חודשים בטווח
125
כלל פנסיה מניות
נתונים היסטוריים מלאים עבור כלל פנסיה מניות, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9647 | שם קרן: כלל פנסיה מניות | 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 מניות ישירות למייל.
תשואה חודשית אחרונה
+3.38%
תשואה מצטברת מההתחלה
+190.94%
| 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 | +3.38% | +190.94% | 0.14% | +0.72% | 1.39 | 7.97% | +755.51 | 15383.93 | 72.43% | 44.10% | 21.51% |
| 2026-04 | +6.01% | +181.43% | 0.14% | -0.24% | 1.31 | 7.93% | +514.22 | 14138.19 | 73.27% | 44.14% | 23.88% |
| 2026-03 | -3.35% | +165.47% | 0.14% | -0.48% | 1.18 | 7.62% | +692.72 | 12875.61 | 72.22% | 44.21% | 23.12% |
| 2026-02 | +1.52% | +174.67% | 0.14% | -0.36% | 1.48 | 7.38% | +701.92 | 12570.20 | 72.45% | 46.48% | 23.42% |
| 2026-01 | +3.70% | +170.56% | 0.14% | +0.00% | 1.46 | 7.38% | +730.29 | 11711.45 | 72.41% | 47.83% | 21.74% |
| 2025-12 | +1.48% | +160.91% | 0.15% | -0.12% | 1.37 | 7.27% | +568.67 | 10583.94 | 73.21% | 48.61% | 20.87% |
| 2025-11 | +1.65% | +157.10% | 0.15% | +0.24% | 1.37 | 7.38% | +520.31 | 9849.45 | 76.80% | 51.65% | 23.13% |
| 2025-10 | +1.87% | +152.93% | 0.15% | +0.12% | 1.37 | 8.21% | +339.19 | 9200.67 | 73.92% | 49.36% | 23.90% |
| 2025-09 | +3.18% | +148.29% | 0.15% | -0.24% | 1.32 | 8.21% | +290.47 | 8688.35 | 75.13% | 49.95% | 25.33% |
| 2025-08 | +1.06% | +140.63% | 0.15% | -0.12% | 1.18 | 8.24% | +336.45 | 8123.95 | 74.88% | 49.14% | 27.21% |
| 2025-07 | +1.44% | +138.11% | 0.15% | -0.12% | 1.20 | 8.35% | +333.06 | 7711.10 | 74.82% | 49.27% | 26.58% |
| 2025-06 | +4.12% | +134.73% | 0.15% | -0.12% | 1.20 | 8.42% | +181.54 | 7253.26 | 70.19% | 46.83% | 25.68% |
| 2025-05 | +3.97% | +125.44% | 0.15% | +1.20% | 1.08 | 8.28% | +128.35 | 6794.27 | 72.42% | 53.48% | 27.01% |
| 2025-04 | +0.81% | +116.83% | 0.15% | +1.20% | 0.98 | 8.18% | +124.83 | 6401.26 | 66.49% | 53.80% | 29.94% |
| 2025-03 | -2.35% | +115.09% | 0.15% | +1.44% | 1.03 | 8.52% | +204.83 | 6230.03 | 69.40% | 51.03% | 26.72% |
| 2025-02 | +0.12% | +120.27% | 0.15% | +1.44% | 0.92 | 10.08% | +149.60 | 6184.83 | 74.16% | 49.97% | 27.00% |
| 2025-01 | +2.06% | +120.00% | 0.15% | +1.80% | 0.87 | 10.32% | +136.60 | 6025.45 | 73.13% | 49.27% | 27.15% |
| 2024-12 | +0.42% | +115.56% | 0.16% | +1.32% | 0.81 | 10.32% | +85.33 | 5766.96 | 73.50% | 47.83% | 27.61% |
| 2024-11 | +2.74% | +114.66% | 0.16% | +1.80% | 0.84 | 10.32% | +48.72 | 5646.27 | 74.50% | 49.97% | 29.54% |
| 2024-10 | +0.51% | +108.94% | 0.16% | +1.68% | 0.78 | 10.32% | -0.14 | 5449.67 | 71.94% | 47.97% | 29.86% |
| 2024-09 | +2.11% | +107.88% | 0.16% | +1.68% | 0.80 | 10.32% | -30.12 | 5422.98 | 73.98% | 50.23% | 32.28% |
