חודשים בטווח
125
כלל פנסיה לבני 50 ומטה
נתונים היסטוריים מלאים עבור כלל פנסיה לבני 50 ומטה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9654 | שם קרן: כלל פנסיה לבני 50 ומטה | סיווג קרן: קרנות חדשות | חברה שולטת: אחר | חברה מנהלת: כלל 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 כלל פנסיה לבני 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+2.59%
תשואה מצטברת מההתחלה
+156.03%
| 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 | +2.59% | +156.03% | 0.14% | +1.92% | 1.55 | 6.06% | +222.13 | 41456.21 | 57.72% | 46.41% | 19.31% |
| 2026-04 | +4.74% | +149.56% | 0.14% | +1.32% | 1.48 | 6.03% | +38.34 | 40450.46 | 57.22% | 46.80% | 19.73% |
| 2026-03 | -2.30% | +138.27% | 0.14% | +1.08% | 1.37 | 5.79% | +150.55 | 38472.30 | 56.84% | 48.69% | 19.12% |
| 2026-02 | +1.28% | +143.88% | 0.14% | +1.20% | 1.68 | 5.65% | +151.78 | 39228.32 | 56.95% | 47.88% | 19.82% |
| 2026-01 | +2.89% | +140.80% | 0.14% | +1.44% | 1.66 | 5.65% | -76.98 | 38567.61 | 57.53% | 47.80% | 19.71% |
| 2025-12 | +1.28% | +134.03% | 0.15% | +1.32% | 1.57 | 5.58% | -107.27 | 37575.66 | 58.30% | 49.76% | 19.46% |
| 2025-11 | +1.69% | +131.07% | 0.15% | +1.68% | 1.57 | 5.65% | -56.36 | 37051.31 | 59.32% | 51.68% | 20.79% |
| 2025-10 | +1.35% | +127.23% | 0.15% | +1.56% | 1.54 | 6.20% | -52.17 | 36650.89 | 56.76% | 50.38% | 20.72% |
| 2025-09 | +2.51% | +124.21% | 0.15% | +1.32% | 1.50 | 6.20% | -28.64 | 36085.02 | 58.36% | 52.06% | 21.62% |
| 2025-08 | +1.04% | +118.72% | 0.15% | +1.44% | 1.37 | 6.27% | +5.21 | 35207.10 | 57.21% | 51.73% | 21.79% |
| 2025-07 | +1.14% | +116.47% | 0.15% | +1.44% | 1.38 | 6.30% | -47.79 | 34960.26 | 57.39% | 52.87% | 20.59% |
| 2025-06 | +3.70% | +114.03% | 0.15% | +1.44% | 1.38 | 6.37% | -68.48 | 34567.68 | 57.77% | 52.88% | 21.65% |
| 2025-05 | +3.29% | +106.39% | 0.15% | +2.28% | 1.25 | 6.24% | +16.30 | 33441.19 | 58.04% | 56.86% | 22.80% |
| 2025-04 | +0.90% | +99.82% | 0.15% | +2.16% | 1.14 | 6.13% | +67.52 | 32388.02 | 53.63% | 56.54% | 23.33% |
| 2025-03 | -1.58% | +98.03% | 0.15% | +2.40% | 1.18 | 6.41% | -9.03 | 32022.99 | 56.26% | 54.31% | 22.00% |
| 2025-02 | +0.37% | +101.21% | 0.15% | +2.04% | 1.02 | 7.79% | -32.51 | 32592.12 | 55.31% | 52.87% | 22.15% |
| 2025-01 | +1.40% | +100.47% | 0.15% | +2.40% | 0.98 | 7.93% | -153.12 | 32498.11 | 56.03% | 53.61% | 22.66% |
| 2024-12 | +0.30% | +97.70% | 0.16% | +2.28% | 0.94 | 7.93% | -218.56 | 32197.26 | 55.32% | 53.69% | 22.24% |
| 2024-11 | +2.28% | +97.11% | 0.16% | +2.64% | 0.97 | 7.97% | -153.11 | 32287.12 | 56.16% | 54.02% | 23.70% |
| 2024-10 | +0.41% | +92.72% | 0.16% | +2.52% | 0.91 | 7.93% | +7.71 | 31671.73 | 53.32% | 52.26% | 23.98% |
