הראל מסלול כללי: תשואה, דמי ניהול וסיכון
הראל מסלול כללי מנוהלת על ידי , בסיווג פוליסות שהונפקו החל משנת 2004; 263 חודשי דיווח מ-09/2004 עד 07/2026.
תשואה 07/2026
-1.2%
מתחילת השנה
5.7%
3 שנים מצטבר
34.55%
5 שנים מצטבר
41.93%
דמי ניהול מצבירה
0.86%
לשנה
נכסים
25,466
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: 25,466 מיליון ש"ח, מקום 3 מתוך 176 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 41.93%, מקום 44 מתוך 107 בקטגוריה; ל-3 שנים: 34.55% (מקום 64 מתוך 137).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 14,193 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 19,432 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.86% לשנה (מקום 130 מתוך 170 בקטגוריה, מהנמוך לגבוה), מההפקדות: 1.88%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-15,865 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -20.3% בין 10/2007 ל-11/2008.
- סטיית תקן: 5.65; מדד שארפ: 0.91 (מקום 40 מתוך 107); חשיפה למניות 12,529.1%, לחו"ל 13,113%, למט"ח 4,573.1%.
תשואה שנתית (12 חודשים מלאים)
| שנה | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| תשואה | 14.02% | 8.85% | 8.05% | -18.71% | 33.29% | 11.22% | -3.73% | 12.27% | 11.64% | 5.54% | 2.82% | 4.7% | 8.87% | -1.16% | 11.58% | 4.26% | 14.51% | -7.15% | 7.33% | 11.37% | 13.86% |
מכפלת התשואות החודשיות המדווחות; שנים חלקיות אינן מוצגות. דירוג הקטגוריה לשנת 2025.
דירוג בקטגוריה פוליסות שהונפקו החל משנת 2004 (07/2026)
דירוג לפי הנתון בלבד, מתוך 176 קרנות שדיווחו לתקופה. אינו המלצה ואינו דירוג איכות.
| נתון | ערך | מקום |
|---|---|---|
| נכסים (מיליון ש"ח) | 25,466 | 3 / 176 |
| דמי ניהול מצבירה (נמוך = 1) | 0.86% | 130 / 170 |
| תשואה מתחילת השנה | 5.7% | 55 / 172 |
| תשואה 3 שנים | 34.55% | 64 / 137 |
| תשואה 5 שנים | 41.93% | 44 / 107 |
| מדד שארפ | 0.91 | 40 / 107 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הפניקס - מסלול השקעה בניהול אישי 14,336 מ' ש"ח
- הפניקס מסלול השקעה כללי 36,937 מ' ש"ח
- כלל חברה לביטוח בע"מ כללי 13,963 מ' ש"ח
- מגדל - כללי 37,840 מ' ש"ח
- מגדל מסלול בסיסי למקבלי קצבה 13,056 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -1.2% | 5.7% | 25,466.1 | - | - | - | 0.86% | 12,529.1% | 13,113% |
| 06/2026 | -0.52% | 6.98% | 23,740.7 | - | - | - | 0.86% | 12,329.4% | 13,133.1% |
| 05/2026 | 2.38% | 7.54% | 23,850 | - | - | - | 0.86% | 12,246.7% | 12,869.5% |
| 04/2026 | 4.6% | 5.04% | 23,358.8 | - | - | - | 0.86% | 12,353.6% | 12,787.6% |
| 03/2026 | -2.67% | 0.42% | 22,359.8 | - | - | - | 0.86% | 11,891.2% | 12,269.2% |
| 02/2026 | 0.73% | 3.18% | 23,091.7 | - | - | - | 0.86% | 11,899.9% | 11,944.4% |
| 01/2026 | 2.43% | 2.43% | 22,902.1 | - | - | - | 0.86% | 11,877% | 11,909% |
| 12/2025 | 0.91% | 13.86% | 22,537.6 | - | - | - | 0.87% | 11,319.6% | 12,219.3% |
| 11/2025 | 1.03% | 12.83% | 22,465 | - | - | - | 0.87% | 11,212.4% | 12,000.3% |