| 2024-08 | +1.33% | +103.58% | 0.16% | — | 0.73 | 10.32% | -3.23 | 5331.83 | 74.20% | 52.71% | 31.00% |
| 2024-07 | +1.44% | +100.91% | 0.16% | +1.68% | 0.72 | 10.36% | +2.04 | 5272.03 | 73.15% | 52.01% | 30.02% |
| 2024-06 | +1.11% | +98.06% | 0.16% | +2.04% | 0.69 | 10.36% | -30.42 | 5191.22 | 70.24% | 51.56% | 32.66% |
| 2024-05 | +1.73% | +95.88% | 0.16% | +1.92% | 0.71 | 10.43% | -21.74 | 5157.77 | 72.45% | 49.11% | 32.40% |
| 2024-04 | -1.75% | +92.55% | 0.16% | +1.68% | 0.63 | 10.53% | +42.12 | 5098.04 | 68.36% | 46.08% | 31.77% |
| 2024-03 | +3.20% | +95.98% | 0.16% | +1.56% | 0.75 | 10.53% | -1.87 | 5150.22 | 68.99% | 47.32% | 33.08% |
| 2024-02 | +3.38% | +89.90% | 0.16% | +1.68% | 0.67 | 10.46% | +8.70 | 4974.95 | 70.73% | 46.97% | 32.35% |
| 2024-01 | -0.09% | +83.69% | 0.16% | +1.80% | 0.60 | 10.39% | -9.22 | 4821.26 | 67.45% | 46.72% | 32.87% |
| 2023-12 | +3.06% | +83.86% | 0.17% | +1.92% | 0.66 | 10.50% | +7.76 | 4834.27 | 71.56% | 46.25% | 30.97% |
| 2023-11 | +3.33% | +78.40% | 0.17% | +2.04% | 0.52 | 10.77% | +47.83 | 4681.65 | 71.00% | 47.32% | 31.35% |
| 2023-10 | -3.36% | +72.65% | 0.17% | +2.16% | 0.44 | 10.70% | +34.40 | 4484.09 | 66.48% | 44.89% | 31.36% |
| 2023-09 | -0.85% | +78.65% | 0.17% | +1.56% | 0.55 | 10.74% | +30.52 | 4611.84 | 65.15% | 41.15% | 29.74% |
| 2023-08 | -0.99% | +80.19% | 0.17% | +1.56% | 0.60 | 10.70% | +34.03 | 4615.72 | 69.23% | 45.06% | 30.57% |
| 2023-07 | +3.01% | +81.99% | 0.17% | +1.56% | 0.67 | 10.70% | +30.68 | 4627.14 | 68.30% | 46.85% | 31.02% |
| 2023-06 | +2.83% | +76.67% | 0.17% | +1.68% | 0.62 | 10.67% | +26.51 | 4464.79 | 70.81% | 49.73% | 30.08% |
| 2023-05 | +0.19% | +71.81% | 0.17% | +1.44% | 0.55 | 10.63% | +68.84 | 4317.74 | 70.26% | 46.96% | 28.24% |
| 2023-04 | +1.60% | +71.48% | 0.17% | +1.44% | 0.57 | 10.63% | +72.08 | 4236.30 | 69.25% | 46.49% | 28.68% |
| 2023-03 | +0.47% | +68.78% | 0.17% | +1.32% | 0.54 | 10.60% | +110.84 | 4110.04 | 66.84% | 46.60% | 28.80% |
| 2023-02 | -1.44% | +67.99% | 0.17% | +1.44% | 0.53 | 10.63% | +104.14 | 3968.20 | 66.37% | 45.91% | 26.47% |
| 2023-01 | +2.43% | +70.45% | 0.17% | +1.44% | 0.58 | 10.67% | +141.32 | 3931.58 | 68.72% | 45.20% | 25.23% |
| 2022-12 | -2.64% | +66.40% | 0.19% | +1.44% | 0.54 | 10.67% | +124.88 | 3708.47 | 66.14% | 43.68% | 21.73% |
| 2022-11 | +1.48% | +70.91% | 0.19% | +1.68% | 0.66 | 10.60% | +111.81 | 3662.59 | 67.23% | 44.92% | 23.72% |
| 2022-10 | +3.44% | +68.42% | 0.19% | +1.32% | 0.64 | 10.60% | +103.76 | 3504.69 | 69.37% | 46.03% | 23.10% |
| 2022-09 | -5.53% | +62.82% | 0.19% | +1.44% | 0.56 | 10.53% | +107.89 | 3288.05 | 69.99% | 42.54% | 19.90% |
