חודשים בטווח
120
הראל פנסיה כללית - מקבלי קצבה קיימים
נתונים היסטוריים מלאים עבור הראל פנסיה כללית - מקבלי קצבה קיימים, 120 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 2204 | שם קרן: הראל פנסיה כללית - מקבלי קצבה קיימים | 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 - מקבלי קצבה קיימים ישירות למייל.
תשואה חודשית אחרונה
+1.94%
תשואה מצטברת מההתחלה
+25.60%
| 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 | +1.94% | +25.60% | 0.15% | +0.12% | -0.19 | 6.55% | -0.46 | 64.82 | 0.00% | 0.99% | 0.20% |
| 2026-04 | +1.01% | +23.21% | 0.15% | +0.00% | -0.28 | 6.48% | -0.50 | 63.21 | 0.00% | 0.78% | 0.21% |
| 2026-03 | -1.38% | +21.98% | 0.15% | +0.00% | -0.33 | 6.48% | -0.09 | 63.07 | 0.00% | 0.87% | 0.29% |
| 2026-02 | -0.35% | +23.68% | 0.15% | +0.12% | -0.22 | 6.44% | -0.50 | 64.35 | 0.00% | 0.82% | 0.17% |
| 2026-01 | +0.16% | +24.12% | 0.15% | +0.12% | -0.21 | 6.51% | -0.52 | 64.74 | 0.00% | 0.43% | 0.14% |
| 2025-12 | -0.12% | +23.92% | 0.17% | +0.12% | -0.19 | 6.51% | -0.92 | 65.21 | 0.00% | 0.89% | 0.63% |
| 2025-11 | +0.09% | +24.07% | 0.17% | +0.12% | -0.15 | 6.51% | -0.52 | 65.81 | 0.00% | 0.88% | 0.65% |
| 2025-10 | +1.34% | +23.96% | 0.17% | +0.00% | -0.12 | 6.55% | -0.51 | 66.68 | 0.00% | 0.87% | 0.67% |
| 2025-09 | +1.08% | +22.32% | 0.17% | +0.00% | -0.18 | 6.55% | -0.24 | 66.30 | 0.00% | 0.87% | 0.69% |
| 2025-08 | +0.66% | +21.01% | 0.17% | +0.12% | -0.25 | 6.58% | -0.50 | 66.10 | 0.00% | 0.89% | 0.71% |
| 2025-07 | -0.07% | +20.22% | 0.17% | +0.12% | -0.25 | 6.62% | -0.52 | 65.92 | 0.00% | 0.90% | 0.73% |
| 2025-06 | +3.24% | +20.30% | 0.17% | +0.12% | -0.23 | 6.62% | +0.04 | 66.48 | 0.00% | 0.87% | 0.69% |
| 2025-05 | -1.10% | +16.53% | 0.17% | +0.00% | -0.40 | 6.48% | -0.52 | 64.90 | 0.00% | 0.91% | 0.72% |
| 2025-04 | +1.20% | +17.82% | 0.17% | +0.00% | -0.30 | 6.51% | -0.51 | 65.56 | 0.00% | 0.85% | 0.73% |
| 2025-03 | -1.61% | +16.43% | 0.17% | +0.12% | -0.29 | 6.65% | -0.47 | 65.38 | 0.00% | 0.61% | 0.75% |
| 2025-02 | +0.88% | +18.33% | 0.17% | -0.12% | -0.28 | 7.31% | -0.52 | 66.97 | 0.00% | 0.57% | 0.70% |
| 2025-01 | -0.13% | +17.30% | 0.17% | +0.00% | -0.27 | 7.38% | -0.51 | 66.85 | 0.00% | 0.58% | 0.70% |
| 2024-12 | +0.67% | +17.45% | 0.21% | +0.00% | -0.24 | 7.38% | -0.09 | 67.50 | 0.00% | 0.61% | 0.74% |
| 2024-11 | +1.88% | +16.67% | 0.21% | +0.12% | -0.24 | 7.38% | -0.50 | 67.56 | 0.00% | 0.62% | 0.74% |
