חודשים בטווח
124
הפניקס גמל מסלול לבני 50 עד 60
נתונים היסטוריים מלאים עבור הפניקס גמל מסלול לבני 50 עד 60, 124 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 מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על הפניקס גמל מסלול לבני 50 עד 60 ישירות למייל.
תשואה חודשית אחרונה
+1.83%
תשואה מצטברת מההתחלה
+108.58%
| 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 | +1.83% | +108.58% | 0.60% | -0.12% | 1.15 | 5.88% | +205.89 | 9346.82 | 46.61% | 51.64% | 21.56% |
| 2026-04 | +3.81% | +104.83% | 0.60% | -0.60% | 1.10 | 5.86% | +202.27 | 8980.93 | 45.84% | 51.52% | 21.31% |
| 2026-03 | -2.60% | +97.31% | 0.60% | -0.60% | 0.98 | 5.71% | +297.91 | 8459.34 | 45.29% | 52.83% | 20.21% |
| 2026-02 | +0.59% | +102.58% | 0.60% | -0.36% | 1.30 | 5.55% | +321.85 | 8386.75 | 44.41% | 49.14% | 21.90% |
| 2026-01 | +2.05% | +101.39% | 0.60% | -0.12% | 1.31 | 5.55% | +313.45 | 8021.96 | 44.38% | 47.99% | 21.69% |
| 2025-12 | +1.19% | +97.34% | 0.62% | -0.24% | 1.24 | 5.52% | +315.03 | 7557.35 | 44.45% | 46.50% | 21.11% |
| 2025-11 | +1.23% | +95.02% | 0.62% | +0.00% | 1.23 | 5.57% | +264.66 | 7159.48 | 45.47% | 46.88% | 21.96% |
| 2025-10 | +1.42% | +92.65% | 0.62% | +0.00% | 1.24 | 5.88% | +158.07 | 6812.10 | 45.45% | 46.29% | 21.93% |
| 2025-09 | +1.98% | +89.95% | 0.62% | -0.12% | 1.19 | 5.88% | +135.25 | 6563.32 | 44.40% | 47.02% | 22.26% |
| 2025-08 | +0.92% | +86.27% | 0.62% | +0.12% | 1.09 | 5.90% | +120.34 | 6304.80 | 44.62% | 47.63% | 21.58% |
| 2025-07 | +1.16% | +84.57% | 0.62% | +0.12% | 1.10 | 5.97% | +106.51 | 6131.04 | 45.33% | 48.27% | 21.65% |
| 2025-06 | +3.27% | +82.45% | 0.62% | +0.12% | 1.10 | 6.01% | +134.93 | 5958.32 | 44.53% | 48.30% | 21.41% |
| 2025-05 | +2.03% | +76.68% | 0.62% | +0.72% | 0.95 | 5.93% | +99.94 | 5639.36 | 44.53% | 50.59% | 21.18% |
| 2025-04 | +0.89% | +73.16% | 0.62% | +0.72% | 0.89 | 5.90% | +102.40 | 5429.78 | 43.25% | 51.01% | 19.95% |
| 2025-03 | -0.86% | +71.63% | 0.62% | +0.96% | 0.93 | 6.25% | +125.96 | 5281.33 | 43.99% | 51.55% | 20.61% |
| 2025-02 | -0.01% | +73.12% | 0.62% | +0.48% | 0.75 | 7.71% | +102.51 | 5198.44 | 44.29% | 49.44% | 21.25% |
| 2025-01 | +1.37% | +73.14% | 0.62% | +0.96% | 0.74 | 7.80% | +50.84 | 5099.87 | 45.25% | 50.51% | 22.06% |
| 2024-12 | +1.26% | +70.80% | 0.63% | +0.84% | 0.70 | 7.79% | +31.87 | 4983.26 | 44.96% | 51.82% | 22.60% |
| 2024-11 | +2.32% | +68.67% | 0.63% | +1.08% | 0.68 | 7.79% | -10.04 | 4892.25 | 44.78% | 44.65% | 23.38% |
| 2024-10 | +0.55% | +64.85% | 0.63% | +0.84% | 0.61 | 7.75% | -11.88 | 4793.63 | 45.96% | 53.55% | 24.29% |
