נתונים היסטוריים · פנסיה

הראל פנסיה - גילעד כללי

נתונים היסטוריים מלאים עבור הראל פנסיה - גילעד כללי, 165 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2172 | שם קרן: הראל פנסיה - גילעד כללי | 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 מדדים
חודשים בטווח 165
תשואה חודשית אחרונה +2.56%
תשואה מצטברת מההתחלה +197.09%
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 +2.56% +197.09% 0.16% +2.16% 1.49 5.06% -558.39 50630.75 51.93% 48.59% 18.52%
2026-04 +4.58% +189.67% 0.16% +1.56% 1.40 4.99% -322.79 49994.66 53.27% 48.89% 17.93%
2026-03 -2.06% +176.99% 0.16% +1.32% 1.28 4.71% -546.16 48096.56 53.34% 48.57% 16.14%
2026-02 +0.64% +182.81% 0.16% +1.44% 1.64 4.57% -562.07 49613.83 52.11% 46.55% 17.33%
2026-01 +2.43% +181.02% 0.16% +1.68% 1.65 4.57% -841.71 49815.58 52.14% 46.33% 17.41%
2025-12 +0.89% +174.35% 0.16% +1.56% 1.55 4.50% -528.46 49541.86 49.42% 47.19% 17.33%
2025-11 +1.29% +171.93% 0.16% +1.68% 1.56 4.54% -404.92 49647.43 50.09% 46.83% 17.97%
2025-10 +1.33% +168.47% 0.16% +1.68% 1.54 4.82% -391.48 49433.35 50.06% 46.99% 18.07%
2025-09 +2.13% +164.94% 0.16% +1.44% 1.48 4.82% -417.83 49164.62 49.83% 46.95% 19.99%
2025-08 +1.10% +159.42% 0.16% +1.56% 1.35 4.82% -467.89 48548.43 49.06% 46.85% 20.03%
2025-07 +0.93% +156.59% 0.16% +1.56% 1.36 4.92% -516.34 48496.99 48.52% 46.79% 20.52%
2025-06 +2.42% +154.23% 0.16% +1.56% 1.36 4.95% -320.11 48533.41 46.99% 47.83% 21.92%
2025-05 +2.33% +148.22% 0.16% +2.04% 1.24 4.92% -433.69 47740.93 46.41% 49.59% 23.06%
2025-04 +0.70% +142.57% 0.16% +1.92% 1.15 4.85% -441.21 47073.42 46.66% 51.90% 23.35%
2025-03 -0.46% +140.88% 0.16% +2.04% 1.19 5.16% -471.88 47175.46 46.89% 50.24% 22.36%
2025-02 -0.13% +142.00% 0.16% +2.04% 1.00 6.20% -573.55 48089.42 47.90% 49.86% 21.61%
2025-01 +1.10% +142.31% 0.16% +2.28% 0.99 6.34% -639.08 48437.34 47.93% 52.03% 22.13%
2024-12 +0.22% +139.68% 0.17% +2.16% 0.95 6.34% -694.74 48612.73 46.74% 51.85% 22.48%
2024-11 +1.79% +139.15% 0.17% +2.40% 0.99 6.34% -444.95 49233.52 45.98% 52.39% 25.15%
2024-10 +0.11% +134.94% 0.17% +2.40% 0.94 6.30% -387.15 48803.13 45.69% 52.92% 25.90%
2024-09 +1.85% +134.69% 0.17% +2.40% 0.99 6.30% -531.45 49113.55 45.87% 54.00% 26.85%
2024-08 +0.90% +130.42% 0.17% 0.90 6.30% -279.84 48824.76 44.87% 52.84% 26.31%
2024-07 +1.25% +128.37% 0.17% +2.52% 0.90 6.30% -485.86 48615.37 45.02% 53.03% 26.18%
2024-06 +0.80% +125.55% 0.17% +2.64% 0.86 6.30% -532.92 48486.84 44.50% 52.89% 25.98%
2024-05 +1.31% +123.76% 0.17% +2.64% 0.88 6.34% -473.49 48691.72 44.26% 51.89% 25.48%
2024-04 -0.94% +120.87% 0.17% +2.52% 0.81 6.41% -339.79 48464.36 44.07% 51.37% 24.37%