| 2022-08 | -0.17% | +72.35% | 0.19% | +1.80% | 0.81 | 10.15% | +135.18 | 3368.22 | 70.24% | 39.85% | 21.26% |
| 2022-07 | +4.24% | +72.65% | 0.19% | +1.56% | 0.82 | 10.15% | +114.61 | 3235.43 | 71.11% | 41.71% | 23.36% |
| 2022-06 | -3.60% | +65.62% | 0.19% | +1.44% | 0.72 | 10.01% | +119.91 | 2994.18 | 65.42% | 36.51% | 19.57% |
| 2022-05 | -2.14% | +71.81% | 0.19% | +1.92% | 0.88 | 9.84% | +137.27 | 2981.46 | 69.42% | 41.74% | 20.77% |
| 2022-04 | -1.73% | +75.57% | 0.19% | +1.68% | 0.98 | 9.73% | +124.63 | 2910.94 | 67.33% | 37.18% | 19.74% |
| 2022-03 | +1.13% | +78.66% | 0.19% | +1.80% | 1.07 | 9.66% | +154.93 | 2836.03 | 69.25% | 38.10% | 20.05% |
| 2022-02 | +0.23% | +76.66% | 0.19% | +1.80% | 1.05 | 9.70% | +134.56 | 2646.55 | 69.98% | 40.54% | 16.22% |
| 2022-01 | -1.60% | +76.25% | 0.19% | +2.16% | 1.07 | 9.66% | +144.88 | 2504.97 | 70.37% | 41.40% | 16.49% |
| 2021-12 | +2.42% | +79.12% | 0.20% | +2.64% | 1.14 | 9.63% | +169.64 | 2400.80 | 69.88% | 43.68% | 16.76% |
| 2021-11 | -0.53% | +74.89% | 0.20% | +2.88% | 1.09 | 9.60% | +141.11 | 2179.08 | 68.83% | 45.82% | 17.36% |
| 2021-10 | +3.67% | +75.82% | 0.20% | +3.12% | 1.13 | 9.60% | +115.00 | 2046.05 | 72.50% | 47.17% | 20.09% |
| 2021-09 | -1.16% | +69.60% | 0.20% | +2.88% | 1.03 | 9.53% | +74.53 | 1862.28 | 69.02% | 41.76% | 20.12% |
| 2021-08 | +2.30% | +71.59% | 0.20% | +3.60% | 1.09 | 9.49% | +118.77 | 1812.68 | 69.32% | 41.86% | 20.53% |
| 2021-07 | -0.56% | +67.73% | 0.20% | +3.72% | 1.03 | 9.46% | +93.00 | 1662.10 | 68.62% | 43.23% | 21.61% |
| 2021-06 | +0.40% | +68.67% | 0.20% | +3.72% | 1.08 | 9.46% | +92.11 | 1570.65 | 70.35% | 45.10% | 21.45% |
| 2021-05 | +2.20% | +68.00% | 0.20% | +3.72% | 1.07 | 9.49% | +98.65 | 1474.49 | 69.35% | 40.77% | 21.94% |
| 2021-04 | +2.18% | +64.38% | 0.20% | +3.84% | 1.02 | 9.49% | +78.21 | 1348.78 | 68.49% | 41.23% | 21.70% |
| 2021-03 | +1.56% | +60.88% | 0.20% | +3.60% | 0.97 | 9.46% | +70.06 | 1235.58 | 68.32% | 42.00% | 22.96% |
| 2021-02 | +1.83% | +58.41% | 0.20% | +4.08% | 0.95 | 9.46% | +56.21 | 1147.79 | 68.81% | 40.94% | 22.19% |
| 2021-01 | +1.69% | +55.56% | 0.20% | +3.72% | 0.90 | 9.46% | +61.91 | 1069.72 | 68.85% | 42.00% | 22.18% |
| 2020-12 | +3.84% | +52.97% | 0.21% | +4.68% | 0.88 | 9.46% | +37.88 | 993.44 | 70.11% | 42.31% | 23.25% |
| 2020-11 | +8.95% | +47.32% | 0.21% | — | — | — | +19.70 | 918.09 | 73.29% | 44.35% | 23.68% |
| 2020-10 | +0.23% | +35.22% | 0.21% | — | — | — | +18.85 | 822.97 | 69.49% | 44.70% | 22.38% |
| 2020-09 | -1.99% | +34.91% | 0.21% | — | — | — | +14.08 | 800.19 | 68.65% | 46.08% | 23.90% |
