פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · פנסיה

הפניקס פנסיה מקיפה - מסלול לבני 50 ומטה (9974)

נתונים היסטוריים מלאים עבור הפניקס פנסיה מקיפה - מסלול לבני 50 ומטה (9974), 128 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 9974 | שם קרן: הפניקס פנסיה מקיפה - מסלול לבני 50 ומטה | סיווג קרן: קרנות חדשות | חברה שולטת: הפניקס אחזקות בע"מ | חברה מנהלת: הפניקס פנסיה וגמל בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 128
תשואה חודשית אחרונה +1.23%
תשואה מצטברת בטווח +158.73%
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 +1.23% +158.73% 0.14% +2.28% 1.43 5.96% -583.27 +7183.74 60213.19 56.42% 47.48% 20.31%
2026-07 +0.16% +155.59% 0.14% +2.04% 1.41 5.99% -454.67 +7767.01 60014.29 57.02% 47.29% 20.12%
2026-06 -1.33% +155.18% 0.14% — 1.57 5.99% -562.49 +8221.68 60393.48 56.05% 46.00% 20.98%
2026-05 +2.05% +158.62% 0.14% +2.16% 1.60 5.92% -778.33 +8784.17 61685.23 55.18% 43.20% 20.23%
2026-04 +4.64% +153.42% 0.14% +1.68% 1.55 5.92% -713.85 +9562.50 61152.18 55.05% 43.58% 19.60%
2026-03 -2.40% +142.19% 0.14% +1.56% 1.44 5.68% -687.79 +10276.35 58520.88 54.44% 44.38% 18.25%
2026-02 +0.59% +148.14% 0.14% +1.80% 1.79 5.51% -676.98 +10964.14 60456.71 54.01% 43.35% 22.23%
2026-01 +2.48% +146.69% 0.14% +2.04% 1.81 5.51% -831.87 +11641.12 60466.73 54.77% 43.52% 22.39%
2025-12 +1.45% +140.72% 0.15% +1.92% 1.73 5.47% -707.87 +12472.99 59285.79 53.61% 44.14% 22.84%
2025-11 +1.46% +137.28% 0.15% +2.16% 1.72 5.54% -469.25 +13180.86 58532.97 54.73% 44.32% 23.58%
2025-10 +1.43% +133.86% 0.15% +2.28% 1.71 5.92% -356.75 +13650.11 58235.16 54.40% 44.15% 23.78%
2025-09 +2.31% +130.56% 0.15% +2.04% 1.66 5.92% -606.38 +14006.86 57454.76 53.47% 44.46% 23.80%
2025-08 +1.02% +125.36% 0.15% +2.40% 1.55 5.96% -580.53 +14613.24 56335.23 53.73% 44.43% 22.87%
2025-07 +1.43% +123.08% 0.15% +2.40% 1.57 6.03% -514.09 +15193.77 56087.50 53.83% 44.97% 22.86%
2025-06 +3.45% +119.94% 0.15% +2.40% 1.55 6.03% -277.65 +15707.86 55660.41 54.30% 44.77% 22.67%
2025-05 +3.03% +112.60% 0.15% +3.00% 1.42 5.96% -447.99 +15985.51 54009.39 54.71% 46.08% 22.23%
2025-04 +0.96% +106.35% 0.15% +3.00% 1.32 5.85% -456.84 +16433.50 52735.38 53.09% 46.60% 21.20%
2025-03 -1.58% +104.39% 0.15% +3.12% 1.35 6.10% -494.34 +16890.34 52427.64 54.17% 48.67% 22.12%
2025-02 +0.36% +107.67% 0.15% +3.12% 1.21 7.34% -691.91 +17384.68 53480.02 54.40% 46.49% 22.95%