| 2024-09 | +1.82% | +91.93% | 0.16% | +2.52% | 0.94 | 7.93% | -136.81 | 31572.00 | 53.97% | 53.93% | 25.84% |
| 2024-08 | +1.29% | +88.50% | 0.16% | — | 0.85 | 7.93% | +0.40 | 31122.03 | 54.88% | 55.85% | 24.77% |
| 2024-07 | +1.40% | +86.10% | 0.16% | +2.52% | 0.85 | 7.93% | -194.88 | 30781.68 | 54.06% | 54.99% | 24.30% |
| 2024-06 | +0.88% | +83.53% | 0.16% | +2.64% | 0.81 | 7.93% | -6.17 | 30415.74 | 52.36% | 56.27% | 25.13% |
| 2024-05 | +1.50% | +81.93% | 0.16% | +2.52% | 0.83 | 7.97% | -110.36 | 30206.96 | 52.75% | 53.77% | 24.82% |
| 2024-04 | -1.20% | +79.24% | 0.16% | +2.40% | 0.76 | 8.04% | -45.12 | 29871.59 | 49.91% | 52.06% | 24.53% |
| 2024-03 | +2.58% | +81.42% | 0.16% | +2.40% | 0.87 | 8.00% | -2.59 | 30244.82 | 51.50% | 51.76% | 25.42% |
| 2024-02 | +2.43% | +76.85% | 0.16% | +2.52% | 0.80 | 7.97% | +15.37 | 29480.29 | 51.17% | 51.23% | 24.89% |
| 2024-01 | +0.09% | +72.66% | 0.16% | +2.64% | 0.73 | 7.93% | +117.81 | 28819.89 | 49.92% | 52.20% | 24.72% |
| 2023-12 | +2.31% | +72.50% | 0.17% | +2.52% | 0.79 | 8.00% | +188.76 | 28658.83 | 49.66% | 53.66% | 25.45% |
| 2023-11 | +2.68% | +68.61% | 0.17% | +2.88% | 0.66 | 8.14% | +211.11 | 27879.34 | 50.46% | 55.25% | 25.83% |
| 2023-10 | -2.24% | +64.21% | 0.17% | +2.88% | 0.59 | 8.11% | +315.02 | 26878.49 | 48.48% | 54.21% | 25.99% |
| 2023-09 | -0.77% | +67.97% | 0.17% | +2.52% | 0.69 | 8.11% | +189.43 | 27303.01 | 46.38% | 48.12% | 24.74% |
| 2023-08 | -0.52% | +69.27% | 0.17% | +2.52% | 0.76 | 8.07% | +315.43 | 27303.35 | 48.06% | 50.81% | 25.21% |
| 2023-07 | +2.24% | +70.16% | 0.17% | +2.52% | 0.83 | 8.07% | +347.42 | 27108.60 | 50.38% | 52.59% | 25.53% |
| 2023-06 | +2.15% | +66.43% | 0.17% | +2.52% | 0.78 | 8.07% | +321.25 | 26258.89 | 51.07% | 54.77% | 24.91% |
| 2023-05 | +0.45% | +62.93% | 0.17% | +2.40% | 0.71 | 8.04% | +367.94 | 25256.20 | 49.26% | 50.83% | 23.81% |
| 2023-04 | +1.30% | +62.20% | 0.17% | +2.28% | 0.72 | 8.04% | +435.16 | 24744.85 | 47.92% | 49.05% | 24.15% |
| 2023-03 | +0.58% | +60.12% | 0.17% | +2.28% | 0.70 | 8.04% | +523.40 | 24109.54 | 47.01% | 48.97% | 24.11% |
| 2023-02 | -1.00% | +59.19% | 0.17% | +2.40% | 0.69 | 8.04% | +416.94 | 23335.04 | 45.76% | 49.42% | 24.20% |
| 2023-01 | +2.17% | +60.80% | 0.17% | +2.40% | 0.74 | 8.07% | +527.22 | 23231.72 | 49.45% | 52.55% | 22.94% |
| 2022-12 | -1.80% | +57.39% | 0.19% | +2.28% | 0.69 | 8.04% | +437.12 | 22202.26 | 48.72% | 50.69% | 20.47% |
| 2022-11 | +1.32% | +60.27% | 0.19% | +2.52% | 0.81 | 7.97% | +535.02 | 22109.82 | 48.74% | 49.23% | 21.76% |
| 2022-10 | +2.35% | +58.18% | 0.19% | +2.16% | 0.78 | 7.97% | +427.29 | 21341.21 | 48.27% | 48.68% | 20.84% |
| 2022-09 | -4.12% | +54.55% | 0.19% | +2.28% | 0.71 | 7.93% | +347.40 | 20507.70 | 49.05% | 45.72% | 18.55% |