| 10/2025 | 1.62% | 11.68% | 22,271.2 | - | - | - | 0.87% | 11,104.2% | 11,985.9% |
| 09/2025 | 2.11% | 9.9% | 21,960.7 | - | - | - | 0.87% | 10,864.4% | 11,857.5% |
| 08/2025 | 1.02% | 7.63% | 21,663.8 | - | - | - | 0.87% | 10,581% | 11,849.6% |
| 07/2025 | 0.84% | 6.54% | 21,570.1 | - | - | - | 0.87% | 10,420.7% | 11,873.3% |
| 06/2025 | 2.86% | 5.66% | 21,464.8 | - | - | - | 0.87% | 10,133.5% | 12,061.6% |
| 05/2025 | 1.92% | 2.72% | 21,026.1 | - | - | - | 0.87% | 9,724.9% | 12,241.1% |
| 04/2025 | 0.63% | 0.78% | 20,765.1 | - | - | - | 0.87% | 9,618.1% | 12,554.4% |
| 03/2025 | -0.69% | 0.15% | 20,797.4 | - | - | - | 0.87% | 9,743.5% | 12,307.8% |
| 02/2025 | -0.24% | 0.85% | 21,245.8 | - | - | - | 0.87% | 10,138.5% | 12,394.5% |
| 01/2025 | 1.09% | 1.09% | 21,290.3 | - | - | - | 0.87% | 10,168.9% | 12,474.2% |
| 12/2024 | 0.3% | 11.37% | 21,222.7 | - | - | - | 0.88% | 9,755.8% | 12,195.5% |
| 11/2024 | 1.9% | 11.04% | 21,338.9 | - | - | - | 0.88% | 9,809.7% | 12,563.9% |
| 10/2024 | 0% | 8.97% | 21,102.8 | - | - | - | 0.88% | 9,650.6% | 12,617.5% |
| 09/2024 | 1.53% | 8.97% | 21,222.2 | - | - | - | 0.88% | 9,766.3% | 12,835.3% |
| 08/2024 | 1% | 7.32% | 21,179 | - | - | - | 0.88% | 9,551.2% | 12,547.5% |
| 07/2024 | 1.28% | 6.26% | 21,185 | - | - | - | 0.88% | 9,597.1% | 12,609.1% |
| 06/2024 | 0.68% | 4.92% | 21,019.6 | - | - | - | 0.88% | 9,414.6% | 12,525.5% |
| 05/2024 | 1.13% | 4.21% | 21,097.7 | - | - | - | 0.88% | 9,381.6% | 12,250.8% |
| 04/2024 | -1.22% | 3.04% | 21,048.1 | - | - | - | 0.88% | 9,338.5% | 12,102% |
| 03/2024 | 2.18% | 4.32% | 21,483 | - | - | - | 0.88% | 9,713.9% | 12,378.2% |
| 02/2024 | 1.99% | 2.09% | 21,226.4 | - | - | - | 0.88% | 9,333.2% | 11,976.9% |
| 01/2024 | 0.1% | 0.1% | 20,993.1 | - | - | - | 0.88% | 9,106.3% | 11,824.4% |
| 12/2023 | 1.67% | 7.33% | 21,175.6 | - | - | - | 0.89% | 8,782% | 11,742.3% |
| 11/2023 | 2.77% | 5.56% | 20,953.3 | - | - | - | 0.89% | 8,700.8% | 11,790.9% |
| 10/2023 | -2.43% | 2.72% | 20,511.9 | - | - | - | 0.89% | 8,753.5% | 11,762.9% |
| 09/2023 | -1.16% | 5.28% | 21,331.8 | - | - | - | 0.89% | 9,104.2% | 11,857.2% |
| 08/2023 | -0.37% | 6.51% | 21,727 | - | - | - | 0.89% | 9,660.9% | 12,448.7% |
| 07/2023 | 1.82% | 6.91% | 22,098.6 | - | - | - | 0.89% | 9,836.3% | 12,553.1% |
| 06/2023 | 1.54% | 5% | 22,016.2 | - | - | - | 0.89% | 9,651.2% | 12,417.3% |
| 05/2023 | 0.98% | 3.41% | 21,855.8 | - | - | - | 0.89% | 9,482.9% | 12,079.1% |
| 04/2023 | 1.29% | 2.4% | 21,890.8 | - | - | - | 0.89% | 9,594.8% | 12,085.8% |
| 03/2023 | 0.07% | 1.1% | 21,892.9 | - | - | - | 0.89% | 9,483.8% | 12,002.7% |
| 02/2023 | -1.08% | 1.03% | 22,310.6 | - | - | - | 0.89% | 9,856.6% | 12,215.1% |
| 01/2023 | 2.13% | 2.13% | 22,980.5 | - | - | - | 0.89% | 10,096.1% | 12,302.4% |
| 12/2022 | -1.79% | -7.15% | 22,660.4 | - | - | - | 0.92% | 9,899.9% | 11,905.6% |