| 2024-09 | +1.67% | +63.95% | 0.63% | +0.84% | 0.62 | 7.76% | -21.37 | 4781.80 | 46.20% | 54.28% | 25.10% |
| 2024-08 | +0.94% | +61.25% | 0.63% | — | 0.56 | 7.76% | -4.30 | 4726.85 | 45.38% | 52.74% | 25.34% |
| 2024-07 | +1.19% | +59.75% | 0.63% | +1.08% | 0.56 | 7.77% | -5.64 | 4689.51 | 45.82% | 53.66% | 26.48% |
| 2024-06 | +0.56% | +57.87% | 0.63% | +1.32% | 0.54 | 7.76% | -35.36 | 4295.86 | 44.73% | 55.31% | 26.43% |
| 2024-05 | +1.40% | +56.99% | 0.63% | +1.20% | 0.56 | 7.79% | -19.45 | 4309.29 | 44.42% | 54.01% | 25.54% |
| 2024-04 | -1.22% | +54.83% | 0.63% | +0.96% | 0.49 | 7.83% | -35.56 | 4271.25 | 44.73% | 54.53% | 24.90% |
| 2024-03 | +2.33% | +56.74% | 0.63% | +0.84% | 0.60 | 7.81% | -70.69 | 4361.95 | 45.80% | 53.48% | 26.12% |
| 2024-02 | +2.12% | +53.17% | 0.63% | +0.84% | 0.53 | 7.77% | -90.95 | 4334.88 | 43.59% | 50.48% | 25.63% |
| 2024-01 | +0.30% | +49.99% | 0.63% | +0.96% | 0.47 | 7.74% | -114.98 | 4336.90 | 42.45% | 50.03% | 25.52% |
| 2023-12 | +3.02% | +49.54% | 0.61% | +0.96% | 0.52 | 7.83% | -119.93 | 4440.67 | 42.18% | 49.84% | 25.46% |
| 2023-11 | +3.35% | +45.16% | 0.61% | +0.96% | 0.36 | 7.91% | -73.69 | 4430.78 | 42.82% | 50.58% | 23.80% |
| 2023-10 | -3.14% | +40.45% | 0.61% | +0.84% | 0.24 | 7.80% | -50.29 | 4361.46 | 42.54% | 55.19% | 21.28% |
| 2023-09 | -1.20% | +45.01% | 0.61% | +0.72% | 0.39 | 7.71% | -45.12 | 4556.01 | 42.89% | 51.97% | 21.37% |
| 2023-08 | -0.23% | +46.77% | 0.61% | +0.72% | 0.48 | 7.68% | -110.47 | 4659.27 | 43.63% | 52.17% | 22.46% |
| 2023-07 | +2.73% | +47.11% | 0.61% | +0.60% | 0.53 | 7.68% | -78.05 | 4784.16 | 43.91% | 49.98% | 22.60% |
| 2023-06 | +1.51% | +43.20% | 0.61% | +0.48% | 0.44 | 7.62% | -75.05 | 4736.27 | 43.11% | 46.15% | 21.69% |
| 2023-05 | +0.69% | +41.07% | 0.61% | +0.36% | 0.39 | 7.60% | -52.53 | 4742.17 | 41.85% | 48.72% | 20.22% |
| 2023-04 | +1.68% | +40.10% | 0.61% | +0.24% | 0.38 | 7.60% | -12.17 | 4764.25 | 40.58% | 48.07% | 19.98% |
| 2023-03 | -0.20% | +37.78% | 0.61% | +0.00% | 0.33 | 7.58% | -60.85 | 4699.90 | 40.72% | 48.22% | 19.34% |
| 2023-02 | -1.74% | +38.06% | 0.61% | +0.48% | 0.36 | 7.59% | +0.82 | 4772.68 | 41.06% | 48.99% | 19.17% |
| 2023-01 | +2.21% | +40.51% | 0.61% | +0.48% | 0.45 | 7.56% | -5.59 | 4858.99 | 41.33% | 46.51% | 19.04% |
| 2022-12 | -1.65% | +37.47% | 0.57% | +0.36% | 0.38 | 7.52% | +44.77 | 4762.29 | 41.62% | 45.69% | 17.85% |
| 2022-11 | +1.07% | +39.77% | 0.57% | +0.48% | 0.49 | 7.46% | +76.39 | 4798.98 | 42.71% | 44.95% | 18.05% |
| 2022-10 | +1.80% | +38.29% | 0.57% | +0.24% | 0.46 | 7.46% | +38.24 | 4674.76 | 44.29% | 45.61% | 18.17% |
