פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · גמל

אינפיניטי גמל מסלול לבני 50 ומטה (7231)

נתונים היסטוריים מלאים עבור אינפיניטי גמל מסלול לבני 50 ומטה (7231), 128 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 7231 | שם קרן: אינפיניטי גמל מסלול לבני 50 ומטה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אינפיניטי ניהול תיקי השקעות (בישראל ובעולם) בע"מ | חברה מנהלת: אינפיניטי השתלמות, גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מדרגות | תת התמחות: עד 50.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 128
תשואה חודשית אחרונה +1.42%
תשואה מצטברת בטווח +114.66%
חודש תשואה חודשית תשואה מצטברת דמי ניהול שנתיים אלפא שארפ סטיית תקן הפקדות נטו חודשי
(מ׳ ש״ח)
הפקדות נטו מצטבר
(מ׳ ש״ח)
סך הנכסים
(מ׳ ש״ח)
חשיפה למניות חשיפה לחו״ל חשיפה למט״ח
2026-08 +1.42% +114.66% 0.61% +0.96% 1.02 7.78% +8.09 +164.31 200.88 56.17% 33.79% 19.99%
2026-07 -0.82% +111.65% 0.61% +0.36% 0.99 7.78% +22.32 +156.22 190.20 53.69% 31.24% 18.71%
2026-06 -1.81% +113.40% 0.61% — 1.18 7.76% +8.17 +133.90 169.53 57.88% 32.75% 19.42%
2026-05 +3.30% +117.33% 0.61% +0.84% 1.20 7.67% +7.73 +125.73 164.44 58.19% 31.13% 17.55%
2026-04 +5.56% +110.39% 0.61% +0.00% 1.11 7.59% +2.59 +118.00 151.67 58.48% 31.39% 17.82%
2026-03 -2.60% +99.31% 0.61% -0.12% 0.98 7.33% +8.42 +115.41 141.28 57.48% 30.59% 18.22%
2026-02 +0.65% +104.63% 0.61% +0.00% 1.21 7.17% +0.47 +106.99 136.59 58.67% 32.37% 20.09%
2026-01 +2.53% +103.31% 0.61% +0.12% 1.21 7.17% +1.52 +106.52 135.31 58.69% 32.04% 19.67%
2025-12 +1.22% +98.29% 0.66% +0.12% 1.14 7.13% +12.08 +105.00 130.55 57.90% 31.76% 20.57%
2025-11 +0.66% +95.90% 0.66% +0.24% 1.14 7.17% +3.33 +92.92 117.09 55.83% 31.99% 21.05%
2025-10 +2.03% +94.62% 0.66% +0.36% 1.19 7.48% +6.25 +89.59 113.05 56.34% 32.91% 21.51%
2025-09 +2.12% +90.74% 0.66% +0.12% 1.13 7.46% +3.06 +83.34 104.70 55.93% 31.61% 20.68%
2025-08 +0.33% +86.78% 0.66% +0.12% 1.02 7.56% +7.41 +80.28 99.55 53.72% 29.11% 17.15%
2025-07 +1.52% +86.17% 0.66% +0.36% 1.08 7.69% +5.88 +72.87 91.89 55.36% 28.68% 17.64%
2025-06 +4.63% +83.38% 0.66% +0.36% 1.07 7.75% -0.55 +66.99 84.75 55.29% 28.44% 17.07%
2025-05 +3.33% +75.27% 0.66% +0.72% 0.89 7.66% +3.91 +67.54 81.55 53.62% 28.83% 17.29%
