פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · פנסיה

מגדל מקפת אישית לבני 50 עד 60 (8802)

נתונים היסטוריים מלאים עבור מגדל מקפת אישית לבני 50 עד 60 (8802), 136 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 8802 | שם קרן: מגדל מקפת אישית לבני 50 עד 60 | 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 מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 136
תשואה חודשית אחרונה +0.88%
תשואה מצטברת בטווח +106.29%
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 +0.88% +106.29% 0.14% +2.04% 1.34 5.06% +319.51 +13587.55 18507.66 48.96% 39.88% 18.64%
2026-07 +0.13% +104.49% 0.14% +1.92% 1.34 5.09% +289.32 +13268.04 18027.12 49.18% 39.82% 18.39%
2026-06 -0.80% +104.23% 0.14% — 1.48 5.09% +269.54 +12978.72 17747.43 48.62% 38.57% 18.82%
2026-05 +2.16% +105.87% 0.14% +2.16% 1.51 5.02% +317.84 +12709.18 17585.52 48.66% 35.18% 18.04%
2026-04 +3.85% +101.52% 0.14% +1.68% 1.44 4.99% +227.38 +12391.34 16903.55 48.96% 35.79% 18.28%
2026-03 -2.17% +94.05% 0.14% +1.56% 1.32 4.82% +334.59 +12163.96 16052.18 48.35% 36.81% 17.86%
2026-02 +0.85% +98.36% 0.14% +1.68% 1.69 4.64% +280.84 +11829.37 16072.10 48.09% 36.57% 20.06%
2026-01 +2.12% +96.68% 0.14% +1.92% 1.68 4.64% +327.24 +11548.53 15656.99 47.75% 36.36% 20.02%
2025-12 +0.87% +92.60% 0.16% +1.80% 1.60 4.61% +273.62 +11221.29 15010.75 47.72% 37.24% 19.85%
2025-11 +1.20% +90.94% 0.16% +1.92% 1.61 4.64% +280.81 +10947.67 14608.66 46.96% 38.07% 20.17%
2025-10 +1.18% +88.68% 0.16% +1.92% 1.60 4.88% +253.07 +10666.86 14160.04 47.09% 38.53% 19.99%
2025-09 +2.10% +86.47% 0.16% +1.80% 1.56 4.88% +248.43 +10413.79 13741.52 46.87% 39.23% 20.52%
2025-08 +0.95% +82.64% 0.16% +1.80% 1.43 4.92% +277.03 +10165.36 13221.25 45.89% 39.00% 20.54%
2025-07 +0.98% +80.92% 0.16% +1.80% 1.44 4.95% +281.82 +9888.33 12811.45 45.67% 39.12% 21.01%
2025-06 +3.04% +79.16% 0.16% +1.80% 1.45 5.02% +285.92 +9606.51 12407.44 46.73% 40.05% 21.73%
2025-05 +2.45% +73.88% 0.16% +2.28% 1.31 4.92% +290.31 +9320.59 11758.05 46.00% 41.53% 22.60%
2025-04 +1.08% +69.72% 0.16% +2.40% 1.22 4.88% +285.29 +9030.28 11189.66 45.69% 42.90% 22.52%
2025-03 -1.14% +67.91% 0.16% +2.40% 1.24 5.09% +299.36 +8744.99 10783.46 44.71% 43.20% 22.21%
2025-02 +0.41% +69.84% 0.16% +2.52% 1.11 6.06% +185.87 +8445.63 10607.06 45.18% 42.10% 21.67%
2025-01 +1.11% +69.15% 0.16% +2.64% 1.06 6.20% +237.53 +8259.76 10379.01 45.42% 42.35% 21.99%
