הראל-קרן ח': תשואה, דמי ניהול וסיכון
הראל-קרן ח' מנוהלת על ידי , בסיווג פוליסות שהונפקו בשנים 1990-1991; 283 חודשי דיווח מ-01/2003 עד 07/2026.
תשואה 07/2026
-0.76%
מתחילת השנה
5.98%
3 שנים מצטבר
34.53%
5 שנים מצטבר
42.48%
דמי ניהול מצבירה
1.86%
לשנה
נכסים
4
מיליון ש"ח
המידע והחישוב להמחשה בלבד ואינם ייעוץ פיננסי, פנסיוני, מס או משפטי. לפני החלטה פנה לבעל רישיון.
עובדות מחושבות
- נכסים מנוהלים ב-07/2026: 4 מיליון ש"ח, מקום 9 מתוך 9 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 42.48%, מקום 7 מתוך 9 בקטגוריה; ל-3 שנים: 34.53% (מקום 7 מתוך 9).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,248 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 18,767 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 1.86% לשנה (מקום 4 מתוך 9 בקטגוריה, מהנמוך לגבוה). על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-31,306 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -10.2% בין 08/2008 ל-11/2008.
- סטיית תקן: 4.75; מדד שארפ: 1.09 (מקום 6 מתוך 9); חשיפה למניות 1.3%, לחו"ל 1.3%, למט"ח 0.5%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 11.33% | 8.35% | 15.8% | 7.28% | 9.59% | -6.12% | 24.38% | 9.5% | 0.97% | 9.73% | 7.96% | 2.68% | 1.08% | 2.41% | 6% | 0.34% | 10.29% | 4.45% | 13.73% | -6.17% | 7.6% | 10.87% | 13.2% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
דירוג בקטגוריה פוליסות שהונפקו בשנים 1990-1991 (07/2026)
דירוג לפי הנתון בלבד, מתוך 9 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 4 | 9 / 9 |
| דמי ניהול מצבירה (נמוך = 1) | 1.86% | 4 / 9 |
| תשואה מתחילת השנה | 5.98% | 7 / 9 |
| תשואה 3 שנים | 34.53% | 7 / 9 |
| תשואה 5 שנים | 42.48% | 7 / 9 |
| מדד שארפ | 1.09 | 6 / 9 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- איילון-קרן ט' 13 מ' ש"ח
- מגדל-קרן ח' 30 מ' ש"ח
- הכשרה חברה לביטוח בע"מ - קרן ט' 77 מ' ש"ח
- מנורה-קרן ט' 542 מ' ש"ח
- הראל-קרן ט' 1,056 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -0.76% | 5.98% | 3.5 | - | - | - | 1.86% | 1.3% | 1.3% |
| 06/2026 | -0.12% | 6.79% | 3.7 | - | - | - | 1.86% | 1.5% | 1.5% |
| 05/2026 | 2.25% | 6.92% | 3.7 | - | - | - | 1.86% | 1.4% | 1.4% |
| 04/2026 | 3.91% | 4.56% | 3.6 | - | - | - | 1.86% | 1.4% | 1.4% |
| 03/2026 | -1.98% | 0.63% | 3.5 | - | - | - | 1.86% | 1.4% | 1.4% |
| 02/2026 | 0.65% | 2.66% | 3.6 | - | - | - | 1.86% | 1.4% | 1.3% |
| 01/2026 | 2% | 2% | 3.6 | - | - | - | 1.86% | 1.4% | 1.3% |
| 12/2025 | 0.91% | 13.2% | 3.5 | - | - | - | 0.6% | 1.3% | 1.4% |
| 11/2025 | 0.89% | 12.18% | 3.5 | - | - | - | 0.6% | 1.3% | 1.3% |
| 10/2025 | 1.41% | 11.19% | 3.5 | - | - | - | 0.6% | 1.3% | 1.3% |
| 09/2025 | 1.98% | 9.65% | 3.5 | - | - | - | 0.6% | 1.3% | 1.3% |
| 08/2025 | 1.06% | 7.52% | 3.5 | - | - | - | 0.6% | 1.3% | 1.3% |