| 2022-09 | -3.83% | +35.85% | 0.57% | +0.24% | 0.41 | 7.43% | +35.21 | 4556.51 | 42.79% | 44.49% | 17.26% |
| 2022-08 | -0.80% | +41.26% | 0.57% | +0.24% | 0.63 | 7.19% | +110.80 | 4704.41 | 42.52% | 41.94% | 18.39% |
| 2022-07 | +2.90% | +42.40% | 0.57% | +0.12% | 0.69 | 7.17% | +118.44 | 4634.19 | 41.52% | 40.67% | 18.03% |
| 2022-06 | -2.39% | +38.39% | 0.57% | +0.12% | 0.59 | 7.09% | +106.35 | 4389.28 | 42.35% | 40.93% | 16.27% |
| 2022-05 | -2.72% | +41.77% | 0.57% | +0.36% | 0.72 | 6.99% | +95.21 | 4390.01 | 44.55% | 41.61% | 17.98% |
| 2022-04 | -1.29% | +45.74% | 0.57% | +0.36% | 0.90 | 6.84% | +155.20 | 4416.84 | 44.76% | 39.14% | 17.60% |
| 2022-03 | +0.33% | +47.64% | 0.57% | +0.36% | 1.00 | 6.80% | +156.75 | 4320.28 | 45.53% | 39.10% | 19.36% |
| 2022-02 | -0.69% | +47.16% | 0.57% | +0.36% | 1.00 | 6.80% | +107.66 | 4151.14 | 47.03% | 40.19% | 19.82% |
| 2022-01 | -1.36% | +48.18% | 0.57% | +0.48% | 1.06 | 6.77% | +137.12 | 4074.38 | 46.38% | 39.90% | 20.52% |
| 2021-12 | +1.96% | +50.22% | 0.59% | +0.72% | 1.16 | 6.72% | +191.83 | 3994.88 | 44.81% | 38.12% | 21.55% |
| 2021-11 | +0.03% | +47.33% | 0.59% | +0.60% | 1.10 | 6.69% | +192.83 | 3729.83 | 44.77% | 38.12% | 21.59% |
| 2021-10 | +2.12% | +47.29% | 0.59% | +0.60% | 1.11 | 6.70% | +109.09 | 3538.85 | 45.10% | 39.36% | 23.48% |
| 2021-09 | -0.21% | +44.23% | 0.59% | +0.60% | 1.02 | 6.66% | +124.13 | 2507.23 | 43.65% | 38.15% | 23.12% |
| 2021-08 | +1.15% | +44.54% | 0.59% | +0.60% | 1.04 | 6.67% | +200.88 | 2389.64 | 43.00% | 37.70% | 23.27% |
| 2021-07 | -0.26% | +42.89% | 0.59% | +0.96% | 1.00 | 6.66% | +154.80 | 2163.34 | 43.23% | 38.65% | 24.22% |
| 2021-06 | +0.55% | +43.27% | 0.59% | +0.96% | 1.05 | 6.68% | +169.92 | 2014.45 | 42.57% | 38.33% | 24.78% |
| 2021-05 | +1.34% | +42.48% | 0.59% | +0.96% | 1.03 | 6.68% | +140.56 | 1834.88 | 44.71% | 37.76% | 25.34% |
| 2021-04 | +1.81% | +40.60% | 0.59% | +0.96% | 0.99 | 6.67% | +103.86 | 1671.64 | 43.87% | 37.37% | 25.92% |
| 2021-03 | +1.94% | +38.10% | 0.59% | +0.96% | 0.93 | 6.65% | +78.76 | 1540.04 | 41.68% | 35.95% | 24.87% |
| 2021-02 | +0.69% | +35.47% | 0.59% | +0.96% | 0.87 | 6.63% | +50.04 | 1433.65 | 42.10% | 37.30% | 25.62% |
| 2021-01 | +1.25% | +34.54% | 0.59% | +0.96% | 0.86 | 6.63% | +34.63 | 1375.22 | 40.97% | 37.00% | 25.66% |
| 2020-12 | +2.33% | +32.88% | 0.58% | — | — | — | +38.37 | 1324.80 | 40.26% | 35.85% | 24.62% |
| 2020-11 | +4.96% | +29.85% | 0.58% | — | — | — | +2.07 | 1257.27 | 39.76% | 36.60% | 24.62% |
| 2020-10 | +0.22% | +23.72% | 0.58% | — | — | — | -6.01 | 1195.87 | 38.17% | 35.40% | 23.98% |
| 2020-09 | -1.07% | +23.45% | 0.58% | — | — | — | -20.47 | 1199.78 | 37.00% | 35.11% | 24.78% |
