חודשים בטווח
122
מגדל לתגמולים בניהול אישי IRA
נתונים היסטוריים מלאים עבור מגדל לתגמולים בניהול אישי IRA, 122 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 8888 | שם קרן: מגדל לתגמולים בניהול אישי IRA | סיווג קרן: תגמולים ואישית לפיצויים | 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 לתגמולים בניהול אישי IRA ישירות למייל.
תשואה חודשית אחרונה
+0.00%
תשואה מצטברת מההתחלה
+0.00%
| 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 | +0.00% | +0.00% | 0.22% | -2.88% | -8.13 | 0.00% | +0.15 | 156.14 | 71.46% | 82.91% | 84.04% |
| 2026-04 | +0.00% | +0.00% | 0.22% | -2.88% | -7.79 | 0.00% | +0.20 | 153.32 | 72.54% | 83.26% | 84.48% |
| 2026-03 | +0.00% | +0.00% | 0.22% | -2.76% | -7.48 | 0.00% | +0.17 | 149.14 | 70.16% | 81.92% | 84.48% |
| 2026-02 | +0.00% | +0.00% | 0.22% | -2.76% | -7.18 | 0.00% | -0.24 | 154.36 | 72.14% | 83.08% | 84.30% |
| 2026-01 | +0.00% | +0.00% | 0.22% | -2.76% | -6.91 | 0.00% | +0.14 | 152.76 | 72.57% | 83.87% | 84.24% |
| 2025-12 | +0.00% | +0.00% | 0.22% | -2.64% | -6.64 | 0.00% | +0.21 | 152.92 | 72.31% | 84.34% | 85.52% |
| 2025-11 | +0.00% | +0.00% | 0.22% | -2.64% | -6.40 | 0.00% | -0.17 | 154.16 | 72.91% | 85.16% | 86.25% |
| 2025-10 | +0.00% | +0.00% | 0.22% | -2.64% | -6.17 | 0.00% | +0.11 | 155.04 | 71.44% | 83.78% | 86.33% |
| 2025-09 | +0.00% | +0.00% | 0.22% | -2.64% | -5.96 | 0.00% | -0.69 | 153.66 | 71.83% | 84.44% | 86.47% |
| 2025-08 | +0.00% | +0.00% | 0.22% | -2.40% | -5.76 | 0.00% | +0.14 | 149.93 | 70.11% | 82.32% | 85.41% |
| 2025-07 | +0.00% | +0.00% | 0.22% | -2.40% | -5.57 | 0.00% | -0.13 | 149.10 | 70.19% | 82.28% | 85.65% |
| 2025-06 | +0.00% | +0.00% | 0.22% | -2.40% | -5.39 | 0.00% | +0.12 | 143.86 | 70.69% | 81.36% | 85.21% |
| 2025-05 | +0.00% | +0.00% | 0.22% | -2.28% | -5.21 | 0.00% | +0.15 | 142.80 | 71.94% | 82.89% | 86.33% |
| 2025-04 | +0.00% | +0.00% | 0.22% | -2.28% | -5.04 | 0.00% | -1.51 | 137.24 | 70.66% | 81.98% | 85.54% |
| 2025-03 | +0.00% | +0.00% | 0.22% | -2.16% | -4.88 | 0.00% | +0.16 | 140.00 | 69.00% | 82.05% | 85.81% |
| 2025-02 | +0.00% | +0.00% | 0.22% | -2.04% | -4.73 | 0.00% | -1.46 | 140.24 | 70.10% | 82.37% | 86.14% |
| 2025-01 | +0.00% | +0.00% | 0.22% | -2.04% | -4.58 | 0.00% | +0.16 | 148.05 | 70.52% | 82.13% | 86.15% |
| 2024-12 | +0.00% | +0.00% | 0.22% | -1.92% | -4.43 | 0.00% | -0.74 | 145.50 | 68.43% | 84.25% | 86.92% |
| 2024-11 | +0.00% | +0.00% | 0.22% | -1.80% | -4.29 | 0.00% | -0.08 | 146.70 | 70.23% | 86.35% | 88.32% |