| 07/2025 | 0.98% | 6.39% | 3.4 | - | - | - | 0.6% | 1.2% | 1.3% |
| 06/2025 | 2.47% | 5.36% | 3.4 | - | - | - | 0.6% | 1.2% | 1.3% |
| 05/2025 | 1.42% | 2.82% | 3.4 | - | - | - | 0.6% | 1.1% | 1.3% |
| 04/2025 | 0.88% | 1.38% | 3.3 | - | - | - | 0.6% | 1.1% | 1.3% |
| 03/2025 | -0.66% | 0.49% | 3.3 | - | - | - | 0.6% | 1.1% | 1.3% |
| 02/2025 | 0.2% | 1.16% | 3.3 | - | - | - | 0.6% | 1.1% | 1.3% |
| 01/2025 | 0.96% | 0.96% | 3.3 | - | - | - | 0.6% | 1.1% | 1.3% |
| 12/2024 | 0.54% | 10.87% | 3.3 | - | - | - | 0.6% | 1.1% | 1.3% |
| 11/2024 | 1.73% | 10.27% | 3.3 | - | - | - | 0.6% | 1.1% | 1.3% |
| 10/2024 | -0.02% | 8.4% | 3.3 | - | - | - | 0.6% | 1.1% | 1.3% |
| 09/2024 | 1.55% | 8.42% | 3.3 | - | - | - | 0.6% | 1.1% | 1.3% |
| 08/2024 | 1.25% | 6.77% | 3.7 | - | - | - | 0.6% | 1.2% | 1.5% |
| 07/2024 | 1.62% | 5.45% | 3.5 | - | - | - | 0.6% | 1.2% | 1.4% |
| 06/2024 | 0.57% | 3.77% | 3.4 | - | - | - | 0.6% | 1.1% | 1.3% |
| 05/2024 | 0.7% | 3.18% | 3.4 | - | - | - | 0.6% | 1% | 1.2% |
| 04/2024 | -0.83% | 2.46% | 3.4 | - | - | - | 0.6% | 1% | 1.2% |
| 03/2024 | 1.65% | 3.32% | 3.4 | - | - | - | 0.6% | 1% | 1.2% |
| 02/2024 | 1.53% | 1.64% | 3.4 | - | - | - | 0.6% | 1% | 1.2% |
| 01/2024 | 0.11% | 0.11% | 3.3 | - | - | - | 0.6% | 1% | 1.1% |
| 12/2023 | 1.71% | 7.6% | 3.3 | - | - | - | 0.6% | 0.9% | 1.1% |
| 11/2023 | 2.74% | 5.79% | 3.2 | - | - | - | 0.6% | 0.9% | 1.1% |
| 10/2023 | -2.24% | 2.97% | 3.2 | - | - | - | 0.6% | 0.9% | 1.1% |
| 09/2023 | -0.92% | 5.33% | 3.2 | - | - | - | 0.6% | 0.9% | 1.1% |
| 08/2023 | -0.07% | 6.31% | 3.8 | - | - | - | 0.6% | 1.2% | 1.4% |
| 07/2023 | 1.7% | 6.38% | 3.8 | - | - | - | 0.6% | 1.2% | 1.4% |
| 06/2023 | 1.26% | 4.6% | 3.7 | - | - | - | 0.6% | 1% | 1.2% |
| 05/2023 | 1.21% | 3.3% | 3.7 | - | - | - | 0.6% | 0.9% | 1.1% |
| 04/2023 | 0.76% | 2.07% | 3.7 | - | - | - | 0.6% | 1% | 1.1% |
| 03/2023 | 0.79% | 1.3% | 3.7 | - | - | - | 0.6% | 1% | 1.1% |
| 02/2023 | -1.37% | 0.5% | 3.6 | - | - | - | 0.6% | 1% | 1.1% |
| 01/2023 | 1.9% | 1.9% | 3.7 | - | - | - | 0.6% | 1% | 1.1% |
| 12/2022 | -1.15% | -6.17% | 3.6 | - | - | - | 2.09% | 0.9% | 1.1% |
| 11/2022 | 0.91% | -5.08% | 3.7 | - | - | - | 2.09% | 1% | 1.1% |
| 10/2022 | 1.33% | -5.93% | 3.8 | - | - | - | 2.09% | 1% | 1.1% |
| 09/2022 | -3% | -7.17% | 3.7 | - | - | - | 2.09% | 1% | 1.1% |
| 08/2022 | -1.1% | -4.3% | 3.8 | - | - | - | 2.09% | 1% | 1.1% |
| 07/2022 | 2% | -3.23% | 3.9 | - | - | - | 2.09% | 1.1% | 1.2% |
| 06/2022 | -0.75% | -5.13% | 3.8 | - | - | - | 2.09% | 0.8% | 0.9% |
| 05/2022 | -2.04% | -4.41% | 3.8 | - | - | - | 2.09% | 0.8% | 0.9% |
| 04/2022 | -0.83% | -2.42% | 3.9 | - | - | - | 2.09% | 0.9% | 0.9% |
