אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - כספי (שקלי) (8699)
נתונים היסטוריים מלאים עבור אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - כספי (שקלי) (8699), 131 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 8699 | שם קרן: אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - כספי (שקלי) | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: י.ד מור השקעות בע"מ | חברה מנהלת: מור גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מתמחים בניהול אקטיבי | תת התמחות: כספי (שקלי).
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - כספי (שקלי) (8699) ישירות למייל.
בחירת טווח זמן
| 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 | +0.30% | +18.09% | 0.65% | +0.12% | 0.49 | 0.54% | -2.69 | +95.50 | 111.63 | 0.00% | 0.00% | 0.00% |
| 2026-07 | +0.24% | +17.74% | 0.65% | +0.12% | 0.47 | 0.56% | -8.64 | +98.19 | 113.95 | 0.00% | 0.00% | 0.00% |
| 2026-06 | +0.46% | +17.46% | 0.65% | — | 0.32 | 0.57% | -0.87 | +106.83 | 122.45 | 0.00% | 0.00% | 0.00% |
| 2026-05 | +0.44% | +16.92% | 0.65% | +0.00% | 0.32 | 0.58% | -18.86 | +107.70 | 122.73 | 0.00% | 0.00% | 0.00% |
| 2026-04 | +0.37% | +16.41% | 0.65% | +0.00% | 0.14 | 0.58% | -40.34 | +126.56 | 140.98 | 0.00% | 0.00% | 0.00% |
| 2026-03 | +0.10% | +15.98% | 0.65% | +0.00% | 0.06 | 0.59% | +19.63 | +166.90 | 180.73 | 0.00% | 0.00% | 0.00% |
| 2026-02 | +0.31% | +15.86% | 0.65% | +0.00% | 0.53 | 0.60% | +38.55 | +147.27 | 160.89 | 0.00% | 0.00% | 0.00% |
| 2026-01 | +0.39% | +15.50% | 0.65% | +0.00% | 0.54 | 0.61% | +8.62 | +108.72 | 121.94 | 0.00% | 0.00% | 0.00% |
| 2025-12 | +0.38% | +15.06% | 0.66% | +0.00% | 0.44 | 0.61% | +1.57 | +100.10 | 112.84 | 0.00% | 0.00% | 0.00% |
| 2025-11 | +0.37% | +14.62% | 0.66% | +0.00% | 0.36 | 0.62% | +10.01 | +98.53 | 110.82 | 0.00% | 0.00% | 0.00% |
| 2025-10 | +0.38% | +14.20% | 0.66% | +0.00% | 0.32 | 0.62% | -16.95 | +88.52 | 100.58 | 0.00% | 0.00% | 0.00% |
| 2025-09 | +0.41% | +13.77% | 0.66% | +0.00% | 0.28 | 0.63% | -2.37 | +105.47 | 117.21 | 0.00% | 0.00% | 0.00% |
| 2025-08 | +0.42% | +13.30% | 0.66% | +0.00% | 0.17 | 0.63% | +1.28 | +107.84 | 119.26 | 0.00% | 0.00% | 0.00% |
| 2025-07 | +0.32% | +12.83% | 0.66% | +0.00% | 0.04 | 0.63% | -12.19 | +106.56 | 117.64 | 0.00% | 0.00% | 0.00% |
| 2025-06 | +0.46% | +12.47% | 0.66% | +0.00% | 0.11 | 0.63% | -8.12 | +118.75 | 129.60 | 0.00% | 0.00% | 0.00% |
