חודשים בטווח
125
הפניקס פנסיה מקיפה - מסלול לבני 50 עד 60
נתונים היסטוריים מלאים עבור הפניקס פנסיה מקיפה - מסלול לבני 50 עד 60, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9975 | שם קרן: הפניקס פנסיה מקיפה - מסלול לבני 50 עד 60 | 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 עד 60 ישירות למייל.
תשואה חודשית אחרונה
+1.87%
תשואה מצטברת מההתחלה
+127.51%
| 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 | +1.87% | +127.51% | 0.14% | +2.04% | 1.58 | 5.16% | +194.49 | 16496.50 | 47.59% | 42.64% | 20.16% |
| 2026-04 | +3.88% | +123.33% | 0.14% | +1.56% | 1.53 | 5.16% | +183.85 | 16019.98 | 47.56% | 43.06% | 19.87% |
| 2026-03 | -2.22% | +114.99% | 0.14% | +1.44% | 1.42 | 4.99% | +195.35 | 15255.69 | 47.00% | 43.61% | 18.77% |
| 2026-02 | +0.68% | +119.87% | 0.14% | +1.68% | 1.79 | 4.82% | +237.19 | 15426.13 | 47.00% | 42.85% | 20.59% |
| 2026-01 | +2.22% | +118.39% | 0.14% | +1.92% | 1.80 | 4.82% | +208.30 | 15102.90 | 46.72% | 41.39% | 20.52% |
| 2025-12 | +1.12% | +113.64% | 0.15% | +1.80% | 1.72 | 4.78% | +233.43 | 14593.74 | 45.75% | 40.43% | 20.77% |
| 2025-11 | +1.41% | +111.28% | 0.15% | +1.92% | 1.72 | 4.82% | +237.44 | 14217.49 | 45.75% | 39.62% | 21.22% |
| 2025-10 | +1.13% | +108.34% | 0.15% | +2.04% | 1.70 | 5.13% | +235.34 | 13797.23 | 45.38% | 39.29% | 21.67% |
| 2025-09 | +2.07% | +106.01% | 0.15% | +1.80% | 1.66 | 5.13% | +180.69 | 13417.79 | 44.87% | 39.55% | 21.97% |
| 2025-08 | +0.96% | +101.83% | 0.15% | +2.16% | 1.55 | 5.13% | +152.18 | 12978.75 | 45.21% | 39.41% | 21.25% |
| 2025-07 | +1.26% | +99.92% | 0.15% | +2.16% | 1.56 | 5.20% | +216.22 | 12715.15 | 45.56% | 39.92% | 21.24% |
| 2025-06 | +3.04% | +97.43% | 0.15% | +2.16% | 1.55 | 5.23% | +165.83 | 12352.91 | 45.38% | 39.46% | 21.20% |
| 2025-05 | +2.56% | +91.60% | 0.15% | +2.64% | 1.41 | 5.16% | +191.66 | 11831.56 | 45.63% | 40.82% | 20.42% |
| 2025-04 | +1.00% | +86.82% | 0.15% | +2.64% | 1.32 | 5.13% | +181.06 | 11356.51 | 44.09% | 41.22% | 19.17% |
| 2025-03 | -1.23% | +84.97% | 0.15% | +2.76% | 1.34 | 5.37% | +158.20 | 11073.22 | 44.34% | 42.19% | 19.79% |
| 2025-02 | +0.56% | +87.27% | 0.15% | +2.64% | 1.19 | 6.51% | +156.22 | 11056.67 | 44.33% | 40.35% | 20.37% |
| 2025-01 | +1.23% | +86.23% | 0.15% | +2.88% | 1.13 | 6.65% | +150.35 | 10849.11 | 45.16% | 40.80% | 21.20% |
| 2024-12 | +0.93% | +83.97% | 0.16% | +2.76% | 1.09 | 6.65% | +99.11 | 10582.27 | 45.01% | 41.59% | 21.81% |
| 2024-11 | +2.30% | +82.27% | 0.16% | +3.00% | 1.09 | 6.65% | +139.57 | 10396.37 | 44.85% | 34.50% | 22.59% |
| 2024-10 | +0.55% | +78.18% | 0.16% | +2.76% | 1.01 | 6.62% | +141.38 | 10050.80 | 45.27% | 42.93% | 22.96% |