| 03/2022 | 0.84% | -1.61% | 4 | - | - | - | 2.09% | 0.9% | 0.9% |
| 02/2022 | -0.94% | -2.43% | 3.9 | - | - | - | 2.09% | 0.9% | 0.9% |
| 01/2022 | -1.5% | -1.5% | 4 | - | - | - | 2.09% | 0.9% | 0.9% |
| 12/2021 | 1.22% | 13.73% | 4.2 | - | - | - | 1.26% | 1% | 1% |
| 11/2021 | 0.73% | 12.36% | 4.1 | - | - | - | 1.26% | 0.9% | 0.9% |
| 10/2021 | 1.97% | 11.55% | 4.3 | - | - | - | 1.26% | 1% | 1.1% |
| 09/2021 | 0.09% | 9.39% | 4.8 | - | - | - | 1.26% | 1.2% | 1.3% |
| 08/2021 | 1.96% | 9.29% | 4.8 | - | - | - | 1.26% | 1.3% | 1.4% |
| 07/2021 | 0.65% | 7.19% | 5 | - | - | - | 1.26% | 1.4% | 1.5% |
| 06/2021 | 0.47% | 6.5% | 5 | - | - | - | 1.26% | 1.3% | 1.3% |
| 05/2021 | 1.78% | 6% | 5 | - | - | - | 1.26% | 1.2% | 1.3% |
| 04/2021 | 1.12% | 4.15% | 4.9 | - | - | - | 1.26% | 1.2% | 1.3% |
| 03/2021 | 1.7% | 2.99% | 5 | - | - | - | 1.26% | 1.3% | 1.3% |
| 02/2021 | 0.31% | 1.27% | 4.9 | - | - | - | 1.26% | 1.2% | 1.3% |
| 01/2021 | 0.96% | 0.96% | 4.9 | - | - | - | 1.26% | 1.2% | 1.3% |
| 12/2020 | 1.37% | 4.45% | 4.8 | - | - | - | 1.72% | 1.2% | 1.2% |
| 11/2020 | 3.02% | 3.04% | 4.9 | - | - | - | 1.72% | 1.2% | 1.3% |
| 10/2020 | 0.11% | 0.02% | 4.8 | - | - | - | 1.72% | 1.1% | 1.2% |
| 09/2020 | -1.31% | -0.09% | 4.8 | - | - | - | 1.72% | 1.1% | 1.2% |
| 08/2020 | 2.27% | 1.24% | 5 | - | - | - | 1.72% | 1.1% | 1.3% |
| 07/2020 | 0.99% | -1.01% | 4.9 | - | - | - | 1.72% | 1.1% | 1.2% |
| 06/2020 | -0.29% | -1.98% | 4.9 | - | - | - | 1.72% | 1% | 1.1% |
| 05/2020 | 1.34% | -1.7% | 5 | - | - | - | 1.72% | 1% | 1.1% |
| 04/2020 | 3.57% | -3% | 5 | - | - | - | 1.72% | 1% | 1.1% |
| 03/2020 | -6.17% | -6.34% | 4.9 | - | - | - | 1.72% | 0.9% | 1.1% |
| 02/2020 | -0.46% | -0.18% | 5.2 | - | - | - | 1.72% | 1% | 1.1% |
| 01/2020 | 0.28% | 0.28% | 5.2 | - | - | - | 1.72% | 1.1% | 1.1% |
| 12/2019 | 0.53% | 10.29% | 5.3 | - | - | - | 0.6% | 1.1% | 1.2% |
| 11/2019 | 0.57% | 9.7% | 5.3 | - | - | - | 0.6% | 1.1% | 1.2% |
| 10/2019 | 0.9% | 9.08% | 5.3 | - | - | - | 0.6% | 1% | 1.1% |
| 09/2019 | 0.88% | 8.11% | 5.6 | - | - | - | 0.6% | 1.1% | 1.1% |
| 08/2019 | 0.08% | 7.17% | 5.7 | - | - | - | 0.6% | 1.1% | 1.2% |
| 07/2019 | 0.93% | 7.08% | 5.7 | - | - | - | 0.6% | 1.2% | 1.2% |
| 06/2019 | 1.47% | 6.09% | 5.7 | - | - | - | 0.6% | 1.2% | 1.3% |
| 05/2019 | -0.43% | 4.56% | 5.6 | - | - | - | 0.6% | 1.1% | 1.2% |
| 04/2019 | 1.15% | 5.01% | 5.6 | - | - | - | 0.6% | 1.2% | 1.2% |
| 03/2019 | 0.96% | 3.81% | 5.6 | - | - | - | 0.6% | 1.2% | 1.3% |
| 02/2019 | 0.95% | 2.83% | 5.6 | - | - | - | 0.6% | 1.2% | 1.2% |
| 01/2019 | 1.86% | 1.86% | 5.6 | - | - | - | 0.6% | 1.2% | 1.2% |
| 12/2018 | -1.37% | 0.34% | 5.6 | - | - | - | 1.34% | 1.1% | 1.2% |