| 2025-05 | +0.32% | +11.95% | 0.66% | +0.00% | -0.08 | 0.62% | -19.81 | +126.87 | 137.27 | 0.00% | 0.00% | 0.00% |
| 2025-04 | +0.37% | +11.59% | 0.66% | +0.00% | -0.01 | 0.63% | +22.09 | +146.68 | 156.79 | 0.00% | 0.00% | 0.00% |
| 2025-03 | +0.35% | +11.18% | 0.66% | -0.12% | -0.04 | 0.63% | +14.41 | +124.59 | 134.34 | 0.00% | 0.00% | 0.00% |
| 2025-02 | +0.34% | +10.80% | 0.66% | +0.00% | -0.04 | 0.63% | +1.27 | +110.18 | 119.64 | 0.00% | 0.00% | 0.00% |
| 2025-01 | +0.36% | +10.42% | 0.66% | +0.00% | -0.01 | 0.63% | -7.27 | +108.91 | 118.12 | 0.00% | 0.00% | 0.00% |
| 2024-12 | +0.48% | +10.02% | 0.65% | +0.00% | -0.02 | 0.62% | -17.49 | +116.18 | 125.12 | 0.00% | 0.00% | 0.00% |
| 2024-11 | +0.35% | +9.50% | 0.65% | -0.12% | -0.27 | 0.61% | -13.54 | +133.67 | 142.18 | 0.00% | 0.38% | 0.00% |
| 2024-10 | +0.35% | +9.12% | 0.65% | -0.12% | -0.26 | 0.61% | +6.59 | +147.21 | 155.39 | 0.00% | 0.35% | 0.00% |
| 2024-09 | +0.35% | +8.74% | 0.65% | -0.12% | -0.25 | 0.60% | -7.33 | +140.62 | 148.43 | 0.00% | 0.36% | 0.00% |
| 2024-08 | +0.36% | +8.36% | 0.65% | — | -0.26 | 0.60% | +10.41 | +147.95 | 155.45 | 0.00% | 0.34% | 0.00% |
| 2024-07 | +0.37% | +7.97% | 0.65% | -0.12% | -0.27 | 0.59% | -3.55 | +137.54 | 144.69 | 0.00% | 0.37% | 0.00% |
| 2024-06 | +0.36% | +7.57% | 0.65% | -0.12% | -0.31 | 0.59% | -1.07 | +141.09 | 147.93 | 0.00% | 0.00% | 0.00% |
| 2024-05 | +0.35% | +7.18% | 0.65% | -0.12% | -0.32 | 0.58% | -12.16 | +142.16 | 148.64 | 0.00% | 0.00% | 0.00% |
| 2024-04 | +0.35% | +6.81% | 0.65% | -0.12% | -0.31 | 0.57% | +9.86 | +154.32 | 160.48 | 0.00% | 0.00% | 0.00% |
| 2024-03 | +0.37% | +6.44% | 0.65% | -0.12% | -0.32 | 0.56% | -10.42 | +144.46 | 150.25 | 0.00% | 0.00% | 0.00% |
| 2024-02 | +0.34% | +6.05% | 0.65% | -0.12% | -0.36 | 0.55% | -15.73 | +154.88 | 160.29 | 0.00% | 0.00% | 0.00% |
| 2024-01 | +0.34% | +5.69% | 0.65% | -0.12% | -0.34 | 0.54% | -2.69 | +170.61 | 175.64 | 0.00% | 0.00% | 0.00% |
| 2023-12 | +0.39% | +5.33% | 0.65% | -0.12% | -0.31 | 0.53% | -16.29 | +173.30 | 177.99 | 0.00% | 0.00% | 0.00% |
| 2023-11 | +0.37% | +4.92% | 0.65% | -0.12% | -0.34 | 0.51% | -6.84 | +189.59 | 193.80 | 0.00% | 0.00% | 0.00% |
| 2023-10 | +0.45% | +4.53% | 0.65% | -0.12% | -0.34 | 0.50% | +50.38 | +196.43 | 200.19 | 0.00% | 0.00% | 0.00% |
