חודשים בטווח
125
כלל פנסיה לבני 50-60
נתונים היסטוריים מלאים עבור כלל פנסיה לבני 50-60, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9655 | שם קרן: כלל פנסיה לבני 50-60 | 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 50-60 ישירות למייל.
תשואה חודשית אחרונה
+2.50%
תשואה מצטברת מההתחלה
+129.37%
| 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 | +2.50% | +129.37% | 0.14% | +1.92% | 1.55 | 5.27% | +336.77 | 20867.68 | 50.09% | 40.83% | 18.05% |
| 2026-04 | +4.18% | +123.77% | 0.14% | +1.32% | 1.47 | 5.23% | +268.27 | 20021.25 | 50.55% | 41.71% | 18.42% |
| 2026-03 | -2.10% | +114.80% | 0.14% | +1.08% | 1.35 | 5.02% | +330.03 | 18994.84 | 49.08% | 42.90% | 17.78% |
| 2026-02 | +1.09% | +119.40% | 0.14% | +1.20% | 1.69 | 4.88% | +241.81 | 19038.50 | 49.56% | 42.43% | 18.41% |
| 2026-01 | +2.53% | +117.04% | 0.14% | +1.44% | 1.67 | 4.88% | +314.99 | 18610.40 | 49.34% | 41.87% | 18.26% |
| 2025-12 | +1.03% | +111.68% | 0.15% | +1.44% | 1.58 | 4.82% | +170.02 | 17808.35 | 50.11% | 43.58% | 17.90% |
| 2025-11 | +1.45% | +109.52% | 0.15% | +1.68% | 1.59 | 4.88% | +241.22 | 17462.11 | 50.32% | 44.73% | 19.26% |
| 2025-10 | +1.19% | +106.53% | 0.15% | +1.56% | 1.57 | 5.30% | +231.42 | 16990.50 | 48.36% | 42.86% | 20.36% |
| 2025-09 | +2.24% | +104.10% | 0.15% | +1.44% | 1.53 | 5.30% | +182.74 | 16553.45 | 48.94% | 44.05% | 21.17% |
| 2025-08 | +0.97% | +99.63% | 0.15% | +1.56% | 1.39 | 5.37% | +222.91 | 15990.46 | 46.02% | 42.80% | 20.97% |
| 2025-07 | +1.00% | +97.71% | 0.15% | +1.44% | 1.40 | 5.40% | +178.74 | 15622.87 | 46.69% | 44.57% | 20.20% |
| 2025-06 | +3.14% | +95.75% | 0.15% | +1.44% | 1.41 | 5.44% | +191.88 | 15281.66 | 47.53% | 44.93% | 21.03% |
| 2025-05 | +2.70% | +89.79% | 0.15% | +2.16% | 1.28 | 5.33% | +158.05 | 14645.78 | 47.18% | 47.95% | 21.86% |
| 2025-04 | +0.85% | +84.80% | 0.15% | +2.16% | 1.18 | 5.27% | +193.38 | 14087.69 | 44.29% | 47.80% | 22.65% |
| 2025-03 | -1.21% | +83.25% | 0.15% | +2.28% | 1.22 | 5.51% | +180.46 | 13774.45 | 46.34% | 46.57% | 22.12% |
| 2025-02 | +0.49% | +85.49% | 0.15% | +2.04% | 1.04 | 6.75% | +175.38 | 13785.69 | 45.78% | 43.37% | 21.88% |
| 2025-01 | +1.21% | +84.59% | 0.15% | +2.40% | 1.00 | 6.89% | +184.27 | 13545.23 | 46.44% | 44.57% | 22.08% |
| 2024-12 | +0.39% | +82.38% | 0.16% | +2.16% | 0.96 | 6.89% | +136.97 | 13189.56 | 47.11% | 45.46% | 22.29% |
| 2024-11 | +2.03% | +81.67% | 0.16% | +2.52% | 0.98 | 6.89% | +192.94 | 12995.61 | 48.20% | 45.33% | 23.64% |
| 2024-10 | +0.43% | +78.06% | 0.16% | +2.40% | 0.92 | 6.86% | +144.91 | 12537.62 | 45.95% | 43.62% | 23.89% |
| 2024-09 | +1.73% | +77.29% | 0.16% | +2.40% | 0.95 | 6.86% | +141.99 | 12355.61 | 46.46% | 44.79% | 25.85% |
