נתונים היסטוריים · קרנות השתלמות

הפניקס השתלמות בניהול אישי

נתונים היסטוריים מלאים עבור הפניקס השתלמות בניהול אישי, 144 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2024 | שם קרן: הפניקס השתלמות בניהול אישי | סיווג קרן: קרנות השתלמות | חברה שולטת: הפניקס אחזקות בע"מ | חברה מנהלת: הפניקס פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: כללי | תת התמחות: כללי.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 144
תשואה חודשית אחרונה +0.00%
תשואה מצטברת מההתחלה +0.00%
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 +0.00% +0.00% 0.24% -2.88% -8.13 0.00% +19.18 1219.99 29.51% 53.48% 55.10%
2026-04 +0.00% +0.00% 0.24% -2.88% -7.79 0.00% +10.36 1204.19 49.39% 60.60% 53.63%
2026-03 +0.00% +0.00% 0.24% -2.76% -7.48 0.00% +43.16 1205.91 48.85% 62.37% 54.79%
2026-02 +0.00% +0.00% 0.24% -2.76% -7.18 0.00% +20.72 1165.55 49.60% 64.06% 57.19%
2026-01 +0.00% +0.00% 0.24% -2.76% -6.91 0.00% +13.30 1131.92 49.88% 64.39% 57.51%
2025-12 +0.00% +0.00% 0.21% -2.64% -6.64 0.00% +9.20 1125.51 51.68% 65.51% 58.66%
2025-11 +0.00% +0.00% 0.21% -2.64% -6.40 0.00% +6.85 1116.47 51.51% 67.03% 60.02%
2025-10 +0.00% +0.00% 0.21% -2.64% -6.17 0.00% +8.04 1098.74 51.99% 67.93% 60.81%
2025-09 +0.00% +0.00% 0.21% -2.64% -5.96 0.00% +8.54 1088.35 53.10% 68.10% 61.21%
2025-08 +0.00% +0.00% 0.21% -2.40% -5.76 0.00% +26.94 1069.61 52.83% 67.50% 61.65%
2025-07 +0.00% +0.00% 0.21% -2.40% -5.57 0.00% +7.92 1043.85 52.01% 67.69% 62.65%
2025-06 +0.00% +0.00% 0.21% -2.40% -5.39 0.00% +19.19 1002.72 52.29% 69.30% 63.35%
2025-05 +0.00% +0.00% 0.21% -2.28% -5.21 0.00% +17.27 981.35 50.37% 53.46% 64.38%
2025-04 +0.00% +0.00% 0.21% -2.28% -5.04 0.00% +25.93 966.69 51.80% 50.88% 65.58%
2025-03 +0.00% +0.00% 0.21% -2.16% -4.88 0.00% +22.46 953.75 54.91% 32.17% 66.62%
2025-02 +0.00% +0.00% 0.21% -2.04% -4.73 0.00% +32.30 912.12 56.09% 32.70% 65.99%
2025-01 +0.00% +0.00% 0.21% -2.04% -4.58 0.00% +16.43 879.69 56.23% 30.95% 66.45%
2024-12 +0.00% +0.00% 0.23% -1.92% -4.43 0.00% +29.25 850.90 56.07% 32.45% 66.07%
2024-11 +0.00% +0.00% 0.23% -1.80% -4.29 0.00% +12.57 817.39 58.60% 32.72% 68.36%
2024-10 +0.00% +0.00% 0.23% -1.80% -4.16 0.00% +68.06 795.35 19.50% 8.18% 17.36%
2024-09 +0.00% +0.00% 0.23% -1.68% -4.03 0.00% +15.71 727.79 18.71% 8.37% 16.10%
2024-08 +0.00% +0.00% 0.23% -3.74 0.00% +6.71 696.98 21.62% 7.48% 19.13%
2024-07 +0.00% +0.00% 0.23% -1.56% -3.77 0.00% +8.01 696.64 22.14% 8.10% 19.34%
2024-06 +0.00% +0.00% 0.23% -1.44% -3.65 0.00% +6.23 682.05 22.52% 8.29% 19.66%
2024-05 +0.00% +0.00% 0.23% -1.44% -3.53 0.00% +5.20 666.97 23.81% 8.77% 19.76%
2024-04 +0.00% +0.00% 0.23% -1.32% -3.41 0.00% +0.61 655.15 23.72% 8.72% 20.06%
2024-03 +0.00% +0.00% 0.23% -1.32% -3.29 0.00% +9.12 654.60 23.64% 8.69% 19.78%