| 2024-09 | +1.76% | +77.20% | 0.16% | +2.76% | 1.04 | 6.62% | +144.18 | 9860.13 | 44.74% | 43.67% | 23.67% |
| 2024-08 | +1.19% | +74.14% | 0.16% | — | 0.95 | 6.62% | +122.15 | 9556.66 | 43.98% | 43.20% | 24.11% |
| 2024-07 | +1.22% | +72.09% | 0.16% | +2.88% | 0.95 | 6.62% | +1447.73 | 9321.90 | 43.49% | 44.19% | 24.20% |
| 2024-06 | +0.52% | +70.01% | 0.16% | +3.00% | 0.91 | 6.62% | +142.08 | 7763.15 | 42.31% | 45.50% | 24.75% |
| 2024-05 | +1.73% | +69.13% | 0.16% | +3.00% | 0.95 | 6.65% | +125.54 | 7587.46 | 42.50% | 44.66% | 24.19% |
| 2024-04 | -0.90% | +66.26% | 0.16% | +2.76% | 0.85 | 6.72% | +115.61 | 7338.87 | 42.77% | 44.37% | 23.61% |
| 2024-03 | +2.43% | +67.77% | 0.16% | +2.64% | 0.97 | 6.69% | +94.13 | 7295.89 | 44.49% | 44.49% | 24.74% |
| 2024-02 | +2.16% | +63.79% | 0.16% | +2.64% | 0.88 | 6.65% | +103.33 | 7042.08 | 42.50% | 42.90% | 24.01% |
| 2024-01 | +0.37% | +60.32% | 0.16% | +2.76% | 0.82 | 6.62% | +131.99 | 6796.62 | 41.89% | 43.23% | 23.93% |
| 2023-12 | +2.56% | +59.73% | 0.17% | +2.76% | 0.87 | 6.69% | +132.03 | 6647.06 | 41.38% | 43.32% | 24.14% |
| 2023-11 | +2.94% | +55.75% | 0.17% | +2.76% | 0.71 | 6.82% | +136.60 | 6356.13 | 40.93% | 43.54% | 21.99% |
| 2023-10 | -2.46% | +51.30% | 0.17% | +2.52% | 0.60 | 6.72% | +153.85 | 6044.19 | 40.19% | 45.05% | 17.94% |
| 2023-09 | -0.63% | +55.11% | 0.17% | +2.40% | 0.75 | 6.69% | +88.14 | 6044.65 | 40.36% | 43.45% | 18.35% |
| 2023-08 | -0.17% | +56.10% | 0.17% | +2.40% | 0.83 | 6.65% | +193.37 | 5931.31 | 41.54% | 44.54% | 19.46% |
| 2023-07 | +2.29% | +56.36% | 0.17% | +2.40% | 0.89 | 6.65% | +171.17 | 5752.54 | 41.75% | 44.20% | 20.03% |
| 2023-06 | +1.78% | +52.86% | 0.17% | +2.40% | 0.82 | 6.62% | +136.87 | 5463.02 | 40.03% | 39.53% | 19.11% |
| 2023-05 | +0.70% | +50.19% | 0.17% | +2.28% | 0.76 | 6.58% | +184.65 | 5232.98 | 39.05% | 42.26% | 17.93% |
| 2023-04 | +1.30% | +49.15% | 0.17% | +2.16% | 0.75 | 6.58% | +142.82 | 5015.05 | 37.56% | 42.77% | 18.01% |
| 2023-03 | +0.38% | +47.23% | 0.17% | +2.16% | 0.72 | 6.58% | +210.65 | 4811.53 | 39.11% | 44.01% | 18.03% |
| 2023-02 | -1.02% | +46.67% | 0.17% | +2.28% | 0.72 | 6.58% | +152.80 | 4587.11 | 39.65% | 45.09% | 17.84% |
| 2023-01 | +2.05% | +48.19% | 0.17% | +2.40% | 0.79 | 6.58% | +184.22 | 4484.39 | 38.75% | 44.22% | 18.19% |
| 2022-12 | -1.13% | +45.21% | 0.20% | +2.28% | 0.73 | 6.55% | +156.61 | 4215.15 | 37.75% | 43.82% | 17.02% |
| 2022-11 | +1.28% | +46.87% | 0.20% | +2.40% | 0.83 | 6.51% | +96.02 | 4108.72 | 39.45% | 44.05% | 17.59% |
| 2022-10 | +2.02% | +45.01% | 0.20% | +2.16% | 0.80 | 6.51% | +143.68 | 3920.74 | 41.41% | 44.62% | 17.94% |