| 2022-08 | -0.31% | +61.19% | 0.19% | +2.52% | 0.97 | 7.66% | +426.37 | 20957.93 | 48.86% | 44.36% | 19.47% |
| 2022-07 | +3.47% | +61.69% | 0.19% | +2.28% | 1.00 | 7.62% | +500.88 | 20562.87 | 51.48% | 47.35% | 21.35% |
| 2022-06 | -2.52% | +56.27% | 0.19% | +2.16% | 0.90 | 7.52% | +359.60 | 19433.27 | 48.42% | 42.74% | 17.72% |
| 2022-05 | -1.62% | +60.31% | 0.19% | +2.52% | 1.04 | 7.41% | +428.25 | 19528.34 | 51.57% | 44.93% | 18.79% |
| 2022-04 | -1.23% | +62.95% | 0.19% | +2.28% | 1.16 | 7.34% | +347.30 | 19491.79 | 52.15% | 41.60% | 18.08% |
| 2022-03 | +1.15% | +64.98% | 0.19% | +2.40% | 1.25 | 7.27% | +519.02 | 19328.28 | 54.27% | 42.49% | 18.84% |
| 2022-02 | +0.06% | +63.10% | 0.19% | +2.40% | 1.22 | 7.27% | +332.39 | 18623.06 | 56.73% | 45.15% | 16.19% |
| 2022-01 | -1.22% | +63.01% | 0.19% | +2.52% | 1.24 | 7.27% | +500.30 | 18171.59 | 57.15% | 44.01% | 16.00% |
| 2021-12 | +2.29% | +65.02% | 0.20% | +2.88% | 1.33 | 7.24% | +612.62 | 18002.21 | 54.91% | 42.91% | 16.28% |
| 2021-11 | +0.04% | +61.32% | 0.20% | +2.76% | 1.26 | 7.21% | +367.13 | 16947.88 | 53.67% | 42.88% | 16.62% |
| 2021-10 | +2.87% | +61.26% | 0.20% | +2.88% | 1.28 | 7.17% | +470.01 | 16565.41 | 56.85% | 44.71% | 18.44% |
| 2021-09 | -0.49% | +56.76% | 0.20% | +2.76% | 1.18 | 7.14% | +264.49 | 15635.37 | 52.55% | 40.26% | 18.92% |
| 2021-08 | +2.06% | +57.53% | 0.20% | +3.12% | 1.22 | 7.14% | +458.20 | 15462.19 | 52.80% | 41.75% | 19.91% |
| 2021-07 | -0.21% | +54.35% | 0.20% | +3.12% | 1.14 | 7.10% | +323.90 | 14728.43 | 53.85% | 43.67% | 20.59% |
| 2021-06 | +0.41% | +54.68% | 0.20% | +3.12% | 1.19 | 7.14% | +333.71 | 14393.13 | 56.29% | 45.93% | 21.18% |
| 2021-05 | +1.98% | +54.05% | 0.20% | +3.12% | 1.18 | 7.14% | +251.08 | 14005.63 | 55.86% | 43.21% | 21.25% |
| 2021-04 | +1.97% | +51.06% | 0.20% | +3.24% | 1.12 | 7.10% | +255.94 | 13504.56 | 54.49% | 42.45% | 21.65% |
| 2021-03 | +1.67% | +48.14% | 0.20% | +2.88% | 1.06 | 7.10% | +205.93 | 12961.89 | 56.94% | 45.17% | 21.85% |
| 2021-02 | +1.60% | +45.70% | 0.20% | +3.12% | 1.02 | 7.10% | +163.20 | 12545.87 | 53.48% | 43.69% | 22.05% |
| 2021-01 | +1.44% | +43.41% | 0.20% | +2.52% | 0.95 | 7.10% | +235.14 | 12156.26 | 52.80% | 42.47% | 22.09% |
| 2020-12 | +3.02% | +41.37% | 0.21% | +3.24% | 0.92 | 7.10% | +193.61 | 11795.66 | 53.06% | 41.82% | 22.04% |
| 2020-11 | +6.68% | +37.23% | 0.21% | — | — | — | +191.45 | 11248.68 | 53.05% | 42.39% | 22.31% |
| 2020-10 | +0.21% | +28.64% | 0.21% | — | — | — | +184.36 | 10367.22 | 48.11% | 41.98% | 21.04% |
| 2020-09 | -1.39% | +28.37% | 0.21% | — | — | — | +167.23 | 10149.03 | 47.39% | 42.58% | 21.91% |
