נתונים היסטוריים · גמל

אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - מניות

נתונים היסטוריים מלאים עבור אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - מניות, 89 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 12531 | שם קרן: אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - מניות | 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: מניות.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 89
תשואה חודשית אחרונה +3.41%
תשואה מצטברת מההתחלה +320.86%
חודש תשואה חודשית תשואה מצטברת דמי ניהול שנתיים אלפא שארפ סטיית תקן הפקדות נטו
(מ׳ ש״ח)
סך הנכסים
(מ׳ ש״ח)
חשיפה למניות חשיפה לחו״ל חשיפה למט״ח
2026-05 +3.41% +320.86% 0.67% +0.84% 1.29 10.02% +139.55 7981.70 97.90% 62.31% 24.43%
2026-04 +7.91% +306.99% 0.67% -0.24% 1.22 9.98% +126.56 7580.54 98.44% 62.44% 22.47%
2026-03 -4.34% +277.15% 0.67% -0.36% 1.10 9.57% +103.62 6914.33 100.56% 64.85% 20.17%
2026-02 +1.12% +294.26% 0.67% -0.12% 1.41 9.35% +98.43 7126.97 100.90% 65.01% 22.33%
2026-01 +4.72% +289.90% 0.67% +0.48% 1.42 9.35% +179.99 6958.74 100.22% 64.51% 22.71%
2025-12 +1.44% +272.32% 0.69% +0.24% 1.31 9.21% +233.71 6478.98 100.97% 67.74% 23.08%
2025-11 +1.15% +267.04% 0.69% +0.84% 1.33 9.38% +226.48 6158.40 99.39% 67.96% 22.51%
2025-10 +2.22% +262.87% 0.69% +0.72% 1.35 10.46% +165.70 5868.42 98.73% 68.89% 23.90%
2025-09 +3.55% +254.99% 0.69% +0.12% 1.29 10.49% +219.22 5582.55 97.65% 68.87% 23.78%
2025-08 +0.87% +242.82% 0.69% +0.60% 1.18 10.50% +299.96 5177.26 98.74% 71.32% 23.34%
2025-07 +1.86% +239.86% 0.69% +0.84% 1.22 10.73% +353.12 4838.24 96.82% 70.67% 22.46%
2025-06 +4.54% +233.65% 0.69% +0.84% 1.21 10.79% +204.60 4400.38 95.85% 71.06% 24.36%
2025-05 +5.31% +219.16% 0.69% +3.60% 1.14 10.74% +98.45 4007.79 93.90% 69.57% 25.51%
2025-04 +1.07% +203.07% 0.69% +3.60% 1.03 10.61% +71.08 3714.66 97.83% 74.13% 26.67%
2025-03 -1.91% +199.86% 0.69% +4.32% 1.07 11.83% +14.59 3602.52 100.08% 76.47% 27.90%
2025-02 -0.13% +205.70% 0.69% +4.32% 0.95 13.60% +0.90 3663.42 99.20% 76.07% 25.53%
2025-01 +3.22% +206.10% 0.69% +5.64% 0.95 13.70% +46.17 3649.31 98.86% 76.76% 28.42%
2024-12 +0.50% +196.55% 0.69% +6.12% 0.91 13.77% -13.75 3518.17 99.73% 81.95% 28.00%
2024-11 +3.44% +195.07% 0.69% +7.08% 0.96 13.85% -19.65 3488.79 97.94% 82.94% 30.30%
2024-10 +0.29% +185.26% 0.69% +7.08% 0.90 13.81% -16.64 3394.86 98.10% 85.06% 31.44%
2024-09 +2.53% +184.44% 0.69% +7.20% 0.94 13.87% -1.69 3405.58 97.48% 82.97% 34.25%
2024-08 +0.89% +177.42% 0.69% 0.91 13.96% -7.85 3326.68 97.13% 83.41% 33.27%
2024-07 +1.72% +174.97% 0.69% +8.16% 0.92 13.97% +11.22 3306.79 97.76% 84.90% 33.84%
2024-06 +1.10% +170.32% 0.69% +9.96% 0.93 14.08% +10.40 3245.43 98.00% 85.07% 33.30%
2024-05 +2.36% +167.38% 0.69% +9.84% 0.95 14.13% +23.01 3199.47 98.39% 83.71% 31.78%
2024-04 -2.55% +161.21% 0.69% +10.20% 0.91 14.14% +1.70 3103.08 102.09% 86.43% 30.25%
2024-03 +3.76% +168.05% 0.69% +10.80% 1.06 14.34% -7.40 3182.32 104.16% 88.93% 30.87%
2024-02 +4.78% +158.34% 0.69% +11.16% 1.02 14.34% -71.10 3074.17 103.66% 87.30% 32.38%
2024-01 +0.78% +146.55% 0.69% +10.92% 0.93 14.27% -81.56 3003.12 105.57% 91.19% 30.41%
2023-12 +3.21% +144.64% 0.69% +10.32% 0.96 14.32% -40.92 3064.94 104.09% 90.22% 34.85%
2023-11 +4.58% +137.03% 0.69% -25.85 3014.44 104.95% 96.96% 33.35%
2023-10 -3.60% +126.65% 0.69% -55.74 2911.55 102.62% 94.29% 34.36%
2023-09 -2.30% +135.12% 0.69% -37.80 3077.11 100.00% 88.72% 35.26%
2023-08 -0.73% +140.65% 0.69% -34.64 3191.02 99.59% 86.17% 37.11%
2023-07 +4.14% +142.42% 0.69% -39.48 3254.57 99.01% 87.72% 37.50%
