פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · פנסיה

הפניקס פנסיה משלימה - כספי (שקלי) (8320)

נתונים היסטוריים מלאים עבור הפניקס פנסיה משלימה - כספי (שקלי) (8320), 141 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 8320 | שם קרן: הפניקס פנסיה משלימה - כספי (שקלי) | סיווג קרן: קרנות כלליות | 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 141
תשואה חודשית אחרונה +0.28%
תשואה מצטברת בטווח +17.69%
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 +0.28% +17.69% 0.13% +0.00% -0.11 0.66% -0.26 +13.67 12.99 0.00% 0.00% 0.00%
2026-07 +0.26% +17.36% 0.13% +0.00% -0.11 0.66% +2.42 +13.93 13.22 0.00% 0.00% 0.00%
2026-06 +0.51% +17.06% 0.13% — -0.29 0.66% -0.82 +11.51 10.76 0.00% 0.00% 0.00%
2026-05 +0.42% +16.46% 0.13% -0.12% -0.29 0.66% +1.13 +12.33 11.52 0.00% 0.00% 0.00%
2026-04 +0.45% +15.98% 0.13% -0.12% -0.38 0.66% -2.68 +11.20 10.54 0.00% 0.00% 0.00%
2026-03 +0.09% +15.46% 0.13% -0.12% -0.52 0.66% +1.50 +13.88 13.32 0.00% 0.00% 0.00%
2026-02 +0.27% +15.35% 0.13% -0.12% -0.32 0.66% +2.72 +12.38 11.79 0.00% 0.00% 0.00%
2026-01 +0.45% +15.04% 0.13% +0.00% -0.27 0.66% -2.07 +9.66 9.06 0.00% 0.00% 0.00%
2025-12 +0.38% +14.53% 0.14% +0.00% -0.40 0.66% -0.05 +11.73 11.03 0.00% 0.00% 0.00%
2025-11 +0.31% +14.09% 0.14% +0.00% -0.44 0.66% +1.07 +11.78 11.38 0.00% 0.00% 0.00%
2025-10 +0.44% +13.74% 0.14% -0.12% -0.40 0.66% -0.09 +10.71 10.28 0.00% 0.00% 0.00%
2025-09 +0.33% +13.24% 0.14% -0.12% -0.48 0.66% +3.59 +10.80 10.31 0.00% 0.00% 0.00%
2025-08 +0.44% +12.87% 0.14% +0.00% -0.46 0.66% +0.44 +7.21 6.82 0.00% 0.00% 0.00%
2025-07 +0.32% +12.38% 0.14% -0.12% -0.56 0.66% -0.30 +6.77 6.35 0.00% 0.00% 0.00%
2025-06 +0.50% +12.02% 0.14% -0.12% -0.51 0.66% +0.43 +7.07 6.62 0.00% 0.00% 0.00%
2025-05 +0.28% +11.46% 0.14% -0.12% -0.66 0.66% -0.25 +6.64 6.14 0.00% 0.00% 0.00%
2025-04 +0.46% +11.15% 0.14% +0.00% -0.59 0.66% -1.41 +6.89 6.38 0.00% 0.00% 0.00%
2025-03 +0.24% +10.64% 0.14% +0.00% -0.66 0.66% -0.66 +8.30 7.77 0.00% 0.00% 0.00%
2025-02 +0.30% +10.38% 0.14% +0.00% -0.60 0.66% +1.26 +8.96 8.39 0.00% 0.00% 0.00%
2025-01 +0.40% +10.05% 0.14% -0.12% -0.55 0.66% -0.19 +7.70 7.10 0.00% 0.00% 0.00%
2024-12 +0.43% +9.61% 0.16% -0.12% -0.60 0.66% -0.32 +7.89 7.28 0.00% 0.00% 0.00%
