הראל מסלול מניות: תשואה, דמי ניהול וסיכון
הראל מסלול מניות מנוהלת על ידי , בסיווג פוליסות שהונפקו החל משנת 2004; 263 חודשי דיווח מ-09/2004 עד 07/2026.
תשואה 07/2026
-2.14%
מתחילת השנה
10.16%
3 שנים מצטבר
67.77%
5 שנים מצטבר
79.46%
דמי ניהול מצבירה
0.74%
לשנה
נכסים
5,229
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: 5,229 מיליון ש"ח, מקום 14 מתוך 176 בקטגוריה.
- תשואה מצטברת ל-5 שנים: 79.46%, מקום 4 מתוך 107 בקטגוריה; ל-3 שנים: 67.77% (מקום 10 מתוך 137).
- 10,000 ש"ח שהופקדו לפני 5 שנים (08/2021) שווים היום 17,946 ש"ח לפי התשואות החודשיות המדווחות; לפני 10 שנים: 29,576 ש"ח.
- דמי ניהול ממוצעים מהצבירה: 0.74% לשנה (מקום 60 מתוך 170 בקטגוריה, מהנמוך לגבוה), מההפקדות: 0.89%. על 100,000 ש"ח ל-20 שנה, בהנחת תשואה אפס, דמי ניהול כאלה מצטברים ל-13,804 ש"ח.
- הירידה המרבית מהשיא (drawdown) לאורך ההיסטוריה: -43.3% בין 10/2007 ל-12/2008.
- סטיית תקן: 11.85; מדד שארפ: 1.01 (מקום 26 מתוך 107); חשיפה למניות 4,945.7%, לחו"ל 3,927.2%, למט"ח 1,284.2%.
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 | 35.03% | 10.6% | 17.65% | -40.16% | 58.94% | 12.59% | -13.87% | 11.54% | 20.87% | 6.73% | 3.53% | 5.21% | 14.18% | -6.45% | 21.17% | 8.93% | 24.57% | -14.48% | 13% | 20.29% | 26.72% |
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) | 5,229 | 14 / 176 |
| דמי ניהול מצבירה (נמוך = 1) | 0.74% | 60 / 170 |
| תשואה מתחילת השנה | 10.16% | 6 / 172 |
| תשואה 3 שנים | 67.77% | 10 / 137 |
| תשואה 5 שנים | 79.46% | 4 / 107 |
| מדד שארפ | 1.01 | 26 / 107 |
קרנות דומות בקטגוריה (לפי היקף נכסים)
- הפניקס לבני 50 עד 60 4,935 מ' ש"ח
- הכשרה חברה לביטוח בע"מ- כללי 4,861 מ' ש"ח
- איילון- כללי 4,517 מ' ש"ח
- כלל חברה לביטוח בע"מ מניות 4,470 מ' ש"ח
- הראל מסלול בסיסי למקבלי קצבה 4,331 מ' ש"ח
נתונים חודשיים מלאים
| תקופה | תשואה | מתחילת שנה | נכסים | הפקדות | משיכות | העברות נטו | דמי ניהול | מניות | חו"ל |
|---|---|---|---|---|---|---|---|---|---|
| 07/2026 | -2.14% | 10.16% | 5,229.1 | - | - | - | 0.74% | 4,945.7% | 3,927.2% |
| 06/2026 | -2.12% | 12.57% | 5,198 | - | - | - | 0.74% | 5,181.1% | 4,281.7% |
| 05/2026 | 4.13% | 15.01% | 5,219.4 | - | - | - | 0.74% | 5,150.1% | 4,115.4% |
| 04/2026 | 9.2% | 10.45% | 4,916.5 | - | - | - | 0.74% | 4,850.6% | 3,829.8% |
| 03/2026 | -4.7% | 1.14% | 4,451.9 | - | - | - | 0.74% | 4,527% | 3,483.6% |
| 02/2026 | 1.05% | 6.13% | 4,597.6 | - | - | - | 0.74% | 4,556.7% | 3,450.7% |
| 01/2026 | 5.03% | 5.03% | 4,479.9 | - | - | - | 0.74% | 4,539.1% | 3,446.8% |
| 12/2025 | 1.94% | 26.72% | 4,263.9 | - | - | - | 0.74% | 4,287% | 3,524.8% |
| 11/2025 | 1.87% | 24.31% | 4,095.7 | - | - | - | 0.74% | 4,094.1% | 3,216.1% |
| 10/2025 | 2.6% | 22.03% | 3,987.7 | - | - | - | 0.74% | 3,979.4% | 3,138.4% |