| 11/2022 | 1.36% | -5.46% | 23,291.5 | - | - | - | 0.92% | 10,385.5% | 12,193.4% |
| 10/2022 | 1.86% | -6.73% | 23,022.4 | - | - | - | 0.92% | 10,479.3% | 12,146.2% |
| 09/2022 | -3.75% | -8.43% | 22,661.8 | - | - | - | 0.92% | 10,176.2% | 11,706.7% |
| 08/2022 | -1.28% | -4.86% | 23,604 | - | - | - | 0.92% | 10,646.3% | 12,005.1% |
| 07/2022 | 2.82% | -3.63% | 23,816.6 | - | - | - | 0.92% | 11,090.4% | 12,904% |
| 06/2022 | -1.91% | -6.27% | 23,086.2 | - | - | - | 0.92% | 10,612.6% | 12,322.7% |
| 05/2022 | -2.27% | -4.45% | 23,555.8 | - | - | - | 0.92% | 10,878.6% | 12,621% |
| 04/2022 | -1.02% | -2.23% | 24,069.9 | - | - | - | 0.92% | 11,125.2% | 12,415.4% |
| 03/2022 | 0.9% | -1.22% | 24,322.9 | - | - | - | 0.92% | 11,258.2% | 12,532.2% |
| 02/2022 | -0.47% | -2.1% | 24,007.9 | - | - | - | 0.92% | 11,264.5% | 12,446.6% |
| 01/2022 | -1.64% | -1.64% | 24,120.1 | - | - | - | 0.92% | 11,330.1% | 12,384.6% |
| 12/2021 | 1.99% | 14.51% | 24,367.7 | - | - | - | 0.94% | 11,558.1% | 12,943.9% |
| 11/2021 | 0.2% | 12.28% | 23,779.8 | - | - | - | 0.94% | 10,906.9% | 12,456.2% |
| 10/2021 | 2.31% | 12.05% | 23,626.5 | - | - | - | 0.94% | 11,025.3% | 12,652.2% |
| 09/2021 | -0.38% | 9.52% | 22,990.5 | - | - | - | 0.94% | 10,639.5% | 12,351.7% |
| 08/2021 | 2.02% | 9.94% | 23,007 | - | - | - | 0.94% | 10,724.3% | 12,538.8% |
| 07/2021 | 0.05% | 7.76% | 22,464.8 | - | - | - | 0.94% | 10,284.9% | 12,264.1% |
| 06/2021 | 0.73% | 7.71% | 22,424.7 | - | - | - | 0.94% | 10,190.5% | 12,058.4% |
| 05/2021 | 1.63% | 6.93% | 22,213.8 | - | - | - | 0.94% | 10,169.2% | 11,778.5% |
| 04/2021 | 1.5% | 5.21% | 21,792.5 | - | - | - | 0.94% | 9,752.6% | 11,456.3% |
| 03/2021 | 1.96% | 3.66% | 21,444.8 | - | - | - | 0.94% | 9,700.3% | 11,389% |
| 02/2021 | 0.77% | 1.67% | 21,035.5 | - | - | - | 0.94% | 9,215.2% | 10,828.2% |
| 01/2021 | 0.89% | 0.89% | 20,897.6 | - | - | - | 0.94% | 9,057.2% | 10,675.8% |
| 12/2020 | 1.82% | 4.26% | 20,698.1 | - | - | - | 0.94% | 8,826.7% | 10,380.9% |
| 11/2020 | 4.48% | 2.4% | 20,285.8 | - | - | - | 0.94% | 8,635.8% | 10,314.7% |
| 10/2020 | -0.06% | -2% | 19,414.8 | - | - | - | 0.94% | 7,950.3% | 9,780.1% |
| 09/2020 | -1.16% | -1.94% | 19,448.7 | - | - | - | 0.94% | 7,785.9% | 9,656.2% |
| 08/2020 | 2.81% | -0.79% | 19,848.8 | - | - | - | 0.94% | 8,017.9% | 9,874.2% |
| 07/2020 | 2.03% | -3.5% | 19,313.4 | - | - | - | 0.94% | 7,693% | 9,445.6% |
| 06/2020 | -0.68% | -5.42% | 19,120.9 | - | - | - | 0.94% | 7,437.3% | 9,128.2% |
| 05/2020 | 1.2% | -4.77% | 19,308.4 | - | - | - | 0.94% | 7,294.6% | 8,877.2% |
| 04/2020 | 4.86% | -5.9% | 18,911.6 | - | - | - | 0.94% | 7,215.4% | 8,879.4% |
| 03/2020 | -8.25% | -10.26% | 17,698.3 | - | - | - | 0.94% | 6,833.6% | 8,565.6% |