| 11/2018 | 0.17% | 1.73% | 5.8 | - | - | - | 1.34% | 1.3% | 1.3% |
| 10/2018 | -1.32% | 1.56% | 5.8 | - | - | - | 1.34% | 1.2% | 1.3% |
| 09/2018 | 0.23% | 2.92% | 6.3 | - | - | - | 1.34% | 1.3% | 1.4% |
| 08/2018 | 0.66% | 2.68% | 6.4 | - | - | - | 1.34% | 1.4% | 1.5% |
| 07/2018 | 0.78% | 2.01% | 6.5 | - | - | - | 1.34% | 1.4% | 1.5% |
| 06/2018 | 0.21% | 1.22% | 6.4 | - | - | - | 1.34% | 1.4% | 1.5% |
| 05/2018 | 0.23% | 1.01% | 6.4 | - | - | - | 1.34% | 1.3% | 1.5% |
| 04/2018 | 0.6% | 0.77% | 6.4 | - | - | - | 1.34% | 1.3% | 1.5% |
| 03/2018 | -0.18% | 0.17% | 6.3 | - | - | - | 1.34% | 1.3% | 1.4% |
| 02/2018 | -0.66% | 0.35% | 6.4 | - | - | - | 1.34% | 1.3% | 1.4% |
| 01/2018 | 1.02% | 1.02% | 6.4 | - | - | - | 1.34% | 1.3% | 1.4% |
| 12/2017 | 0.6% | 6% | 6.4 | - | - | - | 0.91% | 1.3% | 1.4% |
| 11/2017 | 0.8% | 5.37% | 6.4 | - | - | - | 0.91% | 1.3% | 1.4% |
| 10/2017 | 0.89% | 4.53% | 6.3 | - | - | - | 0.91% | 1.2% | 1.2% |
| 09/2017 | 0.25% | 3.61% | 6.7 | - | - | - | 0.91% | 1.3% | 1.3% |
| 08/2017 | 0.43% | 3.35% | 6.9 | - | - | - | 0.91% | 1.3% | 1.4% |
| 07/2017 | 0.49% | 2.91% | 7 | - | - | - | 0.91% | 1.4% | 1.4% |
| 06/2017 | -0.28% | 2.41% | 7 | - | - | - | 0.91% | 1.4% | 1.4% |
| 05/2017 | 0.75% | 2.7% | 7 | - | - | - | 0.91% | 1.4% | 1.4% |
| 04/2017 | 0.94% | 1.93% | 6.9 | - | - | - | 0.91% | 1.4% | 1.4% |
| 03/2017 | 0.34% | 0.98% | 6.9 | - | - | - | 0.91% | 1.4% | 1.4% |
| 02/2017 | 0.35% | 0.64% | 6.8 | - | - | - | 0.91% | 1.3% | 1.4% |
| 01/2017 | 0.29% | 0.29% | 6.8 | - | - | - | 0.91% | 1.3% | 1.4% |
| 12/2016 | 0.41% | 2.41% | 6.8 | - | - | - | 0.81% | 1.4% | 1.5% |
| 11/2016 | 0.11% | 1.99% | 6.8 | - | - | - | 0.81% | 1.2% | 1.4% |
| 10/2016 | 0.12% | 1.88% | 7.3 | - | - | - | 0.81% | 1.4% | 1.6% |
| 09/2016 | -0.56% | 1.75% | 7.3 | - | - | - | 0.81% | 1.4% | 1.5% |
| 08/2016 | 0.21% | 2.33% | 7.4 | - | - | - | 0.81% | 1.4% | 1.6% |
| 07/2016 | 1.29% | 2.11% | 7.6 | - | - | - | 0.81% | 1.5% | 1.6% |
| 06/2016 | 0.04% | 0.81% | 7.6 | - | - | - | 0.81% | 1.5% | 1.6% |
| 05/2016 | 0.19% | 0.77% | 7.6 | - | - | - | 0.81% | 1.5% | 1.6% |
| 04/2016 | 0.51% | 0.58% | 7.5 | - | - | - | 0.81% | 1.4% | 1.6% |
| 03/2016 | 1.08% | 0.07% | 7.5 | - | - | - | 0.81% | 1.5% | 1.6% |
| 02/2016 | -0.06% | -1% | 7.5 | - | - | - | 0.81% | 1.5% | 1.6% |
| 01/2016 | -0.94% | -0.94% | 7.4 | - | - | - | 0.81% | 1.5% | 1.6% |
| 12/2015 | -0.85% | 1.08% | 7.5 | - | - | - | 0.93% | 1.6% | 1.6% |
| 11/2015 | 0.02% | 1.95% | 7.8 | - | - | - | 0.93% | 1.6% | 1.6% |
| 10/2015 | 1.53% | 1.93% | 7.8 | - | - | - | 0.93% | 1.6% | 1.7% |
| 09/2015 | -1.54% | 0.39% | 7.8 | - | - | - | 0.93% | 1.5% | 1.5% |
| 08/2015 | -1.08% | 1.96% | 8.5 | - | - | - | 0.93% | 1.8% | 1.8% |
