חודשים בטווח
115
נתונים היסטוריים · קופות גמל להשקעה
כלל גמל לעתיד כללי (7988)
נתונים היסטוריים מלאים עבור כלל גמל לעתיד כללי (7988), 115 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7988 | שם קרן: כלל גמל לעתיד כללי | סיווג קרן: קופת גמל להשקעה | חברה שולטת: אחר | חברה מנהלת: כלל פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: כללי | תת התמחות: כללי.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על כלל גמל לעתיד כללי (7988) ישירות למייל.
בחירת טווח זמן
תשואה חודשית אחרונה
+1.41%
תשואה מצטברת בטווח
+96.80%
| 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 | +1.41% | +96.80% | 0.65% | +0.60% | 1.08 | 6.06% | +91.06 | +1427.16 | 2026.00 | 51.95% | 49.22% | 19.57% |
| 2026-07 | -0.69% | +94.07% | 0.65% | +0.24% | 1.05 | 6.06% | +30.90 | +1336.10 | 1908.86 | 53.99% | 50.73% | 19.07% |
| 2026-06 | -0.57% | +95.42% | 0.65% | — | 1.19 | 6.04% | +82.14 | +1305.20 | 1891.93 | 52.86% | 49.00% | 19.03% |
| 2026-05 | +2.39% | +96.54% | 0.65% | +0.00% | 1.20 | 6.01% | +40.64 | +1223.06 | 1820.87 | 51.53% | 43.97% | 18.80% |
| 2026-04 | +4.27% | +91.95% | 0.65% | -0.48% | 1.13 | 5.97% | +37.83 | +1182.42 | 1739.23 | 51.80% | 45.63% | 19.22% |
| 2026-03 | -2.31% | +84.09% | 0.65% | -0.60% | 1.00 | 5.77% | +28.02 | +1144.59 | 1632.19 | 50.56% | 47.12% | 18.72% |
| 2026-02 | +0.96% | +88.44% | 0.65% | -0.60% | 1.27 | 5.63% | +12.09 | +1116.57 | 1643.25 | 51.09% | 46.52% | 19.41% |
| 2026-01 | +2.68% | +86.65% | 0.65% | -0.36% | 1.26 | 5.63% | +15.76 | +1104.48 | 1616.44 | 50.79% | 45.41% | 19.16% |
| 2025-12 | +1.20% | +81.78% | 0.66% | -0.48% | 1.17 | 5.56% | +27.48 | +1088.72 | 1559.66 | 51.57% | 46.84% | 18.55% |
| 2025-11 | +1.34% | +79.62% | 0.66% | -0.24% | 1.17 | 5.63% | +2.25 | +1061.24 | 1514.66 | 50.90% | 47.21% | 20.21% |
| 2025-10 | +1.58% | +77.25% | 0.66% | -0.24% | 1.17 | 5.99% | +1.48 | +1058.99 | 1493.27 | 50.38% | 46.67% | 20.42% |
| 2025-09 | +2.09% | +74.49% | 0.66% | -0.48% | 1.12 | 5.98% | +5.75 | +1057.51 | 1469.39 | 50.58% | 47.84% | 21.14% |
| 2025-08 | +1.01% | +70.92% | 0.66% | -0.36% | 1.00 | 6.03% | -0.94 | +1051.76 | 1434.37 | 49.61% | 46.55% | 21.60% |
| 2025-07 | +0.87% | +69.21% | 0.66% | -0.36% | 1.00 | 6.08% | -8.96 | +1052.70 | 1421.70 | 49.18% | 47.75% | 20.29% |
| 2025-06 | +3.74% | +67.75% | 0.66% | -0.36% | 1.02 | 6.13% | -12.52 | +1061.66 | 1419.04 | 49.65% | 47.61% | 21.01% |
| 2025-05 | +2.44% | +61.70% | 0.66% | +0.36% | 0.86 | 5.99% | -8.86 | +1074.18 | 1380.96 | 49.93% | 50.59% | 22.05% |
| 2025-04 | +0.80% | +57.85% | 0.66% | +0.48% | 0.78 | 5.95% | -5.56 | +1083.04 | 1357.40 | 46.33% | 51.23% | 23.24% |
| 2025-03 | -1.16% | +56.60% | 0.66% | +0.60% | 0.82 | 6.24% | -9.70 | +1088.60 | 1353.24 | 48.28% | 49.94% | 22.68% |
