חודשים בטווח
133
מגדל מקפת אישית לבני 50 ומטה
נתונים היסטוריים מלאים עבור מגדל מקפת אישית לבני 50 ומטה, 133 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 8801 | שם קרן: מגדל מקפת אישית לבני 50 ומטה | סיווג קרן: קרנות חדשות | חברה שולטת: שלמה אליהו אחזקות בע"מ | חברה מנהלת: מגדל מקפת קרנות פנסיה וקופות גמל בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מגדל מקפת אישית לבני 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+2.53%
תשואה מצטברת מההתחלה
+119.36%
| 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 | +2.53% | +119.36% | 0.14% | +2.16% | 1.49 | 5.96% | +240.42 | 40007.70 | 59.47% | 42.14% | 18.17% |
| 2026-04 | +4.70% | +113.94% | 0.14% | +1.44% | 1.42 | 5.92% | +129.84 | 38791.84 | 59.93% | 42.54% | 18.51% |
| 2026-03 | -2.60% | +104.34% | 0.14% | +1.32% | 1.29 | 5.68% | +322.91 | 36911.57 | 59.32% | 43.68% | 17.91% |
| 2026-02 | +0.98% | +109.79% | 0.14% | +1.44% | 1.65 | 5.47% | +207.01 | 37573.15 | 58.91% | 43.38% | 19.85% |
| 2026-01 | +2.61% | +107.76% | 0.14% | +1.80% | 1.65 | 5.47% | +204.74 | 37001.04 | 58.46% | 43.07% | 19.77% |
| 2025-12 | +1.09% | +102.47% | 0.16% | +1.68% | 1.56 | 5.40% | +279.85 | 35858.20 | 59.09% | 44.73% | 19.87% |
| 2025-11 | +1.32% | +100.29% | 0.16% | +1.80% | 1.56 | 5.44% | +283.86 | 35190.76 | 56.87% | 45.59% | 20.27% |
| 2025-10 | +1.38% | +97.68% | 0.16% | +1.80% | 1.55 | 5.79% | +257.39 | 34461.95 | 57.34% | 46.08% | 20.33% |
| 2025-09 | +2.43% | +94.99% | 0.16% | +1.56% | 1.51 | 5.82% | +213.66 | 33735.49 | 56.99% | 46.59% | 20.55% |
| 2025-08 | +1.04% | +90.36% | 0.16% | +1.68% | 1.37 | 5.85% | +303.37 | 32743.99 | 55.90% | 46.40% | 20.62% |
| 2025-07 | +1.10% | +88.40% | 0.16% | +1.56% | 1.38 | 5.89% | +312.69 | 32085.67 | 55.30% | 46.19% | 21.18% |
| 2025-06 | +3.49% | +86.35% | 0.16% | +1.56% | 1.39 | 5.96% | +347.58 | 31425.13 | 56.30% | 47.06% | 22.02% |
| 2025-05 | +2.97% | +80.07% | 0.16% | +2.28% | 1.26 | 5.85% | +438.13 | 30023.54 | 55.40% | 48.58% | 23.16% |
| 2025-04 | +1.10% | +74.88% | 0.16% | +2.28% | 1.16 | 5.79% | +364.20 | 28726.79 | 55.05% | 50.09% | 22.88% |
| 2025-03 | -1.48% | +72.97% | 0.16% | +2.40% | 1.18 | 6.03% | +379.28 | 28049.13 | 53.87% | 50.44% | 22.51% |
| 2025-02 | +0.27% | +75.57% | 0.16% | +2.64% | 1.08 | 7.07% | +125.93 | 28087.49 | 54.26% | 49.02% | 21.77% |