2024-11 +0.36% +9.14% 0.16% -0.12% -0.68 0.62% -0.61 +8.21 7.46 0.00% 0.13% 0.00%
2024-10 +0.41% +8.75% 0.16% -0.12% -0.68 0.62% +1.63 +8.82 8.03 0.00% 0.12% 0.00%
2024-09 +0.33% +8.30% 0.16% +0.00% -0.74 0.62% +0.26 +7.19 6.38 0.00% 0.16% 0.00%
2024-08 +0.32% +7.95% 0.16% — -0.69 0.62% -0.11 +6.93 6.09 0.00% 0.16% 0.00%
2024-07 +0.41% +7.60% 0.16% +0.00% -0.68 0.62% +0.14 +7.04 6.18 0.00% 0.16% 0.00%
2024-06 +0.47% +7.16% 0.16% -0.12% -0.74 0.59% -0.15 +6.90 6.01 0.00% 0.17% 0.00%
2024-05 +0.28% +6.66% 0.16% -0.12% -0.84 0.59% -0.13 +7.05 6.13 0.00% 0.16% 0.00%
2024-04 +0.30% +6.36% 0.16% -0.12% -0.77 0.55% +0.47 +7.18 6.25 0.00% 0.80% 0.00%
2024-03 +0.32% +6.05% 0.16% -0.12% -0.74 0.55% -0.67 +6.71 5.77 0.00% 0.87% 0.00%
2024-02 +0.34% +5.71% 0.16% -0.12% -0.71 0.55% +0.20 +7.38 6.42 0.00% 0.78% 0.00%
2024-01 +0.45% +5.35% 0.16% -0.12% -0.70 0.55% -0.14 +7.18 6.19 0.00% 0.81% 0.00%
2023-12 +0.39% +4.88% 0.18% -0.12% -0.77 0.52% +0.10 +7.32 6.39 0.00% 0.78% 0.00%
2023-11 +0.42% +4.47% 0.18% -0.12% -0.79 0.48% -0.08 +7.22 6.44 0.00% 0.16% 0.00%
2023-10 +0.28% +4.03% 0.18% -0.12% -0.85 0.48% +0.33 +7.30 6.49 0.00% 0.15% 0.00%
2023-09 +0.24% +3.74% 0.18% -0.12% -0.78 0.45% -1.19 +6.97 6.16 0.00% 0.00% 0.00%
2023-08 +0.39% +3.49% 0.18% -0.12% -0.68 0.45% +0.43 +8.16 7.34 0.00% 0.00% 0.00%
2023-07 +0.32% +3.09% 0.18% -0.12% -0.70 0.42% +0.28 +7.73 6.89 0.00% 0.00% 0.00%
2023-06 +0.35% +2.76% 0.18% -0.12% -0.66 0.42% +0.12 +7.45 6.60 0.00% 0.00% 0.00%
2023-05 +0.29% +2.40% 0.18% -0.12% -0.65 0.38% +0.32 +7.33 6.48 0.00% 0.00% 0.00%
2023-04 +0.40% +2.11% 0.18% -0.12% -0.61 0.38% +0.27 +7.01 6.13 0.00% 0.00% 0.00%
2023-03 +0.43% +1.70% 0.18% -0.12% -0.67 0.35% -0.36 +6.74 5.84 0.00% 0.00% 0.00%
2023-02 -0.14% +1.27% 0.18% -0.12% -0.76 0.28% +1.11 +7.10 6.87 0.00% 0.00% 0.00%
2023-01 +0.10% +1.41% 0.18% -0.12% -0.50 0.28% +0.21 +5.99 5.82 0.00% 0.00% 0.00%
2022-12 -0.09% +1.31% 0.28% -0.12% -0.33 0.28% +0.43 +5.78 5.60 0.00% 0.00% 0.00%
2022-11 +0.22% +1.40% 0.28% +0.00% 0.04 0.28% +0.21 +5.35 5.18 0.00% 0.00% 0.00%
2022-10 +0.01% +1.17% 0.28% +0.00% 0.04 0.24% +0.83 +5.14 5.30 0.00% 0.00% 0.00%
2022-09 +0.24% +1.16% 0.28% +0.00% 0.22 0.24% +0.00 +4.31 4.49 0.00% 0.00% 0.00%