| 2024-08 | +1.22% | +74.28% | 0.16% | — | 0.85 | 6.86% | +156.78 | 11994.48 | 46.05% | 45.92% | 24.50% |
| 2024-07 | +1.38% | +72.18% | 0.16% | +2.28% | 0.85 | 6.86% | +145.31 | 11700.24 | 45.33% | 46.45% | 24.36% |
| 2024-06 | +0.80% | +69.84% | 0.16% | +2.40% | 0.81 | 6.86% | +111.79 | 11382.99 | 45.25% | 47.90% | 25.15% |
| 2024-05 | +1.30% | +68.49% | 0.16% | +2.40% | 0.83 | 6.89% | +113.22 | 11197.08 | 45.93% | 46.39% | 24.84% |
| 2024-04 | -1.10% | +66.33% | 0.16% | +2.28% | 0.76 | 6.93% | +161.63 | 10936.05 | 43.32% | 44.20% | 24.34% |
| 2024-03 | +2.42% | +68.18% | 0.16% | +2.28% | 0.89 | 6.93% | +145.14 | 10897.04 | 45.26% | 44.74% | 25.43% |
| 2024-02 | +2.18% | +64.20% | 0.16% | +2.28% | 0.81 | 6.86% | +169.66 | 10464.49 | 45.16% | 44.30% | 24.45% |
| 2024-01 | +0.07% | +60.70% | 0.16% | +2.40% | 0.74 | 6.82% | +164.46 | 10121.62 | 43.84% | 44.16% | 24.77% |
| 2023-12 | +2.18% | +60.59% | 0.17% | +2.40% | 0.80 | 6.89% | +172.89 | 9934.71 | 42.74% | 44.97% | 25.34% |
| 2023-11 | +2.50% | +57.16% | 0.17% | +2.64% | 0.68 | 7.00% | +180.90 | 9545.94 | 43.08% | 46.14% | 25.86% |
| 2023-10 | -2.06% | +53.33% | 0.17% | +2.64% | 0.59 | 6.93% | +233.73 | 9139.03 | 40.10% | 45.70% | 25.89% |
| 2023-09 | -0.75% | +56.55% | 0.17% | +2.40% | 0.71 | 6.89% | +162.78 | 9107.20 | 39.47% | 40.86% | 24.62% |
| 2023-08 | -0.28% | +57.73% | 0.17% | +2.40% | 0.79 | 6.89% | +243.01 | 9004.35 | 41.41% | 44.08% | 25.27% |
| 2023-07 | +1.94% | +58.18% | 0.17% | +2.40% | 0.85 | 6.86% | +216.03 | 8786.75 | 41.50% | 43.58% | 25.50% |
| 2023-06 | +1.84% | +55.17% | 0.17% | +2.40% | 0.80 | 6.86% | +221.45 | 8418.84 | 42.03% | 45.06% | 24.86% |
| 2023-05 | +0.59% | +52.36% | 0.17% | +2.28% | 0.74 | 6.82% | +228.66 | 8038.61 | 40.28% | 43.92% | 23.77% |
| 2023-04 | +1.19% | +51.47% | 0.17% | +2.28% | 0.74 | 6.82% | +174.86 | 7756.40 | 39.06% | 41.98% | 23.87% |
| 2023-03 | +0.61% | +49.69% | 0.17% | +2.16% | 0.72 | 6.82% | +262.70 | 7508.94 | 38.12% | 42.38% | 23.95% |
| 2023-02 | -0.88% | +48.78% | 0.17% | +2.28% | 0.71 | 6.82% | +189.32 | 7183.63 | 36.74% | 42.43% | 24.22% |
| 2023-01 | +1.94% | +50.10% | 0.17% | +2.28% | 0.76 | 6.86% | +232.94 | 7069.00 | 39.83% | 44.25% | 23.04% |
| 2022-12 | -1.38% | +47.25% | 0.19% | +2.28% | 0.71 | 6.82% | +195.93 | 6715.02 | 39.08% | 42.51% | 20.22% |
| 2022-11 | +1.11% | +49.31% | 0.19% | +2.40% | 0.82 | 6.79% | +170.48 | 6588.19 | 39.43% | 42.68% | 21.42% |
| 2022-10 | +1.93% | +47.67% | 0.19% | +2.16% | 0.80 | 6.75% | +177.91 | 6356.61 | 39.27% | 42.45% | 20.65% |
| 2022-09 | -3.51% | +44.87% | 0.19% | +2.16% | 0.73 | 6.75% | +150.78 | 6066.32 | 39.93% | 40.51% | 18.67% |
