חודשים בטווח
114
נתונים היסטוריים · קופות גמל להשקעה
מגדל גמל להשקעה כללי
נתונים היסטוריים מלאים עבור מגדל גמל להשקעה כללי, 114 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7936 | שם קרן: מגדל גמל להשקעה כללי | סיווג קרן: קופת גמל להשקעה | חברה שולטת: שלמה אליהו אחזקות בע"מ | חברה מנהלת: מגדל מקפת קרנות פנסיה וקופות גמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: כללי | תת התמחות: כללי.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מגדל גמל להשקעה כללי ישירות למייל.
תשואה חודשית אחרונה
+2.20%
תשואה מצטברת מההתחלה
+92.91%
| 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 | +2.20% | +92.91% | 0.62% | +0.60% | 1.22 | 5.93% | +40.11 | 1332.60 | 53.07% | 37.12% | 17.02% |
| 2026-04 | +4.28% | +88.75% | 0.62% | +0.12% | 1.15 | 5.90% | +38.08 | 1265.29 | 53.12% | 37.63% | 16.76% |
| 2026-03 | -2.54% | +81.01% | 0.62% | -0.12% | 1.02 | 5.68% | +44.62 | 1176.81 | 52.66% | 39.17% | 16.78% |
| 2026-02 | +0.69% | +85.72% | 0.62% | +0.12% | 1.33 | 5.52% | +48.32 | 1165.17 | 52.15% | 39.58% | 18.97% |
| 2026-01 | +2.55% | +84.45% | 0.62% | +0.24% | 1.33 | 5.52% | +72.20 | 1109.82 | 52.14% | 39.81% | 19.31% |
| 2025-12 | +1.10% | +79.86% | 0.63% | +0.24% | 1.24 | 5.45% | +69.73 | 1010.07 | 52.17% | 41.26% | 19.49% |
| 2025-11 | +1.28% | +77.91% | 0.63% | +0.24% | 1.23 | 5.47% | +33.98 | 930.40 | 50.85% | 42.22% | 20.29% |
| 2025-10 | +1.55% | +75.66% | 0.63% | +0.36% | 1.23 | 5.70% | +9.61 | 885.28 | 50.97% | 41.86% | 19.78% |
| 2025-09 | +2.03% | +72.98% | 0.63% | +0.12% | 1.18 | 5.69% | +12.12 | 862.75 | 49.78% | 42.16% | 20.09% |
| 2025-08 | +0.92% | +69.54% | 0.63% | +0.24% | 1.06 | 5.73% | +17.12 | 834.01 | 48.06% | 41.84% | 19.91% |
| 2025-07 | +0.89% | +67.99% | 0.63% | +0.24% | 1.07 | 5.77% | +14.95 | 809.80 | 48.08% | 41.28% | 18.73% |
| 2025-06 | +3.76% | +66.51% | 0.63% | +0.24% | 1.09 | 5.84% | +11.01 | 788.27 | 50.78% | 43.01% | 20.24% |
| 2025-05 | +2.35% | +60.47% | 0.63% | +0.72% | 0.93 | 5.69% | +10.16 | 749.27 | 49.18% | 45.36% | 22.18% |
| 2025-04 | +1.15% | +56.79% | 0.63% | +0.84% | 0.85 | 5.66% | +16.22 | 722.45 | 48.85% | 46.75% | 22.78% |
| 2025-03 | -1.10% | +55.01% | 0.63% | +0.96% | 0.88 | 5.96% | +23.98 | 698.15 | 46.88% | 47.12% | 21.68% |
| 2025-02 | -0.10% | +56.73% | 0.63% | +0.72% | 0.74 | 7.26% | +12.48 | 682.24 | 48.13% | 45.94% | 21.56% |
| 2025-01 | +1.35% | +56.89% | 0.63% | +1.08% | 0.72 | 7.37% | +30.31 | 670.90 | 48.28% | 47.62% | 22.54% |