2025-01 +1.41% +106.92% 0.15% +3.36% 1.16 7.48% -790.99 +18076.59 53940.18 54.99% 46.88% 23.67%
2024-12 +1.12% +104.05% 0.16% +3.12% 1.12 7.52% -820.40 +18867.58 53745.10 54.01% 46.97% 23.62%
2024-11 +2.60% +101.79% 0.16% +3.48% 1.11 7.52% -668.47 +19687.98 53944.68 53.33% 40.19% 24.85%
2024-10 +0.60% +96.67% 0.16% +3.24% 1.03 7.45% -241.49 +20356.45 53023.50 53.72% 48.87% 25.06%
2024-09 +1.89% +95.50% 0.16% +3.24% 1.06 7.48% -721.19 +20597.94 52999.29 53.93% 49.96% 26.20%
2024-08 +1.18% +91.87% 0.16% — 0.97 7.45% -548.88 +21319.13 52304.95 53.01% 48.78% 26.26%
2024-07 +1.19% +89.64% 0.16% +3.36% 0.97 7.48% +3107.29 +21868.01 52087.76 53.03% 50.23% 26.69%
2024-06 +0.69% +87.41% 0.16% +3.48% 0.94 7.48% -502.33 +18760.72 47840.28 51.89% 51.63% 27.22%
2024-05 +1.95% +86.12% 0.16% +3.36% 0.97 7.52% -341.38 +19263.05 47857.96 51.54% 50.16% 26.27%
2024-04 -1.19% +82.56% 0.16% +3.12% 0.88 7.59% -202.38 +19604.43 47330.42 51.36% 49.94% 25.51%
2024-03 +2.58% +84.76% 0.16% +3.12% 1.00 7.55% -492.57 +19806.81 48053.54 52.43% 49.97% 26.96%
2024-02 +2.52% +80.11% 0.16% +3.12% 0.92 7.52% -306.82 +20299.38 47152.11 50.04% 48.15% 26.11%
2024-01 +0.37% +75.69% 0.16% +3.24% 0.85 7.45% -1762.74 +20606.20 46165.41 49.47% 48.50% 25.76%
2023-12 +2.73% +75.04% 0.17% +3.12% 0.89 7.52% -701.59 +22368.94 46083.54 49.54% 48.82% 25.88%
2023-11 +2.80% +70.39% 0.17% +3.24% 0.74 7.66% +20.59 +23070.53 44646.19 49.04% 49.36% 24.77%
2023-10 -2.56% +65.75% 0.17% +3.24% 0.65 7.59% +9.82 +23049.94 43225.81 48.83% 50.43% 23.60%
2023-09 -0.78% +70.10% 0.17% +3.00% 0.80 7.52% +143.74 +23040.12 44133.64 48.94% 48.07% 23.11%
2023-08 -0.26% +71.44% 0.17% +3.12% 0.88 7.52% +216.43 +22896.38 44206.96 50.28% 49.23% 24.30%
2023-07 +2.75% +71.89% 0.17% +3.00% 0.94 7.48% +254.96 +22679.95 44050.29 50.47% 48.86% 24.77%
2023-06 +2.16% +67.28% 0.17% +3.00% 0.86 7.45% +266.19 +22424.99 42501.00 49.48% 43.99% 23.67%
2023-05 +0.71% +63.75% 0.17% +2.88% 0.79 7.41% +580.95 +22158.80 41166.17 48.42% 46.85% 21.88%
2023-04 +1.39% +62.59% 0.17% +2.64% 0.79 7.41% +540.64 +21577.85 40424.45 47.04% 47.29% 21.10%
2023-03 +0.46% +60.36% 0.17% +2.64% 0.77 7.41% +716.20 +21037.21 39184.12 48.10% 51.79% 22.16%
2023-02 -1.08% +59.63% 0.17% +2.88% 0.76 7.41% +622.21 +20321.01 38275.97 48.55% 48.63% 20.53%
2023-01 +2.16% +61.37% 0.17% +3.00% 0.83 7.41% +368.99 +19698.80 37989.42 48.04% 47.11% 20.87%