| 2022-08 | -0.38% | +50.14% | 0.19% | +2.40% | 0.99 | 6.48% | +206.49 | 6125.85 | 40.10% | 39.63% | 19.22% |
| 2022-07 | +3.00% | +50.71% | 0.19% | +2.16% | 1.03 | 6.48% | +187.01 | 5936.04 | 42.68% | 42.29% | 21.16% |
| 2022-06 | -1.99% | +46.32% | 0.19% | +2.04% | 0.93 | 6.37% | +157.19 | 5579.02 | 39.84% | 38.74% | 17.75% |
| 2022-05 | -1.43% | +49.29% | 0.19% | +2.40% | 1.07 | 6.30% | +173.97 | 5533.55 | 42.60% | 40.82% | 18.84% |
| 2022-04 | -1.02% | +51.46% | 0.19% | +2.16% | 1.19 | 6.24% | +129.04 | 5450.37 | 43.38% | 38.09% | 18.11% |
| 2022-03 | +0.93% | +53.02% | 0.19% | +2.16% | 1.28 | 6.20% | +168.52 | 5362.27 | 45.24% | 37.54% | 18.77% |
| 2022-02 | -0.04% | +51.61% | 0.19% | +2.16% | 1.25 | 6.20% | +196.91 | 5145.11 | 47.30% | 38.92% | 16.08% |
| 2022-01 | -1.08% | +51.67% | 0.19% | +2.28% | 1.28 | 6.17% | +121.17 | 4997.93 | 47.18% | 40.65% | 15.79% |
| 2021-12 | +1.93% | +53.33% | 0.20% | +2.52% | 1.37 | 6.13% | +271.02 | 4884.59 | 47.23% | 39.87% | 15.92% |
| 2021-11 | +0.02% | +50.42% | 0.20% | +2.40% | 1.30 | 6.10% | +112.35 | 4529.87 | 45.98% | 40.87% | 16.59% |
| 2021-10 | +2.47% | +50.39% | 0.20% | +2.40% | 1.32 | 6.10% | +188.15 | 4406.64 | 49.22% | 42.81% | 18.57% |
| 2021-09 | -0.46% | +46.77% | 0.20% | +2.40% | 1.22 | 6.06% | +90.58 | 4117.25 | 45.70% | 37.46% | 18.95% |
| 2021-08 | +1.83% | +47.45% | 0.20% | +2.64% | 1.26 | 6.03% | +144.03 | 4054.77 | 45.66% | 38.65% | 19.60% |
| 2021-07 | -0.15% | +44.80% | 0.20% | +2.64% | 1.18 | 6.03% | +118.97 | 3841.84 | 46.27% | 40.50% | 20.30% |
| 2021-06 | +0.42% | +45.02% | 0.20% | +2.76% | 1.23 | 6.03% | +109.91 | 3718.13 | 48.47% | 42.79% | 20.99% |
| 2021-05 | +1.81% | +44.41% | 0.20% | +2.76% | 1.22 | 6.06% | +87.75 | 3596.04 | 48.05% | 39.30% | 21.18% |
| 2021-04 | +1.69% | +41.84% | 0.20% | +2.64% | 1.15 | 6.03% | +61.70 | 3447.22 | 46.93% | 39.58% | 22.06% |
| 2021-03 | +1.54% | +39.48% | 0.20% | +2.52% | 1.09 | 5.99% | +79.60 | 3322.46 | 47.38% | 40.93% | 22.13% |
| 2021-02 | +1.33% | +37.37% | 0.20% | +2.64% | 1.04 | 5.99% | +57.02 | 3192.47 | 44.44% | 38.14% | 22.30% |
| 2021-01 | +1.31% | +35.57% | 0.20% | +1.80% | 0.95 | 6.06% | +68.43 | 3090.01 | 43.59% | 38.07% | 22.26% |
| 2020-12 | +2.50% | +33.81% | 0.21% | +2.28% | 0.92 | 6.06% | +70.17 | 2986.60 | 43.83% | 37.47% | 21.71% |
| 2020-11 | +5.53% | +30.55% | 0.21% | — | — | — | +49.47 | 2848.58 | 43.42% | 38.52% | 22.32% |
| 2020-10 | +0.17% | +23.71% | 0.21% | — | — | — | +63.67 | 2651.73 | 39.01% | 37.85% | 21.20% |
| 2020-09 | -1.17% | +23.50% | 0.21% | — | — | — | +42.00 | 2578.09 | 38.47% | 38.50% | 21.59% |