| 02/2020 | -2.24% | -2.19% | 20,874.9 | - | - | - | 0.94% | 8,330.6% | 9,593.1% |
| 01/2020 | 0.05% | 0.05% | 21,613.8 | - | - | - | 0.94% | 8,519.4% | 9,824.5% |
| 12/2019 | 0.9% | 11.58% | 21,505.9 | - | - | - | 0.97% | 8,650.3% | 9,840.1% |
| 11/2019 | 0.84% | 10.58% | 21,130.2 | - | - | - | 0.97% | 8,406.2% | 9,476.2% |
| 10/2019 | 1.37% | 9.66% | 20,838.6 | - | - | - | 0.97% | 8,139.1% | 9,373.5% |
| 09/2019 | 0.81% | 8.18% | 20,468.8 | - | - | - | 0.97% | 7,844% | 9,037.9% |
| 08/2019 | -0.38% | 7.31% | 20,227.1 | - | - | - | 0.97% | 7,682.2% | 8,952% |
| 07/2019 | 0.51% | 7.72% | 20,293.2 | - | - | - | 0.97% | 7,719.5% | 8,944.4% |
| 06/2019 | 2.16% | 7.17% | 20,051.7 | - | - | - | 0.97% | 7,783.9% | 8,962.7% |
| 05/2019 | -1.42% | 4.91% | 19,554.1 | - | - | - | 0.97% | 7,539.2% | 8,687.7% |
| 04/2019 | 1.57% | 6.42% | 19,711 | - | - | - | 0.97% | 7,785.4% | 8,964.5% |
| 03/2019 | 0.82% | 4.77% | 19,298.9 | - | - | - | 0.97% | 7,604.5% | 8,821.9% |
| 02/2019 | 1.08% | 3.92% | 19,026.8 | - | - | - | 0.97% | 7,420.3% | 8,687.3% |
| 01/2019 | 2.81% | 2.81% | 18,712 | - | - | - | 0.97% | 7,493.5% | 8,712.6% |
| 12/2018 | -3.04% | -1.16% | 18,045.1 | - | - | - | 1.02% | 7,140.6% | 8,484.3% |
| 11/2018 | 0.51% | 1.94% | 18,778.6 | - | - | - | 1.02% | 7,657.4% | 8,849.2% |
| 10/2018 | -2.19% | 1.43% | 18,573.7 | - | - | - | 1.02% | 7,533.7% | 8,834.9% |
| 09/2018 | 0.36% | 3.7% | 18,872.8 | - | - | - | 1.02% | 7,605.7% | 8,930.7% |
| 08/2018 | 1.13% | 3.33% | 18,672.3 | - | - | - | 1.02% | 7,474.4% | 8,817.1% |
| 07/2018 | 1.21% | 2.17% | 18,161.7 | - | - | - | 1.02% | 7,371.6% | 8,733.2% |
| 06/2018 | 0.19% | 0.95% | 17,604.9 | - | - | - | 1.02% | 7,379.3% | 8,626.7% |
| 05/2018 | 0.08% | 0.76% | 17,290.4 | - | - | - | 1.02% | 7,054% | 8,279.3% |
| 04/2018 | 0.85% | 0.68% | 17,030.3 | - | - | - | 1.02% | 6,725% | 7,995.3% |
| 03/2018 | -0.63% | -0.17% | 16,694.1 | - | - | - | 1.02% | 6,495.8% | 7,667% |
| 02/2018 | -1.13% | 0.46% | 16,563.3 | - | - | - | 1.02% | 6,612% | 7,667.9% |
| 01/2018 | 1.61% | 1.61% | 16,514 | - | - | - | 1.02% | 6,489.4% | 7,645.9% |
| 12/2017 | 0.85% | 8.87% | 15,919.9 | - | - | - | 1.06% | 6,225.8% | 7,314.9% |
| 11/2017 | 0.85% | 7.95% | 15,450.3 | - | - | - | 1.06% | 6,064.3% | 7,118.5% |
| 10/2017 | 1.06% | 7.04% | 15,042.5 | - | - | - | 1.06% | 5,908.8% | 6,629.6% |
| 09/2017 | 0.66% | 5.92% | 14,684.3 | - | - | - | 1.06% | 5,702.1% | 6,415% |
| 08/2017 | 0.27% | 5.23% | 14,390.8 | - | - | - | 1.06% | 5,537.4% | 6,249.6% |
| 07/2017 | 1.24% | 4.94% | 14,154 | - | - | - | 1.06% | 5,241.9% | 5,988.4% |
| 06/2017 | -0.34% | 3.66% | 13,744.8 | - | - | - | 1.06% | 5,066% | 5,772.5% |
| 05/2017 | 1.06% | 4.01% | 13,610.2 | - | - | - | 1.06% | 5,062.9% | 5,755.6% |
| 04/2017 | 1.15% | 2.92% | 13,241.3 | - | - | - | 1.06% | 4,925.9% | 5,719.6% |