2025-04 +1.21% +69.62% 0.66% +0.72% 0.78 7.57% +4.07 +63.63 75.16 51.80% 27.93% 16.30%
2025-03 -3.25% +67.59% 0.66% +0.72% 0.81 7.89% +5.34 +59.56 70.22 52.39% 30.23% 17.79%
2025-02 +0.03% +73.22% 0.66% +0.60% 0.78 9.38% +6.17 +54.22 67.17 54.07% 32.80% 18.94%
2025-01 +1.55% +73.17% 0.66% +1.08% 0.76 9.51% +2.45 +48.05 61.04 56.00% 35.73% 20.15%
2024-12 +1.14% +70.53% 0.76% +1.08% 0.72 9.50% +1.51 +45.60 57.74 54.68% 35.64% 21.25%
2024-11 +2.83% +68.60% 0.76% +1.32% 0.71 9.49% +0.66 +44.09 55.64 54.65% 36.72% 22.12%
2024-10 +1.06% +63.96% 0.76% +1.20% 0.64 9.45% +3.00 +43.43 53.50 54.90% 37.42% 22.90%
2024-09 +1.43% +62.24% 0.76% +1.20% 0.64 9.47% +5.26 +40.43 49.99 49.41% 34.73% 20.68%
2024-08 +0.82% +59.96% 0.76% — 0.61 9.48% +3.01 +35.17 44.10 54.35% 38.23% 22.61%
2024-07 +0.37% +58.66% 0.76% +1.56% 0.60 9.49% +2.11 +32.16 40.73 52.59% 38.42% 22.76%
2024-06 +1.83% +58.07% 0.76% +1.92% 0.62 9.50% +2.22 +30.05 38.48 52.70% 39.48% 23.08%
2024-05 +1.37% +55.23% 0.76% +1.56% 0.60 9.52% +1.13 +27.83 35.63 55.23% 40.58% 23.60%
2024-04 -1.46% +53.13% 0.76% +1.44% 0.55 9.54% +3.69 +26.70 34.05 50.90% 35.68% 22.94%
2024-03 +2.22% +55.40% 0.76% +1.44% 0.66 9.52% +1.84 +23.01 30.81 54.14% 36.71% 22.85%
2024-02 +2.45% +52.03% 0.76% +1.44% 0.60 9.49% +1.39 +21.17 28.33 54.22% 37.63% 22.91%
2024-01 +0.88% +48.39% 0.76% +1.56% 0.55 9.46% +1.83 +19.78 26.31 52.26% 38.35% 23.11%
2023-12 +2.78% +47.10% 0.74% +1.20% 0.56 9.51% +1.64 +17.95 24.28 47.36% 34.23% 21.33%
2023-11 +3.90% +43.12% 0.74% +0.96% 0.42 9.80% +0.29 +16.31 22.03 49.93% 36.50% 22.88%
2023-10 -2.49% +37.75% 0.74% +0.96% 0.30 9.68% +0.16 +16.02 20.93 49.83% 34.73% 23.70%
2023-09 -1.66% +41.26% 0.74% +0.36% 0.39 9.67% +0.39 +15.86 21.32 49.16% 30.49% 21.86%
2023-08 +0.54% +43.65% 0.74% +0.60% 0.48 9.62% +0.84 +15.47 21.31 51.81% 32.10% 22.90%
2023-07 +3.51% +42.88% 0.74% +0.48% 0.50 9.67% +0.20 +14.63 20.36 53.78% 32.91% 23.58%
2023-06 +2.19% +38.03% 0.74% +0.36% 0.42 9.58% +0.10 +14.43 19.49 54.03% 33.71% 23.55%
2023-05 +3.13% +35.07% 0.74% +0.12% 0.35 9.55% -0.05 +14.33 18.98 54.11% 33.40% 23.39%
2023-04 +1.62% +30.97% 0.74% -0.36% 0.27 9.47% -0.69 +14.38 18.47 54.03% 32.92% 22.90%
2023-03 +1.56% +28.89% 0.74% -0.48% 0.23 9.46% +1.27 +15.07 18.87 51.78% 31.48% 21.83%