| 2025-02 | +0.05% | +58.44% | 0.66% | +0.12% | 0.67 | 7.76% | -10.45 | +1098.30 | 1379.57 | 48.17% | 47.21% | 22.86% |
| 2025-01 | +1.35% | +58.36% | 0.66% | +0.48% | 0.65 | 7.85% | -16.78 | +1108.75 | 1390.01 | 48.81% | 48.39% | 23.00% |
| 2024-12 | +0.68% | +56.25% | 0.66% | +0.48% | 0.61 | 7.85% | -7.82 | +1125.53 | 1388.82 | 49.14% | 48.81% | 22.46% |
| 2024-11 | +2.01% | +55.19% | 0.66% | +0.72% | 0.62 | 7.85% | -18.84 | +1133.35 | 1387.94 | 49.67% | 50.06% | 23.86% |
| 2024-10 | +0.57% | +52.13% | 0.66% | +0.60% | 0.56 | 7.82% | -16.57 | +1152.19 | 1379.80 | 47.48% | 47.35% | 24.22% |
| 2024-09 | +1.65% | +51.27% | 0.66% | +0.48% | 0.57 | 7.83% | -25.07 | +1168.76 | 1389.23 | 47.48% | 47.21% | 25.87% |
| 2024-08 | +1.26% | +48.82% | 0.66% | — | 0.49 | 7.82% | -29.82 | +1193.83 | 1392.48 | 49.41% | 48.52% | 24.94% |
| 2024-07 | +1.43% | +46.96% | 0.66% | +0.60% | 0.49 | 7.82% | -41.95 | +1223.65 | 1405.52 | 48.35% | 51.22% | 24.71% |
| 2024-06 | +0.81% | +44.89% | 0.66% | +0.72% | 0.45 | 7.81% | -32.18 | +1265.60 | 1427.98 | 48.06% | 51.60% | 25.66% |
| 2024-05 | +0.74% | +43.73% | 0.66% | +0.60% | 0.46 | 7.83% | -19.41 | +1297.78 | 1449.26 | 47.87% | 48.51% | 24.84% |
| 2024-04 | -1.54% | +42.67% | 0.66% | +0.60% | 0.43 | 7.87% | -24.63 | +1317.19 | 1458.50 | 44.28% | 43.68% | 24.99% |
| 2024-03 | +2.31% | +44.90% | 0.66% | +0.60% | 0.55 | 7.83% | -40.14 | +1341.82 | 1507.09 | 46.27% | 43.61% | 25.54% |
| 2024-02 | +2.37% | +41.63% | 0.66% | +0.60% | 0.48 | 7.79% | -36.70 | +1381.96 | 1513.52 | 45.62% | 44.56% | 24.92% |
| 2024-01 | -0.01% | +38.35% | 0.66% | +0.60% | 0.41 | 7.75% | -45.80 | +1418.66 | 1515.55 | 44.47% | 43.63% | 24.93% |
| 2023-12 | +2.75% | +38.37% | 0.65% | +0.60% | 0.47 | 7.82% | -10.18 | +1464.46 | 1562.31 | 43.62% | 43.91% | 25.71% |
| 2023-11 | +3.55% | +34.66% | 0.65% | +0.72% | 0.33 | 7.89% | -16.60 | +1474.64 | 1531.32 | 43.34% | 45.90% | 25.92% |
| 2023-10 | -3.17% | +30.05% | 0.65% | +0.60% | 0.20 | 7.76% | -31.61 | +1491.24 | 1495.72 | 41.62% | 47.54% | 26.22% |
| 2023-09 | -1.16% | +34.30% | 0.65% | +0.48% | 0.35 | 7.67% | -16.62 | +1522.85 | 1577.72 | 41.24% | 43.14% | 25.31% |
| 2023-08 | -0.50% | +35.88% | 0.65% | +0.48% | 0.43 | 7.64% | -29.71 | +1539.47 | 1613.89 | 42.97% | 45.20% | 25.94% |
| 2023-07 | +2.33% | +36.56% | 0.65% | +0.48% | 0.50 | 7.64% | -18.93 | +1569.18 | 1652.98 | 42.38% | 45.64% | 26.10% |
| 2023-06 | +1.49% | +33.45% | 0.65% | +0.48% | 0.43 | 7.60% | -12.99 | +1588.11 | 1634.86 | 43.24% | 44.78% | 25.57% |
| 2023-05 | +0.66% | +31.49% | 0.65% | +0.24% | 0.38 | 7.59% | -3.04 | +1601.10 | 1624.60 | 41.23% | 42.20% | 24.27% |