2022-08 +0.29% +0.92% 0.28% +0.00% 0.04 0.24% +0.12 +4.31 4.48 0.00% 0.00% 0.00%
2022-07 +0.11% +0.63% 0.28% -0.12% -0.25 0.17% +0.05 +4.19 4.34 0.00% 0.00% 0.00%
2022-06 +0.01% +0.52% 0.28% -0.12% -0.37 0.17% +0.73 +4.14 4.29 0.00% 0.00% 0.00%
2022-05 -0.04% +0.51% 0.28% -0.12% -0.37 0.17% +0.29 +3.41 3.55 0.00% 0.00% 0.00%
2022-04 +0.01% +0.55% 0.28% -0.12% -0.31 0.17% +0.07 +3.12 3.25 0.00% 0.00% 0.00%
2022-03 -0.15% +0.54% 0.28% -0.12% -0.35 0.17% +0.18 +3.05 3.18 0.00% 0.00% 0.00%
2022-02 -0.24% +0.69% 0.28% -0.12% -0.11 0.17% +0.93 +2.87 2.99 0.00% 0.00% 0.00%
2022-01 -0.11% +0.93% 0.28% -0.12% 0.43 0.14% +0.33 +1.94 2.06 0.00% 0.00% 0.00%
2021-12 +0.04% +1.04% 0.33% +0.00% 0.81 0.10% +0.03 +1.61 1.74 0.00% 0.00% 0.00%
2021-11 +0.10% +1.00% 0.33% -0.12% 0.71 0.10% -0.86 +1.58 1.71 0.00% 0.00% 0.00%
2021-10 +0.02% +0.90% 0.33% -0.12% 0.38 0.10% +0.91 +2.44 2.56 0.00% 0.00% 0.00%
2021-09 +0.02% +0.88% 0.33% -0.12% 0.33 0.10% +0.02 +1.53 1.65 0.00% 0.00% 0.00%
2021-08 +0.02% +0.86% 0.33% -0.12% 0.30 0.10% +0.03 +1.51 1.62 0.00% 0.00% 0.00%
2021-07 +0.02% +0.84% 0.33% -0.12% 0.25 0.10% +0.72 +1.48 1.59 0.00% 0.00% 0.00%
2021-06 +0.02% +0.82% 0.33% -0.12% 0.17 0.10% +0.03 +0.76 0.87 0.00% 0.00% 0.00%
2021-05 +0.03% +0.80% 0.33% -0.12% 0.12 0.10% -0.52 +0.73 0.83 0.00% 0.00% 0.00%
2021-04 +0.01% +0.77% 0.33% -0.12% 0.03 0.10% +0.02 +1.25 1.35 0.00% 0.00% 0.00%
2021-03 +0.02% +0.76% 0.33% -0.12% -0.06 0.10% +0.00 +1.23 1.33 0.00% 0.00% 0.00%
2021-02 +0.03% +0.74% 0.33% -0.24% -0.18 0.14% +0.55 +1.23 1.32 0.00% 0.00% 0.00%
2021-01 +0.01% +0.71% 0.33% -0.24% -0.30 0.14% +0.02 +0.68 0.77 0.00% 0.00% 0.00%
2020-12 +0.02% +0.70% 0.46% -0.24% -0.43 0.14% -0.02 +0.66 0.75 0.00% 0.00% 0.00%
2020-11 +0.03% +0.68% 0.46% -0.24% -0.49 0.14% +0.01 +0.68 0.77 0.00% 0.00% 0.00%
2020-10 +0.02% +0.65% 0.46% -0.24% -0.57 0.14% -0.06 +0.67 0.75 0.00% 0.00% 0.00%
2020-09 +0.02% +0.63% 0.46% -0.24% -0.62 0.14% +0.02 +0.73 0.81 0.00% 0.00% 0.00%
2020-08 +0.01% +0.61% 0.46% -0.24% -0.66 0.14% +0.01 +0.71 0.79 0.00% 0.00% 0.00%
2020-07 +0.05% +0.60% 0.46% -0.24% -0.61 0.14% +0.23 +0.70 0.78 0.00% 0.00% 0.00%
2020-06 +0.01% +0.55% 0.46% -0.24% -0.73 0.14% +0.00 +0.47 0.56 0.00% 0.00% 0.00%