| 09/2025 | 3.84% | 18.94% | 3,829.9 | - | - | - | 0.74% | 3,838.3% | 3,066.1% |
| 08/2025 | 1.52% | 14.54% | 3,655.4 | - | - | - | 0.74% | 3,605.5% | 2,912.3% |
| 07/2025 | 1.56% | 12.82% | 3,551.2 | - | - | - | 0.74% | 3,610% | 2,916.1% |
| 06/2025 | 5.4% | 11.09% | 3,442.6 | - | - | - | 0.74% | 3,403.9% | 2,918.5% |
| 05/2025 | 5.21% | 5.4% | 3,237.6 | - | - | - | 0.74% | 3,230% | 2,847.8% |
| 04/2025 | 1.01% | 0.18% | 3,073.4 | - | - | - | 0.74% | 3,055.1% | 2,866.2% |
| 03/2025 | -2.28% | -0.82% | 3,046.7 | - | - | - | 0.74% | 3,069.1% | 2,762.9% |
| 02/2025 | -1.1% | 1.49% | 3,162.5 | - | - | - | 0.74% | 3,159.3% | 2,786.9% |
| 01/2025 | 2.62% | 2.62% | 3,151.3 | - | - | - | 0.74% | 3,145% | 2,768.7% |
| 12/2024 | 0.7% | 20.29% | 3,077.9 | - | - | - | 0.76% | 3,076.8% | 2,652.7% |
| 11/2024 | 3.43% | 19.45% | 3,065.4 | - | - | - | 0.76% | 3,024.3% | 2,674.5% |
| 10/2024 | 0.14% | 15.49% | 2,969.2 | - | - | - | 0.76% | 2,952.3% | 2,622.1% |
| 09/2024 | 2.9% | 15.33% | 2,984.9 | - | - | - | 0.76% | 2,963.9% | 2,688% |
| 08/2024 | 1.64% | 12.08% | 2,943.4 | - | - | - | 0.76% | 2,896.9% | 2,601% |
| 07/2024 | 2.15% | 10.27% | 2,932 | - | - | - | 0.76% | 2,931% | 2,614.4% |
| 06/2024 | 0.79% | 7.95% | 2,930.2 | - | - | - | 0.76% | 2,897.9% | 2,589% |
| 05/2024 | 2.18% | 7.1% | 2,939 | - | - | - | 0.76% | 2,912.4% | 2,552.1% |
| 04/2024 | -3.18% | 4.82% | 2,858.4 | - | - | - | 0.76% | 2,841.7% | 2,477.4% |
| 03/2024 | 3.97% | 8.26% | 2,961.3 | - | - | - | 0.76% | 2,949.2% | 2,544.5% |
| 02/2024 | 4.44% | 4.13% | 2,809.3 | - | - | - | 0.76% | 2,754% | 2,387.5% |
| 01/2024 | -0.3% | -0.3% | 2,684.9 | - | - | - | 0.76% | 2,627.9% | 2,305.9% |
| 12/2023 | 3.95% | 13% | 2,700.2 | - | - | - | 0.77% | 2,651.1% | 2,343.7% |
| 11/2023 | 5.74% | 8.71% | 2,579 | - | - | - | 0.77% | 2,481.5% | 2,235% |
| 10/2023 | -5.22% | 2.81% | 2,419.7 | - | - | - | 0.77% | 2,393.9% | 2,126.7% |
| 09/2023 | -2.27% | 8.47% | 2,619.2 | - | - | - | 0.77% | 2,571.2% | 2,207.3% |
| 08/2023 | -1.87% | 10.99% | 2,694.7 | - | - | - | 0.77% | 2,690.1% | 2,349.4% |
| 07/2023 | 4.76% | 13.1% | 2,768.7 | - | - | - | 0.77% | 2,758.3% | 2,430% |
| 06/2023 | 3.41% | 7.96% | 2,664 | - | - | - | 0.77% | 2,616.8% | 2,351.2% |
| 05/2023 | 0.32% | 4.4% | 2,549.6 | - | - | - | 0.77% | 2,523.8% | 2,243.5% |
| 04/2023 | 2.34% | 4.07% | 2,526.1 | - | - | - | 0.77% | 2,503.5% | 2,220.6% |
| 03/2023 | 0.14% | 1.69% | 2,529.5 | - | - | - | 0.77% | 2,497.1% | 2,223.2% |
| 02/2023 | -2.31% | 1.55% | 2,553.7 | - | - | - | 0.77% | 2,536.6% | 2,223.3% |
| 01/2023 | 3.95% | 3.95% | 2,653.5 | - | - | - | 0.77% | 2,636.4% | 2,282% |
| 12/2022 | -4% | -14.48% | 2,533.8 | - | - | - | 0.8% | 2,524.9% | 2,132.8% |