| 03/2017 | 0.53% | 1.75% | 12,969.5 | - | - | - | 1.06% | 4,855.4% | 5,708.9% |
| 02/2017 | 0.73% | 1.21% | 12,649.7 | - | - | - | 1.06% | 4,703.4% | 5,601.9% |
| 01/2017 | 0.48% | 0.48% | 12,373 | - | - | - | 1.06% | 4,603% | 5,575% |
| 12/2016 | 1.01% | 4.7% | 12,152.3 | - | - | - | 1.12% | 4,561.4% | 5,538.4% |
| 11/2016 | 0.44% | 3.66% | 11,831.6 | - | - | - | 1.12% | 4,401.6% | 5,572.4% |
| 10/2016 | 0.09% | 3.2% | 11,656.3 | - | - | - | 1.12% | 4,316.7% | 5,366.6% |
| 09/2016 | -0.55% | 3.11% | 11,576.8 | - | - | - | 1.12% | 4,270.9% | 5,225% |
| 08/2016 | 0.5% | 3.68% | 11,558.1 | - | - | - | 1.12% | 4,279.3% | 5,246.3% |
| 07/2016 | 2.46% | 3.17% | 11,393.4 | - | - | - | 1.12% | 4,229.3% | 5,258.8% |
| 06/2016 | -0.06% | 0.69% | 11,060 | - | - | - | 1.12% | 4,043% | 5,081.6% |
| 05/2016 | 0.69% | 0.75% | 11,091.4 | - | - | - | 1.12% | 4,153.5% | 5,059.4% |
| 04/2016 | 0.6% | 0.06% | 10,957 | - | - | - | 1.12% | 4,046.4% | 4,980.6% |
| 03/2016 | 2.03% | -0.54% | 10,832.7 | - | - | - | 1.12% | 4,124.5% | 4,994.2% |
| 02/2016 | -0.69% | -2.52% | 10,544.5 | - | - | - | 1.12% | 4,109.5% | 4,949.5% |
| 01/2016 | -1.84% | -1.84% | 10,865.9 | - | - | - | 1.12% | 4,300.7% | 5,076.9% |
| 12/2015 | -0.84% | 2.82% | 11,047.4 | - | - | - | 1.17% | 4,458% | 4,963% |
| 11/2015 | 0.13% | 3.69% | 11,029.4 | - | - | - | 1.17% | 4,426.4% | 4,859.7% |
| 10/2015 | 2.91% | 3.56% | 10,841.8 | - | - | - | 1.17% | 4,393.6% | 4,785.9% |
| 09/2015 | -2.19% | 0.63% | 10,414.3 | - | - | - | 1.17% | 4,220% | 4,614.1% |
| 08/2015 | -1.97% | 2.88% | 10,533.3 | - | - | - | 1.17% | 4,292.4% | 4,649.4% |
| 07/2015 | 1.49% | 4.95% | 10,634.1 | - | - | - | 1.17% | 4,328.5% | 4,510.1% |
| 06/2015 | -2.18% | 3.41% | 10,294.7 | - | - | - | 1.17% | 4,104.6% | 4,259.1% |
| 05/2015 | 0.5% | 5.72% | 10,374.1 | - | - | - | 1.17% | 4,191.3% | 4,365.6% |
| 04/2015 | 0.92% | 5.19% | 10,138.8 | - | - | - | 1.17% | 4,080.4% | 4,272.5% |
| 03/2015 | 0.41% | 4.23% | 9,857.3 | - | - | - | 1.17% | 4,030.4% | 4,196.7% |
| 02/2015 | 3.35% | 3.8% | 9,583.6 | - | - | - | 1.17% | 3,886.9% | 4,152.7% |
| 01/2015 | 0.44% | 0.44% | 8,925.8 | - | - | - | 1.17% | 3,534.6% | 3,826.6% |
| 12/2014 | -1.45% | 5.54% | 8,741.5 | - | - | - | 1.2% | 3,486.3% | 3,705.9% |
| 11/2014 | 0.91% | 7.09% | 8,723.8 | - | - | - | 1.2% | 3,507.2% | 3,729.4% |
| 10/2014 | 0.29% | 6.13% | 8,487.8 | - | - | - | 1.2% | 3,370.4% | 3,591.3% |
| 09/2014 | 0.08% | 5.82% | 8,330 | - | - | - | 1.2% | 3,253.9% | 3,404.4% |
| 08/2014 | 1.89% | 5.74% | 8,161.2 | - | - | - | 1.2% | 3,112.3% | 3,279.8% |
| 07/2014 | -0.3% | 3.77% | 7,881.7 | - | - | - | 1.2% | 2,935.4% | 3,085.7% |
| 06/2014 | -0.03% | 4.09% | 7,765.9 | - | - | - | 1.2% | 2,924% | 3,079.6% |
| 05/2014 | 1.07% | 4.12% | 7,644.4 | - | - | - | 1.2% | 2,875.5% | 2,988.4% |
