פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · פנסיה

כלל פנסיה משלימה לבני 50 ומטה (9633)

נתונים היסטוריים מלאים עבור כלל פנסיה משלימה לבני 50 ומטה (9633), 128 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 9633 | שם קרן: כלל פנסיה משלימה לבני 50 ומטה | סיווג קרן: קרנות כלליות | 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 +1.08%
תשואה מצטברת בטווח +125.93%
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 +1.08% +125.93% 0.19% +0.84% 1.10 6.96% +27.85 +1407.50 2189.97 56.71% 50.64% 20.27%
2026-07 -0.20% +123.51% 0.19% +0.60% 1.10 6.96% +32.10 +1379.65 2139.74 57.89% 50.43% 19.37%
2026-06 -0.68% +123.96% 0.19% — 1.19 6.96% +9.94 +1347.55 2114.23 58.89% 50.36% 19.95%
2026-05 +2.77% +125.49% 0.19% +0.12% 1.21 6.96% +16.89 +1337.61 2116.73 57.21% 45.05% 19.61%
2026-04 +4.88% +119.42% 0.19% -0.48% 1.14 6.93% +12.37 +1320.72 2042.47 57.09% 45.19% 19.81%
2026-03 -2.56% +109.21% 0.19% -0.72% 1.00 6.69% +10.00 +1308.35 1939.06 56.71% 47.25% 19.25%
2026-02 +1.14% +114.70% 0.19% -0.72% 1.25 6.51% +17.20 +1298.35 1978.81 57.31% 46.28% 19.71%
2026-01 +2.91% +112.28% 0.19% -0.48% 1.24 6.51% +5.34 +1281.15 1939.61 57.00% 45.21% 19.70%
2025-12 +1.25% +106.28% 0.23% -0.48% 1.15 6.44% +4.12 +1275.81 1877.95 57.09% 46.15% 19.18%
2025-11 +1.44% +103.73% 0.23% -0.24% 1.15 6.55% +2.17 +1271.69 1848.40 57.16% 46.30% 20.82%
2025-10 +1.72% +100.84% 0.23% -0.36% 1.16 7.03% +6.22 +1269.52 1825.02 56.34% 45.87% 20.76%
2025-09 +2.50% +97.45% 0.23% -0.60% 1.11 7.03% +3.25 +1263.30 1783.51 57.59% 47.88% 21.58%
2025-08 +1.14% +92.63% 0.23% -0.48% 0.98 7.07% +8.99 +1260.05 1735.92 55.93% 47.74% 21.67%
2025-07 +0.98% +90.46% 0.23% -0.48% 0.99 7.14% +0.34 +1251.06 1708.81 56.78% 49.63% 20.46%
2025-06 +4.26% +88.61% 0.23% -0.48% 1.00 7.21% +5.06 +1250.72 1691.24 56.65% 49.18% 21.45%
2025-05 +2.94% +80.90% 0.23% +0.36% 0.85 7.03% +12.97 +1245.66 1620.21 57.43% 51.74% 21.76%
2025-04 +0.93% +75.74% 0.23% +0.36% 0.76 6.96% +9.19 +1232.69 1557.97 53.30% 51.64% 23.18%
2025-03 -1.94% +74.12% 0.23% +0.48% 0.80 7.27% +6.80 +1223.50 1534.02 55.99% 50.19% 22.00%
2025-02 +0.39% +77.56% 0.23% +0.36% 0.69 8.80% +11.73 +1216.70 1560.81 54.99% 47.59% 22.09%
2025-01 +1.48% +76.87% 0.23% +0.72% 0.65 8.90% -3.03 +1204.97 1544.41 55.66% 49.26% 22.79%
2024-12 +0.58% +74.29% 0.27% +0.48% 0.61 8.90% +7.51 +1208.00 1522.66 54.68% 48.94% 22.50%
2024-11 +2.33% +73.29% 0.27% +0.84% 0.62 8.90% -5.10 +1200.49 1510.40 55.49% 48.04% 23.75%
2024-10 +0.47% +69.34% 0.27% +0.72% 0.56 8.87% +7.42 +1205.59 1473.83 52.70% 45.69% 23.91%
2024-09 +1.59% +68.55% 0.27% +0.72% 0.58 8.90% +2.87 +1198.17 1462.51 53.37% 45.51% 25.86%
2024-08 +1.46% +65.91% 0.27% — 0.50 8.87% +6.39 +1195.30 1437.26 54.35% 46.48% 24.78%
2024-07 +1.49% +63.52% 0.27% +0.72% 0.50 8.87% +6.17 +1188.91 1409.48 53.73% 48.26% 24.14%