| 2025-01 | +1.33% | +75.10% | 0.16% | +2.76% | 1.03 | 7.27% | +238.25 | 27885.61 | 54.56% | 49.64% | 22.19% |
| 2024-12 | +0.49% | +72.80% | 0.17% | +2.52% | 0.99 | 7.27% | +112.33 | 27284.41 | 54.12% | 49.60% | 22.27% |
| 2024-11 | +2.30% | +71.96% | 0.17% | +2.76% | 1.01 | 7.27% | +229.03 | 27042.01 | 53.48% | 50.46% | 23.53% |
| 2024-10 | +0.22% | +68.09% | 0.17% | +2.64% | 0.94 | 7.24% | +186.41 | 26207.69 | 51.36% | 49.56% | 24.38% |
| 2024-09 | +1.85% | +67.72% | 0.17% | +2.64% | 0.98 | 7.24% | +192.23 | 25965.65 | 51.64% | 50.59% | 25.89% |
| 2024-08 | +1.27% | +64.68% | 0.17% | — | 0.88 | 7.24% | +203.25 | 25322.56 | 52.12% | 51.08% | 25.39% |
| 2024-07 | +1.28% | +62.61% | 0.17% | +2.52% | 0.88 | 7.24% | +229.89 | 24784.00 | 51.98% | 52.01% | 26.30% |
| 2024-06 | +0.92% | +60.56% | 0.17% | +2.64% | 0.85 | 7.24% | +359.80 | 24241.52 | 50.80% | 50.26% | 25.97% |
| 2024-05 | +1.64% | +59.09% | 0.17% | +2.52% | 0.86 | 7.27% | +269.95 | 23662.07 | 51.31% | 48.00% | 25.75% |
| 2024-04 | -1.31% | +56.53% | 0.17% | +2.40% | 0.78 | 7.34% | +277.67 | 23013.60 | 49.55% | 46.93% | 24.73% |
| 2024-03 | +2.62% | +58.60% | 0.17% | +2.40% | 0.91 | 7.31% | +387.70 | 23035.70 | 50.81% | 47.32% | 25.43% |
| 2024-02 | +2.21% | +54.55% | 0.17% | +2.40% | 0.82 | 7.24% | +266.61 | 22096.23 | 49.55% | 46.15% | 24.73% |
| 2024-01 | +0.08% | +51.21% | 0.17% | +2.40% | 0.76 | 7.21% | +262.16 | 21325.71 | 47.98% | 45.53% | 24.76% |
| 2023-12 | +2.24% | +51.09% | 0.18% | +2.40% | 0.82 | 7.27% | +232.68 | 21047.11 | 48.76% | 46.05% | 24.54% |
| 2023-11 | +2.84% | +47.78% | 0.18% | +2.64% | 0.69 | 7.41% | +247.17 | 20360.55 | 48.07% | 46.67% | 24.47% |
| 2023-10 | -2.22% | +43.70% | 0.18% | +2.52% | 0.59 | 7.34% | +338.54 | 19556.35 | 47.83% | 48.12% | 26.61% |
| 2023-09 | -0.90% | +46.96% | 0.18% | +2.28% | 0.71 | 7.34% | +192.31 | 19655.02 | 49.54% | 47.51% | 23.79% |
| 2023-08 | -0.12% | +48.30% | 0.18% | +2.28% | 0.80 | 7.31% | +225.71 | 19644.06 | 49.19% | 47.67% | 24.56% |
| 2023-07 | +2.45% | +48.48% | 0.18% | +2.28% | 0.84 | 7.31% | +215.05 | 19438.11 | 49.42% | 46.84% | 24.72% |
| 2023-06 | +2.31% | +44.92% | 0.18% | +2.28% | 0.78 | 7.27% | +233.50 | 18759.84 | 49.03% | 47.02% | 24.89% |
| 2023-05 | +0.65% | +41.65% | 0.18% | +2.04% | 0.70 | 7.24% | +241.55 | 18111.75 | 49.18% | 46.71% | 23.91% |
| 2023-04 | +1.14% | +40.74% | 0.18% | +2.04% | 0.70 | 7.24% | +276.98 | 17756.39 | 48.78% | 45.71% | 23.69% |