| 2023-09 | +0.35% | +4.06% | 0.65% | -0.12% | -0.51 | 0.47% | -17.27 | +146.05 | 149.09 | 0.00% | 0.00% | 0.00% |
| 2023-08 | +0.38% | +3.70% | 0.65% | -0.12% | -0.47 | 0.45% | -7.26 | +163.32 | 165.94 | 0.00% | 0.00% | 0.00% |
| 2023-07 | +0.41% | +3.31% | 0.65% | -0.12% | -0.50 | 0.43% | -21.85 | +170.58 | 172.79 | 0.00% | 0.00% | 0.00% |
| 2023-06 | +0.37% | +2.89% | 0.65% | -0.12% | -0.59 | 0.40% | -24.43 | +192.43 | 194.12 | 0.00% | 0.00% | 0.00% |
| 2023-05 | +0.34% | +2.51% | 0.65% | -0.12% | -0.59 | 0.37% | -11.65 | +216.86 | 218.08 | 0.00% | 0.00% | 0.00% |
| 2023-04 | +0.31% | +2.16% | 0.65% | -0.12% | -0.58 | 0.34% | +24.26 | +228.51 | 229.35 | 0.00% | 0.00% | 0.00% |
| 2023-03 | +0.30% | +1.84% | 0.65% | -0.12% | -0.53 | 0.32% | +43.69 | +204.25 | 204.59 | 0.00% | 0.00% | 0.00% |
| 2023-02 | +0.28% | +1.54% | 0.65% | -0.12% | -0.48 | 0.30% | -9.58 | +160.56 | 160.55 | 0.00% | 0.00% | 0.00% |
| 2023-01 | +0.29% | +1.26% | 0.65% | -0.12% | -0.44 | 0.27% | +8.16 | +170.14 | 169.87 | 0.00% | 0.00% | 0.00% |
| 2022-12 | +0.23% | +0.96% | 0.56% | -0.12% | -0.45 | 0.24% | +25.26 | +161.98 | 161.47 | 0.00% | 0.00% | 0.00% |
| 2022-11 | +0.23% | +0.73% | 0.56% | -0.12% | -0.42 | 0.22% | -9.50 | +136.72 | 136.05 | 0.00% | 0.00% | 0.00% |
| 2022-10 | +0.44% | +0.50% | 0.56% | -0.12% | -0.46 | 0.20% | +35.69 | +146.22 | 145.46 | 0.00% | 0.00% | 0.00% |
| 2022-09 | +0.00% | +0.06% | 0.56% | -0.24% | -2.17 | 0.03% | +9.47 | +110.53 | 109.36 | 0.00% | 0.00% | 0.00% |
| 2022-08 | +0.00% | +0.06% | 0.56% | -0.24% | -2.31 | 0.03% | -32.40 | +101.06 | 99.99 | 0.00% | 0.00% | 0.00% |
| 2022-07 | +0.06% | +0.06% | 0.56% | -0.12% | -2.87 | 0.03% | +5.73 | +133.46 | 132.55 | 0.00% | 0.00% | 0.00% |
| 2022-06 | +0.00% | +0.00% | 0.56% | -0.12% | -3.24 | 0.02% | +29.62 | +127.73 | 126.99 | 0.00% | 0.00% | 0.00% |
| 2022-05 | +0.00% | +0.00% | 0.56% | -0.12% | -3.19 | 0.02% | +24.87 | +98.11 | 97.52 | 0.00% | 0.00% | 0.00% |
| 2022-04 | +0.00% | +0.00% | 0.56% | -0.12% | -3.30 | 0.02% | -1.57 | +73.24 | 72.78 | 0.00% | 0.00% | 0.00% |
| 2022-03 | +0.00% | +0.00% | 0.56% | -0.12% | -3.51 | 0.02% | +14.33 | +74.81 | 74.41 | 0.00% | 0.00% | 0.00% |
| 2022-02 | +0.00% | +0.00% | 0.56% | -0.12% | -3.57 | 0.02% | +19.52 | +60.48 | 60.21 | 0.00% | 0.00% | 0.00% |
| 2022-01 | +0.00% | +0.00% | 0.56% | -0.24% | -3.70 | 0.02% | +18.96 | +40.96 | 40.76 | 0.00% | 0.00% | 0.00% |
