פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · גמל

הפניקס גמל מסלול לבני 50 עד 60 (9529)

נתונים היסטוריים מלאים עבור הפניקס גמל מסלול לבני 50 עד 60 (9529), 127 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 9529 | שם קרן: הפניקס גמל מסלול לבני 50 עד 60 | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: הפניקס אחזקות בע"מ | חברה מנהלת: הפניקס פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מדרגות | תת התמחות: 50-60.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 127
תשואה חודשית אחרונה +1.20%
תשואה מצטברת בטווח +109.79%
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 +1.20% +109.79% 0.60% +0.60% 1.06 5.90% +108.04 +6258.13 9754.02 49.17% 54.06% 20.35%
2026-07 -0.25% +107.30% 0.60% +0.12% 1.04 5.90% +112.03 +6150.09 9536.26 49.65% 54.90% 20.32%
2026-06 -0.36% +107.82% 0.60% — 1.13 5.90% +144.03 +6038.06 9452.83 47.98% 54.64% 21.31%
2026-05 +1.83% +108.58% 0.60% -0.12% 1.15 5.88% +205.89 +5894.03 9346.82 46.61% 51.64% 21.56%
2026-04 +3.81% +104.83% 0.60% -0.60% 1.10 5.86% +202.27 +5688.14 8980.93 45.84% 51.52% 21.31%
2026-03 -2.60% +97.31% 0.60% -0.60% 0.98 5.71% +297.91 +5485.87 8459.34 45.29% 52.83% 20.21%
2026-02 +0.59% +102.58% 0.60% -0.36% 1.30 5.55% +321.85 +5187.96 8386.75 44.41% 49.14% 21.90%
2026-01 +2.05% +101.39% 0.60% -0.12% 1.31 5.55% +313.45 +4866.11 8021.96 44.38% 47.99% 21.69%
2025-12 +1.19% +97.34% 0.62% -0.24% 1.24 5.52% +315.03 +4552.66 7557.35 44.45% 46.50% 21.11%
2025-11 +1.23% +95.02% 0.62% +0.00% 1.23 5.57% +264.66 +4237.63 7159.48 45.47% 46.88% 21.96%
2025-10 +1.42% +92.65% 0.62% +0.00% 1.24 5.88% +158.07 +3972.97 6812.10 45.45% 46.29% 21.93%
2025-09 +1.98% +89.95% 0.62% -0.12% 1.19 5.88% +135.25 +3814.90 6563.32 44.40% 47.02% 22.26%
2025-08 +0.92% +86.27% 0.62% +0.12% 1.09 5.90% +120.34 +3679.65 6304.80 44.62% 47.63% 21.58%
2025-07 +1.16% +84.57% 0.62% +0.12% 1.10 5.97% +106.51 +3559.31 6131.04 45.33% 48.27% 21.65%
2025-06 +3.27% +82.45% 0.62% +0.12% 1.10 6.01% +134.93 +3452.80 5958.32 44.53% 48.30% 21.41%
2025-05 +2.03% +76.68% 0.62% +0.72% 0.95 5.93% +99.94 +3317.87 5639.36 44.53% 50.59% 21.18%
2025-04 +0.89% +73.16% 0.62% +0.72% 0.89 5.90% +102.40 +3217.93 5429.78 43.25% 51.01% 19.95%
2025-03 -0.86% +71.63% 0.62% +0.96% 0.93 6.25% +125.96 +3115.53 5281.33 43.99% 51.55% 20.61%
