חודשים בטווח
125
הפניקס פנסיה מקיפה - מסלול לבני 50 ומטה
נתונים היסטוריים מלאים עבור הפניקס פנסיה מקיפה - מסלול לבני 50 ומטה, 125 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 מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על הפניקס פנסיה מקיפה - מסלול לבני 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+2.05%
תשואה מצטברת מההתחלה
+158.62%
| 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 | +2.05% | +158.62% | 0.14% | +2.16% | 1.60 | 5.92% | -778.33 | 61685.23 | 55.18% | 43.20% | 20.23% |
| 2026-04 | +4.64% | +153.42% | 0.14% | +1.68% | 1.55 | 5.92% | -713.85 | 61152.18 | 55.05% | 43.58% | 19.60% |
| 2026-03 | -2.40% | +142.19% | 0.14% | +1.56% | 1.44 | 5.68% | -687.79 | 58520.88 | 54.44% | 44.38% | 18.25% |
| 2026-02 | +0.59% | +148.14% | 0.14% | +1.80% | 1.79 | 5.51% | -676.98 | 60456.71 | 54.01% | 43.35% | 22.23% |
| 2026-01 | +2.48% | +146.69% | 0.14% | +2.04% | 1.81 | 5.51% | -831.87 | 60466.73 | 54.77% | 43.52% | 22.39% |
| 2025-12 | +1.45% | +140.72% | 0.15% | +1.92% | 1.73 | 5.47% | -707.87 | 59285.79 | 53.61% | 44.14% | 22.84% |
| 2025-11 | +1.46% | +137.28% | 0.15% | +2.16% | 1.72 | 5.54% | -469.25 | 58532.97 | 54.73% | 44.32% | 23.58% |
| 2025-10 | +1.43% | +133.86% | 0.15% | +2.28% | 1.71 | 5.92% | -356.75 | 58235.16 | 54.40% | 44.15% | 23.78% |
| 2025-09 | +2.31% | +130.56% | 0.15% | +2.04% | 1.66 | 5.92% | -606.38 | 57454.76 | 53.47% | 44.46% | 23.80% |
| 2025-08 | +1.02% | +125.36% | 0.15% | +2.40% | 1.55 | 5.96% | -580.53 | 56335.23 | 53.73% | 44.43% | 22.87% |
| 2025-07 | +1.43% | +123.08% | 0.15% | +2.40% | 1.57 | 6.03% | -514.09 | 56087.50 | 53.83% | 44.97% | 22.86% |
| 2025-06 | +3.45% | +119.94% | 0.15% | +2.40% | 1.55 | 6.03% | -277.65 | 55660.41 | 54.30% | 44.77% | 22.67% |
| 2025-05 | +3.03% | +112.60% | 0.15% | +3.00% | 1.42 | 5.96% | -447.99 | 54009.39 | 54.71% | 46.08% | 22.23% |
| 2025-04 | +0.96% | +106.35% | 0.15% | +3.00% | 1.32 | 5.85% | -456.84 | 52735.38 | 53.09% | 46.60% | 21.20% |
| 2025-03 | -1.58% | +104.39% | 0.15% | +3.12% | 1.35 | 6.10% | -494.34 | 52427.64 | 54.17% | 48.67% | 22.12% |
| 2025-02 | +0.36% | +107.67% | 0.15% | +3.12% | 1.21 | 7.34% | -691.91 | 53480.02 | 54.40% | 46.49% | 22.95% |
| 2025-01 | +1.41% | +106.92% | 0.15% | +3.36% | 1.16 | 7.48% | -790.99 | 53940.18 | 54.99% | 46.88% | 23.67% |
| 2024-12 | +1.12% | +104.05% | 0.16% | +3.12% | 1.12 | 7.52% | -820.40 | 53745.10 | 54.01% | 46.97% | 23.62% |
| 2024-11 | +2.60% | +101.79% | 0.16% | +3.48% | 1.11 | 7.52% | -668.47 | 53944.68 | 53.33% | 40.19% | 24.85% |
| 2024-10 | +0.60% | +96.67% | 0.16% | +3.24% | 1.03 | 7.45% | -241.49 | 53023.50 | 53.72% | 48.87% | 25.06% |