2024-12 +0.55% +67.29% 0.17% +2.52% 1.03 6.20% +237.59 +8022.23 10029.68 44.49% 42.37% 21.80%
2024-11 +2.02% +66.38% 0.17% +2.76% 1.04 6.20% +255.97 +7784.64 9739.21 44.05% 43.05% 22.43%
2024-10 +0.26% +63.08% 0.17% +2.64% 0.97 6.17% +194.62 +7528.67 9293.61 42.49% 42.64% 23.17%
2024-09 +1.72% +62.66% 0.17% +2.64% 1.01 6.17% +247.30 +7334.05 9075.88 42.72% 43.51% 24.34%
2024-08 +1.26% +59.91% 0.17% — 0.90 6.17% +184.70 +7086.75 8683.03 43.08% 43.97% 24.07%
2024-07 +1.26% +57.92% 0.17% +2.52% 0.91 6.17% +245.50 +6902.05 8383.09 43.34% 45.25% 24.61%
2024-06 +0.78% +55.96% 0.17% +2.52% 0.87 6.17% +198.85 +6656.55 8034.08 42.78% 44.27% 24.44%
2024-05 +1.42% +54.75% 0.17% +2.52% 0.88 6.20% +276.35 +6457.70 7773.79 43.06% 42.49% 24.67%
2024-04 -1.06% +52.58% 0.17% +2.40% 0.81 6.24% +194.00 +6181.35 7392.28 41.22% 41.18% 23.73%
2024-03 +2.36% +54.22% 0.17% +2.40% 0.94 6.20% +200.46 +5987.35 7275.56 41.48% 41.01% 24.33%
2024-02 +1.85% +50.66% 0.17% +2.40% 0.85 6.13% +216.23 +5786.89 6920.33 40.39% 39.89% 23.52%
2024-01 +0.12% +47.92% 0.17% +2.40% 0.79 6.10% +143.31 +5570.66 6570.21 39.26% 39.57% 23.54%
2023-12 +2.07% +47.75% 0.18% +2.40% 0.85 6.17% +175.23 +5427.35 6419.44 39.78% 39.98% 23.37%
2023-11 +2.63% +44.75% 0.18% +2.52% 0.72 6.27% +165.44 +5252.12 6117.02 39.27% 40.62% 23.50%
2023-10 -2.05% +41.04% 0.18% +2.52% 0.62 6.20% +177.29 +5086.68 5797.38 39.28% 42.08% 25.41%
2023-09 -0.74% +43.99% 0.18% +2.40% 0.76 6.17% +129.27 +4909.39 5738.42 40.67% 41.47% 22.96%
2023-08 +0.08% +45.07% 0.18% +2.40% 0.85 6.13% +173.44 +4780.12 5652.33 39.52% 40.28% 23.39%
2023-07 +2.11% +44.95% 0.18% +2.28% 0.89 6.13% +142.60 +4606.68 5472.86 39.99% 39.59% 23.72%
2023-06 +1.95% +41.96% 0.18% +2.28% 0.82 6.10% +118.01 +4464.08 5218.02 39.66% 40.15% 23.53%
2023-05 +0.75% +39.24% 0.18% +2.16% 0.75 6.06% +129.00 +4346.07 5002.22 39.73% 39.73% 22.57%
2023-04 +1.06% +38.20% 0.18% +2.04% 0.75 6.06% +110.75 +4217.07 4837.00 38.89% 39.28% 22.63%
2023-03 +0.89% +36.75% 0.18% +2.04% 0.73 6.06% +88.04 +4106.32 4675.04 39.78% 40.61% 22.34%
2023-02 -0.91% +35.55% 0.18% +2.04% 0.69 6.10% +110.71 +4018.28 4554.30 39.13% 40.19% 21.41%
2023-01 +2.13% +36.79% 0.18% +2.04% 0.76 6.10% +103.99 +3907.57 4477.43 39.09% 38.64% 20.84%
2022-12 -1.24% +33.94% 0.20% +2.04% 0.69 6.06% +95.98 +3803.58 4280.91 39.61% 39.43% 19.45%
2022-11 +0.95% +35.62% 0.20% +2.16% 0.80 5.99% +110.98 +3707.60 4238.09 40.56% 39.18% 19.67%