| 2024-10 | +0.00% | +0.00% | 0.22% | -1.80% | -4.16 | 0.00% | +0.41 | 140.54 | 70.04% | 86.41% | 87.92% |
| 2024-09 | +0.00% | +0.00% | 0.22% | -1.68% | -4.03 | 0.00% | +0.14 | 140.38 | 69.63% | 85.55% | 87.85% |
| 2024-08 | +0.00% | +0.00% | 0.22% | — | -3.74 | 0.00% | -1.16 | 134.71 | 69.33% | 85.15% | 87.25% |
| 2024-07 | +0.00% | +0.00% | 0.22% | -1.56% | -3.77 | 0.00% | +0.23 | 138.08 | 70.75% | 85.98% | 87.83% |
| 2024-06 | +0.00% | +0.00% | 0.22% | -1.44% | -3.65 | 0.00% | +0.86 | 136.00 | 68.73% | 85.17% | 86.82% |
| 2024-05 | +0.00% | +0.00% | 0.22% | -1.44% | -3.53 | 0.00% | +0.16 | 131.67 | 68.91% | 85.44% | 87.00% |
| 2024-04 | +0.00% | +0.00% | 0.22% | -1.32% | -3.41 | 0.00% | +0.07 | 128.62 | 67.17% | 84.07% | 86.62% |
| 2024-03 | +0.00% | +0.00% | 0.22% | -1.32% | -3.29 | 0.00% | +0.13 | 131.05 | 66.43% | 83.02% | 85.27% |
| 2024-02 | +0.00% | +0.00% | 0.22% | -1.20% | -3.17 | 0.00% | -0.92 | 124.75 | 66.11% | 79.80% | 81.89% |
| 2024-01 | +0.00% | +0.00% | 0.22% | -1.20% | -3.06 | 0.00% | +0.27 | 121.57 | 64.65% | 79.11% | 80.76% |
| 2023-12 | +0.00% | +0.00% | 0.22% | -1.08% | -2.95 | 0.00% | -0.09 | 120.75 | 64.07% | 79.53% | 81.54% |
| 2023-11 | +0.00% | +0.00% | 0.22% | -1.08% | -2.84 | 0.00% | -0.90 | 116.65 | 64.29% | 79.28% | 81.23% |
| 2023-10 | +0.00% | +0.00% | 0.22% | -0.96% | -2.74 | 0.00% | +0.15 | 116.57 | 62.85% | 78.42% | 80.97% |
| 2023-09 | +0.00% | +0.00% | 0.22% | -0.96% | -2.63 | 0.00% | +3.22 | 115.92 | 61.41% | 75.82% | 79.93% |
| 2023-08 | +0.00% | +0.00% | 0.22% | -0.84% | -2.52 | 0.00% | +1.79 | 116.13 | 63.37% | 77.90% | 80.97% |
| 2023-07 | +0.00% | +0.00% | 0.22% | -0.72% | -2.42 | 0.00% | +1.47 | 113.40 | 61.28% | 76.15% | 79.68% |
| 2023-06 | +0.00% | +0.00% | 0.22% | -0.72% | -2.33 | 0.00% | +1.30 | 107.81 | 59.37% | 75.07% | 79.80% |
| 2023-05 | +0.00% | +0.00% | 0.22% | -0.60% | -2.24 | 0.00% | +0.72 | 102.83 | 58.34% | 75.09% | 78.86% |
| 2023-04 | +0.00% | +0.00% | 0.22% | -0.60% | -2.15 | 0.00% | +1.25 | 99.54 | 53.64% | 71.97% | 79.21% |
| 2023-03 | +0.00% | +0.00% | 0.22% | -0.48% | -2.08 | 0.00% | +0.82 | 98.82 | 51.72% | 71.14% | 79.68% |
| 2023-02 | +0.00% | +0.00% | 0.22% | -0.36% | -2.02 | 0.00% | +2.19 | 98.98 | 52.25% | 72.04% | 80.09% |
| 2023-01 | +0.00% | +0.00% | 0.22% | -0.36% | -1.98 | 0.00% | +0.32 | 94.47 | 52.12% | 71.46% | 79.34% |
| 2022-12 | +0.00% | +0.00% | 0.25% | -0.36% | -1.98 | 0.00% | +0.25 | 90.78 | 52.69% | 72.08% | 78.55% |
| 2022-11 | +0.00% | +0.00% | 0.25% | -0.24% | -2.05 | 0.00% | +2.83 | 92.15 | 52.13% | 71.14% | 78.99% |
