פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · פנסיה

כלל פנסיה לבני 50 ומטה (9654)

נתונים היסטוריים מלאים עבור כלל פנסיה לבני 50 ומטה (9654), 128 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 מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 128
תשואה חודשית אחרונה +1.10%
תשואה מצטברת בטווח +156.26%
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 +1.10% +156.26% 0.14% +2.28% 1.40 6.10% +243.23 +22782.32 42394.27 56.68% 51.94% 20.02%
2026-07 -0.05% +153.47% 0.14% +2.04% 1.40 6.10% +306.67 +22539.09 41701.96 57.98% 51.21% 19.29%
2026-06 -0.95% +153.59% 0.14% — 1.53 6.13% +52.95 +22232.42 41230.37 59.33% 51.59% 19.76%
2026-05 +2.59% +156.03% 0.14% +1.92% 1.55 6.06% +222.13 +22179.47 41456.21 57.72% 46.41% 19.31%
2026-04 +4.74% +149.56% 0.14% +1.32% 1.48 6.03% +38.34 +21957.34 40450.46 57.22% 46.80% 19.73%
2026-03 -2.30% +138.27% 0.14% +1.08% 1.37 5.79% +150.55 +21919.00 38472.30 56.84% 48.69% 19.12%
2026-02 +1.28% +143.88% 0.14% +1.20% 1.68 5.65% +151.78 +21768.45 39228.32 56.95% 47.88% 19.82%
2026-01 +2.89% +140.80% 0.14% +1.44% 1.66 5.65% -76.98 +21616.67 38567.61 57.53% 47.80% 19.71%
2025-12 +1.28% +134.03% 0.15% +1.32% 1.57 5.58% -107.27 +21693.65 37575.66 58.30% 49.76% 19.46%
2025-11 +1.69% +131.07% 0.15% +1.68% 1.57 5.65% -56.36 +21800.92 37051.31 59.32% 51.68% 20.79%
2025-10 +1.35% +127.23% 0.15% +1.56% 1.54 6.20% -52.17 +21857.28 36650.89 56.76% 50.38% 20.72%
2025-09 +2.51% +124.21% 0.15% +1.32% 1.50 6.20% -28.64 +21909.45 36085.02 58.36% 52.06% 21.62%
2025-08 +1.04% +118.72% 0.15% +1.44% 1.37 6.27% +5.21 +21938.09 35207.10 57.21% 51.73% 21.79%
2025-07 +1.14% +116.47% 0.15% +1.44% 1.38 6.30% -47.79 +21932.88 34960.26 57.39% 52.87% 20.59%
2025-06 +3.70% +114.03% 0.15% +1.44% 1.38 6.37% -68.48 +21980.67 34567.68 57.77% 52.88% 21.65%
2025-05 +3.29% +106.39% 0.15% +2.28% 1.25 6.24% +16.30 +22049.15 33441.19 58.04% 56.86% 22.80%
2025-04 +0.90% +99.82% 0.15% +2.16% 1.14 6.13% +67.52 +22032.85 32388.02 53.63% 56.54% 23.33%
2025-03 -1.58% +98.03% 0.15% +2.40% 1.18 6.41% -9.03 +21965.33 32022.99 56.26% 54.31% 22.00%
2025-02 +0.37% +101.21% 0.15% +2.04% 1.02 7.79% -32.51 +21974.36 32592.12 55.31% 52.87% 22.15%
2025-01 +1.40% +100.47% 0.15% +2.40% 0.98 7.93% -153.12 +22006.87 32498.11 56.03% 53.61% 22.66%
2024-12 +0.30% +97.70% 0.16% +2.28% 0.94 7.93% -218.56 +22159.99 32197.26 55.32% 53.69% 22.24%
2024-11 +2.28% +97.11% 0.16% +2.64% 0.97 7.97% -153.11 +22378.55 32287.12 56.16% 54.02% 23.70%
2024-10 +0.41% +92.72% 0.16% +2.52% 0.91 7.93% +7.71 +22531.66 31671.73 53.32% 52.26% 23.98%
2024-09 +1.82% +91.93% 0.16% +2.52% 0.94 7.93% -136.81 +22523.95 31572.00 53.97% 53.93% 25.84%
2024-08 +1.29% +88.50% 0.16% — 0.85 7.93% +0.40 +22660.76 31122.03 54.88% 55.85% 24.77%
2024-07 +1.40% +86.10% 0.16% +2.52% 0.85 7.93% -194.88 +22660.36 30781.68 54.06% 54.99% 24.30%
2024-06 +0.88% +83.53% 0.16% +2.64% 0.81 7.93% -6.17 +22855.24 30415.74 52.36% 56.27% 25.13%