2022-12 -1.49% +57.96% 0.20% +2.88% 0.78 7.38% +670.60 +19329.81 36438.26 46.90% 46.19% 19.47%
2022-11 +1.07% +60.35% 0.20% +3.12% 0.89 7.31% +253.95 +18659.21 36073.17 48.90% 46.46% 20.00%
2022-10 +2.33% +58.65% 0.20% +2.88% 0.88 7.31% +553.68 +18405.26 35228.19 50.26% 46.40% 20.03%
2022-09 -3.91% +55.04% 0.20% +2.88% 0.80 7.27% +537.47 +17851.58 33809.07 48.91% 45.57% 18.55%
2022-08 -0.01% +61.35% 0.20% +3.12% 1.08 7.00% +702.76 +17314.11 34492.40 49.25% 43.70% 20.32%
2022-07 +3.11% +61.37% 0.20% +2.88% 1.10 7.00% +764.05 +16611.35 33734.92 48.48% 43.53% 19.20%
2022-06 -2.28% +56.50% 0.20% +2.76% 1.00 6.89% +481.76 +15847.30 31926.91 48.81% 43.90% 17.50%
2022-05 -1.57% +60.15% 0.20% +3.12% 1.15 6.79% +648.90 +15365.54 32370.95 50.26% 43.54% 18.34%
2022-04 -1.42% +62.70% 0.20% +3.00% 1.27 6.72% +440.42 +14716.64 32300.75 50.78% 41.63% 18.08%
2022-03 +0.83% +65.05% 0.20% +3.12% 1.39 6.65% +512.68 +14276.22 32137.53 51.88% 42.04% 19.85%
2022-02 -0.07% +63.69% 0.20% +3.12% 1.37 6.65% +436.52 +13763.54 31197.58 52.22% 42.50% 20.61%
2022-01 -0.90% +63.80% 0.20% +3.36% 1.40 6.62% +390.26 +13327.02 30856.68 52.90% 42.98% 20.84%
2021-12 +2.86% +65.29% 0.20% +3.72% 1.48 6.58% +376.81 +12936.76 30457.74 52.43% 42.49% 22.51%
2021-11 -0.01% +60.70% 0.20% +3.48% 1.39 6.51% +310.02 +12559.95 29318.22 52.14% 42.66% 22.20%
2021-10 +2.55% +60.71% 0.20% +3.48% 1.42 6.51% +355.27 +12249.93 28880.35 52.52% 43.57% 23.94%
2021-09 +0.17% +56.72% 0.20% +3.48% 1.33 6.48% +184.24 +11894.66 27898.93 51.26% 43.36% 23.88%
2021-08 +1.77% +56.45% 0.20% +3.48% 1.33 6.48% +258.77 +11710.42 27579.13 51.88% 43.97% 24.89%
2021-07 -0.30% +53.73% 0.20% +3.72% 1.27 6.44% +269.53 +11451.65 26866.40 51.51% 44.05% 24.83%
2021-06 +0.78% +54.19% 0.20% +3.84% 1.33 6.48% +208.28 +11182.12 26602.54 51.47% 44.02% 25.41%
2021-05 +1.99% +53.00% 0.20% +3.72% 1.30 6.48% +231.57 +10973.84 26199.20 51.63% 43.25% 25.33%
2021-04 +2.08% +50.01% 0.20% +3.72% 1.24 6.48% +289.71 +10742.27 25425.17 51.43% 43.45% 25.64%
2021-03 +2.31% +46.96% 0.20% +3.48% 1.17 6.44% +208.19 +10452.56 24624.07 48.99% 42.99% 25.33%
2021-02 +1.07% +43.64% 0.20% +3.60% 1.11 6.41% +185.95 +10244.37 23839.77 48.84% 43.43% 25.24%
2021-01 +1.24% +42.12% 0.20% +3.36% 1.06 6.41% +233.66 +10058.42 23466.08 48.23% 43.48% 25.27%
2020-12 +2.94% +40.38% 0.24% +3.48% 0.99 6.48% +187.82 +9824.76 22898.68 46.93% 42.82% 25.00%