2022-10 +2.18% +34.34% 0.20% +1.92% 0.78 5.99% +109.42 +3596.62 4087.61 40.60% 38.63% 19.66%
2022-09 -3.31% +31.48% 0.20% +1.92% 0.70 5.96% +104.07 +3487.20 3891.54 40.47% 38.89% 18.87%
2022-08 -0.67% +35.98% 0.20% +2.16% 0.97 5.72% +120.19 +3383.13 3920.88 42.48% 39.17% 18.90%
2022-07 +2.73% +36.90% 0.20% +2.04% 1.04 5.68% +96.71 +3262.94 3827.15 42.51% 40.19% 21.16%
2022-06 -1.68% +33.26% 0.20% +1.80% 0.93 5.58% +103.95 +3166.23 3629.43 41.62% 40.55% 20.28%
2022-05 -1.20% +35.54% 0.20% +2.16% 1.06 5.51% +69.35 +3062.28 3586.29 43.46% 41.10% 20.49%
2022-04 -1.21% +37.18% 0.20% +1.92% 1.18 5.47% +105.24 +2992.93 3558.74 42.26% 38.90% 20.35%
2022-03 +0.87% +38.86% 0.20% +2.04% 1.30 5.40% +89.60 +2887.69 3496.16 43.45% 39.82% 21.39%
2022-02 -0.17% +37.66% 0.20% +2.04% 1.27 5.40% +81.58 +2798.09 3381.75 43.76% 40.47% 21.79%
2022-01 -1.34% +37.90% 0.20% +2.16% 1.31 5.40% +85.58 +2716.51 3305.97 45.16% 42.01% 21.32%
2021-12 +1.76% +39.77% 0.21% +2.40% 1.43 5.33% +104.21 +2630.93 3259.41 44.24% 40.23% 19.99%
2021-11 -0.03% +37.35% 0.21% +2.40% 1.36 5.30% +71.93 +2526.72 3099.93 44.07% 40.03% 19.22%
2021-10 +2.07% +37.40% 0.21% +2.40% 1.39 5.30% +72.37 +2454.79 3029.28 43.19% 39.54% 20.40%
2021-09 -0.36% +34.61% 0.21% +2.28% 1.29 5.27% +52.34 +2382.42 2896.21 43.54% 39.97% 20.13%
2021-08 +1.70% +35.10% 0.21% +2.40% 1.32 5.27% +60.62 +2330.08 2854.68 44.11% 40.47% 20.65%
2021-07 +0.32% +32.84% 0.21% +2.40% 1.24 5.23% +58.19 +2269.46 2746.51 44.68% 40.96% 20.89%
2021-06 +0.73% +32.41% 0.21% +2.28% 1.25 5.27% +61.40 +2211.27 2679.60 44.76% 41.00% 20.85%
2021-05 +1.52% +31.45% 0.21% +2.16% 1.22 5.27% +62.63 +2149.87 2599.27 42.90% 39.37% 21.51%
2021-04 +1.55% +29.49% 0.21% +2.16% 1.16 5.23% +61.07 +2087.24 2497.90 42.23% 38.91% 20.93%
2021-03 +1.68% +27.51% 0.21% +1.92% 1.09 5.23% +60.75 +2026.17 2394.22 42.32% 39.07% 21.52%
2021-02 +0.85% +25.40% 0.21% +2.04% 1.03 5.20% +69.48 +1965.42 2294.98 41.37% 38.45% 20.29%
2021-01 +1.05% +24.35% 0.21% +1.56% 0.97 5.23% +76.03 +1895.94 2206.58 39.67% 37.10% 20.68%
2020-12 +1.55% +23.05% 0.23% +1.68% 0.90 5.27% +67.13 +1819.91 2108.83 40.76% 38.18% 21.69%
2020-11 +4.31% +21.18% 0.23% +1.56% 0.81 5.27% +43.37 +1752.78 2010.23 37.97% 36.60% 21.62%
2020-10 +0.04% +16.17% 0.23% +1.44% 0.61 4.95% +56.50 +1709.41 1884.52 36.93% 37.37% 19.95%
2020-09 -1.02% +16.12% 0.23% +1.56% 0.67 5.09% +47.52 +1652.91 1827.76 36.61% 36.90% 21.03%