2024-06 +0.67% +61.12% 0.27% +0.84% 0.47 8.87% +2.03 +1182.74 1382.46 51.75% 47.81% 25.33%
2024-05 +0.99% +60.05% 0.27% +0.72% 0.49 8.90% +7.66 +1180.71 1372.83 52.22% 45.19% 24.85%
2024-04 -1.62% +58.48% 0.27% +0.60% 0.44 8.97% +3.69 +1173.05 1349.81 49.41% 43.10% 24.60%
2024-03 +2.49% +61.09% 0.27% +0.48% 0.55 8.94% +9.46 +1169.36 1369.15 50.62% 43.34% 25.42%
2024-02 +2.59% +57.18% 0.27% +0.60% 0.49 8.90% +11.68 +1159.90 1326.52 50.65% 42.92% 24.63%
2024-01 +0.04% +53.21% 0.27% +0.72% 0.42 8.87% +10.58 +1148.22 1283.45 49.51% 42.65% 24.76%
2023-12 +2.97% +53.15% 0.32% +0.60% 0.48 8.94% +32.54 +1137.64 1270.68 48.49% 43.08% 25.38%
2023-11 +3.98% +48.73% 0.32% +0.72% 0.34 9.04% +23.12 +1105.10 1203.40 49.55% 44.48% 25.95%
2023-10 -3.41% +43.04% 0.32% +0.72% 0.22 8.90% +38.26 +1081.98 1133.98 47.84% 44.88% 25.94%
2023-09 -1.31% +48.09% 0.32% +0.36% 0.35 8.83% +25.87 +1043.72 1141.11 45.17% 39.65% 24.39%
2023-08 -0.68% +50.05% 0.32% +0.36% 0.43 8.80% +30.92 +1017.85 1126.30 47.37% 42.87% 25.18%
2023-07 +2.31% +51.08% 0.32% +0.36% 0.49 8.80% +34.45 +986.93 1100.31 49.69% 44.61% 25.52%
2023-06 +2.04% +47.67% 0.32% +0.36% 0.44 8.76% +29.92 +952.48 1042.57 50.48% 43.62% 24.99%
2023-05 +0.50% +44.72% 0.32% +0.12% 0.38 8.76% +34.72 +922.56 994.02 48.37% 42.30% 23.47%
2023-04 +1.28% +44.00% 0.32% +0.12% 0.38 8.76% +17.01 +887.84 952.51 47.19% 40.63% 24.08%
2023-03 +0.71% +42.18% 0.32% +0.00% 0.36 8.73% +35.74 +870.83 925.25 46.30% 40.30% 23.99%
2023-02 -2.08% +41.18% 0.32% +0.24% 0.34 8.76% +35.47 +835.09 881.71 45.75% 42.29% 24.25%
2023-01 +2.45% +44.18% 0.32% +0.24% 0.42 8.73% +37.79 +799.62 865.60 48.95% 42.34% 23.02%
2022-12 -2.19% +40.73% 0.36% +0.12% 0.36 8.73% +33.59 +761.83 808.97 48.40% 39.91% 20.46%
2022-11 +1.14% +43.88% 0.36% +0.36% 0.48 8.63% +29.45 +728.24 789.66 48.37% 39.90% 21.84%
2022-10 +2.29% +42.26% 0.36% +0.00% 0.46 8.63% +26.16 +698.79 753.15 47.72% 37.79% 20.71%
2022-09 -4.59% +39.07% 0.36% +0.12% 0.40 8.59% +20.36 +672.63 711.07 49.07% 37.15% 18.72%
2022-08 -0.88% +45.76% 0.36% +0.36% 0.63 8.28% +28.30 +652.27 722.39 48.42% 34.62% 19.04%
2022-07 +3.38% +47.06% 0.36% +0.12% 0.68 8.28% +29.04 +623.97 701.63 50.87% 36.73% 20.87%
2022-06 -2.65% +42.25% 0.36% +0.00% 0.58 8.18% +24.18 +594.93 649.74 48.88% 34.16% 18.10%
2022-05 -2.63% +46.12% 0.36% +0.36% 0.70 8.07% +27.88 +570.75 642.44 51.98% 37.64% 18.53%
2022-04 -1.88% +50.07% 0.36% +0.24% 0.85 7.93% +20.38 +542.87 632.40 52.36% 34.54% 17.64%
2022-03 +0.60% +52.94% 0.36% +0.24% 0.96 7.86% +28.61 +522.49 622.38 54.16% 35.03% 18.50%
2022-02 -0.42% +52.03% 0.36% +0.36% 0.95 7.86% +20.06 +493.88 591.57 56.22% 35.77% 16.22%
2022-01 -1.83% +52.67% 0.36% +0.48% 0.99 7.86% +30.20 +473.82 570.42 56.78% 36.57% 15.70%
