חודשים בטווח
123
כלל פנסיה מסלול הלכה למקבלי קצבה קיימים (9650)
נתונים היסטוריים מלאים עבור כלל פנסיה מסלול הלכה למקבלי קצבה קיימים (9650), 123 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9650 | שם קרן: כלל פנסיה מסלול הלכה למקבלי קצבה קיימים | 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 מסלול הלכה למקבלי קצבה קיימים (9650) ישירות למייל.
בחירת טווח זמן
תשואה חודשית אחרונה
+0.48%
תשואה מצטברת בטווח
+63.84%
| 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 | +0.48% | +63.84% | 0.14% | +2.64% | 0.73 | 2.39% | -0.08 | -7.64 | 9.22 | 0.00% | 0.00% | 0.00% |
| 2026-07 | +0.03% | +63.05% | 0.14% | +2.76% | 0.75 | 2.39% | -0.07 | -7.56 | 9.25 | 0.00% | 0.00% | 0.00% |
| 2026-06 | +0.20% | +63.00% | 0.14% | — | 0.84 | 2.39% | -0.03 | -7.49 | 9.31 | 0.00% | 0.00% | 0.00% |
| 2026-05 | +1.87% | +62.68% | 0.14% | +3.00% | 0.88 | 2.39% | -0.01 | -7.46 | 9.34 | 0.00% | 0.00% | 0.00% |
| 2026-04 | +0.71% | +59.69% | 0.14% | +2.76% | 0.73 | 2.32% | -0.07 | -7.45 | 9.23 | 0.00% | 0.00% | 0.00% |
| 2026-03 | -0.25% | +58.57% | 0.14% | +2.76% | 0.70 | 2.32% | +0.34 | -7.38 | 9.23 | 0.00% | 0.00% | 0.00% |
| 2026-02 | -0.15% | +58.96% | 0.14% | +2.88% | 0.84 | 2.29% | -0.01 | -7.72 | 8.86 | 0.00% | 0.00% | 0.00% |
| 2026-01 | +0.26% | +59.20% | 0.14% | +3.00% | 0.91 | 2.32% | -0.07 | -7.71 | 8.94 | 0.00% | 0.00% | 0.00% |
| 2025-12 | -0.20% | +58.79% | 0.15% | +3.00% | 0.95 | 2.32% | -0.29 | -7.64 | 8.99 | 0.00% | 0.00% | 0.00% |
| 2025-11 | +0.60% | +59.11% | 0.15% | +3.00% | 1.08 | 2.29% | -0.07 | -7.35 | 9.29 | 0.00% | 0.00% | 0.00% |
| 2025-10 | +0.48% | +58.16% | 0.15% | +3.00% | 1.09 | 2.29% | -0.47 | -7.28 | 9.31 | 0.00% | 0.00% | 0.00% |
| 2025-09 | +1.12% | +57.40% | 0.15% | +3.12% | 1.08 | 2.29% | -0.08 | -6.81 | 9.73 | 0.00% | 0.00% | 0.00% |
| 2025-08 | +0.73% | +55.66% | 0.15% | +3.12% | 0.96 | 2.32% | -0.07 | -6.73 | 9.70 | 0.00% | 0.00% | 0.00% |
| 2025-07 | +0.23% | +54.53% | 0.15% | +3.12% | 0.95 | 2.32% | -0.07 | -6.66 | 9.70 | 0.00% | 0.00% | 0.00% |
| 2025-06 | +1.23% | +54.18% | 0.15% | +3.12% | 0.98 | 2.32% | -0.30 | -6.59 | 9.74 | 0.00% | 0.00% | 0.00% |
| 2025-05 | +0.59% | +52.30% | 0.15% | +3.12% | 0.88 | 2.32% | -0.08 | -6.29 | 9.91 | 0.00% | 0.00% | 0.00% |