2025-02 -0.01% +73.12% 0.62% +0.48% 0.75 7.71% +102.51 +2989.57 5198.44 44.29% 49.44% 21.25%
2025-01 +1.37% +73.14% 0.62% +0.96% 0.74 7.80% +50.84 +2887.06 5099.87 45.25% 50.51% 22.06%
2024-12 +1.26% +70.80% 0.63% +0.84% 0.70 7.79% +31.87 +2836.22 4983.26 44.96% 51.82% 22.60%
2024-11 +2.32% +68.67% 0.63% +1.08% 0.68 7.79% -10.04 +2804.35 4892.25 44.78% 44.65% 23.38%
2024-10 +0.55% +64.85% 0.63% +0.84% 0.61 7.75% -11.88 +2814.39 4793.63 45.96% 53.55% 24.29%
2024-09 +1.67% +63.95% 0.63% +0.84% 0.62 7.76% -21.37 +2826.27 4781.80 46.20% 54.28% 25.10%
2024-08 +0.94% +61.25% 0.63% — 0.56 7.76% -4.30 +2847.64 4726.85 45.38% 52.74% 25.34%
2024-07 +1.19% +59.75% 0.63% +1.08% 0.56 7.77% -5.64 +2851.94 4689.51 45.82% 53.66% 26.48%
2024-06 +0.56% +57.87% 0.63% +1.32% 0.54 7.76% -35.36 +2857.58 4295.86 44.73% 55.31% 26.43%
2024-05 +1.40% +56.99% 0.63% +1.20% 0.56 7.79% -19.45 +2892.94 4309.29 44.42% 54.01% 25.54%
2024-04 -1.22% +54.83% 0.63% +0.96% 0.49 7.83% -35.56 +2912.39 4271.25 44.73% 54.53% 24.90%
2024-03 +2.33% +56.74% 0.63% +0.84% 0.60 7.81% -70.69 +2947.95 4361.95 45.80% 53.48% 26.12%
2024-02 +2.12% +53.17% 0.63% +0.84% 0.53 7.77% -90.95 +3018.64 4334.88 43.59% 50.48% 25.63%
2024-01 +0.30% +49.99% 0.63% +0.96% 0.47 7.74% -114.98 +3109.59 4336.90 42.45% 50.03% 25.52%
2023-12 +3.02% +49.54% 0.61% +0.96% 0.52 7.83% -119.93 +3224.57 4440.67 42.18% 49.84% 25.46%
2023-11 +3.35% +45.16% 0.61% +0.96% 0.36 7.91% -73.69 +3344.50 4430.78 42.82% 50.58% 23.80%
2023-10 -3.14% +40.45% 0.61% +0.84% 0.24 7.80% -50.29 +3418.19 4361.46 42.54% 55.19% 21.28%
2023-09 -1.20% +45.01% 0.61% +0.72% 0.39 7.71% -45.12 +3468.48 4556.01 42.89% 51.97% 21.37%
2023-08 -0.23% +46.77% 0.61% +0.72% 0.48 7.68% -110.47 +3513.60 4659.27 43.63% 52.17% 22.46%
2023-07 +2.73% +47.11% 0.61% +0.60% 0.53 7.68% -78.05 +3624.07 4784.16 43.91% 49.98% 22.60%
2023-06 +1.51% +43.20% 0.61% +0.48% 0.44 7.62% -75.05 +3702.12 4736.27 43.11% 46.15% 21.69%
2023-05 +0.69% +41.07% 0.61% +0.36% 0.39 7.60% -52.53 +3777.17 4742.17 41.85% 48.72% 20.22%
2023-04 +1.68% +40.10% 0.61% +0.24% 0.38 7.60% -12.17 +3829.70 4764.25 40.58% 48.07% 19.98%
2023-03 -0.20% +37.78% 0.61% +0.00% 0.33 7.58% -60.85 +3841.87 4699.90 40.72% 48.22% 19.34%
2023-02 -1.74% +38.06% 0.61% +0.48% 0.36 7.59% +0.82 +3902.72 4772.68 41.06% 48.99% 19.17%
