9.75% -1.25 497.57 92.91% 66.73% 22.61%
2019-08 -1.53% +28.86% 0.73% +0.84% 0.55 9.72% -1.14 488.55 93.09% 67.35% 22.99%
2019-07 +0.83% +30.86% 0.73% +0.96% 0.64 9.72% +1.35 497.58 92.16% 66.94% 23.48%
2019-06 +4.43% +29.78% 0.73% +0.84% 0.61 9.73% +1.04 492.75 93.18% 67.46% 24.52%
2019-05 -4.04% +24.28% 0.73% +0.96% 0.48 9.56% +2.96 470.77 92.23% 65.89% 22.72%
2019-04 +3.19% +29.51% 0.73% +1.32% 0.67 9.36% +1.90 488.08 91.26% 67.54% 24.84%
2019-03 +0.67% +25.50% 0.73% +1.44% 0.56 9.29% -0.01 471.00 94.35% 69.20% 25.42%
2019-02 +1.85% +24.67% 0.73% +1.32% 0.56 9.31% +4.54 468.36 90.17% 66.60% 25.30%
2019-01 +5.96% +22.41% 0.73% +1.32% 0.54 9.43% +4.66 455.62 93.24% 69.74% 25.34%
2018-12 -7.42% +15.52% 0.79% +1.08% 0.33 9.17% -0.10 425.35 95.25% 70.65% 24.92%
2018-11 +1.70% +24.78% 0.79% +1.68% 0.71 8.45% +2.73 460.16 94.49% 71.82% 25.60%
2018-10 -5.40% +22.69% 0.79% +1.44% 0.68 8.52% +5.65 450.08 95.41% 72.36% 25.18%
2018-09 +0.41% +29.70% 0.79% +2.52% 1.04 8.14% +3.80 470.25 93.87% 73.08% 25.67%
2018-08 +2.24% +29.17% 0.79% +2.40% 1.07 8.32% +4.85 464.77 92.93% 71.34% 25.91%
2018-07 +2.83% +26.34% 0.79% +2.52% 0.97 8.34% +3.30 450.05 94.76% 73.55% 26.12%
2018-06 -0.47% +22.86% 0.79% +2.52% 0.90 8.34% +3.43 434.65 95.39% 73.67% 24.41%
2018-05 +0.87% +23.44% 0.79% +2.88% 0.88 8.51% +6.95 433.58 94.52% 73.22% 25.21%
2018-04 +1.26% +22.38% 0.79% +3.48% 0.89 8.59% +3.25 423.30 95.62% 73.82% 25.92%
2018-03 -2.52% +20.85% 0.79% +3.60% 0.84 8.59% +4.62 415.04 95.52% 73.06% 25.43%
2018-02 -3.13% +23.98% 0.79% +3.84% 1.00 8.48% +3.78 421.38 94.40% 71.06% 24.57%
2018-01 +3.58% +27.98% 0.79% +4.08% 1.22 8.33% +12.98 431.33 95.16% 72.77% 25.48%
2017-12 +1.38% +23.56% 0.85% +4.08% 1.13 8.25% +15.66 404.05 93.47% 71.26% 25.16%
2017-11 +1.20% +21.88% 0.85% +4.44% 1.06 8.29% +6.93 383.25 94.26% 68.39% 21.41%
2017-10 +1.99% +20.43% 0.85% +4.80% 1.04 8.30% +5.95 372.00 94.98% 61.69% 21.35%
2017-09 +1.62% +18.08% 0.85% +4.80% 0.99 8.29% +4.64 359.10 95.29% 60.88% 21.73%
2017-08 -0.85% +16.20% 0.85% +4.68% 0.98 8.50% +2.80 349.03 94.34% 59.55% 20.43%
2017-07 +1.49% +17.20% 0.85% +4.92% 1.04 8.46% +4.88 349.40 93.78% 58.68% 21.23%
2017-06 -0.54% +15.48% 0.85% +4.92% 1.02 8.50% +2.06 339.69 93.84% 57.76% 20.58%
2017-05 +2.20% +16.10% 0.85% +4.92% 1.05 8.51% +6.28 339.69 93.01% 56.93% 20.65%