| 2020-08 | +2.75% | +24.78% | 0.58% | — | — | — | -8.40 | 1234.01 | 35.86% | 34.05% | 24.87% |
| 2020-07 | +2.31% | +21.44% | 0.58% | — | — | — | -4.46 | 1209.73 | 35.13% | 34.06% | 24.37% |
| 2020-06 | -0.62% | +18.70% | 0.58% | — | — | — | +12.78 | 1187.35 | 33.22% | 32.43% | 22.68% |
| 2020-05 | +1.22% | +19.44% | 0.58% | — | — | — | +23.61 | 1182.56 | 33.04% | 31.16% | 21.79% |
| 2020-04 | +5.23% | +18.00% | 0.58% | — | — | — | +27.47 | 1144.83 | 31.44% | 28.43% | 21.03% |
| 2020-03 | -9.47% | +12.14% | 0.58% | — | — | — | -30.69 | 1061.74 | 32.28% | 30.00% | 19.99% |
| 2020-02 | -2.13% | +23.87% | 0.58% | — | — | — | +20.81 | 1208.52 | 33.15% | 28.53% | 18.82% |
| 2020-01 | +0.18% | +26.56% | 0.58% | — | — | — | +28.63 | 1214.68 | 34.09% | 28.67% | 20.12% |
| 2019-12 | +1.08% | +26.34% | 0.56% | — | — | — | +47.33 | 1184.67 | 33.96% | 29.00% | 20.25% |
| 2019-11 | +0.92% | +24.99% | 0.56% | — | — | — | +32.09 | 1125.28 | 33.71% | 28.30% | 20.31% |
| 2019-10 | +1.44% | +23.85% | 0.56% | — | — | — | +14.61 | 1083.61 | 34.05% | 28.55% | 20.07% |
| 2019-09 | +1.58% | +22.09% | 0.56% | — | — | — | +20.78 | 1054.26 | 33.47% | 28.30% | 19.40% |
| 2019-08 | -0.50% | +20.19% | 0.56% | — | — | — | +7.12 | 1017.75 | 33.46% | 28.88% | 19.49% |
| 2019-07 | +0.82% | +20.79% | 0.56% | — | — | — | +26.62 | 1016.15 | 32.98% | 28.24% | 19.86% |
| 2019-06 | +2.01% | +19.81% | 0.56% | — | — | — | +17.41 | 981.89 | 33.88% | 28.38% | 19.92% |
| 2019-05 | -1.43% | +17.45% | 0.56% | — | — | — | +16.73 | 945.84 | 31.88% | 27.24% | 18.94% |
| 2019-04 | +1.65% | +19.15% | 0.56% | — | — | — | +36.54 | 943.06 | 32.74% | 28.34% | 20.23% |
| 2019-03 | +0.66% | +17.22% | 0.56% | — | — | — | +34.20 | 891.99 | 32.23% | 29.19% | 19.90% |
| 2019-02 | +1.27% | +16.45% | 0.56% | — | — | — | +37.75 | 852.52 | 33.15% | 29.81% | 19.93% |
| 2019-01 | +3.11% | +14.99% | 0.56% | — | — | — | +41.33 | 804.84 | 32.97% | 29.18% | 18.01% |
| 2018-12 | -3.14% | +11.52% | 0.52% | — | — | — | +44.22 | 740.38 | 34.07% | 30.83% | 17.43% |
| 2018-11 | +0.16% | +15.14% | 0.52% | — | — | — | +38.32 | 719.45 | 34.34% | 31.31% | 18.77% |
| 2018-10 | -2.02% | +14.95% | 0.52% | — | — | — | +30.95 | 680.48 | 35.00% | 31.53% | 19.10% |
| 2018-09 | +0.12% | +17.32% | 0.52% | — | — | — | +18.01 | 663.28 | 36.44% | 31.27% | 19.69% |
| 2018-08 | +1.14% | +17.18% | 0.52% | — | — | — | +46.01 | 644.73 | 35.10% | 30.47% | 19.27% |
| 2018-07 | +1.19% | +15.86% | 0.52% | — | — | — | +84.73 | 591.97 | 33.70% | 30.33% | 19.93% |
| 2018-06 | -0.10% | +14.50% | 0.52% | — | — | — | +67.54 | 501.06 | 34.30% | 29.94% | 19.03% |