| 2023-04 | +1.70% | +30.63% | 0.65% | +0.24% | 0.38 | 7.59% | -0.78 | +1604.14 | 1617.94 | 39.62% | 40.31% | 24.20% |
| 2023-03 | +0.14% | +28.45% | 0.65% | +0.00% | 0.33 | 7.56% | +3.30 | +1604.92 | 1592.60 | 39.09% | 40.74% | 24.80% |
| 2023-02 | -1.72% | +28.27% | 0.65% | +0.24% | 0.34 | 7.57% | +24.66 | +1601.62 | 1587.92 | 37.62% | 39.09% | 24.32% |
| 2023-01 | +1.90% | +30.51% | 0.65% | +0.24% | 0.42 | 7.55% | +26.58 | +1576.96 | 1591.79 | 40.48% | 39.08% | 23.07% |
| 2022-12 | -1.51% | +28.08% | 0.63% | +0.24% | 0.37 | 7.54% | +78.57 | +1550.38 | 1536.73 | 38.63% | 34.97% | 19.71% |
| 2022-11 | +0.92% | +30.04% | 0.63% | +0.36% | 0.47 | 7.49% | +44.56 | +1471.81 | 1481.54 | 38.64% | 34.35% | 21.11% |
| 2022-10 | +1.69% | +28.86% | 0.63% | +0.12% | 0.45 | 7.49% | +25.07 | +1427.25 | 1424.50 | 38.97% | 34.87% | 20.53% |
| 2022-09 | -3.75% | +26.72% | 0.63% | +0.12% | 0.40 | 7.47% | +33.89 | +1402.18 | 1376.68 | 39.78% | 33.65% | 18.62% |
| 2022-08 | -0.93% | +31.65% | 0.63% | +0.24% | 0.62 | 7.24% | +56.21 | +1368.29 | 1396.73 | 39.98% | 32.88% | 19.21% |
| 2022-07 | +2.79% | +32.89% | 0.63% | +0.12% | 0.68 | 7.21% | +38.32 | +1312.08 | 1354.35 | 41.78% | 35.41% | 20.77% |
| 2022-06 | -1.98% | +29.28% | 0.63% | +0.00% | 0.59 | 7.14% | +34.26 | +1273.76 | 1280.45 | 39.79% | 33.89% | 17.70% |
| 2022-05 | -2.81% | +31.89% | 0.63% | +0.24% | 0.69 | 7.08% | +32.21 | +1239.50 | 1272.06 | 42.80% | 34.00% | 18.78% |
| 2022-04 | -1.11% | +35.71% | 0.63% | +0.24% | 0.88 | 6.94% | +36.66 | +1207.29 | 1276.32 | 43.35% | 31.46% | 17.88% |
| 2022-03 | +0.44% | +37.23% | 0.63% | +0.12% | 0.96 | 6.90% | +33.81 | +1170.63 | 1254.42 | 45.11% | 33.20% | 18.37% |
| 2022-02 | -0.41% | +36.63% | 0.63% | +0.24% | 0.95 | 6.90% | +39.61 | +1136.82 | 1215.69 | 47.76% | 31.56% | 16.07% |
| 2022-01 | -1.66% | +37.19% | 0.63% | +0.12% | 0.99 | 6.89% | +57.59 | +1097.21 | 1181.73 | 48.01% | 34.50% | 15.82% |
| 2021-12 | +1.68% | +39.51% | 0.65% | — | — | — | +201.05 | +1039.62 | 1144.55 | 45.67% | 33.21% | 15.01% |
| 2021-11 | -0.31% | +37.20% | 0.65% | — | — | — | +99.96 | +838.57 | 926.58 | 45.43% | 35.00% | 15.05% |
| 2021-10 | +2.46% | +37.63% | 0.65% | — | — | — | +50.62 | +738.61 | 830.62 | 48.79% | 37.50% | 18.12% |
| 2021-09 | -0.69% | +34.33% | 0.65% | — | — | — | +38.81 | +687.99 | 761.17 | 44.74% | 31.66% | 18.60% |
| 2021-08 | +1.40% | +35.26% | 0.65% | — | — | — | +60.30 | +649.18 | 727.96 | 45.35% | 31.46% | 19.01% |
| 2021-07 | -0.09% | +33.39% | 0.65% | — | — | — | +52.04 | +588.88 | 658.17 | 46.07% | 32.37% | 20.25% |
| 2021-06 | +0.26% | +33.51% | 0.65% | — | — | — | +46.42 | +536.84 | 606.94 | 47.55% | 35.51% | 19.74% |