| 2024-12 | +0.84% | +54.80% | 0.64% | +0.96% | 0.68 | 7.36% | +20.28 | 632.28 | 47.30% | 48.23% | 22.79% |
| 2024-11 | +1.92% | +53.51% | 0.64% | +1.08% | 0.68 | 7.36% | +4.52 | 607.24 | 47.35% | 49.66% | 23.39% |
| 2024-10 | +0.25% | +50.62% | 0.64% | +1.08% | 0.62 | 7.34% | +7.83 | 591.67 | 46.14% | 49.98% | 24.41% |
| 2024-09 | +1.65% | +50.24% | 0.64% | +1.08% | 0.65 | 7.34% | +4.06 | 582.73 | 46.07% | 50.71% | 25.70% |
| 2024-08 | +1.16% | +47.80% | 0.64% | — | 0.57 | 7.33% | +3.64 | 569.53 | 46.61% | 51.25% | 25.56% |
| 2024-07 | +1.34% | +46.11% | 0.64% | +1.08% | 0.57 | 7.33% | +1.46 | 559.66 | 46.91% | 52.53% | 26.61% |
| 2024-06 | +0.86% | +44.18% | 0.64% | +1.08% | 0.53 | 7.32% | +3.43 | 551.08 | 46.72% | 52.47% | 26.03% |
| 2024-05 | +1.19% | +42.95% | 0.64% | +0.96% | 0.54 | 7.35% | +3.15 | 543.24 | 46.32% | 50.96% | 25.77% |
| 2024-04 | -1.58% | +41.27% | 0.64% | +0.84% | 0.48 | 7.37% | +4.71 | 534.04 | 46.14% | 49.64% | 24.80% |
| 2024-03 | +2.46% | +43.53% | 0.64% | +0.84% | 0.61 | 7.33% | +2.23 | 538.09 | 46.33% | 48.78% | 25.67% |
| 2024-02 | +2.08% | +40.09% | 0.64% | +0.84% | 0.53 | 7.27% | +1.90 | 523.22 | 45.24% | 47.48% | 25.33% |
| 2024-01 | +0.11% | +37.23% | 0.64% | +0.84% | 0.47 | 7.24% | +10.16 | 510.94 | 43.44% | 46.97% | 25.08% |
| 2023-12 | +2.48% | +37.08% | 0.65% | +0.72% | 0.52 | 7.31% | +10.99 | 500.52 | 44.18% | 47.70% | 24.77% |
| 2023-11 | +3.25% | +33.76% | 0.65% | +0.96% | 0.39 | 7.37% | +2.81 | 477.86 | 42.92% | 47.97% | 24.86% |
| 2023-10 | -2.74% | +29.55% | 0.65% | +0.84% | 0.27 | 7.25% | -3.37 | 460.30 | 42.76% | 50.06% | 26.73% |
| 2023-09 | -1.12% | +33.20% | 0.65% | +0.72% | 0.41 | 7.18% | -0.47 | 476.94 | 44.16% | 48.65% | 23.58% |
| 2023-08 | +0.02% | +34.71% | 0.65% | +0.72% | 0.50 | 7.15% | +0.98 | 483.03 | 42.78% | 47.92% | 23.50% |
| 2023-07 | +2.56% | +34.69% | 0.65% | +0.60% | 0.53 | 7.15% | -3.76 | 482.21 | 42.15% | 47.37% | 24.09% |
| 2023-06 | +1.55% | +31.32% | 0.65% | +0.48% | 0.46 | 7.10% | -0.08 | 474.13 | 41.60% | 46.30% | 23.58% |
| 2023-05 | +0.68% | +29.32% | 0.65% | +0.36% | 0.40 | 7.08% | +2.10 | 467.23 | 41.61% | 46.23% | 22.59% |
| 2023-04 | +1.65% | +28.45% | 0.65% | +0.36% | 0.39 | 7.08% | +3.69 | 462.25 | 41.22% | 45.92% | 22.78% |
| 2023-03 | +0.25% | +26.36% | 0.65% | +0.12% | 0.35 | 7.06% | +2.58 | 451.33 | 41.57% | 46.87% | 22.77% |