2023-01 +2.21% +40.51% 0.61% +0.48% 0.45 7.56% -5.59 +3901.90 4858.99 41.33% 46.51% 19.04%
2022-12 -1.65% +37.47% 0.57% +0.36% 0.38 7.52% +44.77 +3907.49 4762.29 41.62% 45.69% 17.85%
2022-11 +1.07% +39.77% 0.57% +0.48% 0.49 7.46% +76.39 +3862.72 4798.98 42.71% 44.95% 18.05%
2022-10 +1.80% +38.29% 0.57% +0.24% 0.46 7.46% +38.24 +3786.33 4674.76 44.29% 45.61% 18.17%
2022-09 -3.83% +35.85% 0.57% +0.24% 0.41 7.43% +35.21 +3748.09 4556.51 42.79% 44.49% 17.26%
2022-08 -0.80% +41.26% 0.57% +0.24% 0.63 7.19% +110.80 +3712.88 4704.41 42.52% 41.94% 18.39%
2022-07 +2.90% +42.40% 0.57% +0.12% 0.69 7.17% +118.44 +3602.08 4634.19 41.52% 40.67% 18.03%
2022-06 -2.39% +38.39% 0.57% +0.12% 0.59 7.09% +106.35 +3483.64 4389.28 42.35% 40.93% 16.27%
2022-05 -2.72% +41.77% 0.57% +0.36% 0.72 6.99% +95.21 +3377.29 4390.01 44.55% 41.61% 17.98%
2022-04 -1.29% +45.74% 0.57% +0.36% 0.90 6.84% +155.20 +3282.08 4416.84 44.76% 39.14% 17.60%
2022-03 +0.33% +47.64% 0.57% +0.36% 1.00 6.80% +156.75 +3126.88 4320.28 45.53% 39.10% 19.36%
2022-02 -0.69% +47.16% 0.57% +0.36% 1.00 6.80% +107.66 +2970.13 4151.14 47.03% 40.19% 19.82%
2022-01 -1.36% +48.18% 0.57% +0.48% 1.06 6.77% +137.12 +2862.47 4074.38 46.38% 39.90% 20.52%
2021-12 +1.96% +50.22% 0.59% +0.72% 1.16 6.72% +191.83 +2725.35 3994.88 44.81% 38.12% 21.55%
2021-11 +0.03% +47.33% 0.59% +0.60% 1.10 6.69% +192.83 +2533.52 3729.83 44.77% 38.12% 21.59%
2021-10 +2.12% +47.29% 0.59% +0.60% 1.11 6.70% +109.09 +2340.69 3538.85 45.10% 39.36% 23.48%
2021-09 -0.21% +44.23% 0.59% +0.60% 1.02 6.66% +124.13 +2231.60 2507.23 43.65% 38.15% 23.12%
2021-08 +1.15% +44.54% 0.59% +0.60% 1.04 6.67% +200.88 +2107.47 2389.64 43.00% 37.70% 23.27%
2021-07 -0.26% +42.89% 0.59% +0.96% 1.00 6.66% +154.80 +1906.59 2163.34 43.23% 38.65% 24.22%
2021-06 +0.55% +43.27% 0.59% +0.96% 1.05 6.68% +169.92 +1751.79 2014.45 42.57% 38.33% 24.78%
2021-05 +1.34% +42.48% 0.59% +0.96% 1.03 6.68% +140.56 +1581.87 1834.88 44.71% 37.76% 25.34%
2021-04 +1.81% +40.60% 0.59% +0.96% 0.99 6.67% +103.86 +1441.31 1671.64 43.87% 37.37% 25.92%
2021-03 +1.94% +38.10% 0.59% +0.96% 0.93 6.65% +78.76 +1337.45 1540.04 41.68% 35.95% 24.87%
2021-02 +0.69% +35.47% 0.59% +0.96% 0.87 6.63% +50.04 +1258.69 1433.65 42.10% 37.30% 25.62%
2021-01 +1.25% +34.54% 0.59% +0.96% 0.86 6.63% +34.63 +1208.65 1375.22 40.97% 37.00% 25.66%