| 2022-10 | +0.00% | +0.00% | 0.25% | -0.24% | -2.30 | 0.00% | +0.19 | 90.31 | 52.78% | 74.30% | 81.20% |
| 2022-09 | +0.00% | +0.00% | 0.25% | -0.24% | -2.48 | 0.00% | +0.26 | 88.58 | 50.42% | 72.69% | 80.49% |
| 2022-08 | +0.00% | +0.00% | 0.25% | -0.24% | -2.75 | 0.00% | +0.89 | 90.18 | 52.82% | 74.05% | 79.93% |
| 2022-07 | +0.00% | +0.00% | 0.25% | -0.12% | -3.75 | 0.00% | +2.03 | 92.96 | 52.59% | 74.01% | 75.35% |
| 2022-06 | +0.00% | +0.00% | 0.25% | -0.12% | -3.91 | 0.00% | +0.18 | 87.23 | 47.91% | 48.63% | 75.00% |
| 2022-05 | +0.00% | +0.00% | 0.25% | -0.12% | -3.85 | 0.00% | +0.54 | 90.51 | 48.33% | 71.23% | 73.87% |
| 2022-04 | +0.00% | +0.00% | 0.25% | -0.12% | -4.00 | 0.00% | +5.96 | 92.09 | 47.94% | 71.12% | 73.70% |
| 2022-03 | +0.00% | +0.00% | 0.25% | -0.24% | -4.31 | 0.00% | +6.05 | 88.89 | 45.44% | 47.26% | 72.61% |
| 2022-02 | +0.00% | +0.00% | 0.25% | -0.24% | -4.39 | 0.00% | +12.48 | 82.61 | 46.27% | 71.60% | 74.56% |
| 2022-01 | +0.00% | +0.00% | 0.25% | -0.24% | -4.59 | 0.00% | +3.85 | 69.37 | 46.56% | 78.06% | 80.32% |
| 2021-12 | +0.00% | +0.00% | 0.33% | -0.24% | -4.69 | 0.00% | +14.31 | 68.05 | 40.88% | 44.29% | 76.81% |
| 2021-11 | +0.00% | +0.00% | 0.33% | -0.24% | -5.10 | 0.00% | +4.17 | 53.81 | 39.70% | 81.32% | 85.84% |
| 2021-10 | +0.00% | +0.00% | 0.33% | -0.24% | -5.58 | 0.00% | +5.53 | 49.87 | 35.89% | 80.67% | 83.20% |
| 2021-09 | +0.00% | +0.00% | 0.33% | -0.24% | -5.60 | 0.00% | +1.61 | 41.69 | 33.51% | 85.06% | 88.03% |
| 2021-08 | +0.00% | +0.00% | 0.33% | -0.24% | -5.76 | 0.00% | +1.85 | 40.87 | 33.74% | 86.91% | 90.19% |
| 2021-07 | +0.00% | +0.00% | 0.33% | -0.24% | -5.92 | 0.00% | +1.94 | 37.45 | 35.65% | 86.89% | 88.65% |
| 2021-06 | +0.00% | +0.00% | 0.33% | -0.24% | -6.11 | 0.00% | +3.30 | 34.89 | 32.73% | 85.67% | 88.05% |
| 2021-05 | +0.00% | +0.00% | 0.33% | -0.24% | -6.31 | 0.00% | +3.43 | 31.02 | 22.53% | 82.11% | 83.30% |
| 2021-04 | +0.00% | +0.00% | 0.33% | -0.24% | -6.54 | 0.00% | +2.14 | 27.61 | 23.22% | 88.23% | 89.53% |
| 2021-03 | +0.00% | +0.00% | 0.33% | -0.24% | -6.79 | 0.00% | +1.06 | 24.79 | 26.50% | 95.68% | 95.56% |
| 2021-02 | +0.00% | +0.00% | 0.33% | — | — | — | +0.26 | 23.38 | 22.46% | 95.81% | 97.18% |
| 2021-01 | +0.00% | +0.00% | 0.33% | — | — | — | +0.35 | 22.96 | 23.00% | 97.56% | 98.08% |
| 2020-12 | +0.00% | +0.00% | 0.23% | — | — | — | +0.00 | 20.49 | 20.50% | 99.07% | 99.56% |
| 2020-11 | +0.00% | +0.00% | 0.23% | — | — | — | -0.50 | 19.76 | 14.78% | 92.81% | 99.54% |