| 2023-02 | -1.63% | +26.05% | 0.65% | +0.36% | 0.34 | 7.08% | +5.17 | 447.85 | 41.34% | 47.33% | 21.26% |
| 2023-01 | +2.24% | +28.13% | 0.65% | +0.36% | 0.43 | 7.05% | +15.60 | 450.36 | 41.26% | 45.62% | 20.89% |
| 2022-12 | -1.54% | +25.33% | 0.67% | +0.36% | 0.36 | 7.01% | +9.09 | 425.35 | 41.70% | 46.63% | 19.39% |
| 2022-11 | +0.97% | +27.29% | 0.67% | +0.36% | 0.47 | 6.96% | +7.16 | 422.97 | 43.13% | 45.79% | 19.34% |
| 2022-10 | +2.11% | +26.06% | 0.67% | +0.12% | 0.44 | 6.96% | +4.33 | 412.02 | 42.68% | 44.62% | 19.42% |
| 2022-09 | -3.86% | +23.46% | 0.67% | +0.12% | 0.37 | 6.92% | +6.85 | 399.46 | 42.17% | 44.26% | 18.33% |
| 2022-08 | -1.26% | +28.42% | 0.67% | +0.24% | 0.61 | 6.65% | +15.64 | 408.80 | 44.13% | 43.32% | 18.36% |
| 2022-07 | +2.89% | +30.06% | 0.67% | +0.12% | 0.69 | 6.61% | +9.15 | 398.64 | 43.86% | 44.42% | 21.42% |
| 2022-06 | -1.94% | +26.40% | 0.67% | +0.00% | 0.58 | 6.52% | +6.00 | 378.61 | 43.19% | 45.07% | 20.49% |
| 2022-05 | -2.54% | +28.90% | 0.67% | +0.24% | 0.69 | 6.46% | +8.78 | 380.16 | 44.13% | 44.57% | 20.56% |
| 2022-04 | -1.25% | +32.26% | 0.67% | +0.24% | 0.88 | 6.32% | +9.92 | 381.27 | 44.46% | 43.39% | 20.60% |
| 2022-03 | +0.47% | +33.94% | 0.67% | +0.24% | 0.98 | 6.28% | +8.57 | 376.32 | 44.10% | 42.73% | 21.15% |
| 2022-02 | -0.61% | +33.31% | 0.67% | +0.12% | 0.97 | 6.28% | +11.59 | 366.16 | 45.96% | 44.99% | 22.94% |
| 2022-01 | -1.90% | +34.13% | 0.67% | +0.24% | 1.02 | 6.26% | +29.03 | 357.03 | 45.77% | 44.90% | 21.16% |
| 2021-12 | +1.73% | +36.73% | 0.68% | +0.48% | 1.16 | 6.18% | +25.89 | 334.90 | 44.25% | 43.57% | 20.28% |
| 2021-11 | +0.06% | +34.40% | 0.68% | +0.24% | 1.08 | 6.15% | +14.02 | 303.71 | 44.51% | 43.96% | 19.31% |
| 2021-10 | +2.09% | +34.32% | 0.68% | — | — | — | +8.38 | 289.76 | 44.52% | 43.50% | 20.92% |
| 2021-09 | -0.53% | +31.57% | 0.68% | — | — | — | +4.08 | 275.71 | 44.61% | 43.98% | 20.60% |
| 2021-08 | +1.47% | +32.27% | 0.68% | — | — | — | +3.98 | 273.23 | 45.44% | 44.69% | 21.49% |
| 2021-07 | +0.58% | +30.36% | 0.68% | — | — | — | +2.57 | 265.45 | 45.83% | 45.04% | 21.71% |
| 2021-06 | +0.55% | +29.60% | 0.68% | — | — | — | +5.36 | 261.49 | 45.77% | 44.82% | 21.91% |
| 2021-05 | +1.24% | +28.89% | 0.68% | — | — | — | +2.87 | 254.85 | 45.20% | 44.16% | 22.97% |
| 2021-04 | +1.67% | +27.32% | 0.68% | — | — | — | +5.25 | 249.01 | 44.13% | 43.29% | 22.36% |
| 2021-03 | +1.68% | +25.22% | 0.68% | — | — | — | +1.24 | 239.87 | 44.55% | 43.62% | 23.26% |