| 2022-09 | -3.33% | +42.14% | 0.20% | +2.16% | 0.73 | 6.48% | +124.71 | 3702.77 | 40.19% | 43.48% | 16.81% |
| 2022-08 | -0.22% | +47.04% | 0.20% | +2.28% | 0.99 | 6.24% | +152.83 | 3707.44 | 40.04% | 41.59% | 18.48% |
| 2022-07 | +2.57% | +47.36% | 0.20% | +2.16% | 1.02 | 6.24% | +146.17 | 3563.35 | 38.92% | 40.25% | 18.13% |
| 2022-06 | -1.83% | +43.67% | 0.20% | +2.04% | 0.92 | 6.17% | +120.80 | 3331.13 | 38.91% | 39.28% | 16.14% |
| 2022-05 | -1.33% | +46.35% | 0.20% | +2.28% | 1.06 | 6.10% | +162.38 | 3273.28 | 41.11% | 39.53% | 17.54% |
| 2022-04 | -1.21% | +48.32% | 0.20% | +2.16% | 1.18 | 6.03% | +100.74 | 3153.40 | 41.70% | 36.19% | 16.55% |
| 2022-03 | +0.68% | +50.14% | 0.20% | +2.16% | 1.29 | 5.96% | +130.33 | 3092.57 | 42.07% | 35.72% | 17.98% |
| 2022-02 | -0.22% | +49.12% | 0.20% | +2.28% | 1.27 | 5.96% | +130.06 | 2941.47 | 41.47% | 35.11% | 18.39% |
| 2022-01 | -0.83% | +49.45% | 0.20% | +2.40% | 1.31 | 5.96% | +97.80 | 2820.90 | 43.32% | 36.62% | 19.18% |
| 2021-12 | +2.34% | +50.70% | 0.20% | +2.64% | 1.39 | 5.92% | +109.66 | 2749.26 | 42.64% | 35.36% | 20.28% |
| 2021-11 | -0.06% | +47.26% | 0.20% | +2.52% | 1.31 | 5.89% | +84.98 | 2579.06 | 43.04% | 37.54% | 21.57% |
| 2021-10 | +2.03% | +47.35% | 0.20% | +2.40% | 1.33 | 5.89% | +102.77 | 2499.43 | 42.75% | 37.67% | 22.94% |
| 2021-09 | +0.11% | +44.41% | 0.20% | +2.40% | 1.25 | 5.85% | +77.27 | 2346.43 | 41.31% | 37.08% | 22.87% |
| 2021-08 | +1.42% | +44.25% | 0.20% | +2.52% | 1.25 | 5.85% | +88.45 | 2267.16 | 42.57% | 37.60% | 23.68% |
| 2021-07 | -0.45% | +42.24% | 0.20% | +2.76% | 1.20 | 5.85% | +81.88 | 2139.47 | 42.21% | 37.27% | 23.91% |
| 2021-06 | +0.70% | +42.88% | 0.20% | +2.76% | 1.27 | 5.85% | +68.64 | 2076.19 | 41.76% | 37.13% | 24.57% |
| 2021-05 | +1.70% | +41.88% | 0.20% | +2.76% | 1.25 | 5.85% | +56.23 | 1994.97 | 42.75% | 36.62% | 24.89% |
| 2021-04 | +1.65% | +39.51% | 0.20% | +2.76% | 1.19 | 5.85% | +84.05 | 1899.39 | 42.65% | 36.45% | 26.05% |
| 2021-03 | +1.92% | +37.25% | 0.20% | +2.64% | 1.13 | 5.82% | +62.98 | 1794.27 | 40.67% | 35.55% | 25.49% |
| 2021-02 | +0.85% | +34.66% | 0.20% | +2.76% | 1.07 | 5.79% | +70.08 | 1700.61 | 40.46% | 35.69% | 25.89% |
| 2021-01 | +1.17% | +33.53% | 0.20% | +2.16% | 1.00 | 5.89% | +68.04 | 1618.64 | 38.70% | 34.33% | 25.45% |
| 2020-12 | +2.13% | +31.98% | 0.24% | +2.16% | 0.92 | 5.96% | +61.86 | 1529.38 | 37.28% | 33.45% | 23.55% |
| 2020-11 | +4.67% | +29.23% | 0.24% | — | — | — | +48.00 | 1439.56 | 36.67% | 33.55% | 23.42% |
| 2020-10 | +0.09% | +23.47% | 0.24% | — | — | — | +48.45 | 1326.18 | 36.35% | 33.13% | 23.77% |
| 2020-09 | -0.69% | +23.35% | 0.24% | — | — | — | +46.22 | 1281.50 | 34.50% | 32.09% | 22.52% |