| 2025-04 | +1.06% | +51.41% | 0.15% | +3.12% | 0.88 | 2.32% | -0.33 | -6.21 | 9.93 | 0.00% | 0.00% | 0.00% |
| 2025-03 | -0.29% | +49.82% | 0.15% | +3.12% | 0.85 | 2.36% | -0.07 | -5.88 | 9.89 | 0.00% | 0.00% | 0.00% |
| 2025-02 | +0.91% | +50.26% | 0.15% | +3.12% | 0.85 | 2.60% | -0.07 | -5.81 | 10.27 | 0.00% | 0.00% | 0.00% |
| 2025-01 | +0.08% | +48.90% | 0.15% | +3.00% | 0.82 | 2.60% | -0.08 | -5.74 | 10.25 | 0.00% | 0.00% | 0.00% |
| 2024-12 | +0.28% | +48.78% | 0.16% | +3.12% | 0.89 | 2.60% | -0.05 | -5.66 | 10.32 | 0.00% | 0.00% | 0.00% |
| 2024-11 | +1.16% | +48.37% | 0.16% | +3.12% | 0.92 | 2.60% | -0.08 | -5.61 | 10.35 | 0.00% | 0.00% | 0.00% |
| 2024-10 | +0.26% | +46.67% | 0.16% | +3.24% | 0.84 | 2.56% | +0.27 | -5.53 | 10.31 | 0.00% | 0.00% | 0.00% |
| 2024-09 | +0.75% | +46.29% | 0.16% | +3.24% | 0.88 | 2.56% | -0.08 | -5.80 | 10.03 | 0.00% | 0.00% | 0.00% |
| 2024-08 | +1.34% | +45.20% | 0.16% | — | 0.75 | 2.56% | -0.08 | -5.72 | 10.03 | 0.00% | 0.00% | 0.00% |
| 2024-07 | +0.79% | +43.28% | 0.16% | +3.24% | 0.77 | 2.53% | -0.08 | -5.64 | 9.98 | 0.00% | 0.00% | 0.00% |
| 2024-06 | +0.20% | +42.16% | 0.16% | +3.12% | 0.76 | 2.53% | -0.03 | -5.56 | 9.99 | 0.00% | 0.00% | 0.00% |
| 2024-05 | +0.34% | +41.87% | 0.16% | +3.24% | 0.83 | 2.56% | -0.09 | -5.53 | 9.99 | 0.00% | 0.00% | 0.00% |
| 2024-04 | +0.18% | +41.39% | 0.16% | +3.24% | 0.86 | 2.56% | -0.37 | -5.44 | 10.04 | 0.00% | 0.00% | 0.00% |
| 2024-03 | +0.35% | +41.14% | 0.16% | +3.24% | 0.92 | 2.56% | -0.08 | -5.07 | 10.12 | 0.00% | 0.00% | 0.00% |
| 2024-02 | +0.51% | +40.64% | 0.16% | +3.24% | 0.96 | 2.56% | -0.08 | -4.99 | 10.44 | 0.00% | 0.00% | 0.00% |
| 2024-01 | -0.08% | +39.93% | 0.16% | +3.24% | 0.97 | 2.56% | -0.07 | -4.91 | 10.47 | 0.00% | 0.00% | 0.00% |
| 2023-12 | +0.69% | +40.04% | 0.17% | +3.24% | 1.07 | 2.56% | -0.11 | -4.84 | 10.55 | 0.00% | 0.00% | 0.00% |
| 2023-11 | +2.28% | +39.08% | 0.17% | +3.24% | 1.04 | 2.56% | -0.01 | -4.73 | 10.52 | 0.00% | 0.00% | 0.00% |
| 2023-10 | -1.89% | +35.98% | 0.17% | +3.36% | 0.88 | 2.42% | -0.09 | -4.72 | 10.37 | 0.00% | 0.00% | 0.00% |
| 2023-09 | -0.12% | +38.60% | 0.17% | +3.36% | 1.40 | 2.18% | -0.22 | -4.63 | 10.65 | 0.00% | 0.00% | 0.00% |