| 2021-05 | +1.44% | +33.17% | 0.65% | — | — | — | +38.93 | +490.42 | 559.31 | 47.13% | 33.47% | 20.76% |
| 2021-04 | +1.88% | +31.28% | 0.65% | — | — | — | +38.64 | +451.49 | 512.94 | 46.12% | 34.80% | 21.27% |
| 2021-03 | +1.44% | +28.85% | 0.65% | — | — | — | +31.52 | +412.85 | 465.59 | 47.55% | 35.68% | 21.54% |
| 2021-02 | +0.89% | +27.02% | 0.65% | — | — | — | +13.59 | +381.33 | 427.97 | 44.62% | 34.57% | 21.95% |
| 2021-01 | +1.31% | +25.90% | 0.65% | — | — | — | +4.61 | +367.74 | 411.03 | 44.32% | 34.67% | 22.61% |
| 2020-12 | +2.63% | +24.27% | 0.65% | — | — | — | +22.26 | +363.13 | 401.32 | 44.73% | 33.09% | 21.68% |
| 2020-11 | +5.30% | +21.09% | 0.65% | — | — | — | +4.53 | +340.87 | 369.26 | 44.70% | 35.38% | 22.31% |
| 2020-10 | +0.42% | +15.00% | 0.65% | — | — | — | +3.02 | +336.34 | 346.47 | 39.85% | 34.43% | 21.65% |
| 2020-09 | -1.57% | +14.51% | 0.65% | — | — | — | +4.55 | +333.32 | 342.25 | 38.96% | 34.65% | 22.29% |
| 2020-08 | +2.47% | +16.34% | 0.65% | — | — | — | +4.02 | +328.77 | 343.30 | 39.91% | 33.82% | 21.54% |
| 2020-07 | +2.46% | +13.54% | 0.65% | — | — | — | +2.95 | +324.75 | 331.22 | 38.14% | 33.63% | 21.99% |
| 2020-06 | -0.33% | +10.81% | 0.65% | — | — | — | +6.68 | +321.80 | 320.52 | 36.16% | 34.18% | 21.33% |
| 2020-05 | +1.31% | +11.18% | 0.65% | — | — | — | +9.59 | +315.12 | 315.09 | 35.94% | 32.70% | 21.95% |
| 2020-04 | +4.88% | +9.74% | 0.65% | — | — | — | +6.32 | +305.53 | 301.61 | 36.32% | 32.50% | 21.45% |
| 2020-03 | -9.74% | +4.63% | 0.65% | — | — | — | -19.02 | +299.21 | 281.59 | 36.75% | 32.58% | 20.78% |
| 2020-02 | -2.25% | +15.92% | 0.65% | — | — | — | +9.33 | +318.23 | 333.48 | 36.40% | 28.01% | 16.27% |
| 2020-01 | +0.29% | +18.59% | 0.65% | — | — | — | +11.79 | +308.90 | 332.01 | 38.10% | 28.46% | 17.99% |
| 2019-12 | +0.92% | +18.25% | 0.66% | — | — | — | +40.43 | +297.11 | 319.53 | 38.03% | 29.62% | 17.04% |
| 2019-11 | +0.81% | +17.17% | 0.66% | — | — | — | +12.21 | +256.68 | 276.56 | 39.46% | 31.56% | 17.85% |
| 2019-10 | +1.31% | +16.23% | 0.66% | — | — | — | +7.58 | +244.47 | 262.31 | 38.51% | 30.23% | 18.05% |
| 2019-09 | +1.22% | +14.73% | 0.66% | — | — | — | +10.62 | +236.89 | 251.51 | 36.61% | 28.73% | 17.95% |
| 2019-08 | -0.45% | +13.35% | 0.66% | — | — | — | +8.19 | +226.27 | 238.05 | 34.48% | 27.91% | 17.94% |
| 2019-07 | +0.82% | +13.86% | 0.66% | — | — | — | +11.30 | +218.08 | 231.03 | 36.35% | 28.92% | 18.63% |
| 2019-06 | +1.88% | +12.93% | 0.66% | — | — | — | +9.90 | +206.78 | 218.03 | 35.99% | 26.51% | 19.67% |
| 2019-05 | -1.19% | +10.85% | 0.66% | — | — | — | +12.50 | +196.88 | 204.34 | 32.85% | 23.61% | 18.14% |
| 2019-04 | +1.67% | +12.18% | 0.66% | — | — | — | +9.48 | +184.38 | 194.30 | 39.20% | 30.01% | 20.27% |