2024-03 +2.33% +122.96% 0.17% +2.52% 0.93 6.37% -565.47 49286.95 45.00% 51.59% 24.87%
2024-02 +1.93% +117.88% 0.17% +2.52% 0.85 6.34% -277.97 48590.18 44.22% 50.71% 23.83%
2024-01 +0.13% +113.76% 0.17% +2.52% 0.79 6.30% -438.58 48066.30 43.75% 50.75% 23.60%
2023-12 +1.48% +113.48% 0.19% +2.52% 0.85 6.37% -136.54 48459.80 42.01% 49.75% 25.09%
2023-11 +2.05% +110.37% 0.19% +2.76% 0.74 6.55% -171.72 47886.51 42.24% 49.91% 25.13%
2023-10 -1.84% +106.14% 0.19% +2.88% 0.67 6.51% -354.47 47093.86 42.63% 50.99% 25.06%
2023-09 -0.76% +110.01% 0.19% +2.52% 0.78 6.51% -221.20 48268.67 42.53% 49.28% 24.28%
2023-08 -0.09% +111.61% 0.19% +2.64% 0.87 6.48% -403.05 48968.01 44.33% 51.14% 24.91%
2023-07 +1.95% +111.80% 0.19% +2.64% 0.93 6.48% -334.81 49387.71 44.10% 50.98% 24.87%
2023-06 +1.65% +107.75% 0.19% +2.64% 0.88 6.48% -309.48 48928.25 43.41% 50.85% 24.88%
2023-05 +0.90% +104.38% 0.19% +2.52% 0.82 6.44% -330.61 48238.74 43.06% 50.22% 24.02%
2023-04 +1.48% +102.56% 0.19% +2.40% 0.81 6.44% -38.07 48190.67 43.75% 50.12% 23.83%
2023-03 +0.18% +99.60% 0.19% +2.28% 0.77 6.44% -378.04 47755.80 43.14% 49.75% 23.67%
2023-02 -0.61% +99.25% 0.19% +2.52% 0.78 6.44% -195.17 47800.55 43.91% 50.36% 22.95%
2023-01 +2.05% +100.47% 0.19% +2.52% 0.82 6.48% -275.54 48305.51 44.01% 49.63% 22.44%
2022-12 -1.51% +96.44% 0.19% +2.52% 0.77 6.44% -207.69 47541.93 43.90% 49.08% 20.88%
2022-11 +1.67% +99.45% 0.19% +2.76% 0.90 6.37% -150.16 48539.87 44.27% 49.07% 21.60%
2022-10 +2.04% +96.18% 0.19% +2.40% 0.85 6.37% -82.57 47890.61 45.07% 49.43% 20.82%
2022-09 -3.32% +92.25% 0.19% +2.52% 0.78 6.34% -190.22 46937.58 45.23% 49.32% 19.94%
2022-08 -0.91% +98.86% 0.19% +2.64% 1.04 6.10% -239.01 48716.50 45.40% 48.37% 20.67%
2022-07 +2.93% +100.68% 0.19% +2.64% 1.13 6.06% -140.44 49511.67 46.87% 51.11% 22.26%
2022-06 -1.72% +94.97% 0.19% +2.52% 1.02 5.96% -47.96 48247.83 46.15% 50.47% 21.10%
2022-05 -1.57% +98.38% 0.19% +2.76% 1.16 5.89% -114.08 49178.88 46.40% 50.08% 22.01%
2022-04 -0.68% +101.55% 0.19% +2.64% 1.30 5.82% -83.35 49777.37 46.88% 48.53% 21.27%
2022-03 +1.11% +102.93% 0.19% +2.64% 1.39 5.79% -343.80 50479.51 46.15% 48.05% 21.76%
2022-02 -0.17% +100.70% 0.19% +2.64% 1.35 5.79% -2539.57 50196.61 48.08% 49.27% 21.65%
2022-01 -1.19% +101.04% 0.19% +2.88% 1.39 5.75% +370.20 52871.35 47.34% 47.42% 20.95%
2021-12 +1.99% +103.46% 0.21% +3.24% 1.50 5.72% +588.66 53112.76 47.35% 48.43% 21.27%
2021-11 +0.15% +99.49% 0.21% +3.12% 1.43 5.68% +401.66 51580.94 46.35% 47.49% 20.66%
2021-10 +2.19% +99.19% 0.21% +3.12% 1.45 5.68% -43.52 51085.55 46.97% 48.93% 22.28%
2021-09 -0.34% +94.92% 0.21% +3.12% 1.35 5.65% -142.55 50003.22 46.84% 48.83% 21.95%
