חודשים בטווח
123
מגדל מקפת אישית קצבה לזכאים קיימים (8602)
נתונים היסטוריים מלאים עבור מגדל מקפת אישית קצבה לזכאים קיימים (8602), 123 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 8602 | שם קרן: מגדל מקפת אישית קצבה לזכאים קיימים | 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 קצבה לזכאים קיימים (8602) ישירות למייל.
בחירת טווח זמן
תשואה חודשית אחרונה
+0.57%
תשואה מצטברת בטווח
+82.72%
| 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 | +0.57% | +82.72% | 0.14% | +3.72% | 1.27 | 2.25% | -0.43 | -56.09 | 75.94 | 1.86% | 1.00% | 0.78% |
| 2026-07 | +0.23% | +81.69% | 0.14% | +3.72% | 1.28 | 2.29% | -0.45 | -55.66 | 75.95 | 1.91% | 1.07% | 0.39% |
| 2026-06 | +0.06% | +81.27% | 0.14% | — | 1.37 | 2.29% | -0.01 | -55.21 | 76.22 | 1.92% | 1.08% | 0.43% |
| 2026-05 | +1.71% | +81.16% | 0.14% | +4.08% | 1.42 | 2.25% | -0.45 | -55.20 | 76.18 | 1.90% | 1.04% | 0.45% |
| 2026-04 | +0.90% | +78.12% | 0.14% | +3.84% | 1.31 | 2.22% | -0.44 | -54.75 | 75.33 | 1.91% | 1.04% | 0.41% |
| 2026-03 | +0.10% | +76.53% | 0.14% | +3.84% | 1.27 | 2.22% | +0.44 | -54.31 | 75.10 | 1.86% | 1.04% | 0.35% |
| 2026-02 | -0.06% | +76.35% | 0.14% | +3.96% | 1.36 | 2.18% | -0.58 | -54.75 | 74.58 | 1.92% | 1.07% | 0.72% |
| 2026-01 | +0.34% | +76.46% | 0.14% | +3.96% | 1.44 | 2.22% | -0.38 | -54.17 | 75.21 | 1.89% | 1.04% | 0.70% |
| 2025-12 | -0.14% | +75.86% | 0.16% | +3.96% | 1.48 | 2.22% | -0.43 | -53.79 | 75.33 | 1.90% | 1.33% | 0.77% |
| 2025-11 | +0.73% | +76.11% | 0.16% | +4.08% | 1.62 | 2.18% | -0.45 | -53.36 | 75.87 | 1.95% | 1.37% | 0.80% |
| 2025-10 | +0.32% | +74.83% | 0.16% | +3.96% | 1.62 | 2.18% | -2.20 | -52.91 | 75.76 | 1.90% | 1.32% | 0.78% |
| 2025-09 | +1.19% | +74.27% | 0.16% | +4.20% | 1.65 | 2.22% | -0.46 | -50.71 | 77.72 | 1.94% | 1.36% | 0.81% |
| 2025-08 | +0.74% | +72.22% | 0.16% | +4.20% | 1.53 | 2.22% | -0.44 | -50.25 | 77.28 | 1.88% | 1.33% | 0.80% |
| 2025-07 | +0.49% | +70.96% | 0.16% | +4.20% | 1.52 | 2.22% | -0.40 | -49.81 | 77.15 | 1.89% | 1.36% | 0.82% |
| 2025-06 | +1.10% | +70.13% | 0.16% | +4.20% | 1.53 | 2.22% | -0.94 | -49.41 | 77.18 | 1.94% | 1.36% | 0.53% |
| 2025-05 | +0.86% | +68.27% | 0.16% | +4.20% | 1.45 | 2.22% | -0.48 | -48.47 | 77.30 | 1.89% | 1.36% | 0.53% |
| 2025-04 | +1.02% | +66.84% | 0.16% | +4.08% | 1.41 | 2.22% | -0.43 | -47.99 | 77.12 | 1.92% | 1.39% | 0.49% |