| 2020-10 | +0.00% | +0.00% | 0.23% | — | — | — | +0.00 | 20.20 | 19.41% | 98.86% | 99.55% |
| 2020-09 | +0.00% | +0.00% | 0.23% | — | — | — | -0.04 | 19.06 | 18.63% | 99.27% | 99.48% |
| 2020-08 | +0.00% | +0.00% | 0.23% | — | — | — | -0.70 | 18.77 | 21.15% | 99.09% | 99.25% |
| 2020-07 | +0.00% | +0.00% | 0.23% | — | — | — | +0.00 | 19.44 | 19.19% | 95.58% | 95.68% |
| 2020-06 | +0.00% | +0.00% | 0.23% | — | — | — | +0.00 | 18.76 | 18.60% | 95.79% | 95.95% |
| 2020-05 | +0.00% | +0.00% | 0.23% | — | — | — | +0.00 | 18.32 | 19.00% | 95.74% | 95.74% |
| 2020-04 | +0.00% | +0.00% | 0.23% | — | — | — | +0.00 | 19.62 | 16.16% | 95.87% | 95.97% |
| 2020-03 | +0.00% | +0.00% | 0.23% | — | — | — | +0.00 | 19.44 | 13.84% | 95.99% | 95.99% |
| 2020-02 | +0.00% | +0.00% | 0.23% | — | — | — | -1.54 | 19.83 | 15.83% | 95.61% | 95.86% |
| 2020-01 | +0.00% | +0.00% | 0.23% | — | — | — | +0.00 | 21.41 | 15.69% | 88.84% | 89.02% |
| 2019-12 | +0.00% | +0.00% | 0.25% | — | — | — | -1.05 | 20.74 | 15.33% | 88.43% | 88.67% |
| 2019-11 | +0.00% | +0.00% | 0.25% | — | — | — | -0.80 | 21.64 | 15.39% | 84.06% | 84.24% |
| 2019-10 | +0.00% | +0.00% | 0.25% | — | — | — | -0.13 | 22.40 | 14.78% | 80.98% | 81.21% |
| 2019-09 | +0.00% | +0.00% | 0.25% | — | — | — | +0.00 | 22.30 | 13.77% | 88.61% | 88.79% |
| 2019-08 | +0.00% | +0.00% | 0.25% | — | — | — | +3.58 | 22.17 | 5.41% | 79.48% | 88.63% |
| 2019-07 | +0.00% | +0.00% | 0.25% | — | — | — | +0.00 | 18.56 | 7.44% | 94.67% | 94.77% |
| 2019-06 | +0.00% | +0.00% | 0.25% | — | — | — | +0.00 | 18.56 | 8.51% | 94.77% | 94.77% |
| 2019-05 | +0.00% | +0.00% | 0.25% | — | — | — | -0.04 | 18.27 | 7.06% | 94.69% | 94.75% |
| 2019-04 | +0.00% | +0.00% | 0.25% | — | — | — | -1.80 | 17.75 | 3.32% | 93.24% | 93.24% |
| 2019-03 | +0.00% | +0.00% | 0.25% | — | — | — | -0.32 | 19.37 | 3.46% | 94.94% | 92.98% |
| 2019-02 | +0.00% | +0.00% | 0.25% | — | — | — | +0.00 | 19.35 | 0.57% | 90.39% | 91.27% |
| 2019-01 | +0.00% | +0.00% | 0.25% | — | — | — | +0.00 | 19.85 | 1.41% | 91.64% | 91.69% |
| 2018-12 | +0.00% | +0.00% | 0.26% | — | — | — | +0.18 | 19.85 | 0.60% | 96.88% | 90.98% |
| 2018-11 | +0.00% | +0.00% | 0.26% | — | — | — | +0.00 | 20.02 | 0.70% | 91.86% | 91.91% |
| 2018-10 | +0.00% | +0.00% | 0.26% | — | — | — | +0.23 | 20.12 | 0.84% | 91.85% | 91.80% |
| 2018-09 | +0.00% | +0.00% | 0.26% | — | — | — | +0.31 | 19.57 | 0.72% | 90.75% | 90.50% |
| 2018-08 | +0.00% | +0.00% | 0.26% | — | — | — | +0.54 | 19.16 | 0.73% | 92.17% | 92.07% |
| 2018-07 | +0.00% | +0.00% | 0.26% | — | — | — | -0.01 | 18.72 | 0.75% | 94.93% | 94.87% |