2024-02 +0.00% +0.00% 0.23% -1.20% -3.17 0.00% +8.59 623.86 25.48% 9.00% 21.35%
2024-01 +0.00% +0.00% 0.23% -1.20% -3.06 0.00% -2.97 609.58 25.66% 9.83% 21.52%
2023-12 +0.00% +0.00% 0.23% -1.08% -2.95 0.00% +1.85 604.82 25.62% 10.14% 21.52%
2023-11 +0.00% +0.00% 0.23% -1.08% -2.84 0.00% -2.62 598.92 25.64% 9.89% 22.15%
2023-10 +0.00% +0.00% 0.23% -0.96% -2.74 0.00% +3.77 618.31 24.56% 9.67% 21.93%
2023-09 +0.00% +0.00% 0.23% -0.96% -2.63 0.00% +13.42 604.28 24.29% 10.68% 20.27%
2023-08 +0.00% +0.00% 0.23% -0.84% -2.52 0.00% -17.77 591.77 48.26% 32.45% 46.31%
2023-07 +0.00% +0.00% 0.23% -0.72% -2.42 0.00% +1.11 596.65 47.11% 32.19% 45.93%
2023-06 +0.00% +0.00% 0.23% -0.72% -2.33 0.00% +1.57 582.95 92.64% 63.13% 91.78%
2023-05 +0.00% +0.00% 0.23% -0.60% -2.24 0.00% -3.37 574.31 46.19% 31.04% 45.70%
2023-04 +0.00% +0.00% 0.23% -0.60% -2.15 0.00% +0.06 566.11 45.24% 30.67% 45.26%
2023-03 +0.00% +0.00% 0.23% -0.48% -2.08 0.00% +2.40 554.36 45.97% 31.18% 45.41%
2023-02 +0.00% +0.00% 0.23% -0.36% -2.02 0.00% +0.47 564.21 47.82% 32.61% 45.28%
2023-01 +0.00% +0.00% 0.23% -0.36% -1.98 0.00% +6.20 553.19 48.91% 33.14% 45.70%
2022-12 +0.00% +0.00% 0.22% -0.36% -1.98 0.00% +0.75 536.40 48.08% 32.67% 46.02%
2022-11 +0.00% +0.00% 0.22% -0.24% -2.05 0.00% +0.01 535.31 50.40% 34.37% 47.72%
2022-10 +0.00% +0.00% 0.22% -0.24% -2.30 0.00% -2.42 537.21 50.22% 34.25% 47.62%
2022-09 +0.00% +0.00% 0.22% -0.24% -2.48 0.00% +4.44 533.12 54.77% 51.04% 69.02%
2022-08 +0.00% +0.00% 0.22% -0.24% -2.75 0.00% -1.70 529.18 112.36% 102.68% 133.19%
2022-07 +0.00% +0.00% 0.22% -0.12% -3.75 0.00% +0.44 544.53 56.63% 52.70% 69.95%
2022-06 +0.00% +0.00% 0.22% -0.12% -3.91 0.00% +4.11 545.66 55.80% 53.33% 70.03%
2022-05 +0.00% +0.00% 0.22% -0.12% -3.85 0.00% +1.18 541.63 58.06% 53.82% 69.94%
2022-04 +0.00% +0.00% 0.22% -0.12% -4.00 0.00% +12.71 542.20 58.78% 54.11% 70.20%
2022-03 +0.00% +0.00% 0.22% -0.24% -4.31 0.00% +7.31 529.73 59.74% 56.49% 71.81%
2022-02 +0.00% +0.00% 0.22% -0.24% -4.39 0.00% +3.26 524.77 57.74% 59.03% 73.13%
2022-01 +0.00% +0.00% 0.22% -0.24% -4.59 0.00% +1.04 522.01 50.45% 54.29% 65.97%
2021-12 +0.00% +0.00% 0.23% -0.24% -4.69 0.00% +5.85 519.33 53.94% 56.83% 71.37%
2021-11 +0.00% +0.00% 0.23% -0.24% -5.10 0.00% +9.95 512.90 58.08% 61.20% 72.74%
2021-10 +0.00% +0.00% 0.23% -0.24% -5.58 0.00% +3.41 504.34 59.02% 65.47% 74.99%
2021-09 +0.00% +0.00% 0.23% -0.24% -5.60 0.00% +4.87 497.72 57.69% 64.05% 75.93%
2021-08 +0.00% +0.00% 0.23% -0.24% -5.76 0.00% +4.04 499.08 58.91% 65.36% 75.92%
2021-07 +0.00% +0.00% 0.23% -0.24% -5.92 0.00% +8.71 493.31 59.18% 66.31% 76.15%
2021-06 +0.00% +0.00% 0.23% -0.24% -6.11 0.00% +7.62 480.01 58.12% 68.48% 76.98%
2021-05 +0.00% +0.00% 0.23% -0.24% -6.31 0.00% +1.20 466.71 60.01% 69.59% 77.54%