2021-12 +1.95% +55.52% 0.40% +0.84% 1.09 7.79% +21.20 +443.62 553.42 54.26% 35.59% 15.83%
2021-11 -0.31% +52.54% 0.40% +0.84% 1.04 7.76% +17.99 +422.42 521.72 52.99% 36.02% 15.91%
2021-10 +2.88% +53.02% 0.40% +0.96% 1.07 7.76% +28.11 +404.43 505.69 55.95% 36.54% 18.32%
2021-09 -0.68% +48.73% 0.40% +0.84% 0.97 7.69% +13.94 +376.32 464.92 51.75% 31.76% 18.79%
2021-08 +1.97% +49.75% 0.40% +1.20% 1.01 7.69% +18.13 +362.38 453.16 52.87% 33.52% 19.37%
2021-07 -0.44% +46.86% 0.40% +1.20% 0.94 7.66% +17.21 +344.25 426.82 54.00% 36.03% 20.08%
2021-06 +0.22% +47.51% 0.40% +1.32% 0.99 7.69% +14.34 +327.04 410.41 55.46% 39.00% 21.03%
2021-05 +1.99% +47.18% 0.40% +1.32% 0.98 7.72% +1.86 +312.70 395.98 56.02% 37.71% 21.27%
2021-04 +1.83% +44.31% 0.40% +1.32% 0.93 7.69% +6.02 +310.84 387.33 54.48% 37.16% 21.38%
2021-03 +1.45% +41.72% 0.40% +1.08% 0.87 7.66% +11.02 +304.82 373.07 56.24% 39.10% 21.02%
2021-02 +1.11% +39.69% 0.40% +1.32% 0.84 7.66% +7.62 +293.80 357.87 52.75% 35.35% 21.78%
2021-01 +1.44% +38.16% 0.40% +0.72% 0.79 7.69% +10.03 +286.18 345.71 52.15% 37.15% 22.19%
2020-12 +3.07% +36.20% 0.41% +1.56% 0.77 7.72% +14.45 +276.15 330.66 52.54% 36.83% 21.65%
2020-11 +6.57% +32.14% 0.41% — — — +6.05 +261.70 307.08 52.06% 38.03% 22.13%
2020-10 +0.21% +24.00% 0.41% — — — +6.28 +255.65 282.03 47.29% 36.59% 20.82%
2020-09 -1.80% +23.74% 0.41% — — — +6.98 +249.37 274.99 46.59% 37.50% 21.75%
2020-08 +2.98% +26.00% 0.41% — — — +7.42 +242.39 272.94 47.63% 37.09% 21.27%
2020-07 +2.67% +22.36% 0.41% — — — +7.05 +234.97 258.09 45.93% 37.37% 22.02%
2020-06 -0.33% +19.18% 0.41% — — — +5.51 +227.92 244.77 43.47% 38.11% 21.38%
2020-05 +1.37% +19.57% 0.41% — — — +4.94 +222.41 239.58 44.15% 36.20% 21.84%
2020-04 +5.48% +17.95% 0.41% — — — +6.19 +217.47 231.14 44.06% 35.52% 20.87%
2020-03 -10.50% +11.83% 0.41% — — — +7.04 +211.28 213.48 44.59% 35.46% 20.19%
2020-02 -2.65% +24.94% 0.41% — — — +6.45 +204.24 230.49 44.77% 32.42% 16.92%
2020-01 -0.19% +28.35% 0.41% — — — +6.09 +197.79 230.29 46.59% 34.37% 18.74%
2019-12 +1.24% +28.59% 0.43% — — — +3.73 +191.70 224.63 47.10% 37.01% 18.60%
2019-11 +0.95% +27.02% 0.43% — — — +5.13 +187.97 218.28 49.66% 39.31% 18.20%
2019-10 +1.75% +25.82% 0.43% — — — +4.93 +182.84 211.23 48.49% 37.58% 18.31%
2019-09 +1.05% +23.66% 0.43% — — — +4.75 +177.91 202.80 45.91% 36.10% 18.07%
2019-08 -0.58% +22.37% 0.43% — — — +4.75 +173.16 195.90 42.84% 35.03% 17.89%
2019-07 +0.82% +23.09% 0.43% — — — +6.76 +168.41 192.19 43.71% 34.86% 18.64%
2019-06 +2.32% +22.08% 0.43% — — — +3.23 +161.65 183.95 43.93% 33.34% 19.61%
2019-05 -1.74% +19.32% 0.43% — — — +5.24 +158.42 176.75 39.52% 30.00% 18.98%
2019-04 +1.94% +21.43% 0.43% — — — +3.88 +153.18 174.39 47.99% 37.43% 20.84%
2019-03 +0.91% +19.12% 0.43% — — — +4.44 +149.30 167.98 45.27% 35.40% 20.62%