| 11/2022 | 2.72% | -10.92% | 2,665.7 | - | - | - | 0.8% | 2,604.8% | 2,210.8% |
| 10/2022 | 4.34% | -13.28% | 2,567.8 | - | - | - | 0.8% | 2,555.9% | 2,136.3% |
| 09/2022 | -8.07% | -16.88% | 2,446.5 | - | - | - | 0.8% | 2,469.9% | 2,015.3% |
| 08/2022 | -1.86% | -9.59% | 2,661.5 | - | - | - | 0.8% | 2,636.8% | 2,102.7% |
| 07/2022 | 6.14% | -7.87% | 2,672.4 | - | - | - | 0.8% | 2,646.9% | 2,225.7% |
| 06/2022 | -5.74% | -13.2% | 2,473.9 | - | - | - | 0.8% | 2,489.3% | 2,049.8% |
| 05/2022 | -3.98% | -7.92% | 2,602.6 | - | - | - | 0.8% | 2,594.3% | 2,149.8% |
| 04/2022 | -2.78% | -4.1% | 2,656.3 | - | - | - | 0.8% | 2,642.3% | 2,088.4% |
| 03/2022 | 1.78% | -1.36% | 2,711.4 | - | - | - | 0.8% | 2,647.2% | 2,114.2% |
| 02/2022 | -0.25% | -3.08% | 2,575.5 | - | - | - | 0.8% | 2,561.5% | 2,000.6% |
| 01/2022 | -2.84% | -2.84% | 2,575.9 | - | - | - | 0.8% | 2,566.3% | 1,975.6% |
| 12/2021 | 4.05% | 24.57% | 2,591.3 | - | - | - | 0.83% | 2,569.9% | 2,057.3% |
| 11/2021 | -0.21% | 19.72% | 2,431.6 | - | - | - | 0.83% | 2,413% | 1,920.8% |
| 10/2021 | 4.58% | 19.97% | 2,372.9 | - | - | - | 0.83% | 2,317.2% | 1,862.6% |
| 09/2021 | -1.39% | 14.72% | 2,208.8 | - | - | - | 0.83% | 2,178% | 1,745.3% |
| 08/2021 | 3.28% | 16.34% | 2,198.9 | - | - | - | 0.83% | 2,152.5% | 1,744.8% |
| 07/2021 | -0.23% | 12.64% | 2,085.2 | - | - | - | 0.83% | 2,033.1% | 1,650.3% |
| 06/2021 | 0.59% | 12.9% | 2,035 | - | - | - | 0.83% | 1,983.5% | 1,584.9% |
| 05/2021 | 2.65% | 12.24% | 1,978.8 | - | - | - | 0.83% | 1,944.1% | 1,529.1% |
| 04/2021 | 3.17% | 9.34% | 1,874.6 | - | - | - | 0.83% | 1,820.6% | 1,444.9% |
| 03/2021 | 3.26% | 5.98% | 1,778.8 | - | - | - | 0.83% | 1,773.4% | 1,394.7% |
| 02/2021 | 1.79% | 2.63% | 1,681.9 | - | - | - | 0.83% | 1,702.6% | 1,314.9% |
| 01/2021 | 0.83% | 0.83% | 1,616.9 | - | - | - | 0.83% | 1,635.8% | 1,267.6% |
| 12/2020 | 4.26% | 8.93% | 1,560.8 | - | - | - | 0.85% | 1,548.1% | 1,190% |
| 11/2020 | 11.24% | 4.48% | 1,448.8 | - | - | - | 0.85% | 1,437.6% | 1,104.9% |
| 10/2020 | -0.18% | -6.08% | 1,237.6 | - | - | - | 0.85% | 1,272.2% | 994.5% |
| 09/2020 | -3.3% | -5.91% | 1,224.8 | - | - | - | 0.85% | 1,217.9% | 961.3% |
| 08/2020 | 5.75% | -2.7% | 1,289.2 | - | - | - | 0.85% | 1,242.7% | 991.4% |
| 07/2020 | 4.57% | -7.99% | 1,179.7 | - | - | - | 0.85% | 1,166.7% | 928% |
| 06/2020 | -0.11% | -12.01% | 1,149.9 | - | - | - | 0.85% | 1,131.7% | 897.1% |
| 05/2020 | 2.15% | -11.91% | 1,155.7 | - | - | - | 0.85% | 1,126.7% | 861.5% |
| 04/2020 | 10.34% | -13.77% | 1,075.9 | - | - | - | 0.85% | 1,019.1% | 792.4% |
| 03/2020 | -16.06% | -21.85% | 891.1 | - | - | - | 0.85% | 864.7% | 675.3% |