| 2018-06 | +0.00% | +0.00% | 0.26% | — | — | — | +0.00 | 18.56 | 0.70% | 94.83% | 94.61% |
| 2018-05 | +0.00% | +0.00% | 0.26% | — | — | — | +0.00 | 18.39 | 0.76% | 94.78% | 94.73% |
| 2018-04 | +0.00% | +0.00% | 0.26% | — | — | — | +0.00 | 18.58 | 0.75% | 94.78% | 94.78% |
| 2018-03 | +0.00% | +0.00% | 0.26% | — | — | — | +0.00 | 18.84 | 0.74% | 94.85% | 94.90% |
| 2018-02 | +0.00% | +0.00% | 0.26% | — | — | — | +0.00 | 18.93 | 0.74% | 94.19% | 94.29% |
| 2018-01 | +0.00% | +0.00% | 0.26% | — | — | — | -1.29 | 18.54 | 0.81% | 89.16% | 89.27% |
| 2017-12 | +0.00% | +0.00% | 0.00% | — | — | — | +5.15 | 19.82 | 3.33% | 63.93% | 63.93% |
| 2017-11 | +0.00% | +0.00% | 0.00% | — | — | — | +1.61 | 14.41 | 5.00% | 75.43% | 75.57% |
| 2017-10 | +0.00% | +0.00% | 0.00% | — | — | — | +2.29 | 12.82 | 5.54% | 66.93% | 67.08% |
| 2017-09 | +0.00% | +0.00% | 0.00% | — | — | — | +1.38 | 10.49 | 6.67% | 69.59% | 69.78% |
| 2017-08 | +0.00% | +0.00% | 0.00% | — | — | — | +0.05 | 9.09 | 7.81% | 68.65% | 68.98% |
| 2017-07 | +0.00% | +0.00% | 0.00% | — | — | — | +1.08 | 9.12 | 7.46% | 4.17% | 4.50% |
| 2017-06 | +0.00% | +0.00% | 0.00% | — | — | — | +5.96 | 8.03 | 8.47% | 4.11% | 3.74% |
| 2017-05 | +0.00% | +0.00% | 0.00% | — | — | — | +0.00 | 2.09 | 33.01% | 18.18% | 18.18% |
| 2017-04 | +0.00% | +0.00% | 0.00% | — | — | — | +0.00 | 2.07 | 31.88% | 14.98% | 14.98% |
| 2017-03 | +0.00% | +0.00% | 0.00% | — | — | — | +0.00 | 2.05 | 31.71% | 15.12% | 15.12% |
| 2017-02 | +0.00% | +0.00% | 0.00% | — | — | — | +0.00 | 2.05 | 31.71% | 15.12% | 15.12% |
| 2017-01 | +0.00% | +0.00% | 0.00% | — | — | — | +0.00 | 2.04 | 31.37% | 14.22% | 14.22% |
| 2016-12 | +0.00% | +0.00% | — | — | — | — | +0.00 | 2.05 | 28.29% | 13.66% | 13.66% |
| 2016-11 | +0.00% | +0.00% | — | — | — | — | +0.00 | 2.03 | 29.56% | 15.27% | 15.27% |
| 2016-10 | +0.00% | +0.00% | — | — | — | — | +1.00 | 2.03 | 25.62% | 9.36% | 9.36% |
| 2016-09 | +0.00% | +0.00% | — | — | — | — | +0.33 | 1.03 | 18.45% | 7.77% | 7.77% |
| 2016-08 | +0.00% | +0.00% | — | — | — | — | +0.00 | 0.71 | 18.31% | 11.27% | 11.27% |
| 2016-07 | +0.00% | +0.00% | — | — | — | — | +0.00 | 0.71 | 18.31% | 11.27% | 11.27% |
| 2016-06 | +0.00% | +0.00% | — | — | — | — | +0.00 | 0.70 | 17.14% | 10.00% | 10.00% |
| 2016-05 | +0.00% | +0.00% | — | — | — | — | +0.00 | 0.70 | 18.57% | 11.43% | 11.43% |
| 2016-04 | +0.00% | +0.00% | — | — | — | — | +0.00 | 0.70 | 17.14% | 10.00% | 8.57% |
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.