| 2020-08 | +3.72% | +37.64% | 0.21% | — | — | — | +14.86 | 803.57 | 69.91% | 45.65% | 23.40% |
| 2020-07 | +3.22% | +32.71% | 0.21% | — | — | — | +8.18 | 759.68 | 69.29% | 48.01% | 23.32% |
| 2020-06 | +0.46% | +28.57% | 0.21% | — | — | — | +23.73 | 729.82 | 68.26% | 49.53% | 22.73% |
| 2020-05 | +1.66% | +27.98% | 0.21% | — | — | — | +49.27 | 702.23 | 70.62% | 47.91% | 23.99% |
| 2020-04 | +6.29% | +25.89% | 0.21% | — | — | — | +48.67 | 640.96 | 69.90% | 45.73% | 23.21% |
| 2020-03 | -11.45% | +18.44% | 0.21% | — | — | — | +16.62 | 560.07 | 63.27% | 40.14% | 22.60% |
| 2020-02 | -4.22% | +33.75% | 0.21% | — | — | — | +23.67 | 608.40 | 66.18% | 37.99% | 17.64% |
| 2020-01 | -0.40% | +39.65% | 0.21% | — | — | — | +26.98 | 614.04 | 67.24% | 41.41% | 18.96% |
| 2019-12 | +1.51% | +40.21% | 0.22% | — | — | — | +22.76 | 588.72 | 70.66% | 44.63% | 19.72% |
| 2019-11 | +1.52% | +38.12% | 0.22% | — | — | — | +12.92 | 557.10 | 68.97% | 41.92% | 19.40% |
| 2019-10 | +2.30% | +36.05% | 0.22% | — | — | — | +13.18 | 535.68 | 68.93% | 42.12% | 19.39% |
| 2019-09 | +1.58% | +33.00% | 0.22% | — | — | — | +17.80 | 512.50 | 69.36% | 42.40% | 19.09% |
| 2019-08 | -1.43% | +30.93% | 0.22% | — | — | — | +15.24 | 485.93 | 70.29% | 42.08% | 19.13% |
| 2019-07 | +0.48% | +32.83% | 0.22% | — | — | — | +21.17 | 477.56 | 70.24% | 41.64% | 20.09% |
| 2019-06 | +3.48% | +32.19% | 0.22% | — | — | — | +24.35 | 454.45 | 70.72% | 43.11% | 20.56% |
| 2019-05 | -2.74% | +27.75% | 0.22% | — | — | — | +17.19 | 415.64 | 67.60% | 35.56% | 20.65% |
| 2019-04 | +2.70% | +31.35% | 0.22% | — | — | — | +20.90 | 409.02 | 73.46% | 44.10% | 24.24% |
| 2019-03 | +0.74% | +27.89% | 0.22% | — | — | — | +11.71 | 377.42 | 69.31% | 41.70% | 24.23% |
| 2019-02 | +1.57% | +26.95% | 0.22% | — | — | — | +13.21 | 362.90 | 69.38% | 40.52% | 24.45% |
| 2019-01 | +4.32% | +24.99% | 0.22% | — | — | — | +12.01 | 344.92 | 69.50% | 42.60% | 24.43% |
| 2018-12 | -4.93% | +19.81% | 0.24% | — | — | — | +14.19 | 318.26 | 71.03% | 44.60% | 20.97% |
| 2018-11 | +1.58% | +26.03% | 0.24% | — | — | — | +15.67 | 322.05 | 69.42% | 43.71% | 23.24% |
| 2018-10 | -3.72% | +24.07% | 0.24% | — | — | — | +11.31 | 302.00 | 70.37% | 45.22% | 17.66% |
| 2018-09 | +0.47% | +28.86% | 0.24% | — | — | — | +12.11 | 300.46 | 71.49% | 44.80% | 18.89% |
| 2018-08 | +1.62% | +28.26% | 0.24% | — | — | — | +11.51 | 286.28 | 70.32% | 43.43% | 19.40% |
| 2018-07 | +2.24% | +26.21% | 0.24% | — | — | — | +12.46 | 271.12 | 73.28% | 46.78% | 18.77% |
| 2018-06 | +0.02% | +23.45% | 0.24% | — | — | — | +15.07 | 252.30 | 71.12% | 45.41% | 17.57% |
| 2018-05 | +0.99% | +23.42% | 0.24% | — | — | — | +11.81 | 238.61 | 67.27% | 45.45% | 17.51% |