| 2021-12 | +0.00% | +0.00% | 0.60% | -0.24% | -3.76 | 0.02% | +2.77 | +22.00 | 21.83 | 0.00% | 0.00% | 0.00% |
| 2021-11 | +0.00% | +0.00% | 0.60% | -0.24% | -4.02 | 0.02% | -1.48 | +19.23 | 19.07 | 0.00% | 0.00% | 0.00% |
| 2021-10 | -0.03% | +0.00% | 0.60% | -0.24% | -4.29 | 0.02% | +2.40 | +20.71 | 20.57 | 0.00% | 0.00% | 0.00% |
| 2021-09 | +0.03% | +0.03% | 0.60% | -0.24% | -4.34 | 0.01% | +0.59 | +18.31 | 18.18 | 0.00% | 0.00% | 0.00% |
| 2021-08 | +0.00% | +0.00% | 0.60% | -0.24% | -5.76 | 0.00% | -7.30 | +17.72 | 17.58 | 0.00% | 0.00% | 0.00% |
| 2021-07 | +0.00% | +0.00% | 0.60% | -0.24% | -5.92 | 0.00% | +8.55 | +25.02 | 24.90 | 0.00% | 0.00% | 0.00% |
| 2021-06 | +0.00% | +0.00% | 0.60% | -0.24% | -6.11 | 0.00% | -5.94 | +16.47 | 16.36 | 0.00% | 0.00% | 0.00% |
| 2021-05 | +0.00% | +0.00% | 0.60% | -0.24% | -6.31 | 0.00% | -0.30 | +22.41 | 22.31 | 0.00% | 0.00% | 0.00% |
| 2021-04 | +0.00% | +0.00% | 0.60% | -0.24% | -6.54 | 0.00% | -4.59 | +22.71 | 22.64 | 0.00% | 0.00% | 0.00% |
| 2021-03 | +0.00% | +0.00% | 0.60% | -0.24% | -6.79 | 0.00% | +3.49 | +27.30 | 27.25 | 0.00% | 0.00% | 0.00% |
| 2021-02 | +0.00% | +0.00% | 0.60% | -0.24% | -7.33 | 0.00% | +1.94 | +23.81 | 23.78 | 0.00% | 0.00% | 0.00% |
| 2021-01 | +0.00% | +0.00% | 0.60% | -0.24% | -7.68 | 0.00% | +0.55 | +21.87 | 21.85 | 0.00% | 0.00% | 0.00% |
| 2020-12 | +0.00% | +0.00% | 0.36% | — | — | — | +3.41 | +21.32 | 21.33 | 0.00% | 0.00% | 0.00% |
| 2020-11 | +0.00% | +0.00% | 0.36% | — | — | — | -0.66 | +17.91 | 17.85 | 0.00% | 0.00% | 0.00% |
| 2020-10 | +0.00% | +0.00% | 0.36% | — | — | — | +2.44 | +18.57 | 18.51 | 0.00% | 0.00% | 0.00% |
| 2020-09 | +0.00% | +0.00% | 0.36% | — | — | — | +7.94 | +16.13 | 16.08 | 0.00% | 0.00% | 0.00% |
| 2020-08 | +0.00% | +0.00% | 0.36% | — | — | — | -0.28 | +8.19 | 8.15 | 0.00% | 0.00% | 0.00% |
| 2020-07 | +0.00% | +0.00% | 0.36% | — | — | — | +4.62 | +8.47 | 8.43 | 0.00% | 0.00% | 0.00% |
| 2020-06 | +0.00% | +0.00% | 0.36% | — | — | — | -0.37 | +3.85 | 3.81 | 0.00% | 0.00% | 0.00% |
| 2020-05 | +0.00% | +0.00% | 0.36% | — | — | — | +1.31 | +4.22 | 4.18 | 0.00% | 0.00% | 0.00% |
| 2020-04 | +0.00% | +0.00% | 0.36% | — | — | — | -3.99 | +2.91 | 2.88 | 0.00% | 0.00% | 0.00% |
| 2020-03 | +0.00% | +0.00% | 0.36% | — | — | — | +5.79 | +6.90 | 6.87 | 0.00% | 0.00% | 0.00% |
