פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · גמל

מגדל לתגמולים ולפיצויים מסלול לבני 60 ומעלה (9781)

נתונים היסטוריים מלאים עבור מגדל לתגמולים ולפיצויים מסלול לבני 60 ומעלה (9781), 127 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 9781 | שם קרן: מגדל לתגמולים ולפיצויים מסלול לבני 60 ומעלה | 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: מדרגות | תת התמחות: 60 ומעלה.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 127
תשואה חודשית אחרונה +0.98%
תשואה מצטברת בטווח +69.71%
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 +0.98% +69.71% 0.49% +0.24% 0.80 4.45% +44.19 +2569.76 3187.54 31.06% 32.18% 13.75%
2026-07 -0.33% +68.06% 0.49% +0.00% 0.78 4.47% +146.50 +2525.57 3113.69 31.44% 32.13% 13.57%
2026-06 -0.17% +68.62% 0.49% — 0.90 4.45% +75.85 +2379.07 2978.66 31.08% 30.62% 14.17%
2026-05 +1.76% +68.91% 0.49% +0.24% 0.92 4.44% +54.61 +2303.22 2908.65 31.09% 27.60% 13.35%
2026-04 +2.65% +65.98% 0.49% -0.12% 0.85 4.41% +98.99 +2248.61 2806.69 31.28% 28.19% 13.30%
2026-03 -1.68% +61.70% 0.49% -0.12% 0.72 4.31% +51.83 +2149.62 2637.11 30.97% 29.70% 13.37%
2026-02 +0.46% +64.46% 0.49% -0.12% 0.99 4.22% +47.37 +2097.79 2631.58 30.64% 29.88% 14.95%
2026-01 +1.52% +63.71% 0.49% +0.00% 0.99 4.22% +88.54 +2050.42 2573.48 30.66% 30.27% 14.88%
2025-12 +0.69% +61.26% 0.47% +0.00% 0.92 4.20% +33.56 +1961.88 2448.27 30.46% 30.91% 15.23%
2025-11 +0.81% +60.15% 0.47% +0.00% 0.93 4.21% +9.25 +1928.32 2398.85 29.48% 31.60% 15.54%
2025-10 +1.21% +58.87% 0.47% +0.12% 0.95 4.37% +57.02 +1919.07 2371.38 29.73% 30.85% 14.98%
2025-09 +1.48% +56.97% 0.47% +0.00% 0.90 4.36% +14.26 +1862.05 2287.40 28.72% 31.43% 15.30%
2025-08 +0.87% +54.68% 0.47% +0.00% 0.78 4.41% +13.59 +1847.79 2241.18 27.82% 31.32% 15.15%
2025-07 +0.50% +53.34% 0.47% +0.00% 0.79 4.46% +53.18 +1834.20 2209.28 26.69% 31.18% 15.11%
2025-06 +2.50% +52.58% 0.47% +0.00% 0.82 4.51% +22.27 +1781.02 2146.01 27.34% 31.79% 15.23%
2025-05 +1.04% +48.86% 0.47% +0.48% 0.67 4.44% +36.38 +1758.75 2072.48 26.31% 33.41% 16.87%
2025-04 +0.94% +47.33% 0.47% +0.60% 0.66 4.46% +96.59 +1722.37 2015.94 26.29% 34.57% 16.86%
2025-03 -0.54% +45.95% 0.47% +0.72% 0.69 4.74% +13.24 +1625.78 1900.29 24.84% 35.04% 16.44%
2025-02 +0.24% +46.75% 0.47% +0.36% 0.53 5.83% +21.59 +1612.54 1898.12 25.74% 33.97% 16.10%
2025-01 +0.82% +46.40% 0.47% +0.60% 0.52 5.88% +42.00 +1590.95 1872.90 26.15% 34.63% 16.42%
2024-12 +0.73% +45.21% 0.47% +0.48% 0.49 5.88% +21.49 +1548.95 1816.55 26.01% 35.21% 16.62%
2024-11 +1.53% +44.15% 0.47% +0.60% 0.49 5.88% +3.82 +1527.46 1782.69 25.86% 35.78% 17.29%
2024-10 +0.22% +41.98% 0.47% +0.60% 0.43 5.86% +37.47 +1523.64 1752.88 24.77% 35.64% 17.88%
2024-09 +1.14% +41.67% 0.47% +0.60% 0.46 5.86% +19.97 +1486.17 1712.40 24.95% 36.26% 18.65%
2024-08 +1.14% +40.07% 0.47% — 0.38 5.85% +17.33 +1466.20 1673.82 25.08% 36.44% 18.30%