2021-08 +1.92% +95.59% 0.21% +3.24% 1.39 5.65% -274.21 50291.33 46.92% 49.23% 22.51%
2021-07 +0.10% +91.90% 0.21% +3.36% 1.31 5.61% -203.86 49640.09 46.64% 48.95% 22.20%
2021-06 +0.82% +91.71% 0.21% +3.48% 1.36 5.65% -257.44 49796.90 46.61% 48.49% 22.46%
2021-05 +1.67% +90.15% 0.21% +3.36% 1.32 5.68% -138.01 49654.12 46.71% 48.39% 22.49%
2021-04 +1.62% +87.03% 0.21% +3.36% 1.26 5.65% -197.28 48988.35 45.56% 47.92% 23.00%
2021-03 +2.21% +84.05% 0.21% +3.12% 1.20 5.65% -150.11 48387.54 45.58% 48.16% 23.49%
2021-02 +0.87% +80.07% 0.21% +3.24% 1.13 5.61% -166.82 47506.98 44.89% 47.41% 22.93%
2021-01 +0.88% +78.52% 0.21% +3.00% 1.08 5.65% -194.54 47242.99 43.56% 47.32% 23.44%
2020-12 +1.72% +76.96% 0.22% +3.12% 1.01 5.75% -145.40 47021.57 43.29% 46.45% 25.14%
2020-11 +4.34% +73.97% 0.22% +2.88% 0.92 5.75% -132.31 46368.58 42.05% 46.46% 24.62%
2020-10 -0.01% +66.73% 0.22% +3.00% 0.75 5.47% -157.60 44569.82 40.11% 46.22% 23.26%
2020-09 -0.86% +66.75% 0.22% +3.24% 0.80 5.58% -2.98 44722.80 38.90% 45.19% 23.22%
2020-08 +2.67% +68.19% 0.22% +3.24% 0.83 5.65% -150.72 45139.69 39.11% 45.52% 23.16%
2020-07 +2.01% +63.82% 0.22% +3.00% 0.67 5.65% -232.83 44065.08 39.32% 45.42% 20.92%
2020-06 -0.28% +60.59% 0.22% +3.00% 0.60 5.61% -112.58 43419.88 38.90% 44.99% 20.41%
2020-05 +1.01% +61.04% 0.22% +2.88% 0.60 5.68% -40.63 43644.30 38.38% 44.07% 20.85%
2020-04 +4.63% +59.43% 0.22% +2.76% 0.56 5.68% +100.59 43272.31 38.33% 45.12% 20.68%
2020-03 -7.02% +52.38% 0.22% +3.00% 0.36 5.33% -91.32 41228.72 38.01% 45.52% 19.55%
2020-02 -2.28% +63.88% 0.22% +3.00% 1.13 4.16% -138.16 44490.46 38.77% 43.85% 19.22%
2020-01 +0.14% +67.71% 0.22% +2.88% 1.49 4.12% -62.58 45646.60 38.00% 43.46% 20.15%
2019-12 +0.92% +67.47% 0.23% +2.88% 1.51 4.12% +75.41 45661.34 40.13% 45.23% 20.97%
2019-11 +1.10% +65.94% 0.23% +2.64% 1.41 4.19% -101.00 45213.25 39.85% 44.45% 20.31%
2019-10 +1.40% +64.14% 0.23% +2.52% 1.37 4.19% -13.41 44782.50 39.13% 44.31% 20.09%
2019-09 +0.94% +61.87% 0.23% +2.64% 1.28 4.16% -44.55 44159.09 39.05% 43.81% 19.60%
2019-08 -0.33% +60.37% 0.23% +2.52% 1.23 4.16% +83.94 43684.93 39.19% 44.24% 19.81%
2019-07 +0.32% +60.90% 0.23% +2.52% 1.31 4.19% -8.41 43839.45 39.04% 43.82% 20.00%
2019-06 +2.35% +60.38% 0.23% +2.52% 1.30 4.19% -40.27 43712.48 39.32% 43.91% 20.27%
2019-05 -1.32% +56.70% 0.23% +2.52% 1.17 4.09% +78.04 42734.69 38.96% 43.78% 19.74%
2019-04 +1.68% +58.80% 0.23% +2.64% 1.36 4.02% -45.44 43245.14 39.90% 45.07% 22.17%
2019-03 +0.80% +56.17% 0.23% +2.64% 1.25 3.98% -25.72 42573.71 39.75% 45.20% 22.11%
2019-02 +0.99% +54.93% 0.23% +2.64% 1.23 3.98% +57.58 42217.67 39.06% 44.80% 22.82%