2021-04 +0.00% +0.00% 0.23% -0.24% -6.54 0.00% +6.84 464.06 60.71% 69.50% 77.89%
2021-03 +0.00% +0.00% 0.23% -0.24% -6.79 0.00% -0.06 453.55 58.71% 70.76% 80.45%
2021-02 +0.00% +0.00% 0.23% -0.24% -7.33 0.00% +5.71 436.70 56.02% 48.27% 77.30%
2021-01 +0.00% +0.00% 0.23% -0.24% -7.68 0.00% -1.05 423.50 54.92% 48.87% 78.19%
2020-12 +0.00% +0.00% 0.22% -0.24% -11.15 0.00% +2.30 416.19 54.14% 48.86% 78.34%
2020-11 +0.00% +0.00% 0.22% -0.24% -11.54 0.00% -0.23 413.64 53.99% 49.76% 79.17%
2020-10 +0.00% +0.00% 0.22% -0.24% -12.88 0.00% +0.36 404.15 51.54% 50.73% 78.59%
2020-09 +0.00% +0.00% 0.22% -0.24% -12.92 0.00% +1.40 406.56 50.64% 51.05% 78.90%
2020-08 +0.00% +0.00% 0.22% -0.24% -13.58 0.00% +0.89 402.35 50.61% 51.58% 78.88%
2020-07 +0.00% +0.00% 0.22% -0.24% -13.36 0.00% -0.01 395.29 52.91% 68.77% 79.22%
2020-06 +0.00% +0.00% 0.22% -0.24% -14.11 0.00% +0.01 386.23 52.51% 70.14% 78.45%
2020-05 +0.00% +0.00% 0.22% -0.24% -15.03 0.00% -4.63 388.06 52.57% 70.29% 77.80%
2020-04 +0.00% +0.00% 0.22% -2.68 380.42 52.23% 69.28% 75.56%
2020-03 +0.00% +0.00% 0.22% -1.43 364.23 48.32% 66.96% 76.86%
2020-02 +0.00% +0.00% 0.22% +3.46 388.36 44.55% 67.96% 73.93%
2020-01 +0.00% +0.00% 0.22% +0.00 391.99 47.97% 68.06% 74.32%
2019-12 +0.00% +0.00% 0.23% -662.92 387.90 44.75% 74.87% 74.74%
2019-11 +0.00% +0.00% 0.23% +0.16 1044.63 16.10% 26.32% 89.88%
2019-10 +0.00% +0.00% 0.23% +1.41 1057.25 15.01% 25.60% 89.84%
2019-09 +0.00% +0.00% 0.23% +0.00 1049.22 14.32% 24.86% 88.95%
2019-08 +0.00% +0.00% 0.23% +0.01 1046.47 14.49% 26.75% 90.68%
2019-07 +0.00% +0.00% 0.23% -6.15 1041.96 78.68% 88.77% 90.68%
2019-06 +0.00% +0.00% 0.23% -0.06 1066.51 78.44% 88.24% 89.49%
2019-05 +0.00% +0.00% 0.23% -2.01 1074.44 79.10% 89.54% 90.21%
2019-04 +0.00% +0.00% 0.23% -0.64 1064.42 78.14% 89.09% 89.99%
2019-03 +0.00% +0.00% 0.23% -5.69 1067.58 77.91% 88.83% 89.73%
2019-02 +0.00% +0.00% 0.23% -1.36 1052.38 77.12% 87.87% 89.16%
2019-01 +0.00% +0.00% 0.23% +0.00 1025.44 90.73% 96.86% 100.10%
2018-12 +0.00% +0.00% 0.23% -5.62 1042.37 76.84% 88.08% 89.32%
2018-11 +0.00% +0.00% 0.23% -11.02 1063.44 77.35% 88.59% 89.20%
2018-10 +0.00% +0.00% 0.23% -4.41 1087.92 77.77% 88.33% 89.47%
2018-09 +0.00% +0.00% 0.23% +0.00 1065.61 76.22% 86.34% 88.48%
2018-08 +0.00% +0.00% 0.23% -11.36 1071.41 76.70% 89.03% 88.71%
2018-07 +0.00% +0.00% 0.23% -55.33 1074.68 78.46% 90.93% 88.26%
2018-06 +0.00% +0.00% 0.23% -133.46 1129.04 82.00% 88.11% 90.81%
2018-05 +0.00% +0.00% 0.23% +0.00 1261.74 73.73% 78.72% 81.35%
2018-04 +0.00% +0.00% 0.23% +0.00 1257.87 72.97% 79.59% 81.32%
2018-03 +0.00% +0.00% 0.23% -0.05 1240.09 72.98% 79.29% 81.00%
2018-02 +0.00% +0.00% 0.23% +0.00 1251.46 15.03% 23.22% 24.32%