| 2024-09 | +1.89% | +95.50% | 0.16% | +3.24% | 1.06 | 7.48% | -721.19 | 52999.29 | 53.93% | 49.96% | 26.20% |
| 2024-08 | +1.18% | +91.87% | 0.16% | — | 0.97 | 7.45% | -548.88 | 52304.95 | 53.01% | 48.78% | 26.26% |
| 2024-07 | +1.19% | +89.64% | 0.16% | +3.36% | 0.97 | 7.48% | +3107.29 | 52087.76 | 53.03% | 50.23% | 26.69% |
| 2024-06 | +0.69% | +87.41% | 0.16% | +3.48% | 0.94 | 7.48% | -502.33 | 47840.28 | 51.89% | 51.63% | 27.22% |
| 2024-05 | +1.95% | +86.12% | 0.16% | +3.36% | 0.97 | 7.52% | -341.38 | 47857.96 | 51.54% | 50.16% | 26.27% |
| 2024-04 | -1.19% | +82.56% | 0.16% | +3.12% | 0.88 | 7.59% | -202.38 | 47330.42 | 51.36% | 49.94% | 25.51% |
| 2024-03 | +2.58% | +84.76% | 0.16% | +3.12% | 1.00 | 7.55% | -492.57 | 48053.54 | 52.43% | 49.97% | 26.96% |
| 2024-02 | +2.52% | +80.11% | 0.16% | +3.12% | 0.92 | 7.52% | -306.82 | 47152.11 | 50.04% | 48.15% | 26.11% |
| 2024-01 | +0.37% | +75.69% | 0.16% | +3.24% | 0.85 | 7.45% | -1762.74 | 46165.41 | 49.47% | 48.50% | 25.76% |
| 2023-12 | +2.73% | +75.04% | 0.17% | +3.12% | 0.89 | 7.52% | -701.59 | 46083.54 | 49.54% | 48.82% | 25.88% |
| 2023-11 | +2.80% | +70.39% | 0.17% | +3.24% | 0.74 | 7.66% | +20.59 | 44646.19 | 49.04% | 49.36% | 24.77% |
| 2023-10 | -2.56% | +65.75% | 0.17% | +3.24% | 0.65 | 7.59% | +9.82 | 43225.81 | 48.83% | 50.43% | 23.60% |
| 2023-09 | -0.78% | +70.10% | 0.17% | +3.00% | 0.80 | 7.52% | +143.74 | 44133.64 | 48.94% | 48.07% | 23.11% |
| 2023-08 | -0.26% | +71.44% | 0.17% | +3.12% | 0.88 | 7.52% | +216.43 | 44206.96 | 50.28% | 49.23% | 24.30% |
| 2023-07 | +2.75% | +71.89% | 0.17% | +3.00% | 0.94 | 7.48% | +254.96 | 44050.29 | 50.47% | 48.86% | 24.77% |
| 2023-06 | +2.16% | +67.28% | 0.17% | +3.00% | 0.86 | 7.45% | +266.19 | 42501.00 | 49.48% | 43.99% | 23.67% |
| 2023-05 | +0.71% | +63.75% | 0.17% | +2.88% | 0.79 | 7.41% | +580.95 | 41166.17 | 48.42% | 46.85% | 21.88% |
| 2023-04 | +1.39% | +62.59% | 0.17% | +2.64% | 0.79 | 7.41% | +540.64 | 40424.45 | 47.04% | 47.29% | 21.10% |
| 2023-03 | +0.46% | +60.36% | 0.17% | +2.64% | 0.77 | 7.41% | +716.20 | 39184.12 | 48.10% | 51.79% | 22.16% |
| 2023-02 | -1.08% | +59.63% | 0.17% | +2.88% | 0.76 | 7.41% | +622.21 | 38275.97 | 48.55% | 48.63% | 20.53% |
| 2023-01 | +2.16% | +61.37% | 0.17% | +3.00% | 0.83 | 7.41% | +368.99 | 37989.42 | 48.04% | 47.11% | 20.87% |
| 2022-12 | -1.49% | +57.96% | 0.20% | +2.88% | 0.78 | 7.38% | +670.60 | 36438.26 | 46.90% | 46.19% | 19.47% |
| 2022-11 | +1.07% | +60.35% | 0.20% | +3.12% | 0.89 | 7.31% | +253.95 | 36073.17 | 48.90% | 46.46% | 20.00% |
| 2022-10 | +2.33% | +58.65% | 0.20% | +2.88% | 0.88 | 7.31% | +553.68 | 35228.19 | 50.26% | 46.40% | 20.03% |
| 2022-09 | -3.91% | +55.04% | 0.20% | +2.88% | 0.80 | 7.27% | +537.47 | 33809.07 | 48.91% | 45.57% | 18.55% |