| 2020-02 | +0.00% | +0.00% | 0.36% | — | — | — | +0.01 | +1.11 | 1.09 | 0.00% | 0.00% | 0.00% |
| 2020-01 | +0.00% | +0.00% | 0.36% | — | — | — | -0.04 | +1.10 | 1.08 | 0.00% | 0.00% | 0.00% |
| 2019-12 | +0.00% | +0.00% | 0.38% | — | — | — | +0.04 | +1.14 | 1.12 | 0.00% | 0.00% | 0.00% |
| 2019-11 | +0.00% | +0.00% | 0.38% | — | — | — | +0.00 | +1.10 | 1.08 | 0.00% | 0.00% | 0.00% |
| 2019-10 | +0.00% | +0.00% | 0.38% | — | — | — | +0.00 | +1.10 | 1.08 | 0.00% | 0.00% | 0.00% |
| 2019-09 | +0.00% | +0.00% | 0.38% | — | — | — | +0.01 | +1.10 | 1.08 | — | — | — |
| 2019-08 | +0.00% | +0.00% | 0.38% | — | — | — | +0.00 | +1.09 | 1.08 | — | — | — |
| 2019-07 | +0.00% | +0.00% | 0.38% | — | — | — | +0.07 | +1.09 | 1.07 | — | — | — |
| 2019-06 | +0.00% | +0.00% | 0.38% | — | — | — | +0.01 | +1.02 | 1.00 | — | — | — |
| 2019-05 | +0.00% | +0.00% | 0.38% | — | — | — | +0.12 | +1.01 | 0.99 | — | — | — |
| 2019-04 | +0.00% | +0.00% | 0.38% | — | — | — | -0.03 | +0.89 | 0.87 | — | — | — |
| 2019-03 | +0.00% | +0.00% | 0.38% | — | — | — | -0.03 | +0.92 | 0.90 | — | — | — |
| 2019-02 | +0.00% | +0.00% | 0.38% | — | — | — | +0.04 | +0.95 | 0.93 | — | — | — |
| 2019-01 | +0.00% | +0.00% | 0.38% | — | — | — | -0.03 | +0.91 | 0.97 | — | — | — |
| 2018-12 | +0.00% | +0.00% | 0.35% | — | — | — | -0.36 | +0.94 | 0.89 | — | — | — |
| 2018-11 | +0.00% | +0.00% | 0.35% | — | — | — | +0.00 | +1.30 | 1.29 | — | — | — |
| 2018-10 | +0.00% | +0.00% | 0.35% | — | — | — | +0.98 | +1.30 | 1.28 | — | — | — |
| 2018-09 | +0.00% | +0.00% | 0.35% | — | — | — | -0.98 | +0.32 | 0.31 | — | — | — |
| 2018-08 | +0.00% | +0.00% | 0.35% | — | — | — | +0.03 | +1.30 | 1.30 | — | — | — |
| 2018-07 | +0.00% | +0.00% | 0.35% | — | — | — | -0.02 | +1.27 | 1.27 | — | — | — |
| 2018-06 | +0.00% | +0.00% | 0.35% | — | — | — | +0.01 | +1.29 | 1.29 | — | — | — |
| 2018-05 | +0.00% | +0.00% | 0.35% | — | — | — | +0.01 | +1.28 | 1.28 | — | — | — |
| 2018-04 | +0.00% | +0.00% | 0.35% | — | — | — | +0.00 | +1.27 | 1.27 | — | — | — |
| 2018-03 | +0.00% | +0.00% | 0.35% | — | — | — | +1.12 | +1.27 | 1.26 | — | — | — |
| 2018-02 | +0.00% | +0.00% | 0.35% | — | — | — | +0.00 | +0.15 | 0.14 | — | — | — |
| 2018-01 | +0.00% | +0.00% | 0.35% | — | — | — | +0.00 | +0.15 | 0.14 | — | — | — |