| 2024-10 | +0.38% | +14.52% | 0.21% | +0.12% | -0.32 | 7.34% | -0.52 | 66.42 | 0.00% | 0.63% | 0.75% |
| 2024-09 | -0.22% | +14.08% | 0.21% | +0.00% | -0.31 | 7.38% | -0.39 | 66.75 | 0.00% | 0.63% | 0.75% |
| 2024-08 | +2.03% | +14.33% | 0.21% | — | -0.35 | 7.38% | -0.52 | 67.41 | 0.00% | 0.61% | 0.73% |
| 2024-07 | +1.59% | +12.06% | 0.21% | +0.24% | -0.33 | 7.34% | -0.48 | 66.47 | 0.00% | 0.63% | 0.78% |
| 2024-06 | -0.69% | +10.31% | 0.21% | +0.12% | -0.36 | 7.38% | +4.23 | 66.00 | 0.00% | 0.64% | 0.70% |
| 2024-05 | -0.97% | +11.07% | 0.21% | +0.12% | -0.30 | 7.41% | +1.83 | 66.93 | 0.00% | 0.61% | 0.66% |
| 2024-04 | -1.12% | +12.16% | 0.21% | +0.12% | -0.24 | 7.38% | -0.52 | 63.29 | 0.00% | 0.58% | 0.66% |
| 2024-03 | -0.16% | +13.43% | 0.21% | +0.00% | -0.17 | 7.38% | -6.56 | 63.30 | 0.00% | 0.58% | 0.66% |
| 2024-02 | +0.89% | +13.61% | 0.21% | +0.00% | -0.12 | 7.41% | -0.46 | 63.88 | 0.00% | 0.56% | 0.69% |
| 2024-01 | -0.85% | +12.61% | 0.21% | -0.12% | -0.14 | 7.41% | -0.48 | 69.88 | 0.00% | 0.52% | 0.56% |
| 2023-12 | +1.78% | +13.58% | 0.26% | -0.12% | -0.06 | 7.45% | +0.05 | 69.95 | 0.00% | 0.51% | 0.56% |
| 2023-11 | +5.67% | +11.59% | 0.26% | -0.24% | -0.12 | 7.41% | -0.51 | 69.21 | 0.00% | 0.52% | 0.56% |
| 2023-10 | -6.64% | +5.60% | 0.26% | -0.36% | -0.40 | 7.00% | -0.49 | 65.50 | 0.00% | 0.58% | 0.60% |
| 2023-09 | -1.94% | +13.11% | 0.26% | -0.24% | -0.11 | 6.34% | +0.57 | 70.65 | 0.00% | 0.51% | 0.51% |
| 2023-08 | -0.61% | +15.35% | 0.26% | -0.36% | 0.01 | 6.27% | -0.48 | 72.54 | 0.00% | 0.50% | 0.48% |
| 2023-07 | -0.11% | +16.06% | 0.26% | -0.24% | 0.07 | 6.24% | -0.80 | 72.45 | 0.00% | 0.48% | 0.47% |
| 2023-06 | +0.72% | +16.19% | 0.26% | -0.36% | 0.11 | 6.24% | -0.28 | 73.06 | 0.00% | 0.48% | 0.47% |
| 2023-05 | +1.94% | +15.36% | 0.26% | -0.36% | 0.08 | 6.27% | -0.49 | 73.33 | 0.00% | 0.48% | 0.46% |
| 2023-04 | -1.10% | +13.16% | 0.26% | -0.36% | -0.01 | 6.20% | -0.49 | 72.24 | 0.00% | 0.47% | 0.46% |
| 2023-03 | +0.99% | +14.42% | 0.26% | -0.48% | 0.07 | 6.20% | +0.13 | 73.70 | 0.00% | 0.46% | 0.47% |
| 2023-02 | -3.16% | +13.30% | 0.26% | -0.36% | 0.04 | 6.17% | -0.47 | 73.46 | 0.00% | 0.48% | 0.49% |
| 2023-01 | +2.58% | +16.99% | 0.26% | -0.36% | 0.21 | 6.06% | -0.49 | 75.73 | 0.00% | 0.44% | 0.45% |
| 2022-12 | -1.75% | +14.05% | 0.29% | -0.36% | 0.11 | 5.99% | -0.11 | 74.21 | 0.00% | 0.46% | 0.46% |
| 2022-11 | +0.39% | +16.08% | 0.29% | -0.36% | 0.24 | 5.92% | -0.48 | 76.02 | 0.00% | 0.43% | 0.43% |