| 2018-05 | +0.05% | +14.61% | 0.52% | — | — | — | +46.93 | 434.51 | 33.64% | 29.63% | 19.53% |
| 2018-04 | +0.77% | +14.56% | 0.52% | — | — | — | +27.45 | 387.63 | 34.16% | 30.19% | 19.41% |
| 2018-03 | -0.42% | +13.68% | 0.52% | — | — | — | +37.16 | 357.53 | 33.82% | 30.01% | 18.74% |
| 2018-02 | -1.09% | +14.16% | 0.52% | — | — | — | +52.09 | 321.93 | 34.84% | 31.14% | 19.68% |
| 2018-01 | +1.04% | +15.42% | 0.52% | — | — | — | +42.43 | 272.90 | 33.77% | 30.18% | 19.67% |
| 2017-12 | +0.86% | +14.23% | 0.59% | — | — | — | +50.81 | 228.14 | 30.25% | 27.42% | 19.01% |
| 2017-11 | +0.72% | +13.26% | 0.59% | — | — | — | +28.07 | 175.66 | 30.43% | 27.14% | 18.33% |
| 2017-10 | +0.87% | +12.45% | 0.59% | — | — | — | +28.40 | 146.44 | 30.37% | 28.39% | 18.60% |
| 2017-09 | +0.42% | +11.48% | 0.59% | — | — | — | +20.09 | 117.02 | 29.58% | 27.54% | 18.03% |
| 2017-08 | +0.24% | +11.01% | 0.59% | — | — | — | +27.43 | 96.55 | 29.80% | 27.46% | 17.69% |
| 2017-07 | +1.25% | +10.75% | 0.59% | — | — | — | +12.68 | 68.91 | 28.94% | 27.15% | 17.69% |
| 2017-06 | -0.57% | +9.38% | 0.59% | — | — | — | +5.73 | 55.52 | 29.11% | 26.60% | 17.07% |
| 2017-05 | +1.07% | +10.01% | 0.59% | — | — | — | +4.24 | 50.12 | 30.31% | 27.55% | 17.96% |
| 2017-04 | +1.01% | +8.84% | 0.59% | — | — | — | +1.93 | 45.39 | 28.86% | 26.55% | 16.85% |
| 2017-03 | +0.36% | +7.75% | 0.59% | — | — | — | +14.02 | 43.04 | 28.09% | 26.21% | 16.96% |
| 2017-02 | +0.50% | +7.37% | 0.59% | — | — | — | +0.59 | 28.92 | 27.39% | 25.93% | 16.91% |
| 2017-01 | +0.49% | +6.83% | 0.59% | — | — | — | +5.12 | 28.20 | 25.82% | 24.79% | 16.24% |
| 2016-12 | +1.07% | +6.31% | — | — | — | — | +8.94 | 22.98 | 18.54% | 17.23% | 11.92% |
| 2016-11 | -0.13% | +5.19% | — | — | — | — | +4.23 | 13.89 | 24.12% | 22.46% | 15.55% |
| 2016-10 | +0.18% | +5.32% | — | — | — | — | +2.47 | 9.67 | 24.72% | 23.27% | 15.93% |
| 2016-09 | -0.49% | +5.13% | — | — | — | — | +1.74 | 7.19 | 23.23% | 21.56% | 15.16% |
| 2016-08 | +0.31% | +5.65% | — | — | — | — | +1.09 | 5.49 | 25.32% | 22.22% | 16.76% |
| 2016-07 | +1.84% | +5.32% | — | — | — | — | +1.94 | 4.38 | 23.74% | 20.32% | 15.53% |
| 2016-06 | +0.05% | +3.42% | — | — | — | — | +1.07 | 2.39 | 24.69% | 21.76% | 15.90% |
| 2016-05 | +0.31% | +3.37% | — | — | — | — | +0.44 | 1.32 | 25.00% | 22.73% | 15.91% |
| 2016-04 | +1.11% | +3.05% | — | — | — | — | +0.43 | 0.88 | 25.00% | 22.73% | 15.91% |
| 2016-03 | +1.14% | +1.92% | — | — | — | — | +0.15 | 0.44 | 25.00% | 20.45% | 13.64% |
| 2016-02 | +0.77% | +0.77% | — | — | — | — | +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.