2019-01 +2.53% +53.41% 0.23% +2.64% 1.20 4.05% -62.06 41776.12 39.89% 45.52% 22.95%
2018-12 -2.90% +49.63% 0.25% +2.52% 1.03 3.95% +57.40 40806.89 39.22% 45.60% 23.14%
2018-11 +0.79% +54.10% 0.25% +2.88% 1.49 3.67% -41.22 41926.48 40.17% 45.40% 23.16%
2018-10 -1.94% +52.89% 0.25% +2.76% 1.47 3.71% +41.08 41672.47 39.88% 45.53% 22.94%
2018-09 +0.51% +55.91% 0.25% +3.12% 1.87 3.57% +312.68 42472.22 39.65% 45.72% 23.07%
2018-08 +1.09% +55.12% 0.25% +3.12% 1.88 3.64% +2.96 42007.80 39.04% 45.26% 22.93%
2018-07 +1.34% +53.45% 0.25% +3.12% 1.77 3.64% +57.00 41460.68 39.62% 46.42% 23.28%
2018-06 +0.39% +51.42% 0.25% +3.12% 1.72 3.67% +18.73 40782.17 39.83% 46.12% 22.60%
2018-05 +0.28% +50.83% 0.25% +3.36% 1.64 3.78% -2.88 40649.80 38.74% 44.88% 22.30%
2018-04 +0.94% +50.41% 0.25% +3.48% 1.66 3.78% -17.53 40564.84 38.06% 44.55% 21.82%
2018-03 -0.53% +49.01% 0.25% +3.48% 1.61 3.78% +98.16 40170.01 37.36% 43.22% 20.64%
2018-02 -0.99% +49.81% 0.25% +3.48% 1.72 3.74% +186.74 40150.73 37.80% 42.61% 19.61%
2018-01 +1.62% +51.30% 0.25% +3.60% 1.92 3.71% +37.93 40531.04 37.33% 42.55% 19.39%
2017-12 +0.79% +48.89% 0.26% +3.60% 1.84 3.67% +487.01 39868.31 37.15% 42.90% 19.01%
2017-11 +0.85% +47.72% 0.26% +3.72% 1.78 3.67% +132.76 39339.85 36.95% 42.57% 17.99%
2017-10 +1.07% +46.48% 0.26% +3.84% 1.73 3.67% +177.58 38593.46 37.29% 40.83% 18.15%
2017-09 +0.74% +44.93% 0.26% +3.84% 1.68 3.67% +211.34 38007.73 36.45% 39.91% 18.36%
2017-08 +0.25% +43.86% 0.26% +3.72% 1.67 3.74% +213.36 37535.26 35.80% 39.40% 18.10%
2017-07 +1.10% +43.51% 0.26% +3.96% 1.69 3.74% +180.19 37237.01 35.70% 38.92% 18.87%
2017-06 -0.06% +41.94% 0.26% +3.96% 1.65 3.78% +174.48 36639.28 34.76% 37.43% 17.95%
2017-05 +1.10% +42.03% 0.26% +3.96% 1.69 3.74% +148.65 36521.03 35.25% 37.93% 18.11%
2017-04 +1.05% +40.48% 0.26% +3.96% 1.49 3.95% +180.86 35922.41 35.69% 38.50% 17.94%
2017-03 +0.57% +39.02% 0.26% +3.84% 1.44 3.95% +240.92 35389.89 35.42% 38.32% 17.37%
2017-02 +0.81% +38.24% 0.26% +3.84% 1.43 3.95% +242.20 34906.94 35.44% 38.82% 16.97%
2017-01 +0.47% +37.13% 0.26% +3.72% 1.40 3.95% +133.12 34426.22 35.17% 39.24% 16.88%
2016-12 +0.98% +36.48% 0.29% +3.84% 1.41 4.05% +340.63 34146.53 35.32% 39.70% 16.86%
2016-11 +0.61% +35.16% 0.29% +3.84% 1.36 4.05% +194.73 33514.34 35.22% 40.36% 16.59%
2016-10 +0.10% +34.34% 0.29% +3.72% 1.27 4.16% +142.81 33100.19 35.98% 40.49% 16.74%
2016-09 -0.29% +34.21% 0.29% +3.84% 1.33 4.36% +125.98 32888.17 36.06% 39.63% 17.05%
2016-08 +0.64% +34.60% 0.29% +3.48% 1.29 4.50% +195.43 32854.33 36.00% 39.78% 17.08%
2016-07 +2.36% +33.74% 0.29% +3.36% 1.14 4.75% +140.37 32492.57 36.05% 40.58% 17.08%