2017-04 +1.39% +13.60% 0.85% +4.92% 0.85 9.14% +2.64 326.42 93.65% 58.91% 20.73%
2017-03 +0.45% +12.05% 0.85% +4.68% 0.83 9.14% +4.04 319.50 94.56% 60.56% 20.16%
2017-02 +2.23% +11.54% 0.85% +4.56% 0.85 9.20% -0.89 314.01 94.05% 60.41% 20.21%
2017-01 +0.59% +9.11% 0.85% +3.72% 0.77 9.19% +0.07 306.42 95.41% 62.15% 20.72%
2016-12 +1.84% +8.47% 0.92% +3.96% 0.79 9.31% +6.72 306.91 93.82% 61.15% 20.33%
2016-11 +2.14% +6.51% 0.92% +3.84% 0.73 9.30% +0.78 294.97 94.38% 62.65% 20.93%
2016-10 -0.67% +4.28% 0.92% +3.72% 0.62 9.44% +0.59 288.27 91.79% 56.32% 19.30%
2016-09 -0.53% +4.98% 0.92% +3.84% 0.70 9.73% +0.72 289.83 91.31% 55.27% 20.08%
2016-08 +1.01% +5.54% 0.92% +3.48% 0.68 9.98% -2.92 290.86 91.97% 55.79% 20.52%
2016-07 +4.68% +4.49% 0.92% +3.12% 0.55 10.65% -0.23 291.07 91.69% 55.62% 20.59%
2016-06 -1.94% -0.18% 0.92% +2.88% 0.40 10.50% -0.84 278.45 93.30% 56.25% 20.11%
2016-05 +0.43% +1.79% 0.92% +2.88% 0.44 10.54% +1.18 284.99 93.52% 56.54% 20.89%
2016-04 +1.02% +1.35% 0.92% +2.88% 0.40 10.62% -0.30 282.77 93.38% 56.29% 20.14%
2016-03 +3.62% +0.33% 0.92% +3.00% 0.37 10.62% +1.47 280.41 93.11% 55.92% 18.81%
2016-02 -2.14% -3.17% 0.92% +2.52% 0.26 10.52% +1.87 269.39 95.72% 59.10% 18.66%
2016-01 -4.36% -1.06% 0.92% +2.76% 0.34 10.46% -2.55 273.54 97.72% 59.17% 19.23%
2015-12 -2.11% +3.45% 0.99% +2.88% 0.50 10.24% +9.12 288.85 93.34% 52.55% 7.78%
2015-11 -0.14% +5.68% 0.99% +3.12% 0.63 10.40% +3.40 285.98 94.18% 52.41% 8.04%
2015-10 +6.32% +5.83% 0.99% +2.88% 0.62 10.45% +5.60 283.20 93.64% 50.69% 7.17%
2015-09 -4.37% -0.46% 0.99% +2.40% 0.48 10.23% +0.94 261.20 97.09% 51.99% 6.86%
2015-08 -5.53% +4.09% 0.99% +2.16% 0.71 10.25% +0.24 272.37 97.17% 51.95% 5.71%
2015-07 +2.58% +10.18% 0.99% +2.16% 0.99 9.86% +1.18 288.28 95.88% 49.67% 5.57%
2015-06 -2.45% +7.41% 0.99% +2.16% 0.95 9.96% +2.44 280.08 96.65% 51.15% 5.68%
2015-05 +1.17% +10.11% 0.99% +1.44% 1.05 9.92% +3.20 284.86 96.29% 51.11% 5.60%
2015-04 +1.61% +8.84% 0.99% +1.44% 0.91 10.44% +1.51 278.62 95.92% 50.73% 5.18%
2015-03 +2.45% +7.11% 0.99% +1.32% 0.82 10.56% +3.72 272.93 96.48% 50.69% 5.65%
2015-02 +5.16% +4.55% 0.99% +1.44% 0.79 10.64% +2.97 262.92 96.92% 52.24% 4.87%
2015-01 -0.58% -0.58% 0.99% +1.44% 0.67 10.48% +1.78 247.30 95.74% 51.55% 5.20%

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.