| 02/2020 | -6.53% | -6.89% | 1,075.1 | - | - | - | 0.85% | 1,086.2% | 795.6% |
| 01/2020 | -0.39% | -0.39% | 1,174.5 | - | - | - | 0.85% | 1,109.4% | 847.3% |
| 12/2019 | 1.77% | 21.17% | 1,155.2 | - | - | - | 0.89% | 1,095.7% | 827.1% |
| 11/2019 | 2.08% | 19.06% | 1,116.9 | - | - | - | 0.89% | 1,057% | 778.3% |
| 10/2019 | 2.52% | 16.63% | 1,076.4 | - | - | - | 0.89% | 979.3% | 722.3% |
| 09/2019 | 2.08% | 13.77% | 1,038.1 | - | - | - | 0.89% | 960.7% | 708% |
| 08/2019 | -1.56% | 11.45% | 1,000.6 | - | - | - | 0.89% | 927.1% | 690.9% |
| 07/2019 | 0.75% | 13.21% | 1,025.9 | - | - | - | 0.89% | 940.8% | 703.3% |
| 06/2019 | 4.46% | 12.37% | 999.3 | - | - | - | 0.89% | 928.1% | 691.4% |
| 05/2019 | -4.15% | 7.57% | 936.5 | - | - | - | 0.89% | 866.7% | 636.4% |
| 04/2019 | 3.16% | 12.23% | 978.7 | - | - | - | 0.89% | 893.3% | 679.3% |
| 03/2019 | 0.75% | 8.79% | 929.3 | - | - | - | 0.89% | 874.8% | 656.7% |
| 02/2019 | 1.88% | 7.98% | 914.3 | - | - | - | 0.89% | 836.4% | 634.5% |
| 01/2019 | 5.99% | 5.99% | 886.3 | - | - | - | 0.89% | 833.3% | 637.9% |
| 12/2018 | -7.4% | -6.45% | 830.8 | - | - | - | 0.93% | 789.4% | 602% |
| 11/2018 | 1.67% | 1.03% | 890.6 | - | - | - | 0.93% | 843.8% | 640.9% |
| 10/2018 | -5.37% | -0.63% | 865.6 | - | - | - | 0.93% | 823.8% | 623% |
| 09/2018 | 0.43% | 5.01% | 900.3 | - | - | - | 0.93% | 850.9% | 662% |
| 08/2018 | 2.22% | 4.56% | 883 | - | - | - | 0.93% | 824.9% | 638.5% |
| 07/2018 | 2.85% | 2.29% | 846.3 | - | - | - | 0.93% | 803% | 624.7% |
| 06/2018 | -0.47% | -0.55% | 791.9 | - | - | - | 0.93% | 761.6% | 591.4% |
| 05/2018 | 0.87% | -0.08% | 806.1 | - | - | - | 0.93% | 764% | 594.6% |
| 04/2018 | 1.29% | -0.94% | 785.6 | - | - | - | 0.93% | 751.5% | 581.7% |
| 03/2018 | -2.52% | -2.2% | 768.6 | - | - | - | 0.93% | 738.5% | 565.8% |
| 02/2018 | -3.14% | 0.33% | 780.9 | - | - | - | 0.93% | 741.7% | 560.1% |
| 01/2018 | 3.58% | 3.58% | 802.9 | - | - | - | 0.93% | 764.1% | 586% |
| 12/2017 | 1.41% | 14.18% | 730.6 | - | - | - | 0.96% | 690.3% | 523.3% |
| 11/2017 | 1.22% | 12.6% | 696 | - | - | - | 0.96% | 662.3% | 488% |
| 10/2017 | 2.01% | 11.24% | 667.9 | - | - | - | 0.96% | 638.8% | 421% |
| 09/2017 | 1.6% | 9.05% | 637.7 | - | - | - | 0.96% | 605.9% | 386.2% |
| 08/2017 | -0.77% | 7.33% | 612.1 | - | - | - | 0.96% | 577.1% | 367.8% |
| 07/2017 | 1.51% | 8.16% | 606 | - | - | - | 0.96% | 570% | 367.2% |
| 06/2017 | -0.55% | 6.55% | 581.1 | - | - | - | 0.96% | 541.7% | 338.1% |
| 05/2017 | 2.2% | 7.14% | 567 | - | - | - | 0.96% | 526.4% | 327.5% |
| 04/2017 | 1.41% | 4.84% | 543.2 | - | - | - | 0.96% | 509.3% | 322.1% |
| 03/2017 | 0.44% | 3.38% | 522 | - | - | - | 0.96% | 494.8% | 315.2% |