| 2022-08 | -0.01% | +61.35% | 0.20% | +3.12% | 1.08 | 7.00% | +702.76 | 34492.40 | 49.25% | 43.70% | 20.32% |
| 2022-07 | +3.11% | +61.37% | 0.20% | +2.88% | 1.10 | 7.00% | +764.05 | 33734.92 | 48.48% | 43.53% | 19.20% |
| 2022-06 | -2.28% | +56.50% | 0.20% | +2.76% | 1.00 | 6.89% | +481.76 | 31926.91 | 48.81% | 43.90% | 17.50% |
| 2022-05 | -1.57% | +60.15% | 0.20% | +3.12% | 1.15 | 6.79% | +648.90 | 32370.95 | 50.26% | 43.54% | 18.34% |
| 2022-04 | -1.42% | +62.70% | 0.20% | +3.00% | 1.27 | 6.72% | +440.42 | 32300.75 | 50.78% | 41.63% | 18.08% |
| 2022-03 | +0.83% | +65.05% | 0.20% | +3.12% | 1.39 | 6.65% | +512.68 | 32137.53 | 51.88% | 42.04% | 19.85% |
| 2022-02 | -0.07% | +63.69% | 0.20% | +3.12% | 1.37 | 6.65% | +436.52 | 31197.58 | 52.22% | 42.50% | 20.61% |
| 2022-01 | -0.90% | +63.80% | 0.20% | +3.36% | 1.40 | 6.62% | +390.26 | 30856.68 | 52.90% | 42.98% | 20.84% |
| 2021-12 | +2.86% | +65.29% | 0.20% | +3.72% | 1.48 | 6.58% | +376.81 | 30457.74 | 52.43% | 42.49% | 22.51% |
| 2021-11 | -0.01% | +60.70% | 0.20% | +3.48% | 1.39 | 6.51% | +310.02 | 29318.22 | 52.14% | 42.66% | 22.20% |
| 2021-10 | +2.55% | +60.71% | 0.20% | +3.48% | 1.42 | 6.51% | +355.27 | 28880.35 | 52.52% | 43.57% | 23.94% |
| 2021-09 | +0.17% | +56.72% | 0.20% | +3.48% | 1.33 | 6.48% | +184.24 | 27898.93 | 51.26% | 43.36% | 23.88% |
| 2021-08 | +1.77% | +56.45% | 0.20% | +3.48% | 1.33 | 6.48% | +258.77 | 27579.13 | 51.88% | 43.97% | 24.89% |
| 2021-07 | -0.30% | +53.73% | 0.20% | +3.72% | 1.27 | 6.44% | +269.53 | 26866.40 | 51.51% | 44.05% | 24.83% |
| 2021-06 | +0.78% | +54.19% | 0.20% | +3.84% | 1.33 | 6.48% | +208.28 | 26602.54 | 51.47% | 44.02% | 25.41% |
| 2021-05 | +1.99% | +53.00% | 0.20% | +3.72% | 1.30 | 6.48% | +231.57 | 26199.20 | 51.63% | 43.25% | 25.33% |
| 2021-04 | +2.08% | +50.01% | 0.20% | +3.72% | 1.24 | 6.48% | +289.71 | 25425.17 | 51.43% | 43.45% | 25.64% |
| 2021-03 | +2.31% | +46.96% | 0.20% | +3.48% | 1.17 | 6.44% | +208.19 | 24624.07 | 48.99% | 42.99% | 25.33% |
| 2021-02 | +1.07% | +43.64% | 0.20% | +3.60% | 1.11 | 6.41% | +185.95 | 23839.77 | 48.84% | 43.43% | 25.24% |
| 2021-01 | +1.24% | +42.12% | 0.20% | +3.36% | 1.06 | 6.41% | +233.66 | 23466.08 | 48.23% | 43.48% | 25.27% |
| 2020-12 | +2.94% | +40.38% | 0.24% | +3.48% | 0.99 | 6.48% | +187.82 | 22898.68 | 46.93% | 42.82% | 25.00% |
| 2020-11 | +5.59% | +36.37% | 0.24% | — | — | — | +206.21 | 22025.42 | 45.28% | 42.88% | 24.98% |
| 2020-10 | +0.20% | +29.15% | 0.24% | — | — | — | +223.39 | 20701.67 | 44.60% | 43.28% | 25.83% |
| 2020-09 | -0.67% | +28.89% | 0.24% | — | — | — | +266.41 | 20395.51 | 42.13% | 41.91% | 24.60% |