2024-05 +1.50% +81.93% 0.16% +2.52% 0.83 7.97% -110.36 +22861.41 30206.96 52.75% 53.77% 24.82%
2024-04 -1.20% +79.24% 0.16% +2.40% 0.76 8.04% -45.12 +22971.77 29871.59 49.91% 52.06% 24.53%
2024-03 +2.58% +81.42% 0.16% +2.40% 0.87 8.00% -2.59 +23016.89 30244.82 51.50% 51.76% 25.42%
2024-02 +2.43% +76.85% 0.16% +2.52% 0.80 7.97% +15.37 +23019.48 29480.29 51.17% 51.23% 24.89%
2024-01 +0.09% +72.66% 0.16% +2.64% 0.73 7.93% +117.81 +23004.11 28819.89 49.92% 52.20% 24.72%
2023-12 +2.31% +72.50% 0.17% +2.52% 0.79 8.00% +188.76 +22886.30 28658.83 49.66% 53.66% 25.45%
2023-11 +2.68% +68.61% 0.17% +2.88% 0.66 8.14% +211.11 +22697.54 27879.34 50.46% 55.25% 25.83%
2023-10 -2.24% +64.21% 0.17% +2.88% 0.59 8.11% +315.02 +22486.43 26878.49 48.48% 54.21% 25.99%
2023-09 -0.77% +67.97% 0.17% +2.52% 0.69 8.11% +189.43 +22171.41 27303.01 46.38% 48.12% 24.74%
2023-08 -0.52% +69.27% 0.17% +2.52% 0.76 8.07% +315.43 +21981.98 27303.35 48.06% 50.81% 25.21%
2023-07 +2.24% +70.16% 0.17% +2.52% 0.83 8.07% +347.42 +21666.55 27108.60 50.38% 52.59% 25.53%
2023-06 +2.15% +66.43% 0.17% +2.52% 0.78 8.07% +321.25 +21319.13 26258.89 51.07% 54.77% 24.91%
2023-05 +0.45% +62.93% 0.17% +2.40% 0.71 8.04% +367.94 +20997.88 25256.20 49.26% 50.83% 23.81%
2023-04 +1.30% +62.20% 0.17% +2.28% 0.72 8.04% +435.16 +20629.94 24744.85 47.92% 49.05% 24.15%
2023-03 +0.58% +60.12% 0.17% +2.28% 0.70 8.04% +523.40 +20194.78 24109.54 47.01% 48.97% 24.11%
2023-02 -1.00% +59.19% 0.17% +2.40% 0.69 8.04% +416.94 +19671.38 23335.04 45.76% 49.42% 24.20%
2023-01 +2.17% +60.80% 0.17% +2.40% 0.74 8.07% +527.22 +19254.44 23231.72 49.45% 52.55% 22.94%
2022-12 -1.80% +57.39% 0.19% +2.28% 0.69 8.04% +437.12 +18727.22 22202.26 48.72% 50.69% 20.47%
2022-11 +1.32% +60.27% 0.19% +2.52% 0.81 7.97% +535.02 +18290.10 22109.82 48.74% 49.23% 21.76%
2022-10 +2.35% +58.18% 0.19% +2.16% 0.78 7.97% +427.29 +17755.08 21341.21 48.27% 48.68% 20.84%
2022-09 -4.12% +54.55% 0.19% +2.28% 0.71 7.93% +347.40 +17327.79 20507.70 49.05% 45.72% 18.55%
2022-08 -0.31% +61.19% 0.19% +2.52% 0.97 7.66% +426.37 +16980.39 20957.93 48.86% 44.36% 19.47%
2022-07 +3.47% +61.69% 0.19% +2.28% 1.00 7.62% +500.88 +16554.02 20562.87 51.48% 47.35% 21.35%
2022-06 -2.52% +56.27% 0.19% +2.16% 0.90 7.52% +359.60 +16053.14 19433.27 48.42% 42.74% 17.72%
2022-05 -1.62% +60.31% 0.19% +2.52% 1.04 7.41% +428.25 +15693.54 19528.34 51.57% 44.93% 18.79%
2022-04 -1.23% +62.95% 0.19% +2.28% 1.16 7.34% +347.30 +15265.29 19491.79 52.15% 41.60% 18.08%
2022-03 +1.15% +64.98% 0.19% +2.40% 1.25 7.27% +519.02 +14917.99 19328.28 54.27% 42.49% 18.84%
2022-02 +0.06% +63.10% 0.19% +2.40% 1.22 7.27% +332.39 +14398.97 18623.06 56.73% 45.15% 16.19%
2022-01 -1.22% +63.01% 0.19% +2.52% 1.24 7.27% +500.30 +14066.58 18171.59 57.15% 44.01% 16.00%
2021-12 +2.29% +65.02% 0.20% +2.88% 1.33 7.24% +612.62 +13566.28 18002.21 54.91% 42.91% 16.28%