2020-12 +2.33% +32.88% 0.58% — — — +38.37 +1174.02 1324.80 40.26% 35.85% 24.62%
2020-11 +4.96% +29.85% 0.58% — — — +2.07 +1135.65 1257.27 39.76% 36.60% 24.62%
2020-10 +0.22% +23.72% 0.58% — — — -6.01 +1133.58 1195.87 38.17% 35.40% 23.98%
2020-09 -1.07% +23.45% 0.58% — — — -20.47 +1139.59 1199.78 37.00% 35.11% 24.78%
2020-08 +2.75% +24.78% 0.58% — — — -8.40 +1160.06 1234.01 35.86% 34.05% 24.87%
2020-07 +2.31% +21.44% 0.58% — — — -4.46 +1168.46 1209.73 35.13% 34.06% 24.37%
2020-06 -0.62% +18.70% 0.58% — — — +12.78 +1172.92 1187.35 33.22% 32.43% 22.68%
2020-05 +1.22% +19.44% 0.58% — — — +23.61 +1160.14 1182.56 33.04% 31.16% 21.79%
2020-04 +5.23% +18.00% 0.58% — — — +27.47 +1136.53 1144.83 31.44% 28.43% 21.03%
2020-03 -9.47% +12.14% 0.58% — — — -30.69 +1109.06 1061.74 32.28% 30.00% 19.99%
2020-02 -2.13% +23.87% 0.58% — — — +20.81 +1139.75 1208.52 33.15% 28.53% 18.82%
2020-01 +0.18% +26.56% 0.58% — — — +28.63 +1118.94 1214.68 34.09% 28.67% 20.12%
2019-12 +1.08% +26.34% 0.56% — — — +47.33 +1090.31 1184.67 33.96% 29.00% 20.25%
2019-11 +0.92% +24.99% 0.56% — — — +32.09 +1042.98 1125.28 33.71% 28.30% 20.31%
2019-10 +1.44% +23.85% 0.56% — — — +14.61 +1010.89 1083.61 34.05% 28.55% 20.07%
2019-09 +1.58% +22.09% 0.56% — — — +20.78 +996.28 1054.26 33.47% 28.30% 19.40%
2019-08 -0.50% +20.19% 0.56% — — — +7.12 +975.50 1017.75 33.46% 28.88% 19.49%
2019-07 +0.82% +20.79% 0.56% — — — +26.62 +968.38 1016.15 32.98% 28.24% 19.86%
2019-06 +2.01% +19.81% 0.56% — — — +17.41 +941.76 981.89 33.88% 28.38% 19.92%
2019-05 -1.43% +17.45% 0.56% — — — +16.73 +924.35 945.84 31.88% 27.24% 18.94%
2019-04 +1.65% +19.15% 0.56% — — — +36.54 +907.62 943.06 32.74% 28.34% 20.23%
2019-03 +0.66% +17.22% 0.56% — — — +34.20 +871.08 891.99 32.23% 29.19% 19.90%
2019-02 +1.27% +16.45% 0.56% — — — +37.75 +836.88 852.52 33.15% 29.81% 19.93%
2019-01 +3.11% +14.99% 0.56% — — — +41.33 +799.13 804.84 32.97% 29.18% 18.01%
2018-12 -3.14% +11.52% 0.52% — — — +44.22 +757.80 740.38 34.07% 30.83% 17.43%
2018-11 +0.16% +15.14% 0.52% — — — +38.32 +713.58 719.45 34.34% 31.31% 18.77%
2018-10 -2.02% +14.95% 0.52% — — — +30.95 +675.26 680.48 35.00% 31.53% 19.10%
2018-09 +0.12% +17.32% 0.52% — — — +18.01 +644.31 663.28 36.44% 31.27% 19.69%
2018-08 +1.14% +17.18% 0.52% — — — +46.01 +626.30 644.73 35.10% 30.47% 19.27%