| 07/2015 | 0.5% | 3.07% | 8.7 | - | - | - | 0.93% | 1.9% | 1.8% |
| 06/2015 | -1.47% | 2.56% | 8.7 | - | - | - | 0.93% | 1.9% | 1.8% |
| 05/2015 | 0.38% | 4.09% | 8.6 | - | - | - | 0.93% | 1.8% | 1.8% |
| 04/2015 | 0.98% | 3.7% | 8.6 | - | - | - | 0.93% | 1.8% | 1.8% |
| 03/2015 | -0.16% | 2.69% | 8.5 | - | - | - | 0.93% | 1.8% | 1.8% |
| 02/2015 | 2.08% | 2.86% | 8.4 | - | - | - | 0.93% | 1.8% | 1.8% |
| 01/2015 | 0.76% | 0.76% | 8.3 | - | - | - | 0.93% | 1.6% | 1.7% |
| 12/2014 | -1.24% | 2.68% | 8.4 | - | - | - | 1.38% | 1.7% | 1.8% |
| 11/2014 | 0.49% | 3.97% | 8.5 | - | - | - | 1.38% | 1.7% | 1.8% |
| 10/2014 | -0.09% | 3.46% | 8.5 | - | - | - | 1.38% | 1.7% | 1.7% |
| 09/2014 | 0.03% | 3.56% | 8.5 | - | - | - | 1.38% | 1.6% | 1.6% |
| 08/2014 | 1.35% | 3.53% | 8.7 | - | - | - | 1.38% | 1.6% | 1.6% |
| 07/2014 | -0.77% | 2.15% | 9.2 | - | - | - | 1.38% | 1.8% | 1.8% |
| 06/2014 | 0.08% | 2.94% | 9.3 | - | - | - | 1.38% | 1.8% | 1.8% |
| 05/2014 | 0.4% | 2.86% | 9.2 | - | - | - | 1.38% | 1.8% | 1.8% |
| 04/2014 | 0.39% | 2.45% | 9.2 | - | - | - | 1.38% | 1.7% | 1.7% |
| 03/2014 | 1% | 2.05% | 9.2 | - | - | - | 1.38% | 1.7% | 1.7% |
| 02/2014 | 1.08% | 1.04% | 9.3 | - | - | - | 1.38% | 1.8% | 1.7% |
| 01/2014 | -0.04% | -0.04% | 9.2 | - | - | - | 1.38% | 1.7% | 1.6% |
| 12/2013 | -0.14% | 7.96% | 9.2 | - | - | - | 1.38% | 1.8% | 1.7% |
| 11/2013 | 1.49% | 8.11% | 9.3 | - | - | - | 1.38% | 1.8% | 1.7% |
| 10/2013 | 1.1% | 6.52% | 9.2 | - | - | - | 1.38% | 1.7% | 1.6% |
| 09/2013 | 1.82% | 5.36% | 9.2 | - | - | - | 1.38% | 1.7% | 1.6% |
| 08/2013 | -0.84% | 3.48% | 9.3 | - | - | - | 1.38% | 1.8% | 1.6% |
| 07/2013 | 1.42% | 4.36% | 9.3 | - | - | - | 1.38% | 1.9% | 1.7% |
| 06/2013 | -1.03% | 2.9% | 9.3 | - | - | - | 1.38% | 1.7% | 1.6% |
| 05/2013 | 1.47% | 3.97% | 9.4 | - | - | - | 1.38% | 1.8% | 1.7% |
| 04/2013 | 0.88% | 2.46% | 9.2 | - | - | - | 1.38% | 1.7% | 1.6% |
| 03/2013 | 0.69% | 1.57% | 9.2 | - | - | - | 1.38% | 1.7% | 1.5% |
| 02/2013 | 0.66% | 0.87% | 9.1 | - | - | - | 1.38% | 1.7% | 1.5% |
| 01/2013 | 0.21% | 0.21% | 9.2 | - | - | - | 1.38% | 1.7% | 1.5% |
| 12/2012 | 0.49% | 9.73% | 9.1 | - | - | - | 0.6% | 1.7% | 1.5% |
| 11/2012 | 0.4% | 9.19% | 9.2 | - | - | - | 0.6% | 1.6% | 1.5% |
| 10/2012 | 1.2% | 8.76% | 9.2 | - | - | - | 0.6% | 1.7% | 1.6% |
| 09/2012 | 1.66% | 7.47% | 9.1 | - | - | - | 0.6% | 1.6% | 1.5% |
| 08/2012 | 0.11% | 5.71% | 9.3 | - | - | - | 0.6% | 1.7% | 1.6% |
| 07/2012 | 2.24% | 5.6% | 9.6 | - | - | - | 0.6% | 1.7% | 1.5% |
| 06/2012 | 0.09% | 3.28% | 9.4 | - | - | - | 0.6% | 1.1% | 1% |
| 05/2012 | -0.91% | 3.19% | 9.4 | - | - | - | 0.6% | 1.1% | 0.9% |