2020-05 +0.02% +0.54% 0.46% -0.24% -0.78 0.14% +0.06 +0.47 0.56 0.00% 0.00% 0.00%
2020-04 +0.15% +0.52% 0.46% -0.24% -0.82 0.14% +0.01 +0.41 0.49 0.00% 0.00% 0.00%
2020-03 -0.10% +0.37% 0.46% -0.24% -1.36 0.10% +0.14 +0.40 0.48 0.00% 0.00% 0.00%
2020-02 +0.01% +0.47% 0.46% -0.24% -1.22 0.10% +0.02 +0.26 0.34 0.00% 0.00% 0.00%
2020-01 +0.01% +0.46% 0.46% -0.24% -1.13 0.10% +0.00 +0.24 0.31 0.00% 0.00% 0.00%
2019-12 +0.00% +0.45% 0.62% -0.24% -1.13 0.10% +0.21 +0.24 0.31 0.00% 0.00% 0.00%
2019-11 +0.01% +0.45% 0.62% -0.24% -1.08 0.10% +0.00 +0.03 0.10 0.00% 0.00% 0.00%
2019-10 +0.02% +0.44% 0.62% — — — +0.00 +0.03 0.10 0.00% 0.00% 0.00%
2019-09 +0.01% +0.42% 0.62% — — — +0.00 +0.03 0.09 0.00% 0.00% 0.00%
2019-08 +0.07% +0.41% 0.62% — — — +0.00 +0.03 0.09 0.00% 0.00% 0.00%
2019-07 +0.03% +0.34% 0.62% — — — +0.00 +0.03 0.09 0.00% 0.00% 0.00%
2019-06 +0.06% +0.31% 0.62% — — — +0.00 +0.03 0.09 0.00% 0.00% 0.00%
2019-05 +0.05% +0.25% 0.62% — — — +0.00 +0.03 0.09 0.00% 0.00% 0.00%
2019-04 +0.01% +0.20% 0.62% — — — +0.00 +0.03 0.08 0.00% 0.00% 0.00%
2019-03 +0.02% +0.19% 0.62% — — — +0.00 +0.03 0.08 0.00% 0.00% 0.00%
2019-02 +0.05% +0.17% 0.62% — — — +0.01 +0.03 0.08 0.00% 0.00% 0.00%
2019-01 +0.08% +0.12% 0.62% — — — +0.01 +0.02 0.07 0.00% 0.00% 0.00%
2018-12 +0.00% +0.04% 0.78% — — — +0.01 +0.01 0.06 0.00% 0.00% 0.00%
2018-11 -0.01% +0.04% 0.78% — — — +0.00 +0.00 0.05 0.00% 0.00% 0.00%
2018-10 +0.00% +0.05% 0.78% — — — +0.00 +0.00 0.05 0.00% 0.00% 0.00%
2018-09 +0.01% +0.05% 0.78% — — — +0.00 +0.00 0.05 0.00% 0.00% 0.00%
2018-08 +0.03% +0.04% 0.78% — — — +0.00 +0.00 0.05 0.00% 0.00% 0.00%
2018-07 +0.01% +0.01% 0.78% — — — +0.00 +0.00 0.05 0.00% 0.00% 0.00%
2018-06 +0.01% -0.00% 0.78% — — — +0.00 +0.00 0.05 0.00% 0.00% 0.00%
2018-05 -0.01% -0.01% 0.78% — — — -0.01 +0.00 0.05 0.00% 0.00% 0.00%
2018-04 +0.01% -0.00% 0.78% — — — +0.00 +0.01 0.06 0.00% 0.00% 0.00%
2018-03 +0.01% -0.01% 0.78% — — — +0.00 +0.01 0.06 0.00% 0.00% 0.00%
2018-02 +0.00% -0.02% 0.78% — — — +0.00 +0.01 0.06 0.00% 0.00% 0.00%
2018-01 +0.00% -0.02% 0.78% — — — +0.00 +0.01 0.06 0.00% 0.00% 0.00%
2017-12 +0.01% -0.02% 0.90% — — — +0.00 +0.01 0.06 0.00% 0.00% 0.00%
2017-11 +0.00% -0.03% 0.90% — — — +0.00 +0.01 0.05 0.00% 0.00% 0.00%