| 2020-08 | +2.94% | +29.76% | 0.24% | — | — | — | +182.56 | 20269.85 | 41.19% | 40.48% | 25.00% |
| 2020-07 | +2.09% | +26.05% | 0.24% | — | — | — | +291.07 | 19491.41 | 40.00% | 40.60% | 24.51% |
| 2020-06 | -0.21% | +23.47% | 0.24% | — | — | — | +229.00 | 18822.69 | 39.12% | 39.99% | 24.70% |
| 2020-05 | +1.03% | +23.73% | 0.24% | — | — | — | +234.56 | 18628.01 | 39.30% | 38.62% | 23.80% |
| 2020-04 | +4.63% | +22.47% | 0.24% | — | — | — | +189.16 | 18289.90 | 37.60% | 35.78% | 22.99% |
| 2020-03 | -8.43% | +17.05% | 0.24% | — | — | — | +162.37 | 17310.82 | 37.58% | 36.98% | 21.51% |
| 2020-02 | -2.71% | +27.83% | 0.24% | — | — | — | +184.56 | 18636.88 | 41.42% | 37.51% | 21.63% |
| 2020-01 | -0.16% | +31.39% | 0.24% | — | — | — | +213.83 | 18956.75 | 41.88% | 36.25% | 22.92% |
| 2019-12 | +1.53% | +31.60% | 0.27% | — | — | — | +219.76 | 18794.26 | 41.60% | 37.59% | 23.32% |
| 2019-11 | +1.08% | +29.62% | 0.27% | — | — | — | +161.07 | 18337.00 | 40.11% | 36.59% | 22.69% |
| 2019-10 | +1.79% | +28.23% | 0.27% | — | — | — | +201.51 | 17918.22 | 40.61% | 37.36% | 22.41% |
| 2019-09 | +1.38% | +25.98% | 0.27% | — | — | — | +212.34 | 17421.21 | 39.93% | 36.78% | 21.61% |
| 2019-08 | -0.54% | +24.26% | 0.27% | — | — | — | +194.25 | 16969.60 | 40.46% | 37.89% | 21.82% |
| 2019-07 | +0.20% | +24.94% | 0.27% | — | — | — | +267.07 | 16874.93 | 40.04% | 37.34% | 22.19% |
| 2019-06 | +2.42% | +24.69% | 0.27% | — | — | — | +204.12 | 16567.78 | 40.11% | 37.57% | 21.65% |
| 2019-05 | -1.65% | +21.74% | 0.27% | — | — | — | +255.31 | 15956.51 | 39.13% | 37.40% | 20.73% |
| 2019-04 | +1.88% | +23.78% | 0.27% | — | — | — | +242.90 | 15992.43 | 40.03% | 38.43% | 22.13% |
| 2019-03 | +0.53% | +21.50% | 0.27% | — | — | — | +145.27 | 15450.96 | 39.84% | 38.76% | 21.64% |
| 2019-02 | +1.06% | +20.86% | 0.27% | — | — | — | +188.06 | 15207.24 | 40.55% | 38.76% | 20.96% |
| 2019-01 | +2.75% | +19.59% | 0.27% | — | — | — | +172.79 | 14860.37 | 40.09% | 38.51% | 21.16% |
| 2018-12 | -3.07% | +16.39% | 0.28% | — | — | — | +161.58 | 14256.04 | 41.06% | 39.99% | 19.99% |
| 2018-11 | +0.72% | +20.08% | 0.28% | — | — | — | +173.56 | 14571.38 | 41.30% | 39.68% | 21.27% |
| 2018-10 | -1.91% | +19.22% | 0.28% | — | — | — | +184.46 | 14319.97 | 41.37% | 39.52% | 21.51% |
| 2018-09 | +0.48% | +21.54% | 0.28% | — | — | — | +91.08 | 14417.64 | 41.91% | 38.48% | 22.13% |
| 2018-08 | +1.19% | +20.96% | 0.28% | — | — | — | +139.62 | 14248.77 | 41.27% | 37.81% | 21.80% |
| 2018-07 | +1.48% | +19.54% | 0.28% | — | — | — | +148.63 | 13883.77 | 40.83% | 38.36% | 22.17% |
| 2018-06 | +0.44% | +17.79% | 0.28% | — | — | — | +145.87 | 13655.39 | 40.10% | 38.13% | 21.22% |
| 2018-05 | +0.31% | +17.28% | 0.28% | — | — | — | +165.19 | 13382.65 | 39.86% | 36.93% | 21.10% |