| 04/2014 | 0.3% | 3.02% | 7,411.1 | - | - | - | 1.2% | 2,755.8% | 2,826.4% |
| 03/2014 | 1.18% | 2.71% | 7,230.6 | - | - | - | 1.2% | 2,710% | 2,740.9% |
| 02/2014 | 2.04% | 1.51% | 7,022.4 | - | - | - | 1.2% | 2,646.9% | 2,644.1% |
| 01/2014 | -0.52% | -0.52% | 6,766.8 | - | - | - | 1.2% | 2,483.7% | 2,405.5% |
| 12/2013 | 0.33% | 11.64% | 6,642.4 | - | - | - | 1.22% | 2,469.4% | 2,349.9% |
| 11/2013 | 1.71% | 11.27% | 6,496.5 | - | - | - | 1.22% | 2,437.2% | 2,272.6% |
| 10/2013 | 1.61% | 9.4% | 6,267.8 | - | - | - | 1.22% | 2,339.4% | 2,163.5% |
| 09/2013 | 2.42% | 7.67% | 6,041.3 | - | - | - | 1.22% | 2,235.3% | 2,066.8% |
| 08/2013 | -0.73% | 5.13% | 5,825.9 | - | - | - | 1.22% | 2,164.7% | 2,013.2% |
| 07/2013 | 1.82% | 5.9% | 5,766.2 | - | - | - | 1.22% | 2,130.6% | 1,944.5% |
| 06/2013 | -1.41% | 4.01% | 5,587.5 | - | - | - | 1.22% | 2,054.6% | 1,876% |
| 05/2013 | 1.63% | 5.49% | 5,561.7 | - | - | - | 1.22% | 2,081.1% | 1,900.7% |
| 04/2013 | 0.87% | 3.8% | 5,334.2 | - | - | - | 1.22% | 1,965.6% | 1,784.5% |
| 03/2013 | 0.62% | 2.91% | 5,173 | - | - | - | 1.22% | 1,838.5% | 1,665.4% |
| 02/2013 | 1.12% | 2.27% | 5,058.8 | - | - | - | 1.22% | 1,803.8% | 1,651% |
| 01/2013 | 1.14% | 1.14% | 4,934.9 | - | - | - | 1.22% | 1,747% | 1,570.4% |
| 12/2012 | 0.28% | 12.27% | 4,064.2 | - | - | - | 1.39% | 1,421.6% | 1,287.2% |
| 11/2012 | 1.02% | 11.95% | 3,962 | - | - | - | 1.39% | 1,391% | 1,257.6% |
| 10/2012 | 1.82% | 10.82% | 3,863.9 | - | - | - | 1.39% | 1,359.9% | 1,248.9% |
| 09/2012 | 2.19% | 8.84% | 3,751.8 | - | - | - | 1.39% | 1,324.7% | 1,232.9% |
| 08/2012 | 0.63% | 6.51% | 3,635.5 | - | - | - | 1.39% | 1,292.6% | 1,221.2% |
| 07/2012 | 2.3% | 5.84% | 3,574.1 | - | - | - | 1.39% | 1,255.5% | 1,122.5% |
| 06/2012 | 0.18% | 3.46% | 3,458.9 | - | - | - | 1.39% | 775.8% | 666.2% |
| 05/2012 | -2.96% | 3.28% | 3,410 | - | - | - | 1.39% | 757.9% | 647.3% |
| 04/2012 | 1.18% | 6.43% | 3,473.2 | - | - | - | 1.39% | 1,196.8% | 1,070.1% |
| 03/2012 | 1.32% | 5.19% | 3,396.4 | - | - | - | 1.39% | 788.8% | 668.9% |
| 02/2012 | 0.87% | 3.82% | 3,306.2 | - | - | - | 1.39% | 1,149.5% | 1,039.8% |
| 01/2012 | 2.92% | 2.92% | 3,239.7 | - | - | - | 1.39% | 1,122.1% | 963.6% |
| 12/2011 | 1.07% | -3.73% | 3,109.2 | - | - | - | 1.17% | 1,070.6% | 924% |
| 11/2011 | -2.29% | -4.75% | 3,013.9 | - | - | - | 1.17% | 1,066.3% | 920% |
| 10/2011 | 4.24% | -2.51% | 3,041.4 | - | - | - | 1.17% | 1,050.7% | 908.3% |
| 09/2011 | -2.61% | -6.48% | 2,868.7 | - | - | - | 1.17% | 971.8% | 865.3% |
| 08/2011 | -3.38% | -3.97% | 2,908.6 | - | - | - | 1.17% | 992.2% | 841.5% |
| 07/2011 | -0.1% | -0.61% | 2,973.7 | - | - | - | 1.17% | 1,032.4% | 844.2% |
| 06/2011 | -1.22% | -0.51% | 2,909.9 | - | - | - | 1.17% | 1,031.2% | 839.6% |
| 05/2011 | -0.75% | 0.71% | 2,914.1 | - | - | - | 1.17% | 1,037.8% | 845% |