| 2020-08 | +2.41% | +24.96% | 0.21% | — | — | — | +64.65 | 2565.11 | 39.52% | 37.45% | 20.97% |
| 2020-07 | +2.13% | +22.02% | 0.21% | — | — | — | +62.57 | 2444.86 | 37.76% | 37.85% | 21.23% |
| 2020-06 | +0.10% | +19.47% | 0.21% | — | — | — | +46.57 | 2331.49 | 36.38% | 38.76% | 20.84% |
| 2020-05 | +1.27% | +19.36% | 0.21% | — | — | — | +65.74 | 2282.06 | 36.64% | 36.98% | 21.41% |
| 2020-04 | +4.26% | +17.86% | 0.21% | — | — | — | +41.55 | 2186.66 | 36.45% | 36.55% | 20.72% |
| 2020-03 | -8.19% | +13.04% | 0.21% | — | — | — | +51.45 | 2060.12 | 36.09% | 35.47% | 20.04% |
| 2020-02 | -2.19% | +23.13% | 0.21% | — | — | — | +56.04 | 2188.21 | 36.76% | 32.47% | 17.13% |
| 2020-01 | -0.07% | +25.88% | 0.21% | — | — | — | +44.16 | 2179.14 | 37.43% | 32.67% | 18.74% |
| 2019-12 | +1.02% | +25.97% | 0.22% | — | — | — | +50.98 | 2138.54 | 37.31% | 33.22% | 18.46% |
| 2019-11 | +0.95% | +24.70% | 0.22% | — | — | — | +51.99 | 2064.71 | 39.31% | 35.65% | 18.34% |
| 2019-10 | +1.54% | +23.53% | 0.22% | — | — | — | +35.14 | 1995.11 | 38.39% | 34.56% | 18.60% |
| 2019-09 | +0.83% | +21.65% | 0.22% | — | — | — | +42.04 | 1928.65 | 37.13% | 33.14% | 18.31% |
| 2019-08 | -0.44% | +20.65% | 0.22% | — | — | — | +43.19 | 1871.78 | 34.60% | 32.45% | 17.96% |
| 2019-07 | +0.41% | +21.19% | 0.22% | — | — | — | +45.76 | 1836.70 | 36.47% | 33.65% | 18.62% |
| 2019-06 | +2.12% | +20.69% | 0.22% | — | — | — | +43.30 | 1785.31 | 36.57% | 30.47% | 19.29% |
| 2019-05 | -1.22% | +18.18% | 0.22% | — | — | — | +42.52 | 1704.79 | 31.79% | 27.32% | 18.96% |
| 2019-04 | +1.72% | +19.64% | 0.22% | — | — | — | +39.14 | 1681.00 | 38.36% | 32.90% | 20.52% |
| 2019-03 | +0.83% | +17.62% | 0.22% | — | — | — | +37.28 | 1614.06 | 36.40% | 31.52% | 20.59% |
| 2019-02 | +1.13% | +16.65% | 0.22% | — | — | — | +26.30 | 1564.13 | 36.93% | 30.65% | 20.70% |
| 2019-01 | +2.60% | +15.35% | 0.22% | — | — | — | +52.60 | 1519.82 | 36.70% | 31.51% | 20.56% |
| 2018-12 | -2.42% | +12.43% | 0.24% | — | — | — | +51.39 | 1431.61 | 35.90% | 30.47% | 19.93% |
| 2018-11 | +0.64% | +15.21% | 0.24% | — | — | — | +29.35 | 1419.98 | 35.09% | 28.51% | 21.22% |
| 2018-10 | -1.75% | +14.48% | 0.24% | — | — | — | +41.90 | 1373.41 | 34.93% | 28.80% | 15.55% |
| 2018-09 | +0.33% | +16.52% | 0.24% | — | — | — | +26.34 | 1356.26 | 34.43% | 27.13% | 15.92% |
| 2018-08 | +0.93% | +16.14% | 0.24% | — | — | — | +40.52 | 1326.10 | 33.68% | 25.97% | 16.05% |
| 2018-07 | +1.26% | +15.07% | 0.24% | — | — | — | +49.00 | 1272.88 | 34.49% | 28.06% | 15.82% |
| 2018-06 | +0.23% | +13.64% | 0.24% | — | — | — | +47.18 | 1212.51 | 34.42% | 28.04% | 15.15% |
| 2018-05 | +0.47% | +13.38% | 0.24% | — | — | — | +47.17 | 1164.79 | 32.99% | 26.24% | 14.76% |