| 2023-08 | +0.21% | +38.77% | 0.17% | +3.36% | 1.53 | 2.18% | -0.16 | -4.41 | 10.89 | 0.00% | 0.00% | 0.00% |
| 2023-07 | +0.17% | +38.48% | 0.17% | +3.36% | 1.60 | 2.18% | -0.03 | -4.25 | 11.03 | 0.00% | 0.00% | 0.00% |
| 2023-06 | +0.61% | +38.24% | 0.17% | +3.48% | 1.68 | 2.18% | +0.35 | -4.22 | 11.02 | 0.00% | 0.00% | 0.00% |
| 2023-05 | +1.30% | +37.41% | 0.17% | +3.48% | 1.68 | 2.18% | -0.09 | -4.57 | 10.61 | 0.00% | 0.00% | 0.00% |
| 2023-04 | +0.01% | +35.64% | 0.17% | +3.48% | 1.59 | 2.15% | +0.02 | -4.48 | 10.57 | 0.00% | 0.00% | 0.00% |
| 2023-03 | +1.21% | +35.63% | 0.17% | +3.48% | 1.70 | 2.15% | +0.03 | -4.50 | 10.65 | 0.00% | 0.00% | 0.00% |
| 2023-02 | -0.89% | +34.01% | 0.17% | +3.48% | 1.62 | 2.11% | -0.09 | -4.53 | 10.40 | 0.00% | 0.00% | 0.00% |
| 2023-01 | +1.31% | +35.21% | 0.17% | +3.48% | 1.96 | 2.04% | -0.09 | -4.44 | 10.58 | 0.00% | 0.00% | 0.00% |
| 2022-12 | -0.33% | +33.46% | 0.19% | +3.48% | 1.88 | 2.01% | -0.51 | -4.35 | 10.54 | 0.00% | 0.00% | 0.00% |
| 2022-11 | +0.64% | +33.90% | 0.19% | +3.48% | 2.08 | 1.97% | -0.01 | -3.84 | 11.01 | 0.00% | 0.00% | 0.00% |
| 2022-10 | +0.61% | +33.05% | 0.19% | +3.48% | 2.06 | 1.97% | -0.09 | -3.83 | 11.03 | 0.00% | 0.00% | 0.00% |
| 2022-09 | -0.51% | +32.25% | 0.19% | +3.48% | 2.03 | 1.97% | -0.63 | -3.74 | 11.05 | 0.00% | 0.00% | 0.00% |
| 2022-08 | +0.13% | +32.92% | 0.19% | +3.48% | 2.25 | 1.94% | -0.10 | -3.11 | 11.74 | 0.00% | 0.00% | 0.00% |
| 2022-07 | +0.94% | +32.75% | 0.19% | +3.36% | 2.31 | 1.94% | -0.09 | -3.01 | 11.83 | 0.00% | 0.00% | 0.00% |
| 2022-06 | +0.81% | +31.51% | 0.19% | +3.36% | 2.24 | 1.91% | +0.21 | -2.92 | 11.80 | 0.00% | 0.00% | 0.00% |
| 2022-05 | -0.55% | +30.46% | 0.19% | +3.24% | 2.11 | 1.94% | -0.09 | -3.13 | 11.49 | 0.00% | 0.00% | 0.00% |
| 2022-04 | +0.30% | +31.18% | 0.19% | +3.12% | 2.34 | 1.91% | -0.12 | -3.04 | 11.64 | 0.00% | 0.00% | 0.00% |
| 2022-03 | +0.78% | +30.79% | 0.19% | +3.12% | 2.35 | 1.91% | -0.32 | -2.92 | 11.73 | 0.00% | 0.00% | 0.00% |
| 2022-02 | -0.85% | +29.77% | 0.19% | +3.00% | 2.28 | 1.91% | -0.14 | -2.60 | 11.93 | 0.00% | 0.00% | 0.00% |
| 2022-01 | -0.33% | +30.89% | 0.19% | +3.00% | 2.62 | 1.84% | -0.36 | -2.46 | 12.20 | 0.00% | 0.00% | 0.00% |