| 02/2017 | 2.23% | 2.93% | 505.2 | - | - | - | 0.96% | 472.5% | 301.5% |
| 01/2017 | 0.68% | 0.68% | 485.6 | - | - | - | 0.96% | 457.3% | 296.4% |
| 12/2016 | 1.78% | 5.21% | 475.6 | - | - | - | 0.99% | 449.3% | 288.3% |
| 11/2016 | 2.12% | 3.37% | 465.5 | - | - | - | 0.99% | 436.4% | 287.1% |
| 10/2016 | -0.75% | 1.22% | 448.7 | - | - | - | 0.99% | 410.5% | 251.9% |
| 09/2016 | -0.41% | 1.99% | 451.1 | - | - | - | 0.99% | 410% | 248.6% |
| 08/2016 | 1.01% | 2.41% | 451.5 | - | - | - | 0.99% | 411.1% | 249% |
| 07/2016 | 4.74% | 1.38% | 441.9 | - | - | - | 0.99% | 403.5% | 244.1% |
| 06/2016 | -1.89% | -3.2% | 416.1 | - | - | - | 0.99% | 386.8% | 231.9% |
| 05/2016 | 1.47% | -1.34% | 428.6 | - | - | - | 0.99% | 401% | 241.5% |
| 04/2016 | 0.01% | -2.77% | 419.2 | - | - | - | 0.99% | 388.9% | 232.1% |
| 03/2016 | 3.62% | -2.78% | 417.6 | - | - | - | 0.99% | 386.9% | 231% |
| 02/2016 | -2.03% | -6.17% | 402 | - | - | - | 0.99% | 385.9% | 234.8% |
| 01/2016 | -4.23% | -4.23% | 408.2 | - | - | - | 0.99% | 395.2% | 237.1% |
| 12/2015 | -2.12% | 3.53% | 430.9 | - | - | - | 1.07% | 403.9% | 231.8% |
| 11/2015 | 0.07% | 5.78% | 433.4 | - | - | - | 1.07% | 409.5% | 241.1% |
| 10/2015 | 6.19% | 5.7% | 431.7 | - | - | - | 1.07% | 406.4% | 236.2% |
| 09/2015 | -4.42% | -0.46% | 398.1 | - | - | - | 1.07% | 390.2% | 221.2% |
| 08/2015 | -5.62% | 4.14% | 414.6 | - | - | - | 1.07% | 410% | 231.6% |
| 07/2015 | 2.71% | 10.35% | 442.9 | - | - | - | 1.07% | 425.5% | 239.1% |
| 06/2015 | -2.52% | 7.43% | 404.6 | - | - | - | 1.07% | 391.5% | 218.9% |
| 05/2015 | 1.18% | 10.21% | 409.3 | - | - | - | 1.07% | 395.6% | 223.7% |
| 04/2015 | 1.58% | 8.93% | 396.4 | - | - | - | 1.07% | 379.5% | 211.8% |
| 03/2015 | 2.54% | 7.23% | 383.4 | - | - | - | 1.07% | 369.1% | 206.2% |
| 02/2015 | 5.76% | 4.58% | 365.7 | - | - | - | 1.07% | 352.7% | 202.2% |
| 01/2015 | -1.12% | -1.12% | 345.3 | - | - | - | 1.07% | 330.8% | 190.4% |
| 12/2014 | -2.06% | 6.73% | 353.2 | - | - | - | 1.2% | 340.4% | 196.2% |
| 11/2014 | 1.94% | 8.98% | 362 | - | - | - | 1.2% | 350.2% | 201.9% |
| 10/2014 | -0.72% | 6.9% | 348.2 | - | - | - | 1.2% | 338.3% | 194.7% |
| 09/2014 | 0.94% | 7.68% | 349.1 | - | - | - | 1.2% | 337.8% | 183.1% |
| 08/2014 | 2.33% | 6.68% | 340.3 | - | - | - | 1.2% | 326% | 178.6% |
| 07/2014 | -0.69% | 4.25% | 331.8 | - | - | - | 1.2% | 318.7% | 174.1% |
| 06/2014 | 0.38% | 4.97% | 328.2 | - | - | - | 1.2% | 312.2% | 171.6% |
| 05/2014 | 1.39% | 4.57% | 316.6 | - | - | - | 1.2% | 305.2% | 165.7% |
| 04/2014 | -0.61% | 3.14% | 308.9 | - | - | - | 1.2% | 296.8% | 161.2% |
| 03/2014 | 1.84% | 3.77% | 246.9 | - | - | - | 1.2% | 236.5% | 127% |