| 2018-04 | +0.79% | +12.84% | 0.24% | — | — | — | +42.84 | 1108.55 | 33.93% | 27.47% | 14.99% |
| 2018-03 | -0.43% | +11.96% | 0.24% | — | — | — | +43.52 | 1062.64 | 32.01% | 24.23% | 14.93% |
| 2018-02 | -1.15% | +12.44% | 0.24% | — | — | — | +38.34 | 1018.13 | 34.06% | 23.62% | 14.98% |
| 2018-01 | +1.44% | +13.75% | 0.24% | — | — | — | +82.43 | 987.05 | 30.65% | 22.91% | 14.18% |
| 2017-12 | +0.65% | +12.14% | 0.26% | — | — | — | +25.38 | 895.03 | 31.51% | 25.78% | 13.66% |
| 2017-11 | +0.81% | +11.41% | 0.26% | — | — | — | +41.29 | 865.68 | 35.43% | 27.13% | 13.51% |
| 2017-10 | +0.98% | +10.52% | 0.26% | — | — | — | +16.99 | 835.48 | 33.00% | 27.94% | 13.42% |
| 2017-09 | +0.61% | +9.45% | 0.26% | — | — | — | +93.58 | 808.23 | 31.66% | 25.41% | 12.90% |
| 2017-08 | +0.29% | +8.78% | 0.26% | — | — | — | +28.43 | 709.03 | 30.99% | 25.77% | 13.84% |
| 2017-07 | +0.98% | +8.47% | 0.26% | — | — | — | +36.01 | 680.39 | 31.07% | 25.59% | 14.25% |
| 2017-06 | -0.11% | +7.41% | 0.26% | — | — | — | +9.58 | 642.00 | 29.39% | 24.24% | 12.90% |
| 2017-05 | +0.91% | +7.53% | 0.26% | — | — | — | +35.62 | 627.04 | 31.13% | 25.68% | 13.44% |
| 2017-04 | +0.85% | +6.56% | 0.26% | — | — | — | +17.88 | 587.60 | 30.87% | 26.14% | 14.43% |
| 2017-03 | +0.46% | +5.66% | 0.26% | — | — | — | +26.42 | 565.02 | 30.67% | 26.38% | 14.68% |
| 2017-02 | +0.54% | +5.18% | 0.26% | — | — | — | +24.42 | 535.17 | 30.95% | 25.38% | 15.16% |
| 2017-01 | +0.29% | +4.62% | 0.26% | — | — | — | +35.18 | 508.83 | 31.98% | 24.54% | 13.10% |
| 2016-12 | +0.83% | +4.31% | 0.26% | — | — | — | +32.20 | 483.97 | 29.23% | 23.94% | 13.03% |
| 2016-11 | +0.40% | +3.45% | 0.26% | — | — | — | +33.38 | 438.30 | 29.96% | 25.79% | 13.76% |
| 2016-10 | -0.08% | +3.04% | 0.26% | — | — | — | +30.52 | 401.85 | 30.60% | 24.41% | 11.98% |
| 2016-09 | -0.22% | +3.13% | 0.26% | — | — | — | +29.35 | 374.03 | 32.89% | 26.04% | 12.80% |
| 2016-08 | +0.08% | +3.35% | 0.26% | — | — | — | +46.07 | 341.21 | 33.26% | 24.57% | 11.66% |
| 2016-07 | +1.82% | +3.27% | 0.26% | — | — | — | +60.82 | 298.26 | 32.53% | 24.02% | 10.17% |
| 2016-06 | -0.18% | +1.42% | 0.26% | — | — | — | +99.92 | 230.92 | 34.52% | 26.97% | 10.88% |
| 2016-05 | +0.66% | +1.61% | 0.26% | — | — | — | — | 136.10 | — | — | — |
| 2016-04 | +0.51% | +0.94% | 0.26% | — | — | — | — | 25.58 | — | — | — |
| 2016-03 | +0.69% | +0.43% | 0.26% | — | — | — | — | 12.43 | — | — | — |
| 2016-02 | -1.84% | -0.26% | 0.26% | — | — | — | — | 4.42 | — | — | — |
| 2016-01 | +1.61% | +1.61% | 0.26% | — | — | — | — | 0.13 | — | — | — |
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.