| 2023-03 | +0.92% | +39.15% | 0.18% | +2.04% | 0.69 | 7.24% | +225.81 | 17277.11 | 49.65% | 46.90% | 23.31% |
| 2023-02 | -0.98% | +37.88% | 0.18% | +2.04% | 0.66 | 7.27% | +266.30 | 16921.96 | 48.72% | 46.30% | 22.52% |
| 2023-01 | +2.40% | +39.25% | 0.18% | +2.04% | 0.71 | 7.27% | +299.03 | 16797.56 | 48.48% | 45.07% | 21.99% |
| 2022-12 | -1.63% | +35.98% | 0.20% | +1.92% | 0.65 | 7.24% | +249.00 | 16107.17 | 49.38% | 45.88% | 19.87% |
| 2022-11 | +1.07% | +38.24% | 0.20% | +2.16% | 0.76 | 7.17% | +242.03 | 16124.16 | 50.66% | 45.78% | 20.27% |
| 2022-10 | +2.60% | +36.77% | 0.20% | +1.92% | 0.74 | 7.17% | +265.78 | 15711.40 | 50.85% | 44.24% | 20.29% |
| 2022-09 | -3.96% | +33.31% | 0.20% | +1.92% | 0.66 | 7.10% | +216.61 | 15048.34 | 50.46% | 44.29% | 19.15% |
| 2022-08 | -0.59% | +38.80% | 0.20% | +2.28% | 0.93 | 6.82% | +262.42 | 15453.70 | 52.90% | 44.51% | 19.37% |
| 2022-07 | +3.20% | +39.63% | 0.20% | +2.04% | 0.98 | 6.79% | +206.28 | 15284.03 | 52.76% | 45.10% | 21.19% |
| 2022-06 | -2.23% | +35.30% | 0.20% | +1.80% | 0.87 | 6.69% | +250.33 | 14604.89 | 52.17% | 45.87% | 20.52% |
| 2022-05 | -1.43% | +38.38% | 0.20% | +2.16% | 1.01 | 6.58% | +201.39 | 14682.90 | 53.40% | 45.87% | 20.44% |
| 2022-04 | -1.60% | +40.39% | 0.20% | +2.04% | 1.13 | 6.51% | +207.69 | 14687.42 | 53.03% | 44.48% | 20.28% |
| 2022-03 | +1.15% | +42.67% | 0.20% | +2.16% | 1.26 | 6.44% | +230.71 | 14714.49 | 54.15% | 45.33% | 21.66% |
| 2022-02 | -0.13% | +41.05% | 0.20% | +2.16% | 1.22 | 6.44% | +204.73 | 14344.43 | 54.52% | 46.49% | 23.07% |
| 2022-01 | -1.53% | +41.24% | 0.20% | +2.40% | 1.25 | 6.44% | +233.04 | 14156.98 | 54.52% | 46.94% | 22.22% |
| 2021-12 | +2.15% | +43.43% | 0.21% | +2.76% | 1.37 | 6.37% | +178.47 | 14114.70 | 54.48% | 46.20% | 20.86% |
| 2021-11 | -0.14% | +40.41% | 0.21% | +2.76% | 1.30 | 6.34% | +153.59 | 13642.37 | 54.33% | 46.57% | 20.41% |
| 2021-10 | +2.50% | +40.61% | 0.21% | +2.76% | 1.33 | 6.34% | +160.94 | 13508.29 | 52.89% | 44.96% | 20.97% |
| 2021-09 | -0.50% | +37.18% | 0.21% | +2.64% | 1.23 | 6.27% | +133.16 | 13021.60 | 53.70% | 45.84% | 20.65% |
| 2021-08 | +1.90% | +37.87% | 0.21% | +2.88% | 1.26 | 6.27% | +161.62 | 12956.59 | 54.32% | 46.48% | 21.59% |
| 2021-07 | +0.32% | +35.30% | 0.21% | +2.88% | 1.19 | 6.27% | +160.53 | 12552.37 | 54.77% | 46.81% | 21.73% |