| 2020-08 | +2.81% | +30.18% | 0.21% | — | — | — | +167.99 | 10114.91 | 48.60% | 41.96% | 21.41% |
| 2020-07 | +2.44% | +26.62% | 0.21% | — | — | — | +258.72 | 9695.33 | 46.60% | 41.97% | 22.04% |
| 2020-06 | +0.14% | +23.60% | 0.21% | — | — | — | +200.82 | 9197.61 | 44.43% | 42.90% | 22.00% |
| 2020-05 | +1.32% | +23.43% | 0.21% | — | — | — | +154.50 | 8979.05 | 45.00% | 41.47% | 22.53% |
| 2020-04 | +4.84% | +21.82% | 0.21% | — | — | — | +181.86 | 8702.31 | 44.93% | 40.90% | 21.41% |
| 2020-03 | -9.29% | +16.20% | 0.21% | — | — | — | +197.40 | 8133.92 | 45.49% | 40.35% | 20.54% |
| 2020-02 | -2.74% | +28.10% | 0.21% | — | — | — | +252.00 | 8751.35 | 45.90% | 36.49% | 17.04% |
| 2020-01 | -0.18% | +31.71% | 0.21% | — | — | — | +250.77 | 8741.81 | 47.49% | 37.82% | 18.94% |
| 2019-12 | +1.26% | +31.94% | 0.22% | — | — | — | +219.51 | 8522.22 | 47.77% | 39.48% | 18.86% |
| 2019-11 | +1.19% | +30.30% | 0.22% | — | — | — | +216.45 | 8186.27 | 50.29% | 42.06% | 18.56% |
| 2019-10 | +1.77% | +28.77% | 0.22% | — | — | — | +158.55 | 7878.73 | 49.39% | 40.04% | 18.80% |
| 2019-09 | +1.03% | +26.53% | 0.22% | — | — | — | +171.22 | 7586.74 | 47.13% | 38.06% | 18.46% |
| 2019-08 | -0.68% | +25.24% | 0.22% | — | — | — | +151.79 | 7335.91 | 43.95% | 36.63% | 18.22% |
| 2019-07 | +0.43% | +26.10% | 0.22% | — | — | — | +195.02 | 7230.32 | 45.51% | 37.30% | 18.56% |
| 2019-06 | +2.46% | +25.56% | 0.22% | — | — | — | +149.95 | 7005.99 | 45.61% | 36.22% | 19.66% |
| 2019-05 | -1.71% | +22.54% | 0.22% | — | — | — | +177.76 | 6687.71 | 40.87% | 31.91% | 19.11% |
| 2019-04 | +2.03% | +24.68% | 0.22% | — | — | — | +143.89 | 6625.20 | 49.33% | 39.09% | 21.15% |
| 2019-03 | +0.80% | +22.20% | 0.22% | — | — | — | +172.24 | 6351.80 | 46.28% | 37.17% | 20.98% |
| 2019-02 | +1.28% | +21.23% | 0.22% | — | — | — | +152.88 | 6121.69 | 46.94% | 36.11% | 21.19% |
| 2019-01 | +3.10% | +19.69% | 0.22% | — | — | — | +194.23 | 5895.32 | 46.37% | 36.63% | 20.82% |
| 2018-12 | -3.19% | +16.09% | 0.24% | — | — | — | +220.70 | 5536.07 | 45.56% | 35.87% | 19.88% |
| 2018-11 | +0.94% | +19.92% | 0.24% | — | — | — | +125.88 | 5504.61 | 46.87% | 34.83% | 21.62% |
| 2018-10 | -2.32% | +18.80% | 0.24% | — | — | — | +179.88 | 5310.55 | 47.26% | 35.48% | 18.29% |
| 2018-09 | +0.39% | +21.62% | 0.24% | — | — | — | +113.27 | 5266.26 | 46.24% | 33.19% | 18.78% |
| 2018-08 | +1.12% | +21.15% | 0.24% | — | — | — | +154.90 | 5124.45 | 45.34% | 31.89% | 19.01% |
| 2018-07 | +1.61% | +19.81% | 0.24% | — | — | — | +207.81 | 4910.39 | 47.15% | 34.54% | 18.42% |
| 2018-06 | +0.22% | +17.91% | 0.24% | — | — | — | +192.51 | 4643.54 | 46.91% | 34.06% | 17.75% |
| 2018-05 | +0.61% | +17.65% | 0.24% | — | — | — | +193.27 | 4439.73 | 44.97% | 33.38% | 17.39% |