| 2018-04 | +1.14% | +16.91% | 0.28% | — | — | — | +167.35 | 13198.49 | 39.77% | 37.33% | 21.33% |
| 2018-03 | -0.18% | +15.60% | 0.28% | — | — | — | +163.04 | 12898.10 | 39.34% | 36.71% | 21.57% |
| 2018-02 | -0.85% | +15.80% | 0.28% | — | — | — | +136.72 | 12751.81 | 39.54% | 36.12% | 21.37% |
| 2018-01 | +1.40% | +16.80% | 0.28% | — | — | — | +153.00 | 12704.52 | 38.51% | 35.02% | 21.27% |
| 2017-12 | +1.09% | +15.18% | 0.30% | — | — | — | +233.33 | 12409.28 | 36.41% | 33.61% | 21.32% |
| 2017-11 | +0.91% | +13.94% | 0.30% | — | — | — | +210.02 | 11988.70 | 34.85% | 32.70% | 21.43% |
| 2017-10 | +0.82% | +12.92% | 0.30% | — | — | — | +165.99 | 11646.42 | 33.41% | 31.81% | 21.01% |
| 2017-09 | +0.74% | +12.00% | 0.30% | — | — | — | +136.14 | 11410.63 | 33.20% | 31.87% | 20.99% |
| 2017-08 | +0.20% | +11.17% | 0.30% | — | — | — | +201.00 | 11178.97 | 33.01% | 31.69% | 20.55% |
| 2017-07 | +1.10% | +10.95% | 0.30% | — | — | — | +222.19 | 11007.71 | 32.92% | 31.39% | 20.76% |
| 2017-06 | -0.12% | +9.74% | 0.30% | — | — | — | +151.29 | 10632.85 | 32.39% | 30.48% | 21.10% |
| 2017-05 | +0.90% | +9.88% | 0.30% | — | — | — | +157.91 | 10506.61 | 31.67% | 29.92% | 20.75% |
| 2017-04 | +1.01% | +8.90% | 0.30% | — | — | — | +75.51 | 10260.37 | 31.98% | 30.47% | 20.72% |
| 2017-03 | +0.47% | +7.81% | 0.30% | — | — | — | +80.45 | 10053.10 | 31.53% | 30.04% | 21.01% |
| 2017-02 | +0.55% | +7.30% | 0.30% | — | — | — | +202.48 | 9925.78 | 30.50% | 29.24% | 20.71% |
| 2017-01 | +0.64% | +6.72% | 0.30% | — | — | — | +93.29 | 9685.80 | 30.23% | 29.22% | 19.90% |
| 2016-12 | +1.03% | +6.04% | 0.33% | — | — | — | +146.26 | 9501.98 | 30.53% | 29.82% | 19.72% |
| 2016-11 | +0.54% | +4.96% | 0.33% | — | — | — | +184.22 | 9305.47 | 30.03% | 28.99% | 19.36% |
| 2016-10 | +0.39% | +4.39% | 0.33% | — | — | — | +116.50 | 9059.12 | 30.43% | 29.85% | 19.48% |
| 2016-09 | -0.32% | +3.99% | 0.33% | — | — | — | +106.47 | 8916.22 | 30.38% | 29.21% | 19.09% |
| 2016-08 | +0.76% | +4.32% | 0.33% | — | — | — | +126.70 | 8672.31 | 31.20% | 29.45% | 19.42% |
| 2016-07 | +2.15% | +3.53% | 0.33% | — | — | — | +136.18 | 8489.62 | 31.46% | 29.14% | 19.55% |
| 2016-06 | -0.36% | +1.36% | 0.33% | — | — | — | +213.34 | 8337.96 | 31.12% | 29.26% | 18.57% |
| 2016-05 | +1.00% | +1.72% | 0.33% | — | — | — | — | 8092.58 | — | — | — |
| 2016-04 | +0.70% | +0.71% | 0.33% | — | — | — | — | 7915.62 | — | — | — |
| 2016-03 | +1.77% | +0.01% | 0.33% | — | — | — | — | 7770.13 | — | — | — |
| 2016-02 | -0.36% | -1.73% | 0.33% | — | — | — | — | 7548.06 | — | — | — |
| 2016-01 | -1.37% | -1.37% | 0.33% | — | — | — | — | 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.