2020-11 +5.59% +36.37% 0.24% — — — +206.21 +9636.94 22025.42 45.28% 42.88% 24.98%
2020-10 +0.20% +29.15% 0.24% — — — +223.39 +9430.73 20701.67 44.60% 43.28% 25.83%
2020-09 -0.67% +28.89% 0.24% — — — +266.41 +9207.34 20395.51 42.13% 41.91% 24.60%
2020-08 +2.94% +29.76% 0.24% — — — +182.56 +8940.93 20269.85 41.19% 40.48% 25.00%
2020-07 +2.09% +26.05% 0.24% — — — +291.07 +8758.37 19491.41 40.00% 40.60% 24.51%
2020-06 -0.21% +23.47% 0.24% — — — +229.00 +8467.30 18822.69 39.12% 39.99% 24.70%
2020-05 +1.03% +23.73% 0.24% — — — +234.56 +8238.30 18628.01 39.30% 38.62% 23.80%
2020-04 +4.63% +22.47% 0.24% — — — +189.16 +8003.74 18289.90 37.60% 35.78% 22.99%
2020-03 -8.43% +17.05% 0.24% — — — +162.37 +7814.58 17310.82 37.58% 36.98% 21.51%
2020-02 -2.71% +27.83% 0.24% — — — +184.56 +7652.21 18636.88 41.42% 37.51% 21.63%
2020-01 -0.16% +31.39% 0.24% — — — +213.83 +7467.65 18956.75 41.88% 36.25% 22.92%
2019-12 +1.53% +31.60% 0.27% — — — +219.76 +7253.82 18794.26 41.60% 37.59% 23.32%
2019-11 +1.08% +29.62% 0.27% — — — +161.07 +7034.06 18337.00 40.11% 36.59% 22.69%
2019-10 +1.79% +28.23% 0.27% — — — +201.51 +6872.99 17918.22 40.61% 37.36% 22.41%
2019-09 +1.38% +25.98% 0.27% — — — +212.34 +6671.48 17421.21 39.93% 36.78% 21.61%
2019-08 -0.54% +24.26% 0.27% — — — +194.25 +6459.14 16969.60 40.46% 37.89% 21.82%
2019-07 +0.20% +24.94% 0.27% — — — +267.07 +6264.89 16874.93 40.04% 37.34% 22.19%
2019-06 +2.42% +24.69% 0.27% — — — +204.12 +5997.82 16567.78 40.11% 37.57% 21.65%
2019-05 -1.65% +21.74% 0.27% — — — +255.31 +5793.70 15956.51 39.13% 37.40% 20.73%
2019-04 +1.88% +23.78% 0.27% — — — +242.90 +5538.39 15992.43 40.03% 38.43% 22.13%
2019-03 +0.53% +21.50% 0.27% — — — +145.27 +5295.49 15450.96 39.84% 38.76% 21.64%
2019-02 +1.06% +20.86% 0.27% — — — +188.06 +5150.22 15207.24 40.55% 38.76% 20.96%
2019-01 +2.75% +19.59% 0.27% — — — +172.79 +4962.16 14860.37 40.09% 38.51% 21.16%
2018-12 -3.07% +16.39% 0.28% — — — +161.58 +4789.37 14256.04 41.06% 39.99% 19.99%
2018-11 +0.72% +20.08% 0.28% — — — +173.56 +4627.79 14571.38 41.30% 39.68% 21.27%
2018-10 -1.91% +19.22% 0.28% — — — +184.46 +4454.23 14319.97 41.37% 39.52% 21.51%
2018-09 +0.48% +21.54% 0.28% — — — +91.08 +4269.77 14417.64 41.91% 38.48% 22.13%
2018-08 +1.19% +20.96% 0.28% — — — +139.62 +4178.69 14248.77 41.27% 37.81% 21.80%
2018-07 +1.48% +19.54% 0.28% — — — +148.63 +4039.07 13883.77 40.83% 38.36% 22.17%