2018-07 +1.19% +15.86% 0.52% — — — +84.73 +580.29 591.97 33.70% 30.33% 19.93%
2018-06 -0.10% +14.50% 0.52% — — — +67.54 +495.56 501.06 34.30% 29.94% 19.03%
2018-05 +0.05% +14.61% 0.52% — — — +46.93 +428.02 434.51 33.64% 29.63% 19.53%
2018-04 +0.77% +14.56% 0.52% — — — +27.45 +381.09 387.63 34.16% 30.19% 19.41%
2018-03 -0.42% +13.68% 0.52% — — — +37.16 +353.64 357.53 33.82% 30.01% 18.74%
2018-02 -1.09% +14.16% 0.52% — — — +52.09 +316.48 321.93 34.84% 31.14% 19.68%
2018-01 +1.04% +15.42% 0.52% — — — +42.43 +264.39 272.90 33.77% 30.18% 19.67%
2017-12 +0.86% +14.23% 0.59% — — — +50.81 +221.96 228.14 30.25% 27.42% 19.01%
2017-11 +0.72% +13.26% 0.59% — — — +28.07 +171.15 175.66 30.43% 27.14% 18.33%
2017-10 +0.87% +12.45% 0.59% — — — +28.40 +143.08 146.44 30.37% 28.39% 18.60%
2017-09 +0.42% +11.48% 0.59% — — — +20.09 +114.68 117.02 29.58% 27.54% 18.03%
2017-08 +0.24% +11.01% 0.59% — — — +27.43 +94.59 96.55 29.80% 27.46% 17.69%
2017-07 +1.25% +10.75% 0.59% — — — +12.68 +67.16 68.91 28.94% 27.15% 17.69%
2017-06 -0.57% +9.38% 0.59% — — — +5.73 +54.48 55.52 29.11% 26.60% 17.07%
2017-05 +1.07% +10.01% 0.59% — — — +4.24 +48.75 50.12 30.31% 27.55% 17.96%
2017-04 +1.01% +8.84% 0.59% — — — +1.93 +44.51 45.39 28.86% 26.55% 16.85%
2017-03 +0.36% +7.75% 0.59% — — — +14.02 +42.58 43.04 28.09% 26.21% 16.96%
2017-02 +0.50% +7.37% 0.59% — — — +0.59 +28.56 28.92 27.39% 25.93% 16.91%
2017-01 +0.49% +6.83% 0.59% — — — +5.12 +27.97 28.20 25.82% 24.79% 16.24%
2016-12 +1.07% +6.31% — — — — +8.94 +22.85 22.98 18.54% 17.23% 11.92%
2016-11 -0.13% +5.19% — — — — +4.23 +13.91 13.89 24.12% 22.46% 15.55%
2016-10 +0.18% +5.32% — — — — +2.47 +9.68 9.67 24.72% 23.27% 15.93%
2016-09 -0.49% +5.13% — — — — +1.74 +7.21 7.19 23.23% 21.56% 15.16%
2016-08 +0.31% +5.65% — — — — +1.09 +5.47 5.49 25.32% 22.22% 16.76%
2016-07 +1.84% +5.32% — — — — +1.94 +4.38 4.38 23.74% 20.32% 15.53%
2016-06 +0.05% +3.42% — — — — +1.07 +2.44 2.39 24.69% 21.76% 15.90%
2016-05 +0.31% +3.37% — — — — +0.44 +1.37 1.32 25.00% 22.73% 15.91%
2016-04 +1.11% +3.05% — — — — +0.43 +0.93 0.88 25.00% 22.73% 15.91%
2016-03 +1.14% +1.92% — — — — +0.15 +0.50 0.44 25.00% 20.45% 13.64%
2016-02 +0.77% +0.77% — — — — +0.35 +0.35 0.36 25.00% 16.67% 11.11%

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.