| 02/2014 | 4.34% | 1.9% | 240.6 | - | - | - | 1.2% | 230.9% | 126.2% |
| 01/2014 | -2.34% | -2.34% | 228.7 | - | - | - | 1.2% | 214.6% | 115.2% |
| 12/2013 | 0.69% | 20.87% | 231.9 | - | - | - | 1.23% | 216.9% | 115.7% |
| 11/2013 | 3.13% | 20.04% | 228 | - | - | - | 1.23% | 213.2% | 114.2% |
| 10/2013 | 2.88% | 16.4% | 216.2 | - | - | - | 1.23% | 203% | 107.9% |
| 09/2013 | 4.73% | 13.14% | 204.4 | - | - | - | 1.23% | 192.2% | 101.3% |
| 08/2013 | -1.58% | 8.03% | 191 | - | - | - | 1.23% | 181.2% | 95.7% |
| 07/2013 | 2.85% | 9.76% | 195.6 | - | - | - | 1.23% | 185% | 98.6% |
| 06/2013 | -2.52% | 6.72% | 187.7 | - | - | - | 1.23% | 177.3% | 94.4% |
| 05/2013 | 2.59% | 9.48% | 187 | - | - | - | 1.23% | 173.7% | 92.5% |
| 04/2013 | 0.16% | 6.72% | 180 | - | - | - | 1.23% | 168.6% | 92.2% |
| 03/2013 | 1.88% | 6.55% | 176.3 | - | - | - | 1.23% | 168.2% | 90.2% |
| 02/2013 | 2.62% | 4.58% | 169.3 | - | - | - | 1.23% | 162.1% | 87.5% |
| 01/2013 | 1.91% | 1.91% | 163 | - | - | - | 1.23% | 156.5% | 79.4% |
| 12/2012 | -0.84% | 11.54% | 133.1 | - | - | - | 1.22% | 129.2% | 62.5% |
| 11/2012 | 1.78% | 12.48% | 132.3 | - | - | - | 1.22% | 124.5% | 53.8% |
| 10/2012 | 1.85% | 10.52% | 127.3 | - | - | - | 1.22% | 121.9% | 53.3% |
| 09/2012 | 4.46% | 8.51% | 124.3 | - | - | - | 1.22% | 115.8% | 50.1% |
| 08/2012 | 1.28% | 3.88% | 117.4 | - | - | - | 1.22% | 111.5% | 49.5% |
| 07/2012 | 1.85% | 2.56% | 117.1 | - | - | - | 1.22% | 105.6% | 39.5% |
| 06/2012 | 0.04% | 0.7% | 115.1 | - | - | - | 1.22% | 78.9% | 14.8% |
| 05/2012 | -6.74% | 0.66% | 115.2 | - | - | - | 1.22% | 79.8% | 14.3% |
| 04/2012 | 1.37% | 7.93% | 123.7 | - | - | - | 1.22% | 111.6% | 41% |
| 03/2012 | 3.11% | 6.48% | 121.2 | - | - | - | 1.22% | 84.4% | 15.8% |
| 02/2012 | -0.65% | 3.26% | 115.2 | - | - | - | 1.22% | 103.4% | 36.8% |
| 01/2012 | 3.94% | 3.94% | 115.9 | - | - | - | 1.22% | 103.3% | 35.4% |
| 12/2011 | 0.1% | -13.87% | 109.3 | - | - | - | 1.27% | 98.4% | 33.5% |
| 11/2011 | -3.36% | -13.95% | 108.3 | - | - | - | 1.27% | 99.2% | 34.4% |
| 10/2011 | 7.29% | -10.96% | 112.4 | - | - | - | 1.27% | 102% | 35.2% |
| 09/2011 | -5.01% | -17.01% | 102.6 | - | - | - | 1.27% | 94.1% | 33% |
| 08/2011 | -7.5% | -12.64% | 107 | - | - | - | 1.27% | 96.7% | 33.1% |
| 07/2011 | -1% | -5.55% | 117.9 | - | - | - | 1.27% | 105.9% | 36% |
| 06/2011 | -2.59% | -4.6% | 117.9 | - | - | - | 1.27% | 106.6% | 36.2% |
| 05/2011 | -2.51% | -2.06% | 120 | - | - | - | 1.27% | 108.4% | 36.9% |
| 04/2011 | 0.03% | 0.46% | 121.8 | - | - | - | 1.27% | 108.2% | 37% |
| 03/2011 | 0.53% | 0.43% | 118.9 | - | - | - | 1.27% | 107.6% | 35.5% |