| 2022-10 | +0.85% | +15.63% | 0.29% | -0.48% | 0.24 | 5.92% | -0.48 | 75.87 | 0.00% | 0.45% | 0.45% |
| 2022-09 | -1.36% | +14.66% | 0.29% | -0.60% | 0.21 | 5.92% | +0.68 | 75.81 | 0.00% | 0.45% | 0.91% |
| 2022-08 | -1.91% | +16.24% | 0.29% | -0.72% | 0.30 | 5.85% | -0.47 | 77.30 | 0.00% | 0.40% | 0.82% |
| 2022-07 | +0.80% | +18.50% | 0.29% | -0.84% | 0.44 | 5.79% | -0.43 | 78.11 | 0.00% | 0.41% | 0.83% |
| 2022-06 | +1.69% | +17.56% | 0.29% | -0.72% | 0.43 | 5.82% | -0.20 | 77.97 | 0.00% | 0.42% | 0.86% |
| 2022-05 | -3.81% | +15.61% | 0.29% | -0.84% | 0.33 | 5.82% | -0.47 | 77.11 | 0.00% | 0.41% | 0.83% |
| 2022-04 | -0.38% | +20.19% | 0.29% | -0.96% | 0.59 | 5.51% | -0.50 | 80.36 | 0.00% | 0.40% | 0.39% |
| 2022-03 | +0.77% | +20.64% | 0.29% | -0.96% | 0.64 | 5.51% | +0.38 | 81.33 | 0.00% | 0.38% | 0.37% |
| 2022-02 | -3.71% | +19.72% | 0.29% | -1.08% | 0.61 | 5.51% | -0.47 | 80.81 | 0.00% | 0.38% | 0.38% |
| 2022-01 | -1.95% | +24.34% | 0.29% | -0.96% | 0.90 | 5.23% | -0.80 | 83.82 | 0.00% | 0.36% | 0.36% |
| 2021-12 | -1.03% | +26.81% | 0.34% | -1.20% | 1.05 | 5.13% | -0.40 | 86.33 | 0.00% | 0.35% | 0.35% |
| 2021-11 | +2.33% | +28.13% | 0.34% | -1.08% | 1.14 | 5.09% | -0.48 | 87.65 | 0.00% | 0.34% | 0.34% |
| 2021-10 | +2.64% | +25.21% | 0.34% | -1.08% | 0.99 | 5.09% | +0.69 | 86.11 | 0.00% | 0.35% | 0.35% |
| 2021-09 | +0.09% | +21.99% | 0.34% | -1.20% | 0.84 | 4.99% | -0.53 | 83.27 | 0.00% | 0.36% | 0.36% |
| 2021-08 | +1.29% | +21.88% | 0.34% | -1.32% | 0.82 | 5.06% | -0.52 | 83.59 | 0.00% | 0.36% | 0.36% |
| 2021-07 | +0.69% | +20.33% | 0.34% | -1.32% | 0.74 | 5.02% | -0.37 | 83.12 | 0.06% | 0.29% | 0.35% |
| 2021-06 | +0.95% | +19.50% | 0.34% | -1.20% | 0.72 | 5.02% | -0.66 | 83.11 | 0.07% | 0.29% | 0.36% |
| 2021-05 | +0.45% | +18.38% | 0.34% | -1.32% | 0.68 | 5.02% | -0.45 | 82.71 | 0.07% | 0.29% | 0.36% |
| 2021-04 | -0.28% | +17.85% | 0.34% | — | — | — | -0.84 | 82.99 | 0.06% | 0.28% | 0.35% |
| 2021-03 | +1.27% | +18.18% | 0.34% | — | — | — | -0.22 | 84.20 | 0.04% | 0.29% | 0.33% |
| 2021-02 | -1.65% | +16.70% | 0.34% | — | — | — | -0.49 | 83.53 | 0.04% | 0.29% | 0.32% |
| 2021-01 | +0.68% | +18.66% | 0.34% | — | — | — | -0.12 | 85.19 | 0.02% | 0.28% | 0.31% |
| 2020-12 | +0.97% | +17.85% | 0.40% | — | — | — | -0.87 | 84.76 | 0.00% | 0.28% | 0.28% |
| 2020-11 | +1.46% | +16.72% | 0.40% | — | — | — | -0.51 | 84.41 | 0.00% | 0.30% | 0.28% |