2023-02 -1.67% +26.91% 0.74% -0.84% 0.17 9.50% -0.72 +13.80 17.34 54.56% 33.33% 23.13%
2023-01 +2.84% +29.06% 0.74% -0.84% 0.22 9.50% -0.53 +14.52 18.39 52.26% 28.66% 20.17%
2022-12 -3.03% +25.50% 0.53% -1.08% 0.15 9.45% +1.20 +15.05 18.41 51.87% 27.10% 18.69%
2022-11 -0.51% +29.42% 0.53% -0.72% 0.29 9.34% +0.05 +13.85 17.78 55.62% 28.07% 18.95%
2022-10 +0.69% +30.08% 0.53% -0.96% 0.33 9.33% +1.11 +13.80 17.83 55.41% 27.82% 18.23%
2022-09 -4.97% +29.19% 0.53% -0.72% 0.32 9.34% +0.33 +12.69 16.60 53.49% 26.87% 17.11%
2022-08 -0.67% +35.95% 0.53% -0.60% 0.55 9.02% +0.28 +12.36 17.15 54.58% 24.14% 14.05%
2022-07 +4.91% +36.86% 0.53% -0.72% 0.58 9.02% +0.17 +12.08 16.99 55.80% 26.02% 15.66%
2022-06 -3.01% +30.46% 0.53% -1.08% 0.43 8.79% +1.24 +11.91 16.04 54.93% 25.56% 15.46%
2022-05 -3.88% +34.51% 0.53% -0.72% 0.56 8.67% +0.01 +10.67 15.29 57.55% 28.65% 16.94%
2022-04 -2.51% +39.94% 0.53% -0.84% 0.76 8.45% +2.14 +10.66 15.95 57.12% 25.58% 13.73%
2022-03 +1.39% +43.54% 0.53% -0.36% 0.90 8.35% +1.47 +8.52 14.17 57.23% 27.38% 13.06%
2022-02 +0.05% +41.57% 0.53% -0.48% 0.86 8.34% +4.60 +7.05 12.52 56.07% 26.68% 11.42%
2022-01 -1.55% +41.50% 0.53% -0.48% 0.88 8.34% +0.95 +2.45 7.94 56.68% 27.46% 14.48%
2021-12 +1.55% +43.73% 0.54% -0.48% 0.95 8.30% +1.08 +1.50 7.11 53.87% 26.86% 16.17%
2021-11 +0.34% +41.54% 0.54% -0.12% 0.91 8.30% -0.02 +0.42 5.94 56.06% 29.63% 18.52%
2021-10 +2.79% +41.06% 0.54% -0.12% 0.92 8.30% +0.11 +0.44 5.95 53.95% 29.58% 18.99%
2021-09 -0.46% +37.23% 0.54% -0.12% 0.82 8.25% +0.02 +0.33 5.69 52.90% 28.47% 19.16%
2021-08 +0.92% +37.86% 0.54% +0.12% 0.84 8.25% -0.07 +0.31 5.70 52.98% 29.12% 19.30%
2021-07 -0.23% +36.60% 0.54% +0.48% 0.82 8.26% +0.09 +0.38 5.72 51.40% 27.97% 20.10%
2021-06 +0.93% +36.92% 0.54% +0.60% 0.87 8.32% -0.11 +0.29 5.64 51.42% 27.48% 20.21%
2021-05 +1.34% +35.66% 0.54% +0.36% 0.82 8.36% -0.02 +0.40 5.70 51.93% 29.65% 21.40%
2021-04 +2.68% +33.86% 0.54% +0.60% 0.79 8.35% -0.11 +0.42 5.65 51.50% 30.27% 20.88%
2021-03 +1.27% +30.37% 0.54% +0.36% 0.71 8.30% +0.03 +0.53 5.61 50.98% 30.84% 20.14%
2021-02 +0.61% +28.73% 0.54% +0.60% 0.69 8.30% +0.04 +0.50 5.51 51.72% 31.94% 19.96%