2020-08 +2.23% +17.32% 0.23% +1.56% 0.69 5.20% +49.64 +1605.39 1799.23 37.71% 37.43% 21.57%
2020-07 +2.27% +14.76% 0.23% +1.32% 0.55 5.20% +51.71 +1555.75 1710.95 36.65% 36.07% 19.02%
2020-06 -0.05% +12.21% 0.23% +1.32% 0.46 5.16% +35.60 +1504.04 1621.98 34.92% 35.00% 18.18%
2020-05 +1.50% +12.27% 0.23% +1.20% 0.43 5.23% +32.22 +1468.44 1587.68 34.38% 34.05% 18.69%
2020-04 +4.09% +10.61% 0.23% +0.84% 0.34 5.23% +36.63 +1436.22 1532.19 32.04% 31.74% 17.44%
2020-03 -6.78% +6.26% 0.23% — — — +27.02 +1399.59 1434.57 32.15% 31.39% 18.12%
2020-02 -2.21% +13.99% 0.23% — — — +39.30 +1372.57 1508.02 33.71% 32.80% 16.87%
2020-01 -0.03% +16.57% 0.23% — — — +49.72 +1333.27 1502.94 34.17% 32.91% 17.80%
2019-12 +0.88% +16.60% 0.24% — — — +37.99 +1283.55 1454.00 35.79% 34.83% 18.51%
2019-11 +0.90% +15.59% 0.24% — — — +32.98 +1245.56 1404.99 34.73% 33.28% 18.71%
2019-10 +1.28% +14.55% 0.24% — — — +33.32 +1212.58 1358.14 34.16% 32.98% 18.22%
2019-09 +0.82% +13.11% 0.24% — — — +38.64 +1179.26 1308.64 32.63% 29.94% 17.88%
2019-08 -0.30% +12.19% 0.24% — — — +35.08 +1140.62 1260.15 31.42% 30.06% 18.57%
2019-07 +0.20% +12.52% 0.24% — — — +33.99 +1105.54 1226.84 30.85% 29.82% 18.13%
2019-06 +2.01% +12.30% 0.24% — — — +34.30 +1071.55 1191.14 30.37% 29.30% 18.51%
2019-05 -1.07% +10.09% 0.24% — — — +37.13 +1037.25 1133.90 30.16% 29.17% 17.86%
2019-04 +1.42% +11.28% 0.24% — — — +29.85 +1000.12 1108.47 31.55% 30.08% 19.39%
2019-03 +0.73% +9.72% 0.24% — — — +26.65 +970.27 1063.63 31.50% 30.57% 18.31%
2019-02 +0.94% +8.92% 0.24% — — — +33.40 +943.62 1029.32 31.40% 29.85% 18.02%
2019-01 +2.50% +7.91% 0.24% — — — +29.92 +910.22 986.48 32.63% 31.15% 17.92%
2018-12 -2.34% +5.28% 0.26% — — — +35.04 +880.30 932.78 33.32% 31.96% 18.01%
2018-11 +0.55% +7.80% 0.26% — — — +22.95 +845.26 919.37 41.11% 31.49% 19.81%
2018-10 -1.75% +7.21% 0.26% — — — +28.95 +822.31 891.46 33.51% 31.99% 17.43%
2018-09 +0.40% +9.12% 0.26% — — — +10.39 +793.36 878.05 32.78% 31.04% 17.64%
2018-08 +0.71% +8.69% 0.26% — — — +19.50 +782.97 864.16 33.04% 30.89% 17.45%
2018-07 +1.22% +7.92% 0.26% — — — +18.33 +763.47 838.63 32.84% 30.82% 17.64%
2018-06 +0.35% +6.62% 0.26% — — — +22.38 +745.14 810.34 32.48% 30.55% 17.12%
2018-05 +0.49% +6.25% 0.26% — — — +17.15 +722.76 787.10 33.62% 30.50% 17.04%
2018-04 +0.90% +5.73% 0.26% — — — +33.07 +705.61 766.18 33.52% 30.30% 17.66%