| 2020-10 | -0.48% | +15.04% | 0.40% | — | — | — | -0.45 | 84.12 | 0.00% | 0.31% | 0.31% |
| 2020-09 | -2.06% | +15.60% | 0.40% | — | — | — | -1.39 | 85.29 | 0.00% | 0.30% | 0.30% |
| 2020-08 | +1.60% | +18.03% | 0.40% | — | — | — | -0.40 | 87.54 | 0.00% | 0.31% | 0.31% |
| 2020-07 | -0.12% | +16.17% | 0.40% | — | — | — | -0.53 | 87.52 | 0.00% | 0.31% | 0.31% |
| 2020-06 | -0.39% | +16.31% | 0.40% | — | — | — | -0.01 | 88.08 | 0.00% | 0.31% | 0.31% |
| 2020-05 | +1.92% | +16.76% | 0.40% | — | — | — | -0.46 | 88.91 | 0.00% | 0.30% | 0.28% |
| 2020-04 | +3.36% | +14.56% | 0.40% | — | — | — | -0.47 | 87.28 | 0.00% | 0.31% | 0.29% |
| 2020-03 | -6.81% | +10.84% | 0.40% | — | — | — | +0.71 | 85.50 | 0.00% | 0.33% | 0.29% |
| 2020-02 | +2.63% | +18.94% | 0.40% | — | — | — | -0.49 | 92.10 | 0.00% | 0.29% | 0.26% |
| 2020-01 | +0.95% | +15.89% | 0.40% | — | — | — | -0.49 | 89.14 | 0.00% | 0.30% | 0.27% |
| 2019-12 | +0.85% | +14.80% | 0.46% | — | — | — | -0.32 | 88.82 | 0.00% | 0.32% | 0.27% |
| 2019-11 | -0.15% | +13.83% | 0.46% | — | — | — | +0.15 | 88.57 | 0.00% | 0.32% | 0.27% |
| 2019-10 | +1.25% | +14.01% | 0.46% | — | — | — | -0.12 | 88.99 | 0.00% | 0.31% | 0.28% |
| 2019-09 | +0.77% | +12.60% | 0.46% | — | — | — | -1.27 | 87.73 | 0.00% | 0.32% | 0.28% |
| 2019-08 | +1.65% | +11.74% | 0.46% | — | — | — | -0.81 | 87.54 | 0.00% | 0.32% | 0.29% |
| 2019-07 | +2.22% | +9.92% | 0.46% | — | — | — | -0.17 | 87.01 | 0.00% | 0.32% | 0.29% |
| 2019-06 | +1.55% | +7.54% | 0.46% | — | — | — | -0.19 | 85.69 | 0.00% | 0.35% | 0.29% |
| 2019-05 | +0.05% | +5.90% | 0.46% | — | — | — | -0.47 | 84.59 | 0.00% | 0.37% | 0.31% |
| 2019-04 | +1.05% | +5.84% | 0.46% | — | — | — | -0.50 | 84.75 | 0.00% | 0.37% | 0.31% |
| 2019-03 | +1.67% | +4.74% | 0.46% | — | — | — | +4.74 | 82.91 | 0.00% | 0.37% | 0.31% |
| 2019-02 | +0.83% | +3.02% | 0.46% | — | — | — | -0.49 | 82.10 | 0.00% | 0.40% | 0.32% |
| 2019-01 | +1.99% | +2.17% | 0.46% | — | — | — | -0.46 | 81.66 | 0.00% | 0.40% | 0.32% |
| 2018-12 | -0.12% | +0.18% | 0.51% | — | — | — | -0.89 | 83.56 | 0.00% | 0.41% | 0.32% |
| 2018-11 | -1.08% | +0.30% | 0.51% | — | — | — | -0.49 | 84.04 | 0.00% | 0.42% | 0.31% |
| 2018-10 | -1.38% | +1.40% | 0.51% | — | — | — | -0.04 | 85.94 | 0.00% | 0.43% | 0.30% |
| 2018-09 | -0.34% | +2.81% | 0.51% | — | — | — | -0.77 | 89.12 | 0.00% | 0.40% | 0.29% |
| 2018-08 | +0.81% | +3.17% | 0.51% | — | — | — | +0.09 | 90.01 | 0.00% | 0.40% | 0.28% |