| 2020-08 | +2.66% | +24.21% | 0.24% | — | — | — | +39.32 | 1244.15 | 33.68% | 31.37% | 22.60% |
| 2020-07 | +2.16% | +20.99% | 0.24% | — | — | — | +49.67 | 1167.96 | 32.61% | 31.51% | 22.27% |
| 2020-06 | -0.43% | +18.43% | 0.24% | — | — | — | +37.68 | 1101.02 | 31.83% | 30.96% | 21.58% |
| 2020-05 | +1.09% | +18.95% | 0.24% | — | — | — | +42.87 | 1068.33 | 32.38% | 30.32% | 21.24% |
| 2020-04 | +4.56% | +17.66% | 0.24% | — | — | — | +26.63 | 1013.81 | 30.37% | 26.98% | 20.33% |
| 2020-03 | -7.59% | +12.53% | 0.24% | — | — | — | +29.64 | 943.54 | 30.52% | 28.08% | 19.13% |
| 2020-02 | -2.19% | +21.77% | 0.24% | — | — | — | +35.29 | 989.58 | 32.57% | 27.63% | 17.42% |
| 2020-01 | -0.06% | +24.50% | 0.24% | — | — | — | +43.49 | 976.55 | 33.45% | 27.53% | 18.68% |
| 2019-12 | +1.10% | +24.58% | 0.27% | — | — | — | +29.82 | 933.89 | 33.97% | 28.45% | 19.37% |
| 2019-11 | +1.05% | +23.22% | 0.27% | — | — | — | +33.31 | 893.97 | 33.48% | 27.54% | 19.19% |
| 2019-10 | +1.55% | +21.94% | 0.27% | — | — | — | +24.54 | 851.48 | 33.74% | 27.97% | 18.96% |
| 2019-09 | +1.28% | +20.08% | 0.27% | — | — | — | +28.95 | 814.15 | 33.14% | 27.65% | 18.34% |
| 2019-08 | -0.50% | +18.56% | 0.27% | — | — | — | +35.55 | 775.17 | 33.48% | 28.47% | 18.63% |
| 2019-07 | +0.37% | +19.16% | 0.27% | — | — | — | +30.32 | 743.26 | 32.86% | 27.79% | 19.17% |
| 2019-06 | +2.22% | +18.72% | 0.27% | — | — | — | +33.51 | 710.26 | 32.86% | 27.50% | 18.91% |
| 2019-05 | -1.49% | +16.14% | 0.27% | — | — | — | +27.84 | 661.71 | 32.28% | 27.77% | 18.56% |
| 2019-04 | +1.71% | +17.90% | 0.27% | — | — | — | +40.23 | 643.61 | 33.63% | 29.28% | 20.26% |
| 2019-03 | +0.54% | +15.91% | 0.27% | — | — | — | +25.11 | 592.95 | 32.73% | 29.14% | 19.67% |
| 2019-02 | +1.12% | +15.29% | 0.27% | — | — | — | +25.14 | 564.65 | 34.18% | 30.54% | 19.95% |
| 2019-01 | +2.80% | +14.01% | 0.27% | — | — | — | +16.84 | 533.39 | 34.39% | 30.30% | 18.05% |
| 2018-12 | -3.05% | +10.91% | 0.28% | — | — | — | +18.11 | 502.28 | 35.01% | 30.74% | 16.79% |
| 2018-11 | +0.39% | +14.40% | 0.28% | — | — | — | +16.01 | 499.61 | 34.98% | 31.05% | 18.09% |
| 2018-10 | -1.73% | +13.95% | 0.28% | — | — | — | +23.99 | 481.76 | 34.86% | 30.94% | 18.93% |
| 2018-09 | +0.28% | +15.96% | 0.28% | — | — | — | -3.34 | 465.98 | 36.42% | 31.02% | 19.84% |
| 2018-08 | +1.15% | +15.64% | 0.28% | — | — | — | +26.51 | 467.96 | 34.43% | 29.49% | 13.68% |
| 2018-07 | +1.19% | +14.32% | 0.28% | — | — | — | +18.22 | 436.26 | 33.89% | 30.16% | 19.34% |
| 2018-06 | +0.29% | +12.98% | 0.28% | — | — | — | +15.67 | 412.99 | 33.04% | 29.81% | 18.42% |