| 2018-04 | +0.98% | +16.94% | 0.24% | — | — | — | +242.08 | 4210.87 | 46.28% | 35.08% | 17.76% |
| 2018-03 | -0.65% | +15.81% | 0.24% | — | — | — | +173.64 | 3947.02 | 43.46% | 31.30% | 17.97% |
| 2018-02 | -1.49% | +16.56% | 0.24% | — | — | — | +250.37 | 3775.75 | 46.17% | 30.98% | 17.97% |
| 2018-01 | +1.82% | +18.33% | 0.24% | — | — | — | +146.13 | 3641.44 | 43.01% | 30.17% | 17.63% |
| 2017-12 | +0.73% | +16.21% | 0.26% | — | — | — | +150.11 | 3382.56 | 41.75% | 32.17% | 15.80% |
| 2017-11 | +0.92% | +15.37% | 0.26% | — | — | — | +257.40 | 3210.89 | 45.23% | 33.26% | 15.96% |
| 2017-10 | +1.21% | +14.32% | 0.26% | — | — | — | +122.92 | 3078.03 | 42.96% | 33.67% | 16.08% |
| 2017-09 | +0.75% | +12.95% | 0.26% | — | — | — | +295.43 | 2882.79 | 41.29% | 32.83% | 15.46% |
| 2017-08 | +0.22% | +12.11% | 0.26% | — | — | — | +173.84 | 2569.04 | 41.68% | 32.65% | 16.31% |
| 2017-07 | +1.19% | +11.86% | 0.26% | — | — | — | +222.73 | 2393.76 | 41.45% | 32.20% | 17.09% |
| 2017-06 | -0.14% | +10.55% | 0.26% | — | — | — | +44.57 | 2166.28 | 40.52% | 32.09% | 15.37% |
| 2017-05 | +1.04% | +10.70% | 0.26% | — | — | — | +176.41 | 2094.22 | 41.61% | 33.42% | 15.41% |
| 2017-04 | +0.86% | +9.56% | 0.26% | — | — | — | +80.12 | 1905.82 | 41.86% | 34.41% | 16.38% |
| 2017-03 | +0.50% | +8.63% | 0.26% | — | — | — | +124.85 | 1807.24 | 41.47% | 34.75% | 16.20% |
| 2017-02 | +0.74% | +8.09% | 0.26% | — | — | — | +119.35 | 1672.71 | 41.93% | 32.26% | 16.59% |
| 2017-01 | +0.38% | +7.29% | 0.26% | — | — | — | +184.87 | 1545.64 | 42.59% | 34.56% | 13.95% |
| 2016-12 | +0.99% | +6.89% | 0.26% | — | — | — | +121.91 | 1400.01 | 39.18% | 30.26% | 14.13% |
| 2016-11 | +0.64% | +5.84% | 0.26% | — | — | — | +135.43 | 1222.43 | 41.47% | 32.77% | 15.47% |
| 2016-10 | -0.14% | +5.17% | 0.26% | — | — | — | +94.05 | 1078.60 | 39.31% | 30.53% | 14.18% |
| 2016-09 | -0.19% | +5.31% | 0.26% | — | — | — | +118.95 | 994.19 | 42.65% | 32.30% | 14.53% |
| 2016-08 | +0.13% | +5.52% | 0.26% | — | — | — | +134.55 | 863.78 | 44.76% | 31.92% | 14.85% |
| 2016-07 | +2.22% | +5.38% | 0.26% | — | — | — | +138.19 | 731.04 | 44.91% | 31.99% | 13.68% |
| 2016-06 | -0.54% | +3.09% | 0.26% | — | — | — | +224.61 | 579.37 | 45.91% | 32.03% | 12.20% |
| 2016-05 | +0.94% | +3.65% | 0.26% | — | — | — | — | 362.51 | — | — | — |
| 2016-04 | +0.43% | +2.68% | 0.26% | — | — | — | — | 128.41 | — | — | — |
| 2016-03 | +1.41% | +2.24% | 0.26% | — | — | — | — | 68.06 | — | — | — |
| 2016-02 | -0.95% | +0.82% | 0.26% | — | — | — | — | 28.27 | — | — | — |
| 2016-01 | +1.79% | +1.79% | 0.26% | — | — | — | — | 3.23 | — | — | — |
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.