2024-07 +1.18% +38.49% 0.47% +0.60% 0.38 5.85% +44.06 +1448.87 1638.39 25.54% 37.55% 18.66%
2024-06 +0.54% +36.88% 0.47% +0.72% 0.35 5.84% +5.12 +1404.81 1576.18 24.95% 37.20% 18.63%
2024-05 +0.57% +36.14% 0.47% +0.60% 0.37 5.86% +18.19 +1399.69 1563.25 24.26% 36.26% 18.53%
2024-04 -1.03% +35.37% 0.47% +0.60% 0.34 5.88% +31.45 +1381.50 1536.94 24.23% 35.84% 17.82%
2024-03 +1.69% +36.78% 0.47% +0.48% 0.46 5.85% +2.07 +1350.05 1522.09 24.72% 35.53% 18.30%
2024-02 +1.28% +34.51% 0.47% +0.48% 0.40 5.83% +12.27 +1347.98 1495.28 24.07% 34.06% 17.89%
2024-01 +0.12% +32.81% 0.47% +0.60% 0.36 5.82% +27.44 +1335.71 1464.80 23.45% 34.01% 17.68%
2023-12 +1.97% +32.65% 0.47% +0.60% 0.42 5.88% +25.49 +1308.27 1436.27 23.64% 34.26% 17.32%
2023-11 +2.89% +30.09% 0.47% +0.72% 0.30 5.90% +8.89 +1282.78 1384.09 23.26% 35.21% 17.35%
2023-10 -2.31% +26.43% 0.47% +0.60% 0.16 5.78% +39.83 +1273.89 1337.05 23.21% 36.53% 18.56%
2023-09 -1.05% +29.42% 0.47% +0.48% 0.31 5.72% -0.48 +1234.06 1329.03 24.04% 35.64% 17.18%
2023-08 +0.23% +30.79% 0.47% +0.48% 0.41 5.69% +18.05 +1234.54 1344.19 23.90% 34.65% 16.96%
2023-07 +1.70% +30.49% 0.47% +0.36% 0.44 5.69% +36.33 +1216.49 1323.52 24.15% 33.86% 17.46%
2023-06 +1.02% +28.31% 0.47% +0.36% 0.38 5.66% +9.83 +1180.16 1265.83 23.92% 33.93% 16.99%
2023-05 +0.91% +27.02% 0.47% +0.24% 0.34 5.65% +15.75 +1170.33 1243.80 23.86% 33.59% 16.58%
2023-04 +1.18% +25.87% 0.47% +0.24% 0.31 5.65% +31.08 +1154.58 1217.47 23.55% 33.04% 16.48%
2023-03 +0.51% +24.40% 0.47% +0.12% 0.28 5.63% +20.43 +1123.50 1172.90 24.25% 34.27% 16.38%
2023-02 -1.76% +23.77% 0.47% +0.24% 0.26 5.64% +15.74 +1103.07 1146.90 24.18% 34.88% 15.56%
2023-01 +1.86% +25.99% 0.47% +0.24% 0.38 5.60% +27.75 +1087.33 1152.12 23.76% 33.27% 15.05%
2022-12 -1.13% +23.69% 0.48% +0.24% 0.31 5.56% +24.07 +1059.58 1104.21 24.32% 35.01% 14.36%
2022-11 +0.66% +25.10% 0.48% +0.24% 0.41 5.53% +17.58 +1035.51 1092.90 25.05% 34.00% 14.28%
2022-10 +1.33% +24.28% 0.48% +0.12% 0.40 5.53% +31.53 +1017.93 1068.68 25.11% 33.74% 14.31%
2022-09 -2.93% +22.65% 0.48% +0.12% 0.34 5.51% +22.48 +986.40 1023.50 25.15% 34.04% 13.39%
2022-08 -1.38% +26.35% 0.48% +0.24% 0.57 5.32% +33.46 +963.92 1032.17 26.38% 33.52% 13.41%
2022-07 +2.17% +28.12% 0.48% +0.12% 0.69 5.26% +43.91 +930.46 1013.47 26.62% 33.85% 15.17%
2022-06 -1.09% +25.40% 0.48% +0.12% 0.59 5.21% +27.39 +886.55 948.59 26.30% 34.47% 14.62%
2022-05 -2.14% +26.78% 0.48% +0.24% 0.66 5.18% +17.77 +859.16 931.51 27.24% 34.50% 14.68%
2022-04 -0.92% +29.56% 0.48% +0.12% 0.86 5.07% +39.42 +841.39 934.10 27.07% 33.11% 14.61%
2022-03 +0.28% +30.76% 0.48% +0.12% 0.96 5.04% +24.46 +801.97 903.42 27.86% 33.19% 14.28%
2022-02 -0.82% +30.39% 0.48% +0.12% 0.96 5.04% +14.41 +777.51 876.83 28.85% 34.15% 15.02%