2018-01 +0.00% +0.00% 0.23% +1.42 1220.30 15.98% 23.73% 24.99%
2017-12 +0.00% +0.00% 0.24% -8.82 1225.36 15.54% 23.09% 24.54%
2017-11 +0.00% +0.00% 0.24% +0.37 1232.26 15.11% 23.14% 24.21%
2017-10 +0.00% +0.00% 0.24% -0.05 1223.56 15.10% 23.29% 24.37%
2017-09 +0.00% +0.00% 0.24% +1.06 1216.35 15.12% 22.86% 24.50%
2017-08 +0.00% +0.00% 0.24% -1.05 1229.94 14.76% 22.34% 24.52%
2017-07 +0.00% +0.00% 0.24% +1.50 1203.54 14.30% 22.01% 25.13%
2017-06 +0.00% +0.00% 0.24% -86.96 1175.79 15.65% 22.89% 25.24%
2017-05 +0.00% +0.00% 0.24% +3.25 1274.30 909.00% 914.65% 73.28%
2017-04 +0.00% +0.00% 0.24% +610.33 1257.75 17.24% 21.97% 23.91%
2017-03 +0.00% +0.00% 0.24% +8.91 643.60 36.49% 41.76% 46.07%
2017-02 +0.00% +0.00% 0.24% +0.00 635.38 37.24% 41.17% 46.77%
2017-01 +0.00% +0.00% 0.24% +7.49 631.71 39.07% 43.04% 48.07%
2016-12 +0.00% +0.00% 0.31% +0.00 616.42 44.82% 42.24% 47.10%
2016-11 +0.00% +0.00% 0.31% +0.13 617.46 48.10% 42.48% 48.34%
2016-10 +0.00% +0.00% 0.31% +0.00 618.55 49.19% 43.07% 48.82%
2016-09 +0.00% +0.00% 0.31% +0.00 615.03 49.29% 41.92% 48.76%
2016-08 +0.00% +0.00% 0.31% +0.00 617.53 49.92% 40.77% 48.88%
2016-07 +0.00% +0.00% 0.31% +0.21 610.23 46.56% 39.63% 49.12%
2016-06 +0.00% +0.00% 0.31% +0.00 595.79 41.63% 25.68% 51.04%
2016-05 +0.00% +0.00% 0.31% +0.01 593.26 38.49% 22.18% 51.30%
2016-04 +0.00% +0.00% 0.31% +0.07 581.79 35.91% 20.64% 50.68%
2016-03 +0.00% +0.00% 0.31% +197.03 577.00 64.55% 13.29% 19.22%
2016-02 +0.00% +0.00% 0.31% -0.14 372.34 83.67% 20.80% 28.51%
2016-01 +0.00% +0.00% 0.31% +10.50 364.49 70.21% 21.48% 28.35%
2015-12 +0.00% +0.00% 0.30% -10.26 372.30 29.70% 39.81% 50.66%
2015-11 +0.00% +0.00% 0.30% +4.18 376.38 29.85% 41.92% 52.94%
2015-10 +0.00% +0.00% 0.30% +6.02 367.52 27.77% 38.86% 52.75%
2015-09 +0.00% +0.00% 0.30% +0.39 357.34 27.30% 39.57% 53.80%
2015-08 +0.00% +0.00% 0.30% +8.00 361.17 27.05% 38.69% 52.03%
2015-07 +0.00% +0.00% 0.30% +0.00 348.49 28.24% 37.67% 49.36%
2015-06 +0.00% +0.00% 0.30% +19.30 340.32 26.55% 37.96% 51.17%
2012-12 +0.00% +0.00% +0.65 502.47 20.46% 53.22% 62.16%
2012-11 +0.00% +0.00% +0.00 506.63 20.28% 53.63% 62.31%
2012-10 +0.00% +0.00% -0.05 506.61 20.74% 53.46% 62.92%
2012-09 +0.00% +0.00% +0.00 502.60 20.88% 55.62% 62.80%
2012-08 +0.00% +0.00% +0.00 502.08 21.43% 56.71% 63.35%
2012-07 +0.00% +0.00% +0.00 494.79 21.11% 55.94% 62.55%
2012-06 +0.00% +0.00% -0.05 480.51 19.66% 54.90% 61.80%
2012-05 +0.00% +0.00% +0.00 476.06 19.04% 52.43% 59.86%
2012-04 +0.00% +0.00% +0.00 478.92 18.73% 52.00% 59.11%
2012-03 +0.00% +0.00% -0.04 476.30 16.42% 52.86% 58.39%
2012-02 +0.00% +0.00% +0.00 473.94 12.98% 47.87% 57.38%
2012-01 +0.00% +0.00% +2.80 465.56 13.39% 47.72% 55.28%

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.