| 04/2012 | 0.86% | 4.14% | 9.6 | - | - | - | 0.6% | 1.7% | 1.5% |
| 03/2012 | 0.85% | 3.25% | 9.8 | - | - | - | 0.6% | 1.2% | 1% |
| 02/2012 | 0.47% | 2.38% | 9.8 | - | - | - | 0.6% | 1.7% | 1.6% |
| 01/2012 | 1.9% | 1.9% | 9.8 | - | - | - | 0.6% | 1.7% | 1.5% |
| 12/2011 | 1.07% | 0.97% | 9.8 | - | - | - | 1.54% | 1.8% | 1.6% |
| 11/2011 | -1.04% | -0.1% | 9.4 | - | - | - | 1.54% | 1.7% | 1.5% |
| 10/2011 | 2.33% | 0.95% | 9.4 | - | - | - | 1.54% | 1.7% | 1.5% |
| 09/2011 | -1.04% | -1.35% | 9.2 | - | - | - | 1.54% | 1.5% | 1.4% |
| 08/2011 | -0.81% | -0.31% | 9.6 | - | - | - | 1.54% | 1.6% | 1.4% |
| 07/2011 | 0.31% | 0.5% | 9.9 | - | - | - | 1.54% | 1.7% | 1.4% |
| 06/2011 | -0.46% | 0.19% | 10 | - | - | - | 1.54% | 1.8% | 1.5% |
| 05/2011 | 0.14% | 0.65% | 10.1 | - | - | - | 1.54% | 1.8% | 1.5% |
| 04/2011 | 0.42% | 0.51% | 10.2 | - | - | - | 1.54% | 1.9% | 1.5% |
| 03/2011 | -0.73% | 0.09% | 10 | - | - | - | 1.54% | 1.8% | 1.5% |
| 02/2011 | -0.21% | 0.83% | 10 | - | - | - | 1.54% | 1.8% | 1.4% |
| 01/2011 | 1.04% | 1.04% | 10 | - | - | - | 1.54% | 1.8% | 1.4% |
| 12/2010 | -0.03% | 9.5% | 9.6 | - | - | - | 1.56% | 1.5% | 1% |
| 11/2010 | -0.37% | 9.53% | 9.6 | - | - | - | 1.56% | 1.6% | 1.2% |
| 10/2010 | 2.36% | 9.94% | 9.7 | - | - | - | 1.56% | 1.6% | 1.2% |
| 09/2010 | 0.79% | 7.4% | 9.6 | - | - | - | 1.56% | 1.6% | 1.2% |
| 08/2010 | 1.14% | 6.56% | 10 | - | - | - | 1.56% | 1.6% | 1.2% |
| 07/2010 | 1.68% | 5.36% | 9.9 | - | - | - | 1.56% | 1.6% | 1.2% |
| 06/2010 | 1.09% | 3.62% | 9.9 | - | - | - | 1.56% | 1.5% | 1.1% |
| 05/2010 | -0.34% | 2.5% | 10 | - | - | - | 1.56% | 1.5% | 1.1% |
| 04/2010 | -0.22% | 2.85% | 10 | - | - | - | 1.56% | 1.5% | 1.1% |
| 03/2010 | 1.82% | 3.08% | 10 | - | - | - | 1.56% | 1.5% | 1.1% |
| 02/2010 | 0.62% | 1.23% | 9.9 | - | - | - | 1.56% | 1.5% | 1.1% |
| 01/2010 | 0.61% | 0.61% | 9.9 | - | - | - | 1.56% | 1.5% | 1.1% |
| 12/2009 | -0.6% | 24.38% | 9.8 | - | - | - | 0.6% | - | - |
| 11/2009 | 1.67% | 25.13% | 9.8 | - | - | - | 0.6% | - | - |
| 10/2009 | 1.54% | 23.08% | 9.6 | - | - | - | 0.6% | - | - |
| 09/2009 | 1.35% | 21.21% | 9.5 | - | - | - | 0.6% | - | - |
| 08/2009 | 1.17% | 19.6% | 9.5 | - | - | - | 0.6% | - | - |
| 07/2009 | 2.81% | 18.21% | 9.4 | - | - | - | 0.6% | - | - |
| 06/2009 | 1.36% | 14.98% | 9.2 | - | - | - | 0.6% | - | - |
| 05/2009 | 1.18% | 13.44% | 9.2 | - | - | - | 0.6% | - | - |
| 04/2009 | 3.61% | 12.12% | 9.2 | - | - | - | 0.6% | - | - |
| 03/2009 | 1.5% | 8.21% | 8.9 | - | - | - | 0.6% | - | - |
| 02/2009 | 1.99% | 6.61% | 8.7 | - | - | - | 0.6% | - | - |
| 01/2009 | 4.53% | 4.53% | 8.7 | - | - | - | 0.6% | - | - |
| 12/2008 | 1.35% | -6.12% | 8.5 | - | - | - | 1.58% | - | - |