2022-01 -1.80% +31.47% 0.48% +0.24% 1.04 5.01% +39.16 +763.10 869.95 28.83% 34.06% 14.66%
2021-12 +1.15% +33.88% 0.48% +0.36% 1.21 4.91% +17.29 +723.94 846.95 27.89% 32.76% 14.78%
2021-11 +0.24% +32.36% 0.48% +0.24% 1.16 4.90% +11.14 +706.65 820.47 28.46% 32.88% 14.45%
2021-10 +1.54% +32.04% 0.48% +0.36% 1.15 4.91% +28.06 +695.51 807.71 27.65% 32.19% 14.93%
2021-09 -0.36% +30.04% 0.48% +0.36% 1.07 4.89% +11.20 +667.45 767.85 28.01% 32.76% 14.81%
2021-08 +1.33% +30.51% 0.48% +0.36% 1.09 4.89% +10.15 +656.25 759.71 28.20% 32.91% 15.39%
2021-07 +0.52% +28.80% 0.48% +0.48% 1.02 4.88% +23.61 +646.10 739.93 27.99% 32.74% 15.35%
2021-06 +0.50% +28.13% 0.48% +0.36% 1.01 4.89% +15.13 +622.49 712.88 28.25% 32.90% 15.65%
2021-05 +1.06% +27.49% 0.48% +0.24% 0.99 4.90% +6.04 +607.36 694.57 27.74% 32.32% 16.19%
2021-04 +1.18% +26.16% 0.48% +0.24% 0.94 4.89% +17.13 +601.32 681.56 27.19% 31.79% 15.97%
2021-03 +1.31% +24.68% 0.48% +0.12% 0.89 4.88% +7.37 +584.19 656.91 27.19% 31.84% 16.52%
2021-02 +0.21% +23.07% 0.48% +0.24% 0.83 4.86% +0.76 +576.82 641.39 25.69% 30.82% 15.41%
2021-01 +0.72% +22.81% 0.48% +0.00% 0.82 4.88% +13.44 +576.06 639.52 23.36% 28.97% 14.67%
2020-12 +1.30% +21.94% 0.48% — — — -0.82 +562.62 621.84 24.36% 29.99% 15.25%
2020-11 +3.08% +20.37% 0.48% — — — +11.27 +563.44 614.97 22.75% 29.16% 15.14%
2020-10 +0.09% +16.77% 0.48% — — — +17.85 +552.17 585.85 22.46% 29.14% 14.14%
2020-09 -1.25% +16.67% 0.48% — — — +1.08 +534.32 567.81 22.66% 29.33% 14.94%
2020-08 +2.05% +18.15% 0.48% — — — +2.13 +533.24 574.17 23.55% 29.27% 14.38%
2020-07 +2.04% +15.77% 0.48% — — — +12.76 +531.11 560.77 23.51% 29.00% 14.19%
2020-06 -0.45% +13.46% 0.48% — — — +4.10 +518.35 537.21 22.52% 28.69% 14.61%
2020-05 +1.48% +13.97% 0.48% — — — +2.37 +514.25 535.75 22.32% 27.85% 14.52%
2020-04 +4.08% +12.31% 0.48% — — — +14.58 +511.88 525.77 21.01% 25.95% 13.86%
2020-03 -7.14% +7.91% 0.48% — — — -0.69 +497.30 491.19 21.10% 25.83% 14.55%
2020-02 -1.37% +16.20% 0.48% — — — +3.70 +497.99 529.83 21.78% 23.24% 13.01%
2020-01 +0.22% +17.82% 0.48% — — — +15.21 +494.29 533.68 22.89% 23.33% 13.63%
2019-12 +0.56% +17.56% 0.50% — — — +2.83 +479.08 517.59 23.94% 24.22% 14.12%
2019-11 +0.59% +16.90% 0.50% — — — +8.82 +476.25 512.14 23.01% 22.59% 14.15%
2019-10 +0.85% +16.22% 0.50% — — — +13.86 +467.43 500.52 22.78% 22.53% 13.87%
2019-09 +0.87% +15.24% 0.50% — — — +9.08 +453.57 482.75 22.13% 20.85% 13.83%
2019-08 -0.10% +14.25% 0.50% — — — +23.25 +444.49 469.74 21.61% 20.67% 13.69%
2019-07 +0.79% +14.36% 0.50% — — — +18.23 +421.24 447.10 21.83% 21.17% 13.81%
2019-06 +1.51% +13.46% 0.50% — — — +9.40 +403.01 425.62 21.95% 21.12% 14.09%
2019-05 -0.62% +11.78% 0.50% — — — +12.47 +393.61 410.14 21.39% 20.45% 13.43%
2019-04 +1.07% +12.47% 0.50% — — — +17.28 +381.14 400.32 22.32% 21.06% 14.27%
2019-03 +0.85% +11.28% 0.50% — — — +13.53 +363.86 379.05 22.02% 21.02% 13.48%