2018-03 -0.56% +4.79% 0.26% — — — +13.96 +672.54 726.48 33.63% 30.21% 17.09%
2018-02 -0.90% +5.38% 0.26% — — — +19.25 +658.58 716.64 32.65% 28.72% 15.59%
2018-01 +1.24% +6.33% 0.26% — — — +38.86 +639.33 703.75 31.08% 26.04% 15.24%
2017-12 +0.58% +5.03% 0.29% — — — +15.20 +600.47 656.63 31.41% 25.95% 15.36%
2017-11 +0.56% +4.43% 0.29% — — — +19.13 +585.27 637.66 30.73% 25.41% 15.24%
2017-10 +0.95% +3.84% 0.29% — — — +17.92 +566.14 615.00 31.24% 26.10% 15.21%
2017-09 +0.50% +2.87% 0.29% — — — +27.30 +548.22 591.41 31.23% 25.94% 15.17%
2017-08 +0.16% +2.35% 0.29% — — — +10.44 +520.92 561.28 31.75% 25.97% 15.22%
2017-07 +1.01% +2.19% 0.29% — — — +31.82 +510.48 549.95 31.05% 25.87% 15.26%
2017-06 -0.15% +1.17% 0.29% — — — +15.40 +478.66 512.95 31.08% 25.42% 15.33%
2017-05 +0.84% +1.32% 0.29% — — — +13.54 +463.26 498.26 31.66% 25.86% 15.22%
2017-04 +0.83% +0.48% 0.29% — — — +10.36 +449.72 480.71 31.42% 25.71% 15.41%
2017-03 +0.39% -0.35% 0.29% — — — +12.22 +439.36 466.42 30.36% 24.80% 15.69%
2017-02 +0.60% -0.74% 0.29% — — — +17.01 +427.14 452.44 30.36% 24.84% 15.29%
2017-01 -0.01% -1.33% 0.29% — — — +18.45 +410.13 432.77 30.87% 24.92% 15.35%
2016-12 +0.85% -1.32% 0.31% — — — +20.58 +391.68 414.52 31.21% 24.91% 14.46%
2016-11 +0.43% -2.15% 0.31% — — — +24.34 +371.10 390.61 30.15% 23.78% 14.57%
2016-10 -0.17% -2.57% 0.31% — — — +11.52 +346.76 365.50 30.75% 24.34% 14.37%
2016-09 -0.35% -2.40% 0.31% — — — +29.78 +335.24 354.60 30.55% 24.49% 14.68%
2016-08 -0.04% -2.06% 0.31% — — — +136.45 +305.46 326.01 30.25% 23.20% 14.13%
2016-07 +1.29% -2.02% 0.31% — — — +154.72 +169.01 189.53 28.19% 19.39% 11.63%
2016-06 -0.22% -3.27% 0.31% — — — +14.29 +14.29 34.16 25.12% 17.68% 11.36%
2016-05 +0.69% -3.06% 0.31% — — — — +0.00 20.21 — — —
2016-04 +0.32% -3.72% 0.31% — — — — +0.00 13.29 — — —
2016-03 +0.87% -4.03% 0.31% — — — — +0.00 8.89 — — —
2016-02 -0.85% -4.86% 0.31% — — — — +0.00 5.83 — — —
2016-01 -1.05% -4.04% 0.31% — — — — +0.00 3.83 — — —
2015-12 -0.92% -3.02% — — — — — +0.00 2.53 — — —
2015-11 -0.22% -2.12% — — — — — +0.00 1.49 — — —
2015-10 +2.96% -1.91% — — — — — +0.00 0.64 — — —
2015-09 -2.19% -4.73% — — — — — +0.00 0.28 — — —
2015-08 -1.76% -2.59% — — — — — +0.00 0.12 — — —
2015-07 +1.46% -0.85% — — — — — +0.00 0.10 — — —
2015-06 -1.96% -2.27% — — — — — +0.00 0.10 — — —
2015-05 -0.32% -0.32% — — — — — +0.00 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.