2018-06 +0.44% +17.79% 0.28% — — — +145.87 +3890.44 13655.39 40.10% 38.13% 21.22%
2018-05 +0.31% +17.28% 0.28% — — — +165.19 +3744.57 13382.65 39.86% 36.93% 21.10%
2018-04 +1.14% +16.91% 0.28% — — — +167.35 +3579.38 13198.49 39.77% 37.33% 21.33%
2018-03 -0.18% +15.60% 0.28% — — — +163.04 +3412.03 12898.10 39.34% 36.71% 21.57%
2018-02 -0.85% +15.80% 0.28% — — — +136.72 +3248.99 12751.81 39.54% 36.12% 21.37%
2018-01 +1.40% +16.80% 0.28% — — — +153.00 +3112.27 12704.52 38.51% 35.02% 21.27%
2017-12 +1.09% +15.18% 0.30% — — — +233.33 +2959.27 12409.28 36.41% 33.61% 21.32%
2017-11 +0.91% +13.94% 0.30% — — — +210.02 +2725.94 11988.70 34.85% 32.70% 21.43%
2017-10 +0.82% +12.92% 0.30% — — — +165.99 +2515.92 11646.42 33.41% 31.81% 21.01%
2017-09 +0.74% +12.00% 0.30% — — — +136.14 +2349.93 11410.63 33.20% 31.87% 20.99%
2017-08 +0.20% +11.17% 0.30% — — — +201.00 +2213.79 11178.97 33.01% 31.69% 20.55%
2017-07 +1.10% +10.95% 0.30% — — — +222.19 +2012.79 11007.71 32.92% 31.39% 20.76%
2017-06 -0.12% +9.74% 0.30% — — — +151.29 +1790.60 10632.85 32.39% 30.48% 21.10%
2017-05 +0.90% +9.88% 0.30% — — — +157.91 +1639.31 10506.61 31.67% 29.92% 20.75%
2017-04 +1.01% +8.90% 0.30% — — — +75.51 +1481.40 10260.37 31.98% 30.47% 20.72%
2017-03 +0.47% +7.81% 0.30% — — — +80.45 +1405.89 10053.10 31.53% 30.04% 21.01%
2017-02 +0.55% +7.30% 0.30% — — — +202.48 +1325.44 9925.78 30.50% 29.24% 20.71%
2017-01 +0.64% +6.72% 0.30% — — — +93.29 +1122.96 9685.80 30.23% 29.22% 19.90%
2016-12 +1.03% +6.04% 0.33% — — — +146.26 +1029.67 9501.98 30.53% 29.82% 19.72%
2016-11 +0.54% +4.96% 0.33% — — — +184.22 +883.41 9305.47 30.03% 28.99% 19.36%
2016-10 +0.39% +4.39% 0.33% — — — +116.50 +699.19 9059.12 30.43% 29.85% 19.48%
2016-09 -0.32% +3.99% 0.33% — — — +106.47 +582.69 8916.22 30.38% 29.21% 19.09%
2016-08 +0.76% +4.32% 0.33% — — — +126.70 +476.22 8672.31 31.20% 29.45% 19.42%
2016-07 +2.15% +3.53% 0.33% — — — +136.18 +349.52 8489.62 31.46% 29.14% 19.55%
2016-06 -0.36% +1.36% 0.33% — — — +213.34 +213.34 8337.96 31.12% 29.26% 18.57%
2016-05 +1.00% +1.72% 0.33% — — — — +0.00 8092.58 — — —
2016-04 +0.70% +0.71% 0.33% — — — — +0.00 7915.62 — — —
2016-03 +1.77% +0.01% 0.33% — — — — +0.00 7770.13 — — —
2016-02 -0.36% -1.73% 0.33% — — — — +0.00 7548.06 — — —
2016-01 -1.37% -1.37% 0.33% — — — — +0.00 7520.66 — — —

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.