| 2019-03 | +0.89% | +10.34% | 0.66% | — | — | — | +8.38 | +174.90 | 181.82 | 36.78% | 28.74% | 20.66% |
| 2019-02 | +1.27% | +9.37% | 0.66% | — | — | — | +7.74 | +166.52 | 171.95 | 37.31% | 28.30% | 20.99% |
| 2019-01 | +2.82% | +8.00% | 0.66% | — | — | — | +4.95 | +158.78 | 162.19 | 36.71% | 28.80% | 21.53% |
| 2018-12 | -2.78% | +5.03% | 0.57% | — | — | — | +19.12 | +153.83 | 152.95 | 35.36% | 29.71% | 19.48% |
| 2018-11 | +0.37% | +8.04% | 0.57% | — | — | — | +11.30 | +134.71 | 137.82 | 37.56% | 29.36% | 21.24% |
| 2018-10 | -2.09% | +7.64% | 0.57% | — | — | — | +8.95 | +123.41 | 126.12 | 36.95% | 30.75% | 19.03% |
| 2018-09 | +0.10% | +9.94% | 0.57% | — | — | — | +5.51 | +114.46 | 119.73 | 37.49% | 27.04% | 19.38% |
| 2018-08 | +1.14% | +9.83% | 0.57% | — | — | — | +6.54 | +108.95 | 114.19 | 36.67% | 26.03% | 19.93% |
| 2018-07 | +1.39% | +8.59% | 0.57% | — | — | — | +6.92 | +102.41 | 106.46 | 37.33% | 26.23% | 17.82% |
| 2018-06 | -0.11% | +7.10% | 0.57% | — | — | — | +5.75 | +95.49 | 98.16 | 38.20% | 27.42% | 18.40% |
| 2018-05 | +0.43% | +7.22% | 0.57% | — | — | — | +7.76 | +89.74 | 92.64 | 37.29% | 22.38% | 18.20% |
| 2018-04 | +0.68% | +6.76% | 0.57% | — | — | — | +6.14 | +81.98 | 84.48 | 36.83% | 23.72% | 18.77% |
| 2018-03 | -0.52% | +6.04% | 0.57% | — | — | — | +5.34 | +75.84 | 77.93 | 36.05% | 21.04% | 17.44% |
| 2018-02 | -1.36% | +6.59% | 0.57% | — | — | — | +6.96 | +70.50 | 72.99 | 35.18% | 20.40% | 16.77% |
| 2018-01 | +1.40% | +8.06% | 0.57% | — | — | — | +2.93 | +63.54 | 66.97 | 35.49% | 22.64% | 17.46% |
| 2017-12 | +0.62% | +6.57% | — | — | — | — | +16.60 | +60.61 | 63.20 | 34.56% | 22.69% | 16.47% |
| 2017-11 | +0.79% | +5.91% | — | — | — | — | +7.21 | +44.01 | 46.32 | 35.84% | 23.60% | 16.77% |
| 2017-10 | +1.16% | +5.08% | — | — | — | — | +4.43 | +36.80 | 38.80 | 36.42% | 23.99% | 16.70% |
| 2017-09 | +0.42% | +3.88% | — | — | — | — | +3.49 | +32.37 | 33.99 | 36.25% | 23.80% | 14.15% |
| 2017-08 | +0.35% | +3.44% | — | — | — | — | +5.40 | +28.88 | 30.38 | 35.75% | 24.00% | 15.27% |
| 2017-07 | +1.23% | +3.08% | — | — | — | — | +4.74 | +23.48 | 24.91 | 35.61% | 23.97% | 14.49% |
| 2017-06 | -0.92% | +1.83% | — | — | — | — | +3.80 | +18.74 | 19.91 | 35.56% | 23.61% | 14.01% |
| 2017-05 | +1.17% | +2.78% | — | — | — | — | +3.90 | +14.94 | 16.31 | 35.38% | 23.30% | 16.43% |
| 2017-04 | +0.99% | +1.59% | — | — | — | — | +2.64 | +11.04 | 12.26 | 35.24% | 22.92% | 15.91% |
| 2017-03 | +0.22% | +0.59% | — | — | — | — | +3.10 | +8.40 | 9.52 | 33.51% | 21.95% | 15.97% |
| 2017-02 | +0.37% | +0.37% | — | — | — | — | +5.30 | +5.30 | 6.40 | 31.41% | 20.94% | 17.50% |
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.