2019-02 +1.46% +18.04% 0.43% — — — +4.07 +144.86 161.47 45.29% 34.31% 20.73%
2019-01 +3.39% +16.35% 0.43% — — — +4.91 +140.79 154.69 44.90% 34.98% 20.58%
2018-12 -3.46% +12.53% 0.48% — — — +4.39 +135.88 145.32 44.91% 35.47% 19.63%
2018-11 +0.63% +16.56% 0.48% — — — +4.19 +131.49 145.57 46.60% 34.16% 21.74%
2018-10 -2.59% +15.83% 0.48% — — — +3.59 +127.30 140.88 47.07% 34.64% 18.43%
2018-09 +0.23% +18.91% 0.48% — — — +1.84 +123.71 141.15 45.25% 31.43% 18.87%
2018-08 +1.23% +18.64% 0.48% — — — +5.05 +121.87 138.47 44.62% 30.58% 19.00%
2018-07 +1.49% +17.20% 0.48% — — — +4.94 +116.82 131.82 46.25% 33.36% 19.14%
2018-06 -0.05% +15.48% 0.48% — — — +4.27 +111.88 125.05 46.54% 33.12% 18.14%
2018-05 +0.42% +15.54% 0.48% — — — +4.61 +107.61 121.39 44.21% 32.28% 17.56%
2018-04 +0.87% +15.05% 0.48% — — — +4.42 +103.00 116.26 44.82% 33.90% 18.08%
2018-03 -0.72% +14.06% 0.48% — — — +0.78 +98.58 110.88 43.75% 32.23% 17.99%
2018-02 -1.71% +14.89% 0.48% — — — +2.77 +97.80 109.90 46.65% 31.79% 17.74%
2018-01 +1.86% +16.89% 0.48% — — — +5.93 +95.03 108.77 44.22% 32.70% 17.39%
2017-12 +0.80% +14.75% 0.44% — — — +4.37 +89.10 101.99 45.75% 35.56% 16.79%
2017-11 +0.97% +13.84% 0.44% — — — +4.50 +84.73 96.62 49.02% 36.37% 16.44%
2017-10 +1.20% +12.75% 0.44% — — — +4.19 +80.23 91.20 46.23% 37.04% 16.29%
2017-09 +0.71% +11.41% 0.44% — — — +6.06 +76.04 85.77 46.25% 33.00% 16.38%
2017-08 +0.29% +10.63% 0.44% — — — +5.51 +69.98 79.22 45.90% 33.91% 16.35%
2017-07 +1.32% +10.31% 0.44% — — — +5.14 +64.47 73.90 44.78% 32.64% 17.92%
2017-06 -0.69% +8.87% 0.44% — — — +2.55 +59.33 68.81 43.87% 30.55% 15.20%
2017-05 +1.18% +9.62% 0.44% — — — +18.36 +56.78 65.06 44.70% 31.52% 15.25%
2017-04 +0.71% +8.35% 0.44% — — — +4.13 +38.42 46.02 44.22% 32.86% 15.54%
2017-03 +0.41% +7.58% 0.44% — — — +7.05 +34.29 42.10 43.18% 29.24% 15.44%
2017-02 +0.73% +7.14% 0.44% — — — +4.14 +27.24 34.58 42.74% 27.88% 8.65%
2017-01 +0.33% +6.37% 0.44% — — — +6.29 +23.10 30.37 44.29% 30.06% 15.38%
2016-12 +1.09% +6.02% 0.54% — — — +2.60 +16.81 24.39 39.52% 28.29% 13.82%
2016-11 +0.40% +4.87% 0.54% — — — +3.11 +14.21 20.90 42.54% 31.34% 15.41%
2016-10 -0.26% +4.46% 0.54% — — — +1.47 +11.10 17.71 41.78% 28.46% 13.61%
2016-09 -0.48% +4.73% 0.54% — — — +1.82 +9.63 16.30 45.28% 30.67% 14.66%
2016-08 -0.19% +5.23% 0.54% — — — +2.19 +7.81 14.48 45.17% 32.25% 16.51%
2016-07 +2.23% +5.43% 0.54% — — — +2.97 +5.62 12.53 44.13% 29.45% 13.49%
2016-06 -0.83% +3.13% 0.54% — — — +2.65 +2.65 9.49 39.41% 37.83% 16.44%
2016-05 +0.92% +4.00% 0.54% — — — — +0.00 6.65 — — —
2016-04 +0.49% +3.05% 0.54% — — — — +0.00 5.16 — — —
2016-03 +1.28% +2.55% 0.54% — — — — +0.00 3.73 — — —
2016-02 -1.19% +1.25% 0.54% — — — — +0.00 1.76 — — —
2016-01 +2.47% +2.47% 0.54% — — — — +0.00 1.70 — — —

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.