2023-06 +3.44% +132.79% 0.69% -33.47 3168.50 99.01% 86.64% 35.44%
2023-05 +0.29% +125.04% 0.69% +12.39 3099.73 98.79% 86.78% 33.50%
2023-04 +2.44% +124.39% 0.69% +22.98 3083.23 97.76% 84.91% 33.16%
2023-03 -0.15% +119.05% 0.69% -6.48 2987.34 97.41% 83.55% 32.38%
2023-02 -1.99% +119.38% 0.69% +59.07 2998.09 93.36% 81.63% 32.15%
2023-01 +3.03% +123.83% 0.69% +94.21 3002.53 90.90% 77.44% 31.99%
2022-12 -3.63% +117.25% 0.69% +106.66 2825.02 89.32% 75.03% 30.75%
2022-11 +0.91% +125.43% 0.69% +76.69 2826.27 92.99% 76.84% 31.90%
2022-10 +3.79% +123.40% 0.69% +46.77 2723.99 97.90% 75.95% 30.64%
2022-09 -6.00% +115.24% 0.69% +64.09 2578.31 97.30% 73.65% 28.45%
2022-08 -2.00% +128.98% 0.69% +97.83 2681.36 98.78% 70.54% 26.95%
2022-07 +5.39% +133.65% 0.69% +89.05 2640.16 102.20% 74.19% 29.74%
2022-06 -4.23% +121.70% 0.69% +70.26 2419.16 100.57% 72.66% 28.16%
2022-05 -4.04% +131.50% 0.69% +64.24 2457.08 96.21% 69.18% 27.43%
2022-04 -1.50% +141.24% 0.69% +93.41 2497.01 97.65% 68.71% 26.72%
2022-03 +0.75% +144.92% 0.69% +126.18 2442.41 99.04% 69.71% 28.25%
2022-02 -1.88% +143.09% 0.69% +77.06 2300.06 98.17% 67.05% 26.96%
2022-01 -2.38% +147.75% 0.69% +119.73 2269.82 96.02% 63.35% 71.24%
2021-12 +3.44% +153.79% 0.69% +112.35 2207.50 97.72% 66.36% 73.63%
2021-11 +0.40% +145.35% 0.69% +104.22 2023.29 96.27% 65.70% 72.61%
2021-10 +4.59% +144.37% 0.69% +101.38 1915.19 97.30% 65.52% 73.19%
2021-09 -1.62% +133.65% 0.69% +64.40 1731.48 96.04% 64.13% 73.00%
2021-08 +0.70% +137.50% 0.69% +127.51 1700.37 99.31% 68.64% 75.77%
2021-07 +0.38% +135.84% 0.69% +94.26 1565.49 99.66% 67.89% 75.72%
2021-06 +1.25% +134.95% 0.69% +151.96 1467.13 95.13% 64.42% 72.53%
2021-05 +2.06% +132.05% 0.69% +131.69 1301.77 96.03% 66.00% 72.96%
2021-04 +3.98% +127.37% 0.69% +104.82 1145.95 93.88% 69.13% 75.38%
2021-03 +3.80% +118.66% 0.69% +115.77 1001.54 93.51% 69.11% 73.49%
2021-02 +1.90% +110.66% 0.69% +135.91 851.55 93.48% 69.40% 72.84%
2021-01 +1.88% +106.73% 0.69% +129.10 705.13 91.29% 66.87% 70.46%
2020-12 +5.02% +102.92% 0.47% +83.61 566.28 93.36% 67.66% 71.75%
2020-11 +11.45% +93.22% 0.47% +49.16 458.28 94.56% 67.55% 70.30%
2020-10 -0.79% +73.37% 0.47% +38.08 362.12 85.89% 65.16% 67.36%
2020-09 -1.41% +74.75% 0.47% +48.07 332.37 85.40% 66.16% 68.31%
2020-08 +6.10% +77.25% 0.47% +67.32 288.78 84.23% 65.65% 69.00%
2020-07 +3.70% +67.06% 0.47% +36.37 207.35 81.65% 60.50% 66.25%
2020-06 +3.78% +61.10% 0.47% +33.82 164.48 78.57% 58.27% 61.90%
2020-05 +2.90% +55.23% 0.47% +24.80 125.96 81.11% 57.18% 57.32%
2020-04 +12.90% +50.85% 0.47% +22.82 97.90 81.75% 54.44% 54.16%
2020-03 -13.92% +33.62% 0.47% +15.18 65.98 81.13% 47.09% 45.70%
2020-02 -2.62% +55.22% 0.47% +19.26 58.79 74.96% 38.70% 39.22%
2020-01 +4.85% +59.40% 0.47% +17.13 41.57 75.46% 39.43% 41.16%
2019-12 +4.61% +52.03% +8.38 23.27 77.05% 42.97% 43.45%
2019-11 +1.82% +45.33% +3.37 14.08 80.97% 36.43% 35.30%
2019-10 +4.23% +42.73% +0.86 10.47 77.08% 25.12% 4.68%
2019-09 +5.06% +36.94% +1.11 9.22 76.57% 22.67% 22.99%
2019-08 +0.21% +30.34% +3.57 7.74 76.36% 27.13% 27.26%
2019-07 +5.35% +30.07% +2.24 4.14 76.09% 10.63% 9.66%
2019-06 +4.05% +23.46% +1.02 1.77 66.10% 9.04% 9.04%
2019-05 +0.27% +18.66% +0.00 0.66 69.70% 7.58% 7.58%
2019-04 +8.26% +18.34% +0.57 0.66 65.15% 6.06% 6.06%
2019-03 +3.62% +9.31% +0.01 0.09 77.78% 22.22% 22.22%
2019-02 +1.19% +5.49% +0.01 0.07 71.43% 14.29% 28.57%
2019-01 +4.25% +4.25% +0.00 0.06 66.67% 16.67% 16.67%

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.