| 2018-05 | +0.23% | +12.65% | 0.28% | — | — | — | +18.00 | 396.23 | 32.78% | 28.67% | 18.04% |
| 2018-04 | +0.93% | +12.39% | 0.28% | — | — | — | +60.40 | 377.37 | 34.70% | 30.74% | 19.06% |
| 2018-03 | -0.36% | +11.36% | 0.28% | — | — | — | +27.86 | 313.61 | 34.00% | 30.54% | 19.40% |
| 2018-02 | -0.87% | +11.76% | 0.28% | — | — | — | +13.47 | 286.70 | 34.65% | 30.06% | 18.54% |
| 2018-01 | +1.21% | +12.74% | 0.28% | — | — | — | +20.10 | 275.63 | 34.07% | 29.20% | 18.76% |
| 2017-12 | +0.78% | +11.39% | 0.30% | — | — | — | +28.00 | 252.43 | 33.58% | 29.35% | 19.86% |
| 2017-11 | +0.83% | +10.53% | 0.30% | — | — | — | +15.49 | 222.63 | 30.59% | 27.13% | 18.02% |
| 2017-10 | +0.81% | +9.62% | 0.30% | — | — | — | +7.67 | 205.31 | 29.91% | 26.84% | 17.65% |
| 2017-09 | +0.66% | +8.74% | 0.30% | — | — | — | +8.47 | 196.03 | 30.11% | 26.99% | 17.61% |
| 2017-08 | +0.19% | +8.03% | 0.30% | — | — | — | +16.18 | 186.29 | 30.44% | 27.31% | 17.50% |
| 2017-07 | +0.95% | +7.82% | 0.30% | — | — | — | +15.47 | 169.74 | 29.38% | 26.43% | 17.18% |
| 2017-06 | -0.12% | +6.81% | 0.30% | — | — | — | +13.61 | 152.78 | 28.93% | 25.57% | 16.40% |
| 2017-05 | +0.92% | +6.93% | 0.30% | — | — | — | +12.32 | 139.36 | 29.65% | 25.91% | 16.68% |
| 2017-04 | +0.97% | +5.96% | 0.30% | — | — | — | +12.25 | 125.86 | 28.63% | 25.10% | 15.87% |
| 2017-03 | +0.37% | +4.94% | 0.30% | — | — | — | +8.73 | 112.47 | 28.49% | 24.90% | 15.99% |
| 2017-02 | +0.57% | +4.56% | 0.30% | — | — | — | +9.84 | 103.36 | 28.66% | 25.28% | 16.22% |
| 2017-01 | +0.66% | +3.96% | 0.30% | — | — | — | +11.82 | 92.99 | 27.48% | 24.33% | 15.58% |
| 2016-12 | +1.00% | +3.28% | 0.33% | — | — | — | +10.60 | 80.63 | 27.95% | 25.13% | 16.88% |
| 2016-11 | +0.27% | +2.26% | 0.33% | — | — | — | +7.14 | 69.29 | 25.92% | 23.37% | 15.93% |
| 2016-10 | +0.33% | +1.98% | 0.33% | — | — | — | +4.16 | 61.97 | 26.06% | 23.96% | 16.12% |
| 2016-09 | -0.35% | +1.65% | 0.33% | — | — | — | +8.24 | 57.62 | 26.92% | 23.08% | 15.83% |
| 2016-08 | +0.64% | +2.00% | 0.33% | — | — | — | +10.80 | 49.56 | 27.91% | 23.16% | 16.32% |
| 2016-07 | +1.99% | +1.36% | 0.33% | — | — | — | +16.22 | 38.48 | 27.70% | 23.00% | 16.37% |
| 2016-06 | -0.07% | -0.62% | 0.33% | — | — | — | +9.08 | 21.67 | 27.78% | 23.44% | 15.78% |
| 2016-05 | +0.85% | -0.55% | 0.33% | — | — | — | — | 12.59 | — | — | — |
| 2016-04 | +0.83% | -1.39% | 0.33% | — | — | — | — | 7.88 | — | — | — |
| 2016-03 | +1.21% | -2.20% | 0.33% | — | — | — | — | 4.86 | — | — | — |
| 2016-02 | -1.63% | -3.37% | 0.33% | — | — | — | — | 0.24 | — | — | — |
| 2016-01 | -1.77% | -1.77% | 0.33% | — | — | — | — | 0.01 | — | — | — |
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.