| 2018-04 | +1.40% | +22.21% | 0.24% | — | — | — | +14.50 | 223.21 | 69.51% | 52.12% | 18.00% |
| 2018-03 | -1.30% | +20.53% | 0.24% | — | — | — | +14.99 | 206.29 | 68.36% | 42.45% | 18.01% |
| 2018-02 | -2.06% | +22.11% | 0.24% | — | — | — | +14.79 | 194.14 | 67.34% | 40.82% | 18.59% |
| 2018-01 | +2.63% | +24.68% | 0.24% | — | — | — | +33.95 | 180.53 | 57.18% | 38.65% | 15.09% |
| 2017-12 | +1.08% | +21.49% | 0.26% | — | — | — | +4.13 | 144.69 | 68.46% | 45.88% | 14.64% |
| 2017-11 | +1.20% | +20.19% | 0.26% | — | — | — | +4.99 | 139.31 | 72.92% | 49.59% | 15.01% |
| 2017-10 | +1.68% | +18.76% | 0.26% | — | — | — | +2.17 | 135.13 | 70.65% | 47.32% | 14.64% |
| 2017-09 | +1.24% | +16.80% | 0.26% | — | — | — | +31.26 | 130.24 | 68.51% | 45.43% | 12.55% |
| 2017-08 | -0.02% | +15.37% | 0.26% | — | — | — | +6.89 | 97.49 | 69.54% | 45.59% | 15.06% |
| 2017-07 | +1.28% | +15.39% | 0.26% | — | — | — | +0.00 | 90.64 | 67.01% | 47.24% | 14.71% |
| 2017-06 | -0.01% | +13.94% | 0.26% | — | — | — | +1.12 | 82.60 | 64.65% | 44.60% | 13.75% |
| 2017-05 | +1.14% | +13.95% | 0.26% | — | — | — | +12.60 | 80.88 | 66.94% | 46.19% | 14.16% |
| 2017-04 | +0.83% | +12.66% | 0.26% | — | — | — | +1.58 | 68.03 | 62.84% | 44.83% | 14.27% |
| 2017-03 | +0.42% | +11.74% | 0.26% | — | — | — | +3.73 | 65.80 | 58.10% | 40.61% | 13.84% |
| 2017-02 | +1.26% | +11.27% | 0.26% | — | — | — | +3.50 | 61.31 | 62.31% | 43.40% | 14.43% |
| 2017-01 | -0.01% | +9.88% | 0.26% | — | — | — | +8.86 | 57.55 | 60.16% | 39.32% | 14.18% |
| 2016-12 | +1.34% | +9.89% | 0.26% | — | — | — | +6.86 | 49.66 | 59.52% | 42.65% | 14.64% |
| 2016-11 | +1.34% | +8.44% | 0.26% | — | — | — | +4.94 | 41.20 | 62.67% | 43.52% | 14.76% |
| 2016-10 | -0.29% | +7.01% | 0.26% | — | — | — | +3.31 | 35.49 | 60.55% | 41.93% | 13.98% |
| 2016-09 | -0.04% | +7.32% | 0.26% | — | — | — | +4.87 | 33.05 | 62.09% | 41.48% | 14.92% |
| 2016-08 | +0.31% | +7.36% | 0.26% | — | — | — | +5.41 | 27.54 | 60.31% | 39.22% | 13.94% |
| 2016-07 | +2.54% | +7.03% | 0.26% | — | — | — | +5.51 | 21.91 | 63.30% | 42.26% | 14.70% |
| 2016-06 | -1.00% | +4.38% | 0.26% | — | — | — | +2.91 | 15.91 | 65.24% | 44.50% | 17.66% |
| 2016-05 | +1.27% | +5.43% | 0.26% | — | — | — | — | 13.45 | — | — | — |
| 2016-04 | +0.45% | +4.11% | 0.26% | — | — | — | — | 10.52 | — | — | — |
| 2016-03 | +1.86% | +3.64% | 0.26% | — | — | — | — | 8.25 | — | — | — |
| 2016-02 | +0.11% | +1.75% | 0.26% | — | — | — | — | 4.44 | — | — | — |
| 2016-01 | +1.64% | +1.64% | 0.26% | — | — | — | — | 0.85 | — | — | — |
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.