2021-11 +0.04% +61.32% 0.20% +2.76% 1.26 7.21% +367.13 +12953.66 16947.88 53.67% 42.88% 16.62%
2021-10 +2.87% +61.26% 0.20% +2.88% 1.28 7.17% +470.01 +12586.53 16565.41 56.85% 44.71% 18.44%
2021-09 -0.49% +56.76% 0.20% +2.76% 1.18 7.14% +264.49 +12116.52 15635.37 52.55% 40.26% 18.92%
2021-08 +2.06% +57.53% 0.20% +3.12% 1.22 7.14% +458.20 +11852.03 15462.19 52.80% 41.75% 19.91%
2021-07 -0.21% +54.35% 0.20% +3.12% 1.14 7.10% +323.90 +11393.83 14728.43 53.85% 43.67% 20.59%
2021-06 +0.41% +54.68% 0.20% +3.12% 1.19 7.14% +333.71 +11069.93 14393.13 56.29% 45.93% 21.18%
2021-05 +1.98% +54.05% 0.20% +3.12% 1.18 7.14% +251.08 +10736.22 14005.63 55.86% 43.21% 21.25%
2021-04 +1.97% +51.06% 0.20% +3.24% 1.12 7.10% +255.94 +10485.14 13504.56 54.49% 42.45% 21.65%
2021-03 +1.67% +48.14% 0.20% +2.88% 1.06 7.10% +205.93 +10229.20 12961.89 56.94% 45.17% 21.85%
2021-02 +1.60% +45.70% 0.20% +3.12% 1.02 7.10% +163.20 +10023.27 12545.87 53.48% 43.69% 22.05%
2021-01 +1.44% +43.41% 0.20% +2.52% 0.95 7.10% +235.14 +9860.07 12156.26 52.80% 42.47% 22.09%
2020-12 +3.02% +41.37% 0.21% +3.24% 0.92 7.10% +193.61 +9624.93 11795.66 53.06% 41.82% 22.04%
2020-11 +6.68% +37.23% 0.21% — — — +191.45 +9431.32 11248.68 53.05% 42.39% 22.31%
2020-10 +0.21% +28.64% 0.21% — — — +184.36 +9239.87 10367.22 48.11% 41.98% 21.04%
2020-09 -1.39% +28.37% 0.21% — — — +167.23 +9055.51 10149.03 47.39% 42.58% 21.91%
2020-08 +2.81% +30.18% 0.21% — — — +167.99 +8888.28 10114.91 48.60% 41.96% 21.41%
2020-07 +2.44% +26.62% 0.21% — — — +258.72 +8720.29 9695.33 46.60% 41.97% 22.04%
2020-06 +0.14% +23.60% 0.21% — — — +200.82 +8461.57 9197.61 44.43% 42.90% 22.00%
2020-05 +1.32% +23.43% 0.21% — — — +154.50 +8260.75 8979.05 45.00% 41.47% 22.53%
2020-04 +4.84% +21.82% 0.21% — — — +181.86 +8106.25 8702.31 44.93% 40.90% 21.41%
2020-03 -9.29% +16.20% 0.21% — — — +197.40 +7924.39 8133.92 45.49% 40.35% 20.54%
2020-02 -2.74% +28.10% 0.21% — — — +252.00 +7726.99 8751.35 45.90% 36.49% 17.04%
2020-01 -0.18% +31.71% 0.21% — — — +250.77 +7474.99 8741.81 47.49% 37.82% 18.94%
2019-12 +1.26% +31.94% 0.22% — — — +219.51 +7224.22 8522.22 47.77% 39.48% 18.86%
2019-11 +1.19% +30.30% 0.22% — — — +216.45 +7004.71 8186.27 50.29% 42.06% 18.56%
2019-10 +1.77% +28.77% 0.22% — — — +158.55 +6788.26 7878.73 49.39% 40.04% 18.80%
2019-09 +1.03% +26.53% 0.22% — — — +171.22 +6629.71 7586.74 47.13% 38.06% 18.46%
2019-08 -0.68% +25.24% 0.22% — — — +151.79 +6458.49 7335.91 43.95% 36.63% 18.22%
2019-07 +0.43% +26.10% 0.22% — — — +195.02 +6306.70 7230.32 45.51% 37.30% 18.56%
2019-06 +2.46% +25.56% 0.22% — — — +149.95 +6111.68 7005.99 45.61% 36.22% 19.66%
2019-05 -1.71% +22.54% 0.22% — — — +177.76 +5961.73 6687.71 40.87% 31.91% 19.11%
2019-04 +2.03% +24.68% 0.22% — — — +143.89 +5783.97 6625.20 49.33% 39.09% 21.15%
2019-03 +0.80% +22.20% 0.22% — — — +172.24 +5640.08 6351.80 46.28% 37.17% 20.98%
2019-02 +1.28% +21.23% 0.22% — — — +152.88 +5467.84 6121.69 46.94% 36.11% 21.19%