| 11/2008 | -2.15% | -7.37% | 8.4 | - | - | - | 1.58% | - | - |
| 10/2008 | -4.31% | -5.34% | 8.5 | - | - | - | 1.58% | - | - |
| 09/2008 | -4.04% | -1.07% | 8.8 | - | - | - | 1.58% | - | - |
| 08/2008 | 0.56% | 3.09% | 9.3 | - | - | - | 1.58% | - | - |
| 07/2008 | 0.23% | 2.52% | 9.4 | - | - | - | 1.58% | - | - |
| 06/2008 | 0.1% | 2.28% | 9.4 | - | - | - | 1.58% | - | - |
| 05/2008 | 0.66% | 2.18% | 9.4 | - | - | - | 1.58% | - | - |
| 04/2008 | 1.56% | 1.51% | 9.3 | - | - | - | 1.58% | - | - |
| 03/2008 | -0.44% | -0.05% | 9.2 | - | - | - | 1.58% | - | - |
| 02/2008 | 1.58% | 0.39% | 9.1 | - | - | - | 1.58% | - | - |
| 01/2008 | -1.17% | -1.17% | 9.1 | - | - | - | 1.58% | - | - |
| 12/2007 | 0.12% | 9.59% | 9.2 | - | - | - | 1.71% | - | - |
| 11/2007 | -0.34% | 9.46% | 9.2 | - | - | - | 1.71% | - | - |
| 10/2007 | 1.52% | 9.83% | 9.2 | - | - | - | 1.71% | - | - |
| 09/2007 | 1.19% | 8.18% | 9.2 | - | - | - | 1.71% | - | - |
| 08/2007 | -2.34% | 6.91% | 9.3 | - | - | - | 1.71% | - | - |
| 07/2007 | 1.11% | 9.47% | 9.5 | - | - | - | 1.71% | - | - |
| 06/2007 | 1.55% | 8.27% | 9.5 | - | - | - | 1.71% | - | - |
| 05/2007 | 2.06% | 6.62% | 9.4 | - | - | - | 1.71% | - | - |
| 04/2007 | 1.64% | 4.47% | 9.1 | - | - | - | 1.71% | - | - |
| 03/2007 | 0.25% | 2.78% | 9.1 | - | - | - | 1.71% | - | - |
| 02/2007 | 1.17% | 2.53% | 9.1 | - | - | - | 1.71% | - | - |
| 01/2007 | 1.34% | 1.34% | 9 | - | - | - | 1.71% | - | - |
| 12/2006 | 0.18% | 7.28% | 9 | - | - | - | 2.61% | - | - |
| 11/2006 | 1.17% | 7.09% | 9 | - | - | - | 2.61% | - | - |
| 10/2006 | 1.38% | 5.85% | 9 | - | - | - | 2.61% | - | - |
| 09/2006 | 0.35% | 4.41% | 9 | - | - | - | 2.61% | - | - |
| 08/2006 | 0.79% | 4.05% | 9.1 | - | - | - | 2.61% | - | - |
| 07/2006 | 0.83% | 3.23% | 9 | - | - | - | 2.61% | - | - |
| 06/2006 | -1.04% | 2.38% | 9 | - | - | - | 2.61% | - | - |
| 05/2006 | 0.21% | 3.46% | 9.2 | - | - | - | 2.61% | - | - |
| 04/2006 | 1.12% | 3.24% | 8.7 | - | - | - | 2.61% | - | - |
| 03/2006 | 0.86% | 2.1% | 8.7 | - | - | - | 2.61% | - | - |
| 02/2006 | -0.2% | 1.23% | 8.6 | - | - | - | 2.61% | - | - |
| 01/2006 | 1.43% | 1.43% | 8.6 | - | - | - | 2.61% | - | - |
| 12/2005 | -0.25% | 15.8% | 8.6 | - | - | - | 1.68% | - | - |
| 11/2005 | -0.64% | 16.09% | 8.6 | - | - | - | 1.68% | - | - |
| 10/2005 | 0.16% | 16.84% | 8.6 | - | - | - | 1.68% | - | - |
| 09/2005 | 1.67% | 16.65% | 8.6 | - | - | - | 1.68% | - | - |
| 08/2005 | 1.97% | 14.74% | 8.2 | - | - | - | 1.68% | - | - |
| 07/2005 | 7.03% | 12.52% | 8.2 | - | - | - | 1.68% | - | - |
| 06/2005 | 0.03% | 5.13% | 8.2 | - | - | - | 1.68% | - | - |
| 05/2005 | 1.29% | 5.1% | 8 | - | - | - | 1.68% | - | - |