| 2025-03 | -0.20% | +65.15% | 0.16% | +4.08% | 1.38 | 2.29% | -0.05 | -47.56 | 76.77 | 1.88% | 1.34% | 0.46% |
| 2025-02 | +0.94% | +65.49% | 0.16% | +4.08% | 1.36 | 2.53% | -0.12 | -47.51 | 76.97 | 1.88% | 1.35% | 0.69% |
| 2025-01 | +0.10% | +63.94% | 0.16% | +3.96% | 1.32 | 2.49% | -0.46 | -47.39 | 76.38 | 1.91% | 1.37% | 0.71% |
| 2024-12 | +0.20% | +63.78% | 0.17% | +4.08% | 1.41 | 2.49% | -0.43 | -46.93 | 76.76 | 1.90% | 1.37% | 0.69% |
| 2024-11 | +1.29% | +63.45% | 0.17% | +4.20% | 1.47 | 2.49% | +0.27 | -46.50 | 77.04 | 1.90% | 1.38% | 0.73% |
| 2024-10 | +0.34% | +61.37% | 0.17% | +4.20% | 1.39 | 2.46% | -0.42 | -46.77 | 75.79 | 1.89% | 1.32% | 0.75% |
| 2024-09 | +0.93% | +60.83% | 0.17% | +4.32% | 1.44 | 2.46% | +0.13 | -46.35 | 75.96 | 1.91% | 1.37% | 0.79% |
| 2024-08 | +1.24% | +59.34% | 0.17% | — | 1.29 | 2.46% | -0.41 | -46.48 | 75.13 | 1.90% | 1.37% | 0.77% |
| 2024-07 | +0.88% | +57.39% | 0.17% | +4.32% | 1.33 | 2.42% | -0.32 | -46.07 | 74.62 | 1.94% | 1.45% | 0.82% |
| 2024-06 | +0.30% | +56.02% | 0.17% | +4.08% | 1.29 | 2.42% | -0.49 | -45.75 | 74.30 | 1.94% | 1.43% | 0.83% |
| 2024-05 | +0.62% | +55.55% | 0.17% | +4.20% | 1.36 | 2.46% | -1.04 | -45.26 | 74.57 | 1.89% | 1.19% | 0.82% |
| 2024-04 | +0.29% | +54.59% | 0.17% | +4.20% | 1.35 | 2.46% | -0.38 | -44.22 | 75.15 | 1.89% | 1.22% | 0.92% |
| 2024-03 | +0.57% | +54.15% | 0.17% | +4.20% | 1.41 | 2.46% | -1.17 | -43.84 | 75.32 | 1.95% | 1.26% | 0.96% |
| 2024-02 | +0.67% | +53.27% | 0.17% | +4.20% | 1.43 | 2.46% | -0.78 | -42.67 | 76.07 | 1.92% | 1.25% | 0.92% |
| 2024-01 | -0.09% | +52.25% | 0.17% | +4.20% | 1.42 | 2.46% | -0.01 | -41.89 | 76.34 | 1.89% | 1.17% | 0.88% |
| 2023-12 | +0.67% | +52.39% | 0.18% | +4.20% | 1.54 | 2.46% | +0.31 | -41.88 | 76.42 | 2.02% | 1.28% | 0.89% |
| 2023-11 | +2.33% | +51.38% | 0.18% | +4.32% | 1.51 | 2.46% | -0.40 | -42.19 | 75.60 | 1.97% | 1.24% | 0.85% |
| 2023-10 | -1.87% | +47.93% | 0.18% | +4.32% | 1.38 | 2.32% | -0.40 | -41.79 | 74.28 | 1.99% | 1.27% | 0.93% |
| 2023-09 | +0.04% | +50.75% | 0.18% | +4.32% | 2.06 | 2.11% | -0.41 | -41.39 | 76.10 | 1.97% | 1.25% | 0.85% |
| 2023-08 | +0.18% | +50.69% | 0.18% | +4.32% | 2.19 | 2.08% | -1.83 | -40.98 | 76.47 | 1.96% | 1.28% | 0.93% |
| 2023-07 | +0.37% | +50.42% | 0.18% | +4.32% | 2.29 | 2.08% | -0.41 | -39.15 | 78.16 | 2.05% | 1.31% | 0.96% |
| 2023-06 | +0.75% | +49.86% | 0.18% | +4.44% | 2.36 | 2.08% | -0.96 | -38.74 | 78.29 | 2.02% | 1.34% | 0.93% |