| 2021-06 | +0.76% | +34.87% | 0.21% | +2.76% | 1.21 | 6.27% | +168.20 | 12351.44 | 54.76% | 47.28% | 22.22% |
| 2021-05 | +1.68% | +33.85% | 0.21% | +2.64% | 1.18 | 6.30% | +176.11 | 12091.93 | 53.12% | 45.34% | 23.34% |
| 2021-04 | +1.85% | +31.64% | 0.21% | +2.76% | 1.12 | 6.30% | +165.66 | 11716.14 | 52.55% | 44.99% | 22.83% |
| 2021-03 | +1.91% | +29.25% | 0.21% | +2.40% | 1.05 | 6.27% | +182.35 | 11323.28 | 52.52% | 45.02% | 23.53% |
| 2021-02 | +1.14% | +26.82% | 0.21% | +2.52% | 0.99 | 6.24% | +223.30 | 10933.44 | 51.69% | 44.43% | 22.11% |
| 2021-01 | +1.15% | +25.39% | 0.21% | +2.04% | 0.93 | 6.27% | +216.45 | 10590.19 | 50.40% | 43.01% | 22.45% |
| 2020-12 | +1.92% | +23.97% | 0.23% | +2.16% | 0.85 | 6.34% | +185.21 | 10255.65 | 52.00% | 44.76% | 23.59% |
| 2020-11 | +5.37% | +21.63% | 0.23% | +1.92% | 0.76 | 6.34% | +196.40 | 9882.54 | 49.48% | 42.97% | 23.66% |
| 2020-10 | +0.00% | +15.43% | 0.23% | +1.80% | 0.56 | 5.96% | +161.67 | 9186.63 | 48.58% | 43.79% | 22.25% |
| 2020-09 | -1.27% | +15.43% | 0.23% | +1.92% | 0.60 | 6.06% | +169.14 | 9026.26 | 46.35% | 41.62% | 23.06% |
| 2020-08 | +2.64% | +16.92% | 0.23% | +1.92% | 0.63 | 6.17% | +157.00 | 8974.88 | 48.80% | 42.28% | 23.06% |
| 2020-07 | +2.65% | +13.91% | 0.23% | +1.56% | 0.47 | 6.24% | +178.38 | 8579.86 | 48.93% | 42.15% | 22.23% |
| 2020-06 | -0.03% | +10.97% | 0.23% | +1.56% | 0.37 | 6.17% | +137.73 | 8183.11 | 46.13% | 40.39% | 21.21% |
| 2020-05 | +1.66% | +11.01% | 0.23% | +1.32% | 0.35 | 6.24% | +145.45 | 8049.68 | 43.93% | 39.12% | 21.79% |
| 2020-04 | +4.75% | +9.19% | 0.23% | +0.84% | 0.27 | 6.20% | +156.85 | 7773.31 | 42.78% | 37.49% | 21.43% |
| 2020-03 | -7.66% | +4.24% | 0.23% | — | — | — | +124.60 | 7259.98 | 42.37% | 36.89% | 22.16% |
| 2020-02 | -2.97% | +12.89% | 0.23% | — | — | — | +187.03 | 7719.72 | 44.12% | 38.56% | 19.68% |
| 2020-01 | -0.14% | +16.34% | 0.23% | — | — | — | +224.41 | 7769.86 | 44.43% | 38.61% | 20.59% |
| 2019-12 | +1.06% | +16.51% | 0.24% | — | — | — | +161.33 | 7558.40 | 46.02% | 40.32% | 21.54% |
| 2019-11 | +1.08% | +15.28% | 0.24% | — | — | — | +176.41 | 7327.33 | 44.66% | 38.49% | 22.58% |
| 2019-10 | +1.55% | +14.05% | 0.24% | — | — | — | +170.64 | 7065.38 | 44.01% | 38.08% | 21.87% |
| 2019-09 | +0.95% | +12.31% | 0.24% | — | — | — | +155.14 | 6792.62 | 42.48% | 34.78% | 21.71% |