| 04/2005 | 1.3% | 3.76% | 8 | - | - | - | 1.68% | - | - |
| 03/2005 | 0.73% | 2.43% | 8 | - | - | - | 1.68% | - | - |
| 02/2005 | 0.5% | 1.69% | 7.9 | - | - | - | 1.68% | - | - |
| 01/2005 | 1.18% | 1.18% | 7.9 | - | - | - | 1.68% | - | - |
| 12/2004 | 1.19% | 8.35% | 7.9 | - | - | - | 2.5% | - | - |
| 11/2004 | 1.14% | 7.08% | 7.8 | - | - | - | 2.5% | - | - |
| 10/2004 | 0.25% | 5.87% | 7.8 | - | - | - | 2.5% | - | - |
| 09/2004 | 0.77% | 5.61% | 7.8 | - | - | - | 2.5% | - | - |
| 08/2004 | 0.08% | 4.8% | 8.4 | - | - | - | 2.5% | - | - |
| 07/2004 | -0.1% | 4.72% | 8.4 | - | - | - | 2.5% | - | - |
| 06/2004 | 1.15% | 4.82% | 8.4 | - | - | - | 2.5% | - | - |
| 05/2004 | 1.22% | 3.63% | 8.2 | - | - | - | 2.5% | - | - |
| 04/2004 | 0.45% | 2.38% | 8.2 | - | - | - | 2.5% | - | - |
| 03/2004 | 0.79% | 1.92% | 8.2 | - | - | - | 2.5% | - | - |
| 02/2004 | 0.28% | 1.12% | 8.2 | - | - | - | 2.5% | - | - |
| 01/2004 | 0.84% | 0.84% | 8.2 | - | - | - | 2.5% | - | - |
| 12/2003 | 0.78% | - | 8.2 | - | - | - | - | - | - |
| 11/2003 | 1.22% | - | 8.2 | - | - | - | - | - | - |
| 10/2003 | 1.16% | - | 8.2 | - | - | - | - | - | - |
| 09/2003 | 1.36% | - | 8.2 | - | - | - | - | - | - |
| 08/2003 | -0.21% | - | 8.4 | - | - | - | - | - | - |
| 07/2003 | -0.48% | - | 8.4 | - | - | - | - | - | - |
| 06/2003 | 0.96% | - | 8.4 | - | - | - | - | - | - |
| 05/2003 | 1.64% | - | 8.2 | - | - | - | - | - | - |
| 04/2003 | 2.12% | - | 8.2 | - | - | - | - | - | - |
| 03/2003 | 1.48% | - | 8.2 | - | - | - | - | - | - |
| 02/2003 | 0.78% | - | - | - | - | - | - | - | - |
| 01/2003 | 0% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של הראל-קרן ח'?
ב-07/2026: -0.76% לחודש, 5.98% מתחילת השנה, 34.53% ל-3 שנים ו-42.48% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בהראל-קרן ח'?
1.86% לשנה מהצבירה בממוצע. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם הראל-קרן ח' מומלצת?
האתר אינו ממליץ על קרנות. הדירוגים כאן הם לפי נתון בודד שבחרת. ייעוץ פנסיוני ניתן רק על ידי בעל רישיון.
קישורים
בדיקת פנסיה
בדיקת פנסיה חינם אצל בעל רישיון פנסיוני. האתר אינו מייעץ - הפנייה עוברת לבעל מקצוע מורשה בלבד.
בעל רישיון בלבדללא עלות וללא התחייבותהפרטים נמחקים בתוך 90 יום
מקור הנתונים ורישיון
מקור הנתונים: נתוני הביטוח נט לשנת 1999-2022, רשות שוק ההון, ביטוח וחיסכון, data.gov.il, רישיון data.gov.il (רישיון הפורטל). נמשך ב-2026-09-12 · נתוני הביטוח נט לשנת 2023, רשות שוק ההון, ביטוח וחיסכון, data.gov.il, רישיון data.gov.il (רישיון הפורטל). נמשך ב-2026-09-12 · נתוני הביטוח נט לשנים 2024-היום, רשות שוק ההון, ביטוח וחיסכון, data.gov.il, רישיון data.gov.il (רישיון הפורטל). נמשך ב-2026-09-12.
שטר הוא אתר פרטי, לא רשמי. הנתונים מוצגים כמות שהם; במקרה של סתירה, רק הפרסום הרשמי ייחשב כנכון. מצאת טעות? בקשת תיקון.