2021-01 +1.02% +27.95% 0.54% +0.36% 0.66 8.32% +0.03 +0.46 5.44 51.10% 31.62% 19.49%
2020-12 +2.51% +26.66% 0.58% +0.60% 0.61 8.37% +0.06 +0.43 5.36 51.68% 32.09% 23.88%
2020-11 +5.57% +23.56% 0.58% — — — +0.04 +0.37 5.17 51.45% 30.17% 24.56%
2020-10 +0.39% +17.04% 0.58% — — — +0.04 +0.33 4.85 49.69% 27.84% 23.09%
2020-09 -2.22% +16.59% 0.58% — — — +0.08 +0.29 4.80 50.63% 30.00% 25.00%
2020-08 +3.95% +19.23% 0.58% — — — +0.03 +0.21 4.83 52.38% 30.02% 23.19%
2020-07 +3.07% +14.70% 0.58% — — — +0.16 +0.18 4.62 49.13% 25.76% 29.00%
2020-06 -1.97% +11.29% 0.58% — — — -0.01 +0.02 4.33 46.19% 21.94% 24.71%
2020-05 +0.76% +13.52% 0.58% — — — +0.19 +0.03 4.43 47.40% 24.15% 24.15%
2020-04 +5.68% +12.67% 0.58% — — — +0.79 -0.16 4.21 44.66% 20.67% 23.99%
2020-03 -11.23% +6.61% 0.58% — — — +0.24 -0.95 3.22 41.61% 16.77% 21.12%
2020-02 -2.81% +20.10% 0.58% — — — +0.06 -1.19 3.38 45.27% 18.64% 19.23%
2020-01 +0.61% +23.57% 0.58% — — — -0.06 -1.25 3.43 46.06% 18.95% 18.95%
2019-12 +0.68% +22.82% 0.57% — — — +0.03 -1.19 3.47 51.87% 23.34% 19.60%
2019-11 +1.67% +21.99% 0.57% — — — +0.02 -1.22 3.42 52.34% 23.39% 19.59%
2019-10 +2.06% +19.99% 0.57% — — — -0.20 -1.24 3.34 51.20% 23.65% 20.06%
2019-09 +1.81% +17.57% 0.57% — — — +0.01 -1.04 3.47 46.97% 21.61% 19.02%
2019-08 -0.52% +15.48% 0.57% — — — -0.14 -1.05 3.41 48.97% 24.34% 21.11%
2019-07 +0.91% +16.08% 0.57% — — — -0.31 -0.91 3.57 49.86% 25.21% 21.85%
2019-06 +2.48% +15.03% 0.57% — — — -0.05 -0.60 3.85 49.09% 25.19% 22.60%
2019-05 -1.02% +12.25% 0.57% — — — +0.04 -0.55 3.80 45.26% 22.11% 21.32%
2019-04 +2.18% +13.41% 0.57% — — — -0.01 -0.59 3.81 48.56% 22.05% 21.52%
2019-03 +0.56% +10.99% 0.57% — — — -0.02 -0.58 3.74 45.99% 22.73% 22.19%
2019-02 +1.53% +10.37% 0.57% — — — +0.00 -0.56 3.74 45.99% 21.66% 22.99%
2019-01 +2.74% +8.71% 0.57% — — — -0.05 -0.56 3.69 47.97% 22.49% 23.31%
2018-12 -5.20% +5.81% 0.57% — — — +0.07 -0.51 3.64 46.15% 22.25% 23.35%
2018-11 +0.54% +11.61% 0.57% — — — -0.54 -0.58 3.77 46.68% 23.08% 22.81%
2018-10 -2.29% +11.01% 0.57% — — — -0.04 -0.04 4.28 48.36% 25.23% 24.30%
2018-09 +0.06% +13.61% 0.57% — — — -0.28 -0.00 4.42 44.57% 22.85% 21.49%
2018-08 +2.63% +13.54% 0.57% — — — -0.08 +0.28 4.70 47.02% 21.70% 20.85%