| 04/2011 | 0.32% | 1.48% | 2,863 | - | - | - | 1.17% | 1,027.8% | 815.6% |
| 03/2011 | -0.13% | 1.15% | 2,809.6 | - | - | - | 1.17% | 1,020.2% | 785.3% |
| 02/2011 | 0.38% | 1.28% | 2,734.7 | - | - | - | 1.17% | 980.6% | 746.5% |
| 01/2011 | 0.9% | 0.9% | 2,670.5 | - | - | - | 1.17% | 954.6% | 709.9% |
| 12/2010 | 1.7% | 11.22% | 2,573 | - | - | - | 1.15% | 740.4% | 479.1% |
| 11/2010 | -0.69% | 9.36% | 2,438.4 | - | - | - | 1.15% | 832% | 587.2% |
| 10/2010 | 2.69% | 10.12% | 2,399.7 | - | - | - | 1.15% | 805.8% | 576.8% |
| 09/2010 | 2.21% | 7.23% | 2,274.5 | - | - | - | 1.15% | 765.1% | 556.8% |
| 08/2010 | 0.64% | 4.92% | 2,177.9 | - | - | - | 1.15% | 712.4% | 521.5% |
| 07/2010 | 2.75% | 4.25% | 2,117.3 | - | - | - | 1.15% | 694.1% | 507.9% |
| 06/2010 | 0.22% | 1.46% | 2,025.6 | - | - | - | 1.15% | 634.4% | 475.9% |
| 05/2010 | -2.26% | 1.24% | 1,997.6 | - | - | - | 1.15% | 649% | 462.3% |
| 04/2010 | -0.66% | 3.58% | 2,067.9 | - | - | - | 1.15% | 630% | 451.3% |
| 03/2010 | 2.16% | 4.26% | 2,046.8 | - | - | - | 1.15% | 643.2% | 439.7% |
| 02/2010 | 1.31% | 2.06% | 1,935.2 | - | - | - | 1.15% | 603.3% | 427.1% |
| 01/2010 | 0.74% | 0.74% | 1,870.1 | - | - | - | 1.15% | 561.1% | 394.6% |
| 12/2009 | 0.89% | 33.29% | 1,806.4 | - | - | - | 1.16% | - | - |
| 11/2009 | 1.78% | 32.11% | 1,712.9 | - | - | - | 1.16% | - | - |
| 10/2009 | 1.48% | 29.8% | 1,645.4 | - | - | - | 1.16% | - | - |
| 09/2009 | 1.89% | 27.91% | 1,576.5 | - | - | - | 1.16% | - | - |
| 08/2009 | 1.4% | 25.54% | 1,508.6 | - | - | - | 1.16% | - | - |
| 07/2009 | 3.21% | 23.8% | 1,448.8 | - | - | - | 1.16% | - | - |
| 06/2009 | 2.43% | 19.95% | 1,354.2 | - | - | - | 1.16% | - | - |
| 05/2009 | 2.02% | 17.11% | 1,264.1 | - | - | - | 1.16% | - | - |
| 04/2009 | 5.15% | 14.79% | 1,205.2 | - | - | - | 1.16% | - | - |
| 03/2009 | 4.42% | 9.17% | 1,119.2 | - | - | - | 1.16% | - | - |
| 02/2009 | 0.15% | 4.55% | 1,044.3 | - | - | - | 1.16% | - | - |
| 01/2009 | 4.39% | 4.39% | 1,019.1 | - | - | - | 1.16% | - | - |
| 12/2008 | 0.2% | -18.71% | 949.9 | - | - | - | 1.21% | - | - |
| 11/2008 | -2.03% | -18.87% | 914.9 | - | - | - | 1.21% | - | - |
| 10/2008 | -9.02% | -17.19% | 911.4 | - | - | - | 1.21% | - | - |
| 09/2008 | -5.5% | -8.98% | 986.3 | - | - | - | 1.21% | - | - |
| 08/2008 | 0.01% | -3.69% | 1,026.3 | - | - | - | 1.21% | - | - |
| 07/2008 | -1.13% | -3.69% | 999.2 | - | - | - | 1.21% | - | - |
| 06/2008 | -1.44% | -2.59% | 988.7 | - | - | - | 1.21% | - | - |
| 05/2008 | 0.92% | -1.17% | 972.3 | - | - | - | 1.21% | - | - |
| 04/2008 | 2.21% | -2.07% | 931.3 | - | - | - | 1.21% | - | - |
| 03/2008 | -2.85% | -4.19% | 886.6 | - | - | - | 1.21% | - | - |
| 02/2008 | 1.85% | -1.38% | 894.2 | - | - | - | 1.21% | - | - |
| 01/2008 | -3.17% | -3.17% | 850.3 | - | - | - | 1.21% | - | - |