| 2021-02 | +0.54% | +23.16% | 0.68% | — | — | — | +2.16 | 234.80 | 43.22% | 42.40% | 21.87% |
| 2021-01 | +1.02% | +22.49% | 0.68% | — | — | — | +5.03 | 231.54 | 40.58% | 40.24% | 22.15% |
| 2020-12 | +1.69% | +21.26% | 0.67% | — | — | — | +4.85 | 224.36 | 41.16% | 40.88% | 22.92% |
| 2020-11 | +4.34% | +19.24% | 0.67% | — | — | — | +0.05 | 215.94 | 39.47% | 39.90% | 23.11% |
| 2020-10 | +0.27% | +14.28% | 0.67% | — | — | — | +1.91 | 207.05 | 38.27% | 40.89% | 21.68% |
| 2020-09 | -1.32% | +13.97% | 0.67% | — | — | — | +1.32 | 204.71 | 36.91% | 39.62% | 22.08% |
| 2020-08 | +2.21% | +15.50% | 0.67% | — | — | — | +0.71 | 206.22 | 38.81% | 39.61% | 21.90% |
| 2020-07 | +2.67% | +13.00% | 0.67% | — | — | — | -0.08 | 201.18 | 38.53% | 38.76% | 20.66% |
| 2020-06 | -0.31% | +10.06% | 0.67% | — | — | — | +3.09 | 196.13 | 36.91% | 37.45% | 20.02% |
| 2020-05 | +1.71% | +10.41% | 0.67% | — | — | — | +2.48 | 193.79 | 35.51% | 36.15% | 20.35% |
| 2020-04 | +4.85% | +8.55% | 0.67% | — | — | — | +3.48 | 188.16 | 34.55% | 33.88% | 19.18% |
| 2020-03 | -8.70% | +3.53% | 0.67% | — | — | — | -12.79 | 176.21 | 35.23% | 34.60% | 19.86% |
| 2020-02 | -2.45% | +13.39% | 0.67% | — | — | — | +2.08 | 207.18 | 35.74% | 34.11% | 18.43% |
| 2020-01 | +0.34% | +16.24% | 0.67% | — | — | — | +8.42 | 210.44 | 36.88% | 34.00% | 19.32% |
| 2019-12 | +0.77% | +15.85% | 0.66% | — | — | — | +7.29 | 201.48 | 38.98% | 35.90% | 19.87% |
| 2019-11 | +0.85% | +14.96% | 0.66% | — | — | — | +4.70 | 192.80 | 37.48% | 34.86% | 20.99% |
| 2019-10 | +1.23% | +13.99% | 0.66% | — | — | — | +3.23 | 186.58 | 37.00% | 37.05% | 21.04% |
| 2019-09 | +1.07% | +12.61% | 0.66% | — | — | — | +3.95 | 181.21 | 34.50% | 32.91% | 20.55% |
| 2019-08 | -0.39% | +11.42% | 0.66% | — | — | — | +4.66 | 175.47 | 33.18% | 33.29% | 21.76% |
| 2019-07 | +0.43% | +11.85% | 0.66% | — | — | — | +5.46 | 171.54 | 32.88% | 33.14% | 21.91% |
| 2019-06 | +1.85% | +11.37% | 0.66% | — | — | — | +6.93 | 165.47 | 32.57% | 32.43% | 22.08% |
| 2019-05 | -1.08% | +9.35% | 0.66% | — | — | — | +5.84 | 155.69 | 32.37% | 32.31% | 21.20% |
| 2019-04 | +1.29% | +10.54% | 0.66% | — | — | — | +4.89 | 151.58 | 33.42% | 33.12% | 22.77% |
| 2019-03 | +0.89% | +9.14% | 0.66% | — | — | — | +3.81 | 144.89 | 32.94% | 33.38% | 21.52% |
| 2019-02 | +1.01% | +8.17% | 0.66% | — | — | — | +5.84 | 139.89 | 33.08% | 32.93% | 21.19% |