| 2021-12 | -0.12% | +31.32% | 0.20% | +2.88% | 2.77 | 1.80% | +0.00 | -2.10 | 12.32 | 0.00% | 0.00% | 0.00% |
| 2021-11 | +1.04% | +31.48% | 0.20% | +3.00% | 2.89 | 1.80% | -0.16 | -2.10 | 12.62 | 0.00% | 0.00% | 0.00% |
| 2021-10 | +1.03% | +30.13% | 0.20% | +3.00% | 2.73 | 1.80% | +0.49 | -1.94 | 12.57 | 0.00% | 0.00% | 0.00% |
| 2021-09 | +0.38% | +28.80% | 0.20% | +3.00% | 2.62 | 1.77% | -0.09 | -2.43 | 12.53 | 0.00% | 0.00% | 0.00% |
| 2021-08 | +1.03% | +28.31% | 0.20% | +2.88% | 2.55 | 1.80% | -0.11 | -2.34 | 12.07 | 0.00% | 0.00% | 0.00% |
| 2021-07 | +0.66% | +27.00% | 0.20% | +2.88% | 2.44 | 1.77% | +0.00 | -2.23 | 12.03 | 0.00% | 0.00% | 0.00% |
| 2021-06 | +0.75% | +26.17% | 0.20% | +3.00% | 2.39 | 1.80% | +0.67 | -2.23 | 11.96 | 0.00% | 0.00% | 0.00% |
| 2021-05 | +0.63% | +25.23% | 0.20% | +2.88% | 2.31 | 1.80% | -0.09 | -2.90 | 11.21 | 0.00% | 0.00% | 0.00% |
| 2021-04 | +0.49% | +24.45% | 0.20% | — | — | — | -1.35 | -2.81 | 11.23 | 0.00% | 0.00% | 0.00% |
| 2021-03 | +0.74% | +23.84% | 0.20% | — | — | — | -0.32 | -1.46 | 11.25 | 0.00% | 0.00% | 0.00% |
| 2021-02 | -0.42% | +22.93% | 0.20% | — | — | — | -0.06 | -1.14 | 12.55 | 0.00% | 0.00% | 0.00% |
| 2021-01 | +0.40% | +23.45% | 0.20% | — | — | — | -0.06 | -1.08 | 12.86 | 0.00% | 0.00% | 0.00% |
| 2020-12 | +0.48% | +22.96% | 0.21% | — | — | — | -1.40 | -1.02 | 12.89 | 0.00% | 0.00% | 0.00% |
| 2020-11 | +0.84% | +22.37% | 0.21% | — | — | — | -0.10 | +0.38 | 13.86 | 0.00% | 0.00% | 0.00% |
| 2020-10 | +0.10% | +21.35% | 0.21% | — | — | — | -0.11 | +0.48 | 14.16 | 0.00% | 0.00% | 0.00% |
| 2020-09 | -0.52% | +21.23% | 0.21% | — | — | — | +0.42 | +0.59 | 14.26 | 0.00% | 0.00% | 0.00% |
| 2020-08 | +0.92% | +21.86% | 0.21% | — | — | — | -0.13 | +0.17 | 13.70 | 0.00% | 0.00% | 0.00% |
| 2020-07 | +0.00% | +20.75% | 0.21% | — | — | — | +0.45 | +0.30 | 13.91 | 0.00% | 0.00% | 0.00% |
| 2020-06 | +0.08% | +20.75% | 0.21% | — | — | — | -0.12 | -0.15 | 13.28 | 0.00% | 0.00% | 0.00% |
| 2020-05 | +0.69% | +20.66% | 0.21% | — | — | — | -0.10 | -0.03 | 13.59 | 0.00% | 0.00% | 0.00% |
| 2020-04 | +1.67% | +19.83% | 0.21% | — | — | — | +0.19 | +0.07 | 13.57 | 0.00% | 0.00% | 0.00% |
| 2020-03 | -2.06% | +17.86% | 0.21% | — | — | — | -0.18 | -0.12 | 13.45 | 0.00% | 0.00% | 0.00% |