2019-01 +3.10% +19.69% 0.22% — — — +194.23 +5314.96 5895.32 46.37% 36.63% 20.82%
2018-12 -3.19% +16.09% 0.24% — — — +220.70 +5120.73 5536.07 45.56% 35.87% 19.88%
2018-11 +0.94% +19.92% 0.24% — — — +125.88 +4900.03 5504.61 46.87% 34.83% 21.62%
2018-10 -2.32% +18.80% 0.24% — — — +179.88 +4774.15 5310.55 47.26% 35.48% 18.29%
2018-09 +0.39% +21.62% 0.24% — — — +113.27 +4594.27 5266.26 46.24% 33.19% 18.78%
2018-08 +1.12% +21.15% 0.24% — — — +154.90 +4481.00 5124.45 45.34% 31.89% 19.01%
2018-07 +1.61% +19.81% 0.24% — — — +207.81 +4326.10 4910.39 47.15% 34.54% 18.42%
2018-06 +0.22% +17.91% 0.24% — — — +192.51 +4118.29 4643.54 46.91% 34.06% 17.75%
2018-05 +0.61% +17.65% 0.24% — — — +193.27 +3925.78 4439.73 44.97% 33.38% 17.39%
2018-04 +0.98% +16.94% 0.24% — — — +242.08 +3732.51 4210.87 46.28% 35.08% 17.76%
2018-03 -0.65% +15.81% 0.24% — — — +173.64 +3490.43 3947.02 43.46% 31.30% 17.97%
2018-02 -1.49% +16.56% 0.24% — — — +250.37 +3316.79 3775.75 46.17% 30.98% 17.97%
2018-01 +1.82% +18.33% 0.24% — — — +146.13 +3066.42 3641.44 43.01% 30.17% 17.63%
2017-12 +0.73% +16.21% 0.26% — — — +150.11 +2920.29 3382.56 41.75% 32.17% 15.80%
2017-11 +0.92% +15.37% 0.26% — — — +257.40 +2770.18 3210.89 45.23% 33.26% 15.96%
2017-10 +1.21% +14.32% 0.26% — — — +122.92 +2512.78 3078.03 42.96% 33.67% 16.08%
2017-09 +0.75% +12.95% 0.26% — — — +295.43 +2389.86 2882.79 41.29% 32.83% 15.46%
2017-08 +0.22% +12.11% 0.26% — — — +173.84 +2094.43 2569.04 41.68% 32.65% 16.31%
2017-07 +1.19% +11.86% 0.26% — — — +222.73 +1920.59 2393.76 41.45% 32.20% 17.09%
2017-06 -0.14% +10.55% 0.26% — — — +44.57 +1697.86 2166.28 40.52% 32.09% 15.37%
2017-05 +1.04% +10.70% 0.26% — — — +176.41 +1653.29 2094.22 41.61% 33.42% 15.41%
2017-04 +0.86% +9.56% 0.26% — — — +80.12 +1476.88 1905.82 41.86% 34.41% 16.38%
2017-03 +0.50% +8.63% 0.26% — — — +124.85 +1396.76 1807.24 41.47% 34.75% 16.20%
2017-02 +0.74% +8.09% 0.26% — — — +119.35 +1271.91 1672.71 41.93% 32.26% 16.59%
2017-01 +0.38% +7.29% 0.26% — — — +184.87 +1152.56 1545.64 42.59% 34.56% 13.95%
2016-12 +0.99% +6.89% 0.26% — — — +121.91 +967.69 1400.01 39.18% 30.26% 14.13%
2016-11 +0.64% +5.84% 0.26% — — — +135.43 +845.78 1222.43 41.47% 32.77% 15.47%
2016-10 -0.14% +5.17% 0.26% — — — +94.05 +710.35 1078.60 39.31% 30.53% 14.18%
2016-09 -0.19% +5.31% 0.26% — — — +118.95 +616.30 994.19 42.65% 32.30% 14.53%
2016-08 +0.13% +5.52% 0.26% — — — +134.55 +497.35 863.78 44.76% 31.92% 14.85%
2016-07 +2.22% +5.38% 0.26% — — — +138.19 +362.80 731.04 44.91% 31.99% 13.68%
2016-06 -0.54% +3.09% 0.26% — — — +224.61 +224.61 579.37 45.91% 32.03% 12.20%
2016-05 +0.94% +3.65% 0.26% — — — — +0.00 362.51 — — —
2016-04 +0.43% +2.68% 0.26% — — — — +0.00 128.41 — — —
2016-03 +1.41% +2.24% 0.26% — — — — +0.00 68.06 — — —
2016-02 -0.95% +0.82% 0.26% — — — — +0.00 28.27 — — —
2016-01 +1.79% +1.79% 0.26% — — — — +0.00 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.