| 2019-01 | +2.68% | +7.09% | 0.66% | — | — | — | +6.36 | 132.75 | 34.84% | 34.58% | 21.62% |
| 2018-12 | -2.45% | +4.30% | 0.66% | — | — | — | +10.42 | 123.07 | 35.19% | 35.06% | 22.04% |
| 2018-11 | +0.27% | +6.92% | 0.66% | — | — | — | +6.76 | 115.61 | 35.38% | 34.99% | 21.84% |
| 2018-10 | -1.84% | +6.63% | 0.66% | — | — | — | +5.98 | 108.63 | 35.62% | 36.67% | 23.14% |
| 2018-09 | +0.18% | +8.63% | 0.66% | — | — | — | +3.35 | 104.65 | 34.25% | 35.54% | 21.13% |
| 2018-08 | +0.80% | +8.43% | 0.66% | — | — | — | +3.91 | 101.16 | 35.21% | 36.02% | 21.06% |
| 2018-07 | +1.47% | +7.57% | 0.66% | — | — | — | +4.16 | 96.52 | 35.31% | 36.36% | 21.29% |
| 2018-06 | -0.04% | +6.01% | 0.66% | — | — | — | +3.67 | 91.05 | 35.46% | 36.87% | 21.00% |
| 2018-05 | +0.23% | +6.06% | 0.66% | — | — | — | +4.15 | 87.49 | 37.35% | 37.58% | 20.65% |
| 2018-04 | +0.98% | +5.81% | 0.66% | — | — | — | +2.84 | 83.20 | 38.06% | 38.35% | 21.74% |
| 2018-03 | -0.76% | +4.79% | 0.66% | — | — | — | +4.23 | 79.61 | 36.18% | 36.78% | 21.18% |
| 2018-02 | -1.10% | +5.59% | 0.66% | — | — | — | +4.45 | 76.02 | 34.85% | 35.16% | 20.26% |
| 2018-01 | +1.17% | +6.76% | 0.66% | — | — | — | +9.69 | 72.39 | 33.11% | 31.59% | 19.35% |
| 2017-12 | +0.54% | +5.53% | — | — | — | — | +10.15 | 61.99 | 31.96% | 30.46% | 18.87% |
| 2017-11 | +0.56% | +4.96% | — | — | — | — | +5.31 | 51.57 | 32.48% | 31.05% | 19.35% |
| 2017-10 | +1.03% | +4.38% | — | — | — | — | +3.02 | 46.02 | 32.38% | 30.77% | 19.34% |
| 2017-09 | +0.20% | +3.31% | — | — | — | — | +3.09 | 42.59 | 34.26% | 31.67% | 19.58% |
| 2017-08 | +0.14% | +3.11% | — | — | — | — | +3.88 | 39.44 | 34.20% | 31.54% | 19.30% |
| 2017-07 | +1.15% | +2.96% | — | — | — | — | +5.43 | 35.53 | 33.94% | 31.49% | 18.80% |
| 2017-06 | -0.69% | +1.79% | — | — | — | — | +4.81 | 29.76 | 33.60% | 30.24% | 18.65% |
| 2017-05 | +1.00% | +2.50% | — | — | — | — | +3.91 | 25.25 | 32.71% | 28.75% | 18.22% |
| 2017-04 | +0.95% | +1.48% | — | — | — | — | +3.03 | 21.14 | 33.59% | 29.94% | 18.92% |
| 2017-03 | +0.02% | +0.53% | — | — | — | — | +3.77 | 17.94 | 33.28% | 30.10% | 18.34% |
| 2017-02 | +0.60% | +0.51% | — | — | — | — | +2.96 | 14.18 | 33.29% | 30.75% | 18.55% |
| 2017-01 | -0.39% | -0.09% | — | — | — | — | +7.91 | 11.16 | 32.80% | 29.84% | 18.37% |
| 2016-12 | +0.30% | +0.30% | — | — | — | — | +3.09 | 3.31 | 24.17% | 21.15% | 12.69% |
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.