| 02/2011 | 0.02% | -0.1% | 116.6 | - | - | - | 1.27% | 106.3% | 36.7% |
| 01/2011 | -0.12% | -0.12% | 116 | - | - | - | 1.27% | 108.5% | 47.5% |
| 12/2010 | 5.4% | 12.59% | 108.9 | - | - | - | 1.3% | 73.7% | 18.7% |
| 11/2010 | -1.82% | 6.82% | 97.5 | - | - | - | 1.3% | 86.6% | 34.7% |
| 10/2010 | 3.59% | 8.8% | 67.5 | - | - | - | 1.3% | 59.4% | 24% |
| 09/2010 | 6.01% | 5.03% | 62.7 | - | - | - | 1.3% | 52% | 21.2% |
| 08/2010 | -0.47% | -0.92% | 57.3 | - | - | - | 1.3% | 48.1% | 18.9% |
| 07/2010 | 4.83% | -0.46% | 54.2 | - | - | - | 1.3% | 44.8% | 16.7% |
| 06/2010 | -1.91% | -5.04% | 55.1 | - | - | - | 1.3% | 46% | 16.8% |
| 05/2010 | -6.18% | -3.19% | 57.7 | - | - | - | 1.3% | 48% | 18.6% |
| 04/2010 | -2.06% | 3.18% | 67.8 | - | - | - | 1.3% | 50.5% | 17.9% |
| 03/2010 | 4.25% | 5.35% | 66.8 | - | - | - | 1.3% | 50.8% | 17.3% |
| 02/2010 | 2.38% | 1.06% | 55.7 | - | - | - | 1.3% | 42% | 14.6% |
| 01/2010 | -1.29% | -1.29% | 51.7 | - | - | - | 1.3% | 39% | 13% |
| 12/2009 | 3.49% | 58.94% | 47.8 | - | - | - | 1.45% | - | - |
| 11/2009 | 3.6% | 53.58% | 41.6 | - | - | - | 1.45% | - | - |
| 10/2009 | 1.7% | 48.24% | 38.6 | - | - | - | 1.45% | - | - |
| 09/2009 | 2.84% | 45.76% | 34.2 | - | - | - | 1.45% | - | - |
| 08/2009 | 2.1% | 41.74% | 30.9 | - | - | - | 1.45% | - | - |
| 07/2009 | 6.36% | 38.82% | 27.6 | - | - | - | 1.45% | - | - |
| 06/2009 | 0.02% | 30.52% | 23 | - | - | - | 1.45% | - | - |
| 05/2009 | 6.13% | 30.5% | 21.3 | - | - | - | 1.45% | - | - |
| 04/2009 | 10.3% | 22.96% | 17.6 | - | - | - | 1.45% | - | - |
| 03/2009 | 9.49% | 11.48% | 14.9 | - | - | - | 1.45% | - | - |
| 02/2009 | -1.18% | 1.81% | 13.5 | - | - | - | 1.45% | - | - |
| 01/2009 | 3.03% | 3.03% | 12.8 | - | - | - | 1.45% | - | - |
| 12/2008 | -1.68% | -40.16% | 11.8 | - | - | - | 1.49% | - | - |
| 11/2008 | -5.53% | -39.13% | 11.7 | - | - | - | 1.49% | - | - |
| 10/2008 | -16.59% | -35.57% | 11.7 | - | - | - | 1.49% | - | - |
| 09/2008 | -8.07% | -22.75% | 13.7 | - | - | - | 1.49% | - | - |
| 08/2008 | -1.1% | -15.97% | 15.6 | - | - | - | 1.49% | - | - |
| 07/2008 | -1.36% | -15.04% | 14.9 | - | - | - | 1.49% | - | - |
| 06/2008 | -5.67% | -13.87% | 15.1 | - | - | - | 1.49% | - | - |
| 05/2008 | 0.67% | -8.69% | 16.1 | - | - | - | 1.49% | - | - |
| 04/2008 | 3.2% | -9.3% | 15.4 | - | - | - | 1.49% | - | - |
| 03/2008 | -6.39% | -12.11% | 14.5 | - | - | - | 1.49% | - | - |
| 02/2008 | 2.42% | -6.11% | 16.3 | - | - | - | 1.49% | - | - |
| 01/2008 | -8.33% | -8.33% | 16.3 | - | - | - | 1.49% | - | - |
| 12/2007 | -0.43% | 17.65% | 18.1 | - | - | - | 1.14% | - | - |
| 11/2007 | -4.85% | 18.16% | 17 | - | - | - | 1.14% | - | - |
| 10/2007 | 3.62% | 24.18% | 16.1 | - | - | - | 1.14% | - | - |