| 2020-02 | +0.96% | +20.34% | 0.21% | — | — | — | -0.10 | +0.06 | 13.54 | 0.00% | 0.00% | 0.00% |
| 2020-01 | +0.55% | +19.19% | 0.21% | — | — | — | -1.05 | +0.16 | 13.51 | 0.00% | 0.00% | 0.00% |
| 2019-12 | +0.17% | +18.54% | 0.22% | — | — | — | -0.12 | +1.21 | 13.54 | 0.00% | 0.00% | 0.00% |
| 2019-11 | +0.45% | +18.34% | 0.22% | — | — | — | -0.11 | +1.33 | 14.68 | 0.00% | 0.00% | 0.07% |
| 2019-10 | +0.43% | +17.81% | 0.22% | — | — | — | -0.61 | +1.44 | 14.71 | 0.00% | 0.00% | 0.07% |
| 2019-09 | +0.59% | +17.31% | 0.22% | — | — | — | -0.11 | +2.05 | 14.75 | 0.00% | 0.00% | 0.07% |
| 2019-08 | +0.55% | +16.62% | 0.22% | — | — | — | -0.14 | +2.16 | 15.23 | 0.00% | 0.00% | 0.07% |
| 2019-07 | +0.93% | +15.98% | 0.22% | — | — | — | +0.06 | +2.30 | 15.32 | 0.00% | 0.00% | 0.07% |
| 2019-06 | +1.09% | +14.91% | 0.22% | — | — | — | +0.04 | +2.24 | 15.29 | 0.00% | 0.00% | 0.07% |
| 2019-05 | +0.48% | +13.67% | 0.22% | — | — | — | -0.16 | +2.20 | 15.06 | 0.00% | 0.00% | 0.07% |
| 2019-04 | +0.89% | +13.13% | 0.22% | — | — | — | +1.07 | +2.36 | 15.00 | 0.00% | 0.00% | 0.07% |
| 2019-03 | +0.81% | +12.13% | 0.22% | — | — | — | -0.01 | +1.29 | 14.95 | 0.00% | 0.00% | 0.07% |
| 2019-02 | +0.50% | +11.23% | 0.22% | — | — | — | -0.14 | +1.30 | 13.73 | 0.00% | 0.00% | 0.07% |
| 2019-01 | +0.65% | +10.68% | 0.22% | — | — | — | -0.10 | +1.44 | 13.79 | 0.00% | 0.07% | 0.65% |
| 2018-12 | +0.13% | +9.96% | 0.24% | — | — | — | -0.36 | +1.54 | 13.80 | 0.00% | 0.07% | 0.72% |
| 2018-11 | +0.13% | +9.82% | 0.24% | — | — | — | -1.10 | +1.90 | 14.02 | 0.00% | 0.07% | 0.64% |
| 2018-10 | -0.10% | +9.68% | 0.24% | — | — | — | -0.14 | +3.00 | 14.13 | 0.00% | 0.07% | 0.64% |
| 2018-09 | +0.19% | +9.79% | 0.24% | — | — | — | +0.00 | +3.14 | 14.33 | 0.00% | 0.07% | 0.63% |
| 2018-08 | +0.43% | +9.58% | 0.24% | — | — | — | -0.15 | +3.14 | 15.54 | 0.00% | 0.06% | 0.58% |
| 2018-07 | +0.45% | +9.11% | 0.24% | — | — | — | -0.12 | +3.29 | 15.43 | 0.00% | 0.06% | 0.58% |
| 2018-06 | +0.37% | +8.62% | 0.24% | — | — | — | +2.31 | +3.41 | 15.48 | 0.00% | 0.06% | 0.58% |
| 2018-05 | +0.35% | +8.22% | 0.24% | — | — | — | -0.15 | +1.10 | 13.15 | 0.00% | 0.84% | 0.68% |
| 2018-04 | +0.37% | +7.84% | 0.24% | — | — | — | +0.38 | +1.25 | 13.09 | 0.00% | 0.69% | 0.69% |