| 2018-07 | +0.29% | +2.34% | 0.51% | — | — | — | -0.43 | 89.49 | 0.00% | 0.40% | 0.28% |
| 2018-06 | -0.63% | +2.04% | 0.51% | — | — | — | +0.51 | 89.20 | 0.00% | 0.44% | 0.28% |
| 2018-05 | -0.25% | +2.69% | 0.51% | — | — | — | -0.55 | 90.15 | 0.00% | 0.44% | 0.28% |
| 2018-04 | +0.00% | +2.94% | 0.51% | — | — | — | -0.06 | 89.37 | 0.00% | 0.48% | 0.27% |
| 2018-03 | +0.81% | +2.94% | 0.51% | — | — | — | -0.22 | 87.54 | 0.00% | 0.48% | 0.27% |
| 2018-02 | -1.61% | +2.12% | 0.51% | — | — | — | +2.21 | 87.28 | 0.00% | 0.47% | 0.26% |
| 2018-01 | +1.39% | +3.79% | 0.51% | — | — | — | +0.68 | 86.27 | 0.00% | 0.50% | 0.27% |
| 2017-12 | +0.57% | +2.37% | 0.56% | — | — | — | +0.06 | 86.10 | 0.00% | 0.43% | 0.27% |
| 2017-11 | +0.45% | +1.79% | 0.56% | — | — | — | +0.08 | 83.83 | 0.05% | 0.47% | 0.27% |
| 2017-10 | +0.48% | +1.33% | 0.56% | — | — | — | -0.03 | 83.48 | 0.05% | 0.46% | 0.26% |
| 2017-09 | -0.08% | +0.85% | 0.56% | — | — | — | -0.01 | 83.19 | 0.05% | 0.46% | 0.26% |
| 2017-08 | +1.08% | +0.93% | 0.56% | — | — | — | +0.38 | 82.91 | 0.05% | 0.48% | 0.27% |
| 2017-07 | +1.71% | -0.15% | 0.56% | — | — | — | +2.89 | 82.11 | 0.05% | 0.46% | 0.27% |
| 2017-06 | -0.96% | -1.83% | 0.56% | — | — | — | +1.11 | 80.36 | 0.05% | 0.47% | 0.27% |
| 2017-05 | +0.31% | -0.88% | 0.56% | — | — | — | +0.82 | 79.60 | 0.05% | 0.50% | 0.28% |
| 2017-04 | +1.45% | -1.19% | 0.56% | — | — | — | +0.15 | 78.24 | 0.05% | 0.52% | 0.29% |
| 2017-03 | +0.52% | -2.60% | 0.56% | — | — | — | +1.03 | 75.13 | 0.05% | 0.55% | 0.31% |
| 2017-02 | -0.69% | -3.10% | 0.56% | — | — | — | +0.12 | 74.64 | 0.05% | 0.58% | 0.31% |
| 2017-01 | -0.41% | -2.43% | 0.56% | — | — | — | +0.36 | 69.28 | 0.06% | 0.64% | 0.33% |
| 2016-12 | -0.10% | -2.03% | 0.63% | — | — | — | +0.56 | 74.50 | 0.05% | 0.63% | 0.32% |
| 2016-11 | -1.54% | -1.93% | 0.63% | — | — | — | -0.33 | 71.94 | 0.06% | 0.67% | 0.33% |
| 2016-10 | -0.36% | -0.39% | 0.63% | — | — | — | +0.45 | 72.48 | 0.12% | 0.65% | 0.29% |
| 2016-09 | -1.09% | -0.03% | 0.63% | — | — | — | -0.06 | 72.76 | 0.12% | 0.69% | 0.27% |
| 2016-08 | -0.60% | +1.07% | 0.63% | — | — | — | +0.28 | 69.36 | 0.13% | 0.74% | 0.29% |
| 2016-07 | +0.69% | +1.68% | 0.63% | — | — | — | -4.10 | 69.44 | 0.13% | 0.69% | 0.27% |
| 2016-06 | +0.98% | +0.98% | 0.63% | — | — | — | +1.78 | 68.68 | 0.13% | 0.79% | 0.28% |
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.