2017-10 +0.00% -0.03% 0.90% — — — +0.00 +0.01 0.05 0.00% 0.00% 0.00%
2017-09 +0.00% -0.03% 0.90% — — — +0.01 +0.01 0.05 0.00% 0.00% 0.00%
2017-08 +0.02% -0.03% 0.90% — — — +0.00 +0.00 0.05 0.00% 0.00% 0.00%
2017-07 +0.02% -0.05% 0.90% — — — +0.00 +0.00 0.05 0.00% 0.00% 0.00%
2017-06 +0.01% -0.07% 0.90% — — — +0.00 +0.00 0.05 0.00% 0.00% 0.00%
2017-05 +0.00% -0.08% 0.90% — — — +0.00 +0.00 0.04 0.00% 0.00% 0.00%
2017-04 +0.01% -0.08% 0.90% — — — +0.00 +0.00 0.04 0.00% 0.00% 0.00%
2017-03 +0.02% -0.09% 0.90% — — — +0.00 +0.00 0.04 0.00% 0.00% 0.00%
2017-02 +0.01% -0.11% 0.90% — — — +0.00 +0.00 0.04 0.00% 0.00% 0.00%
2017-01 +0.01% -0.12% 0.90% — — — +0.00 +0.00 0.04 0.00% 0.00% 0.00%
2016-12 +0.02% -0.13% 0.96% — — — +0.00 +0.00 0.04 0.00% 0.00% 0.00%
2016-11 -0.07% -0.15% 0.96% — — — +0.00 +0.00 0.04 0.00% 0.00% 0.00%
2016-10 +0.00% -0.08% 0.96% — — — +0.00 +0.00 0.04 0.00% 0.00% 0.00%
2016-09 +0.03% -0.08% 0.96% — — — +0.00 +0.00 0.03 0.00% 0.00% 0.00%
2016-08 +0.00% -0.11% 0.96% — — — +0.00 +0.00 0.03 0.00% 0.00% 0.00%
2016-07 -0.02% -0.11% 0.96% — — — +0.00 +0.00 0.03 0.00% 0.00% 0.00%
2016-06 +0.02% -0.09% 0.96% — — — +0.00 +0.00 0.03 0.00% 0.00% 0.00%
2016-05 -0.01% -0.11% 0.96% — — — — +0.00 0.03 — — —
2016-04 -0.07% -0.10% 0.96% — — — — +0.00 0.03 — — —
2016-03 -0.07% -0.03% 0.96% — — — — +0.00 0.02 — — —
2016-02 -0.04% +0.04% 0.96% — — — — +0.00 0.02 — — —
2016-01 -0.06% +0.08% 0.96% — — — — +0.00 0.02 — — —
2015-12 -0.03% +0.14% 0.69% — — — — +0.00 0.07 — — —
2015-11 +0.01% +0.17% 0.69% — — — — +0.00 0.06 — — —
2015-10 -0.02% +0.16% 0.69% — — — — +0.00 0.06 — — —
2015-09 +0.01% +0.18% 0.69% — — — — +0.00 0.06 — — —
2015-08 +0.05% +0.17% 0.69% — — — — +0.00 0.06 — — —
2015-07 +0.01% +0.12% 0.69% — — — — +0.00 0.06 — — —
2015-06 -0.04% +0.11% 0.69% — — — — +0.00 0.06 — — —
2015-05 -0.01% +0.15% 0.69% — — — — +0.00 0.06 — — —
2015-04 +0.08% +0.16% 0.69% — — — — +0.00 0.05 — — —
2015-03 +0.02% +0.08% 0.69% — — — — +0.00 0.00 — — —
2015-02 +0.06% +0.06% 0.69% — — — — +0.00 0.00 — — —
2015-01 +0.00% +0.00% 0.69% — — — — +0.00 0.00 — — —
2014-12 +0.00% +0.00% 1.06% — — — — +0.00 0.00 — — —

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.