| 2018-03 | +0.54% | +7.45% | 0.24% | — | — | — | +0.27 | +0.87 | 13.18 | 0.00% | 0.15% | 0.68% |
| 2018-02 | -0.24% | +6.87% | 0.24% | — | — | — | +0.10 | +0.60 | 12.30 | 0.00% | 0.16% | 0.73% |
| 2018-01 | +0.71% | +7.13% | 0.24% | — | — | — | +0.10 | +0.50 | 12.18 | 0.00% | 0.99% | 0.74% |
| 2017-12 | +0.31% | +6.37% | 0.26% | — | — | — | +0.14 | +0.40 | 12.43 | 6.84% | 9.17% | 6.19% |
| 2017-11 | +0.62% | +6.04% | 0.26% | — | — | — | -0.30 | +0.26 | 11.64 | 7.99% | 7.65% | 9.19% |
| 2017-10 | +0.50% | +5.39% | 0.26% | — | — | — | -0.19 | +0.56 | 11.92 | 7.63% | 9.48% | 8.89% |
| 2017-09 | +0.25% | +4.86% | 0.26% | — | — | — | -0.16 | +0.75 | 12.04 | 7.48% | 9.30% | 8.72% |
| 2017-08 | +0.61% | +4.60% | 0.26% | — | — | — | +0.65 | +0.91 | 12.20 | 7.30% | 9.18% | 8.69% |
| 2017-07 | +0.73% | +3.97% | 0.26% | — | — | — | +0.04 | +0.26 | 12.29 | 6.18% | 8.30% | 7.73% |
| 2017-06 | -0.34% | +3.22% | 0.26% | — | — | — | +0.00 | +0.22 | 12.27 | 6.03% | 9.70% | 6.28% |
| 2017-05 | +0.67% | +3.57% | 0.26% | — | — | — | -0.02 | +0.22 | 11.45 | 10.92% | 11.79% | 8.12% |
| 2017-04 | +0.93% | +2.88% | 0.26% | — | — | — | +0.25 | +0.24 | 11.22 | 10.96% | 12.03% | 8.47% |
| 2017-03 | +0.38% | +1.93% | 0.26% | — | — | — | -0.04 | -0.01 | 11.18 | 10.82% | 12.08% | 8.86% |
| 2017-02 | +0.08% | +1.54% | 0.26% | — | — | — | -0.01 | +0.03 | 10.92 | 10.99% | 12.27% | 9.07% |
| 2017-01 | -0.02% | +1.46% | 0.26% | — | — | — | +2.18 | +0.04 | 10.80 | 11.02% | 12.59% | 8.98% |
| 2016-12 | +0.46% | +1.48% | 0.26% | — | — | — | -0.02 | -2.14 | 10.90 | 8.35% | 10.46% | 6.51% |
| 2016-11 | -0.29% | +1.02% | 0.26% | — | — | — | +0.00 | -2.12 | 8.60 | 9.88% | 13.37% | 8.02% |
| 2016-10 | +0.12% | +1.31% | 0.26% | — | — | — | +0.26 | -2.12 | 8.79 | 9.67% | 13.08% | 7.85% |
| 2016-09 | -0.22% | +1.19% | 0.26% | — | — | — | -0.08 | -2.38 | 8.52 | 9.74% | 13.62% | 8.33% |
| 2016-08 | +0.07% | +1.41% | 0.26% | — | — | — | +0.41 | -2.30 | 9.20 | 8.91% | 12.28% | 7.72% |
| 2016-07 | +1.00% | +1.34% | 0.26% | — | — | — | -3.43 | -2.71 | 7.79 | 10.40% | 12.07% | 8.47% |
| 2016-06 | +0.34% | +0.34% | 0.26% | — | — | — | +0.72 | +0.72 | 7.60 | 11.05% | 13.03% | 10.92% |
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.