| 2017-12 | +0.00% | +0.00% | 0.35% | — | — | — | +0.00 | +0.15 | 0.14 | — | — | — |
| 2017-11 | +0.00% | +0.00% | 0.35% | — | — | — | -0.01 | +0.15 | 0.13 | — | — | — |
| 2017-10 | +0.00% | +0.00% | 0.35% | — | — | — | +0.00 | +0.16 | 0.14 | — | — | — |
| 2017-09 | +0.00% | +0.00% | 0.35% | — | — | — | +0.00 | +0.16 | 0.14 | — | — | — |
| 2017-08 | +0.00% | +0.00% | 0.35% | — | — | — | +0.00 | +0.16 | 0.14 | — | — | — |
| 2017-07 | +0.00% | +0.00% | 0.35% | — | — | — | +0.00 | +0.16 | 0.14 | — | — | — |
| 2017-06 | +0.00% | +0.00% | 0.35% | — | — | — | +0.01 | +0.16 | 0.14 | — | — | — |
| 2017-05 | +0.00% | +0.00% | 0.35% | — | — | — | -0.25 | +0.15 | 0.14 | — | — | — |
| 2017-04 | +0.00% | +0.00% | 0.35% | — | — | — | -0.09 | +0.40 | 0.40 | — | — | — |
| 2017-03 | +0.00% | +0.00% | 0.35% | — | — | — | +0.02 | +0.49 | 0.49 | — | — | — |
| 2017-02 | +0.00% | +0.00% | 0.35% | — | — | — | +0.06 | +0.47 | 0.47 | — | — | — |
| 2017-01 | +0.00% | +0.00% | 0.35% | — | — | — | -0.06 | +0.41 | 0.40 | — | — | — |
| 2016-12 | +0.00% | +0.00% | 0.35% | — | — | — | -0.05 | +0.47 | 0.47 | — | — | — |
| 2016-11 | +0.00% | +0.00% | 0.35% | — | — | — | +0.13 | +0.52 | 0.52 | — | — | — |
| 2016-10 | +0.00% | +0.00% | 0.35% | — | — | — | -0.03 | +0.39 | 0.39 | — | — | — |
| 2016-09 | +0.00% | +0.00% | 0.35% | — | — | — | +0.10 | +0.42 | 0.42 | — | — | — |
| 2016-08 | +0.00% | +0.00% | 0.35% | — | — | — | +0.00 | +0.32 | 0.32 | — | — | — |
| 2016-07 | +0.00% | +0.00% | 0.35% | — | — | — | +0.31 | +0.32 | 0.32 | — | — | — |
| 2016-06 | +0.00% | +0.00% | 0.35% | — | — | — | +0.00 | +0.01 | 0.00 | — | — | — |
| 2016-05 | +0.00% | +0.00% | 0.35% | — | — | — | +0.00 | +0.01 | 0.00 | — | — | — |
| 2016-04 | +0.00% | +0.00% | 0.35% | — | — | — | -0.02 | +0.01 | 0.00 | — | — | — |
| 2016-03 | +0.00% | +0.00% | 0.35% | — | — | — | +0.00 | +0.03 | 0.03 | — | — | — |
| 2016-02 | +0.00% | +0.00% | 0.35% | — | — | — | +0.03 | +0.03 | 0.03 | — | — | — |
| 2015-06 | +0.00% | +0.00% | — | — | — | — | -0.55 | +0.00 | 0.00 | — | — | — |
| 2015-05 | +0.00% | +0.00% | — | — | — | — | +0.00 | +0.55 | 0.55 | 0.00% | 0.00% | 0.00% |
| 2015-04 | +0.00% | +0.00% | — | — | — | — | +0.55 | +0.55 | 0.55 | 0.00% | 0.00% | 0.00% |
| 2015-03 | +0.00% | +0.00% | — | — | — | — | +0.00 | +0.00 | 0.01 | 0.00% | 0.00% | 0.00% |
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.