| 2019-08 | -0.55% | +11.26% | 0.24% | — | — | — | +214.94 | 6577.68 | 41.92% | 35.60% | 22.48% |
| 2019-07 | +0.05% | +11.87% | 0.24% | — | — | — | +189.63 | 6387.74 | 41.20% | 35.45% | 22.53% |
| 2019-06 | +2.35% | +11.81% | 0.24% | — | — | — | +183.76 | 6198.96 | 40.41% | 34.62% | 22.79% |
| 2019-05 | -1.55% | +9.25% | 0.24% | — | — | — | +233.46 | 5875.68 | 40.49% | 34.74% | 21.37% |
| 2019-04 | +1.66% | +10.97% | 0.24% | — | — | — | +185.93 | 5730.85 | 41.87% | 35.65% | 22.89% |
| 2019-03 | +0.71% | +9.16% | 0.24% | — | — | — | +169.14 | 5454.63 | 41.54% | 35.61% | 22.56% |
| 2019-02 | +1.07% | +8.39% | 0.24% | — | — | — | +175.76 | 5247.86 | 41.57% | 35.15% | 22.16% |
| 2019-01 | +2.93% | +7.24% | 0.24% | — | — | — | +189.42 | 5018.08 | 43.49% | 36.86% | 22.52% |
| 2018-12 | -3.06% | +4.19% | 0.26% | — | — | — | +216.31 | 4688.93 | 43.70% | 37.25% | 22.47% |
| 2018-11 | +0.74% | +7.47% | 0.26% | — | — | — | +156.98 | 4614.07 | 54.17% | 36.76% | 24.57% |
| 2018-10 | -2.15% | +6.68% | 0.26% | — | — | — | +186.13 | 4425.62 | 44.05% | 37.16% | 21.48% |
| 2018-09 | +0.49% | +9.03% | 0.26% | — | — | — | +98.14 | 4331.96 | 42.53% | 35.30% | 22.06% |
| 2018-08 | +0.84% | +8.50% | 0.26% | — | — | — | +144.01 | 4212.65 | 43.59% | 35.69% | 21.86% |
| 2018-07 | +1.50% | +7.59% | 0.26% | — | — | — | +156.94 | 4033.76 | 43.21% | 35.42% | 22.28% |
| 2018-06 | +0.39% | +6.00% | 0.26% | — | — | — | +175.23 | 3818.78 | 42.45% | 34.87% | 21.59% |
| 2018-05 | +0.65% | +5.59% | 0.26% | — | — | — | +116.20 | 3633.96 | 45.37% | 35.90% | 21.55% |
| 2018-04 | +1.15% | +4.91% | 0.26% | — | — | — | +218.35 | 3495.48 | 44.76% | 35.46% | 21.83% |
| 2018-03 | -0.89% | +3.72% | 0.26% | — | — | — | +173.14 | 3239.25 | 45.54% | 35.42% | 21.65% |
| 2018-02 | -1.16% | +4.65% | 0.26% | — | — | — | +152.70 | 3094.40 | 44.43% | 34.53% | 20.69% |
| 2018-01 | +1.58% | +5.88% | 0.26% | — | — | — | +198.25 | 2976.18 | 43.07% | 31.31% | 19.95% |
| 2017-12 | +0.69% | +4.23% | 0.29% | — | — | — | +154.92 | 2733.19 | 42.90% | 31.38% | 19.81% |
| 2017-11 | +0.63% | +3.52% | 0.29% | — | — | — | +126.80 | 2560.08 | 43.24% | 31.50% | 20.39% |
| 2017-10 | +1.17% | +2.87% | 0.29% | — | — | — | +104.04 | 2417.39 | 43.35% | 31.68% | 20.12% |
| 2017-09 | +0.64% | +1.68% | 0.29% | — | — | — | +104.34 | 2286.30 | 43.05% | 31.27% | 20.01% |
| 2017-08 | +0.04% | +1.03% | 0.29% | — | — | — | +175.64 | 2167.58 | 43.47% | 31.38% | 19.97% |