2019-02 +1.01% +10.34% 0.50% — — — +13.55 +350.33 362.57 22.25% 20.62% 13.38%
2019-01 +2.20% +9.24% 0.50% — — — +20.85 +336.78 345.61 22.71% 20.94% 13.62%
2018-12 -1.65% +6.89% 0.54% — — — +18.34 +315.93 317.66 22.76% 21.27% 13.29%
2018-11 +0.04% +8.68% 0.54% — — — +12.33 +297.59 304.52 23.30% 21.32% 13.50%
2018-10 -1.46% +8.64% 0.54% — — — +20.81 +285.26 292.22 23.22% 21.68% 13.10%
2018-09 +0.11% +10.25% 0.54% — — — +6.67 +264.45 275.70 22.73% 21.23% 13.32%
2018-08 +0.79% +10.13% 0.54% — — — +11.64 +257.78 268.84 22.53% 20.68% 12.81%
2018-07 +0.93% +9.26% 0.54% — — — +19.03 +246.14 255.27 22.82% 21.09% 13.57%
2018-06 -0.10% +8.26% 0.54% — — — +15.88 +227.11 234.07 22.95% 21.32% 12.49%
2018-05 +0.21% +8.37% 0.54% — — — +5.47 +211.23 218.58 23.56% 20.88% 12.64%
2018-04 +0.59% +8.14% 0.54% — — — +15.92 +205.76 212.75 23.29% 21.06% 13.26%
2018-03 -0.40% +7.50% 0.54% — — — +11.25 +189.84 195.72 23.91% 21.05% 12.48%
2018-02 -1.06% +7.94% 0.54% — — — +11.37 +178.59 185.34 23.78% 20.42% 10.46%
2018-01 +1.00% +9.09% 0.54% — — — +16.33 +167.22 175.89 23.29% 19.52% 10.67%
2017-12 +0.53% +8.01% 0.49% — — — +6.47 +150.89 158.01 23.38% 19.17% 10.46%
2017-11 +0.60% +7.44% 0.49% — — — +6.06 +144.42 150.81 23.65% 19.55% 10.73%
2017-10 +0.86% +6.80% 0.49% — — — +7.99 +138.36 143.93 23.08% 19.13% 10.55%
2017-09 +0.20% +5.89% 0.49% — — — +4.93 +130.37 134.82 23.51% 19.17% 10.79%
2017-08 +0.37% +5.68% 0.49% — — — +3.48 +125.44 129.72 23.55% 19.14% 10.72%
2017-07 +1.02% +5.29% 0.49% — — — +9.81 +121.96 125.80 23.04% 19.00% 10.36%
2017-06 -0.58% +4.23% 0.49% — — — +7.44 +112.15 114.83 23.04% 18.89% 10.22%
2017-05 +1.05% +4.84% 0.49% — — — +4.20 +104.71 108.10 23.20% 18.54% 10.46%
2017-04 +0.94% +3.75% 0.49% — — — +4.84 +100.51 102.86 23.08% 18.60% 10.29%
2017-03 +0.34% +2.78% 0.49% — — — +2.85 +95.67 97.15 23.09% 18.66% 10.37%
2017-02 +0.48% +2.43% 0.49% — — — +7.71 +92.82 94.03 22.90% 18.59% 10.99%
2017-01 +0.03% +1.94% 0.49% — — — +13.69 +85.11 85.96 22.77% 17.96% 10.05%
2016-12 +0.68% +1.91% — — — — +6.56 +71.42 72.33 22.99% 18.08% 9.66%
2016-11 -0.13% +1.22% — — — — +7.74 +64.86 65.34 22.25% 17.51% 10.62%
2016-10 -0.09% +1.36% — — — — +3.23 +57.12 57.70 23.19% 17.76% 9.77%
2016-09 -0.54% +1.45% — — — — +4.83 +53.89 54.55 20.92% 16.24% 10.30%
2016-08 -0.19% +2.00% — — — — +12.45 +49.06 50.03 23.17% 17.31% 9.87%
2016-07 +1.15% +2.19% — — — — +20.76 +36.61 37.67 21.90% 16.56% 9.05%
2016-06 -0.07% +1.03% — — — — +8.26 +15.85 16.66 18.01% 13.21% 6.90%
2016-05 +0.11% +1.10% — — — — +0.94 +7.59 8.40 22.38% 17.14% 10.12%
2016-04 +0.72% +0.99% — — — — +2.89 +6.65 7.45 22.15% 13.29% 11.14%
2016-03 +0.67% +0.27% — — — — +2.15 +3.76 4.53 21.19% 12.58% 8.83%
2016-02 -0.40% -0.40% — — — — +1.61 +1.61 2.37 22.36% 13.92% 8.86%

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.