2018-07 +1.41% +10.63% 0.57% — — — -0.01 +0.36 4.67 48.18% 19.27% 18.42%
2018-06 +0.05% +9.10% 0.57% — — — -0.12 +0.37 4.62 49.78% 18.83% 16.88%
2018-05 +0.67% +9.04% 0.57% — — — -0.35 +0.49 4.75 48.00% 18.32% 16.63%
2018-04 +1.01% +8.32% 0.57% — — — -0.17 +0.84 5.07 45.56% 15.19% 16.57%
2018-03 -2.09% +7.23% 0.57% — — — +0.03 +1.01 5.19 44.89% 13.29% 15.80%
2018-02 -1.66% +9.52% 0.57% — — — -0.08 +0.98 5.26 45.82% 13.69% 15.97%
2018-01 +1.58% +11.37% 0.57% — — — +0.11 +1.06 5.44 45.22% 13.42% 15.07%
2017-12 +1.17% +9.64% 0.56% — — — +0.10 +0.95 5.25 46.10% 13.33% 15.43%
2017-11 +0.53% +8.37% 0.56% — — — -0.04 +0.85 5.10 46.08% 13.92% 16.47%
2017-10 +1.28% +7.80% 0.56% — — — -0.05 +0.89 5.12 45.12% 13.87% 15.43%
2017-09 +0.88% +6.44% 0.56% — — — -0.11 +0.94 5.10 44.12% 13.53% 15.29%
2017-08 -0.60% +5.51% 0.56% — — — -0.11 +1.05 5.16 44.38% 14.73% 15.12%
2017-07 +0.81% +6.15% 0.56% — — — -0.24 +1.16 5.31 44.26% 14.69% 15.44%
2017-06 -0.77% +5.29% 0.56% — — — -0.30 +1.40 5.51 50.27% 19.96% 19.42%
2017-05 +1.13% +6.11% 0.56% — — — -0.08 +1.70 5.86 48.63% 19.45% 21.50%
2017-04 +1.31% +4.92% 0.56% — — — +0.10 +1.78 5.87 47.70% 19.25% 21.64%
2017-03 +0.11% +3.57% 0.56% — — — -0.22 +1.68 5.70 48.42% 19.30% 22.11%
2017-02 +0.76% +3.45% 0.56% — — — +0.04 +1.90 5.92 47.13% 18.41% 21.28%
2017-01 -0.68% +2.67% 0.56% — — — -0.34 +1.86 5.83 47.34% 18.52% 21.27%
2016-12 +1.50% +3.38% — — — — +0.04 +2.20 6.21 45.41% 17.55% 16.91%
2016-11 +0.88% +1.85% — — — — +0.15 +2.16 6.08 44.24% 16.12% 14.97%
2016-10 -0.46% +0.96% — — — — -0.28 +2.01 5.88 44.56% 16.16% 15.48%
2016-09 -0.51% +1.43% — — — — -0.04 +2.29 6.20 43.06% 15.32% 14.68%
2016-08 +0.03% +1.95% — — — — +0.25 +2.33 6.28 42.83% 15.13% 14.49%
2016-07 +2.98% +1.92% — — — — +0.85 +2.08 6.03 41.79% 15.26% 14.76%
2016-06 -1.29% -1.03% — — — — +0.45 +1.23 5.04 44.44% 17.26% 17.06%
2016-05 +0.89% +0.26% — — — — +0.50 +0.78 4.66 44.64% 18.03% 18.24%
2016-04 +0.58% -0.62% — — — — +0.19 +0.28 4.12 45.63% 19.42% 18.93%
2016-03 +1.32% -1.20% — — — — +0.13 +0.09 3.91 48.08% 20.72% 18.16%
2016-02 -0.99% -2.49% — — — — -0.09 -0.04 3.73 48.79% 20.38% 16.89%
2016-01 -1.51% -1.51% — — — — +0.05 +0.05 3.85 48.57% 20.26% 16.36%

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.