| 2017-07 | +1.22% | +0.99% | 0.29% | — | — | — | +152.05 | 1980.63 | 43.56% | 31.42% | 19.39% |
| 2017-06 | -0.19% | -0.23% | 0.29% | — | — | — | +135.60 | 1805.61 | 43.48% | 31.23% | 19.48% |
| 2017-05 | +0.93% | -0.04% | 0.29% | — | — | — | +106.99 | 1684.26 | 43.87% | 31.34% | 19.70% |
| 2017-04 | +0.87% | -0.96% | 0.29% | — | — | — | +102.90 | 1562.90 | 42.95% | 30.69% | 19.60% |
| 2017-03 | +0.44% | -1.81% | 0.29% | — | — | — | +82.11 | 1447.01 | 42.51% | 30.31% | 19.99% |
| 2017-02 | +0.78% | -2.24% | 0.29% | — | — | — | +122.00 | 1361.96 | 41.99% | 30.01% | 19.04% |
| 2017-01 | -0.13% | -3.00% | 0.29% | — | — | — | +108.79 | 1228.51 | 43.19% | 30.11% | 19.53% |
| 2016-12 | +1.05% | -2.87% | 0.31% | — | — | — | +104.01 | 1120.62 | 43.22% | 30.22% | 18.77% |
| 2016-11 | +0.74% | -3.88% | 0.31% | — | — | — | +128.67 | 1005.97 | 41.85% | 28.58% | 17.95% |
| 2016-10 | -0.16% | -4.59% | 0.31% | — | — | — | +52.24 | 871.40 | 42.21% | 28.53% | 18.77% |
| 2016-09 | -0.39% | -4.43% | 0.31% | — | — | — | +99.17 | 820.64 | 42.07% | 28.61% | 19.21% |
| 2016-08 | +0.06% | -4.06% | 0.31% | — | — | — | +220.77 | 724.46 | 43.28% | 28.54% | 18.10% |
| 2016-07 | +1.93% | -4.12% | 0.31% | — | — | — | +267.82 | 502.74 | 41.55% | 27.38% | 17.02% |
| 2016-06 | -0.52% | -5.93% | 0.31% | — | — | — | +83.08 | 229.49 | 39.34% | 26.85% | 15.68% |
| 2016-05 | +0.99% | -5.44% | 0.31% | — | — | — | — | 149.66 | — | — | — |
| 2016-04 | +0.12% | -6.37% | 0.31% | — | — | — | — | 91.83 | — | — | — |
| 2016-03 | +1.06% | -6.48% | 0.31% | — | — | — | — | 64.00 | — | — | — |
| 2016-02 | -1.04% | -7.46% | 0.31% | — | — | — | — | 34.54 | — | — | — |
| 2016-01 | -1.81% | -6.49% | 0.31% | — | — | — | — | 22.88 | — | — | — |
| 2015-12 | -1.01% | -4.77% | — | — | — | — | — | 15.84 | — | — | — |
| 2015-11 | -0.23% | -3.79% | — | — | — | — | — | 10.36 | — | — | — |
| 2015-10 | +2.90% | -3.57% | — | — | — | — | — | 7.11 | — | — | — |
| 2015-09 | -2.64% | -6.29% | — | — | — | — | — | 4.60 | — | — | — |
| 2015-08 | -2.88% | -3.75% | — | — | — | — | — | 2.37 | — | — | — |
| 2015-07 | +1.38% | -0.89% | — | — | — | — | — | 0.55 | — | — | — |
| 2015-06 | -1.91% | -2.24% | — | — | — | — | — | 0.12 | — | — | — |
| 2015-05 | -0.34% | -0.34% | — | — | — | — | — | 0.10 | — | — | — |
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.