2016-06 -0.25% +30.66% 0.29% +3.12% 1.00 4.71% +162.87 31611.09 35.31% 40.10% 16.20%
2016-05 +0.90% +30.98% 0.29% +3.12% 1.00 4.71% 31446.42
2016-04 +0.50% +29.82% 0.29% +3.12% 0.93 4.75% 31005.11
2016-03 +1.94% +29.17% 0.29% +3.24% 0.91 4.75% 30754.37
2016-02 -0.78% +26.71% 0.29% +3.24% 0.79 4.68% 30014.20
2016-01 -1.74% +27.71% 0.29% +3.36% 0.87 4.64% 30069.07
2015-12 -0.75% +29.97% 0.31% +3.48% 1.07 4.54% 30384.96
2015-11 +0.29% +30.95% 0.31% +3.60% 1.19 4.54% 30265.33
2015-10 +2.80% +30.57% 0.31% +3.48% 1.16 4.57% 29879.83
2015-09 -1.91% +27.02% 0.31% +3.24% 1.05 4.50% 28787.51
2015-08 -1.86% +29.49% 0.31% +3.24% 1.31 4.43% 29119.55
2015-07 +1.47% +31.94% 0.31% +3.12% 1.58 4.30% 29351.31
2015-06 -1.59% +30.03% 0.31% +3.24% 1.53 4.36% 28610.74
2015-05 +0.69% +32.13% 0.31% +3.00% 1.77 4.23% 28708.76
2015-04 +0.85% +31.23% 0.31% +3.00% 1.64 4.36% 28227.87
2015-03 +0.63% +30.12% 0.31% +3.00% 1.57 4.40% 27749.22
2015-02 +2.86% +29.31% 0.31% +3.12% 1.57 4.43% 27424.03
2015-01 +0.24% +25.71% 0.31% +3.00% 1.45 4.33% 26393.14
2014-12 -1.00% +25.41% 0.31% +3.12% 1.47 4.33% 26099.15
2014-11 +1.18% +26.68% 0.31% +3.24% 1.63 4.26% 26046.70
2014-10 +0.33% +25.20% 0.31% +3.12% 1.59 4.30% 25422.63
2014-09 +0.26% +24.79% 0.31% +3.12% 1.61 4.30% 25039.95
2014-08 +1.77% +24.47% 0.31% +3.36% 1.65 4.30% 24671.47
2014-07 -0.11% +22.30% 0.31% +3.36% 1.58 4.33% 23970.56
2014-06 +0.23% +22.43% 0.31% +3.36% 1.66 4.40% 23698.78
2014-05 +1.13% +22.15% 0.31% +3.24% 1.71 4.43% 23352.33
2014-04 +0.28% +20.79% 0.31% +3.24% 1.69 4.47% 22808.58
2014-03 +1.02% +20.45% 0.31% +3.12% 1.73 4.75% 22500.47
2014-02 +1.86% +19.24% 0.31% +3.36% 1.72 4.85% 22019.17
2014-01 -0.51% +17.06% 0.31% +3.36% 1.63 4.85% 21486.85
2013-12 +0.30% +17.66% 0.33% +3.72% 1.76 4.95% 21313.77
2013-11 +1.65% +17.31% 0.33% +3.48% 1.75 4.99% 20949.77
2013-10 +1.55% +15.40% 0.33% +3.60% 1.60 5.09% 20371.41
2013-09 +2.24% +13.64% 0.33% +3.96% 1.26 5.96% 19818.19
2013-08 -0.38% +11.15% 0.33% +4.32% 1.03 6.27% 19166.17
2013-07 +2.01% +11.58% 0.33% +4.56% 1.09 6.27% 19006.40
2013-06 -1.16% +9.38% 0.33% +4.44% 0.98 6.27% 18375.10
2013-05 +1.80% +10.66% 0.33% +4.44% 1.06 6.24% 18352.17
2013-04 +0.82% +8.70% 0.33% +4.32% 1.01 6.24% 17795.45
2013-03 +0.73% +7.82% 0.33% +3.96% 1.01 6.24% 17418.31
2013-02 +1.09% +7.04% 0.33% +4.08% 0.94 6.34% 17116.30
2013-01 +1.22% +5.88% 0.33% +4.08% 0.91 6.37% 16711.76
2012-12 +0.15% +4.61% +3.96% 0.82 6.44% 16333.47
2012-11 +0.90% +4.45% 16039.08
2012-10 +1.42% +3.52% 15675.61
2012-09 +2.07% +2.07% 15261.21

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.