| 12/2007 | 0.1% | 8.05% | 859.5 | - | - | - | 1.18% | - | - |
| 11/2007 | -1.9% | 7.94% | 802.4 | - | - | - | 1.18% | - | - |
| 10/2007 | 2.37% | 10.03% | 783.9 | - | - | - | 1.18% | - | - |
| 09/2007 | 1.79% | 7.49% | 733.1 | - | - | - | 1.18% | - | - |
| 08/2007 | -2.43% | 5.6% | 681.1 | - | - | - | 1.18% | - | - |
| 07/2007 | -0.32% | 8.23% | 669.2 | - | - | - | 1.18% | - | - |
| 06/2007 | 0.45% | 8.57% | 623.8 | - | - | - | 1.18% | - | - |
| 05/2007 | 2.51% | 8.09% | 574.1 | - | - | - | 1.18% | - | - |
| 04/2007 | 2.13% | 5.44% | 522.3 | - | - | - | 1.18% | - | - |
| 03/2007 | 0.7% | 3.24% | 491 | - | - | - | 1.18% | - | - |
| 02/2007 | 0.77% | 2.52% | 453.1 | - | - | - | 1.18% | - | - |
| 01/2007 | 1.74% | 1.74% | 422.7 | - | - | - | 1.18% | - | - |
| 12/2006 | 0.46% | 8.85% | 388.6 | - | - | - | 1.24% | - | - |
| 11/2006 | 1.3% | 8.35% | 357.6 | - | - | - | 1.24% | - | - |
| 10/2006 | 2.48% | 6.96% | 333.3 | - | - | - | 1.24% | - | - |
| 09/2006 | 0.81% | 4.37% | 307.4 | - | - | - | 1.24% | - | - |
| 08/2006 | 0.91% | 3.53% | 288.6 | - | - | - | 1.24% | - | - |
| 07/2006 | 0.93% | 2.6% | 272.9 | - | - | - | 1.24% | - | - |
| 06/2006 | -1.69% | 1.65% | 255.7 | - | - | - | 1.24% | - | - |
| 05/2006 | -0.27% | 3.4% | 264 | - | - | - | 1.24% | - | - |
| 04/2006 | 1.47% | 3.68% | 233.3 | - | - | - | 1.24% | - | - |
| 03/2006 | 0.83% | 2.18% | 215.7 | - | - | - | 1.24% | - | - |
| 02/2006 | -0.29% | 1.34% | 203.4 | - | - | - | 1.24% | - | - |
| 01/2006 | 1.63% | 1.63% | 190.5 | - | - | - | 1.24% | - | - |
| 12/2005 | 0.69% | 14.02% | 174.4 | - | - | - | - | - | - |
| 11/2005 | 0.56% | 13.23% | 155.8 | - | - | - | - | - | - |
| 10/2005 | 0.11% | 12.6% | 143.3 | - | - | - | - | - | - |
| 09/2005 | 1.96% | 12.48% | 133.6 | - | - | - | - | - | - |
| 08/2005 | 1.62% | 10.32% | 120 | - | - | - | - | - | - |
| 07/2005 | 2.5% | 8.56% | 106.8 | - | - | - | - | - | - |
| 06/2005 | -0.67% | 5.91% | 33.9 | - | - | - | - | - | - |
| 05/2005 | 1.57% | 6.63% | 28.1 | - | - | - | - | - | - |
| 04/2005 | 1.16% | 4.98% | 22.2 | - | - | - | - | - | - |
| 03/2005 | -0.03% | 3.77% | 18.7 | - | - | - | - | - | - |
| 02/2005 | 1.72% | 3.81% | 13.5 | - | - | - | - | - | - |
| 01/2005 | 2.05% | 2.05% | 9.1 | - | - | - | - | - | - |
| 12/2004 | 2.25% | - | 3.9 | - | - | - | - | - | - |
| 11/2004 | 2.47% | - | 0.6 | - | - | - | - | - | - |
| 10/2004 | 0.33% | - | 0.1 | - | - | - | - | - | - |
| 09/2004 | 0.26% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של הראל מסלול כללי?
ב-07/2026: -1.2% לחודש, 5.7% מתחילת השנה, 34.55% ל-3 שנים ו-41.93% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בהראל מסלול כללי?
0.86% לשנה מהצבירה בממוצע ו-1.88% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם הראל מסלול כללי 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.