| 09/2007 | 4.21% | 19.84% | 14.1 | - | - | - | 1.14% | - | - |
| 08/2007 | -4.34% | 15% | 12.7 | - | - | - | 1.14% | - | - |
| 07/2007 | 0.11% | 20.22% | 11.7 | - | - | - | 1.14% | - | - |
| 06/2007 | 1.31% | 20.09% | 8.8 | - | - | - | 1.14% | - | - |
| 05/2007 | 3.42% | 18.54% | 6.4 | - | - | - | 1.14% | - | - |
| 04/2007 | 3.3% | 14.62% | 4.7 | - | - | - | 1.14% | - | - |
| 03/2007 | 2.95% | 10.95% | 3.4 | - | - | - | 1.14% | - | - |
| 02/2007 | 2.04% | 7.77% | 2.1 | - | - | - | 1.14% | - | - |
| 01/2007 | 5.62% | 5.62% | 1.1 | - | - | - | 1.14% | - | - |
| 12/2006 | 1.07% | 10.6% | 0.3 | - | - | - | 1.31% | - | - |
| 11/2006 | 2.7% | 9.42% | 0.3 | - | - | - | 1.31% | - | - |
| 10/2006 | 4.9% | 6.55% | 0.2 | - | - | - | 1.31% | - | - |
| 09/2006 | 2.03% | 1.57% | 0.2 | - | - | - | 1.31% | - | - |
| 08/2006 | 1.68% | -0.45% | 0.2 | - | - | - | 1.31% | - | - |
| 07/2006 | 0.91% | -2.09% | 0.1 | - | - | - | 1.31% | - | - |
| 06/2006 | -5.14% | -2.98% | 0.1 | - | - | - | 1.31% | - | - |
| 05/2006 | -3.29% | 2.28% | 0.1 | - | - | - | 1.31% | - | - |
| 04/2006 | 3.57% | 5.76% | 0.1 | - | - | - | 1.31% | - | - |
| 03/2006 | -0.02% | 2.11% | 0.1 | - | - | - | 1.31% | - | - |
| 02/2006 | -1.51% | 2.13% | 0.1 | - | - | - | 1.31% | - | - |
| 01/2006 | 3.7% | 3.7% | 0.1 | - | - | - | 1.31% | - | - |
| 12/2005 | 2.76% | 35.03% | 0 | - | - | - | - | - | - |
| 11/2005 | 5.76% | 31.4% | 0 | - | - | - | - | - | - |
| 10/2005 | -1.64% | 24.24% | 0 | - | - | - | - | - | - |
| 09/2005 | 4.34% | 26.32% | 0 | - | - | - | - | - | - |
| 08/2005 | 4.68% | 21.06% | 0 | - | - | - | - | - | - |
| 07/2005 | 4.79% | 15.65% | 0 | - | - | - | - | - | - |
| 06/2005 | -3.69% | 10.36% | 0 | - | - | - | - | - | - |
| 05/2005 | 3.05% | 14.59% | 0 | - | - | - | - | - | - |
| 04/2005 | 1.92% | 11.2% | 0 | - | - | - | - | - | - |
| 03/2005 | -0.03% | 9.11% | 0 | - | - | - | - | - | - |
| 02/2005 | 2.97% | 9.14% | 0 | - | - | - | - | - | - |
| 01/2005 | 5.99% | 5.99% | 0 | - | - | - | - | - | - |
| 12/2004 | 7.4% | - | - | - | - | - | - | - | - |
| 11/2004 | 6.54% | - | - | - | - | - | - | - | - |
| 10/2004 | 0.34% | - | - | - | - | - | - | - | - |
| 09/2004 | 0.26% | - | - | - | - | - | - | - | - |
סכומים במיליוני ש"ח. כל שורה נושאת מזהה שורה במאגר (data-src).
שאלות נפוצות
מה התשואה של הראל מסלול מניות?
ב-07/2026: -2.14% לחודש, 10.16% מתחילת השנה, 67.77% ל-3 שנים ו-79.46% ל-5 שנים (מצטבר), לפי דיווח הגוף המנהל לרשות שוק ההון.
מה דמי הניהול בהראל מסלול מניות?
0.74% לשנה מהצבירה בממוצע ו-0.89% מההפקדות. דמי הניהול בפועל של חוסך ספציפי עשויים להיות שונים.
האם הראל מסלול מניות 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.