| 2023-05 | +1.39% | +48.75% | 0.18% | +4.44% | 2.34 | 2.08% | -0.12 | -37.78 | 78.67 | 1.92% | 1.27% | 0.85% |
| 2023-04 | +0.11% | +46.71% | 0.18% | +4.44% | 2.25 | 2.04% | -0.40 | -37.66 | 77.71 | 1.92% | 1.26% | 0.82% |
| 2023-03 | +0.96% | +46.55% | 0.18% | +4.44% | 2.38 | 2.04% | -0.31 | -37.26 | 78.03 | 1.94% | 1.29% | 0.85% |
| 2023-02 | -0.57% | +45.15% | 0.18% | +4.44% | 2.32 | 2.01% | -0.79 | -36.95 | 77.60 | 2.01% | 1.40% | 0.84% |
| 2023-01 | +1.49% | +45.99% | 0.18% | +4.32% | 2.61 | 2.01% | -0.02 | -36.16 | 78.83 | 1.88% | 1.26% | 0.80% |
| 2022-12 | -0.32% | +43.84% | 0.20% | +4.32% | 2.53 | 1.97% | -0.31 | -36.14 | 77.70 | 1.97% | 1.35% | 0.76% |
| 2022-11 | +0.82% | +44.30% | 0.20% | +4.32% | 2.79 | 1.94% | -0.42 | -35.83 | 78.26 | 1.93% | 1.34% | 0.79% |
| 2022-10 | +0.79% | +43.13% | 0.20% | +4.20% | 2.74 | 1.94% | -0.39 | -35.41 | 78.04 | 1.90% | 1.26% | 0.78% |
| 2022-09 | -0.40% | +42.01% | 0.20% | +4.20% | 2.69 | 1.94% | -0.40 | -35.02 | 77.82 | 1.76% | 1.12% | 0.71% |
| 2022-08 | +0.34% | +42.58% | 0.20% | +4.32% | 2.95 | 1.87% | -1.20 | -34.62 | 78.53 | 1.82% | 1.11% | 0.55% |
| 2022-07 | +0.98% | +42.10% | 0.20% | +4.20% | 2.97 | 1.87% | -0.41 | -33.42 | 79.46 | 1.98% | 1.26% | 0.67% |
| 2022-06 | +0.89% | +40.72% | 0.20% | +4.08% | 2.87 | 1.87% | -0.50 | -33.01 | 79.10 | 1.95% | 1.25% | 0.62% |
| 2022-05 | -0.17% | +39.47% | 0.20% | +4.08% | 2.78 | 1.87% | -1.77 | -32.51 | 78.90 | 2.03% | 1.33% | 0.68% |
| 2022-04 | +0.59% | +39.71% | 0.20% | +3.96% | 2.93 | 1.84% | -0.38 | -30.74 | 80.80 | 1.87% | 1.18% | 0.66% |
| 2022-03 | +1.04% | +38.89% | 0.20% | +3.84% | 2.89 | 1.84% | +0.69 | -30.36 | 80.71 | 1.92% | 1.23% | 0.72% |
| 2022-02 | -0.58% | +37.46% | 0.20% | +3.84% | 2.80 | 1.84% | -0.40 | -31.05 | 79.20 | 1.96% | 1.24% | 0.74% |
| 2022-01 | -0.01% | +38.27% | 0.20% | +3.84% | 3.11 | 1.77% | -0.38 | -30.65 | 80.06 | 1.89% | 1.20% | 0.74% |
| 2021-12 | -0.03% | +38.28% | 0.21% | +3.84% | 3.21 | 1.77% | -0.43 | -30.27 | 80.47 | 1.98% | 1.23% | 0.76% |
| 2021-11 | +1.11% | +38.32% | 0.21% | +3.96% | 3.30 | 1.73% | +1.14 | -29.84 | 80.93 | 1.90% | 1.21% | 0.73% |
| 2021-10 | +1.23% | +36.80% | 0.21% | +4.08% | 3.22 | 1.73% | -0.46 | -30.98 | 78.93 | 2.00% | 1.24% | 0.80% |
| 2021-09 | +0.48% | +35.14% | 0.21% | +4.08% | 3.12 | 1.70% | -0.40 | -30.52 | 78.43 | 1.98% | 1.22% | 0.79% |
| 2021-08 | +1.03% | +34.49% | 0.21% | +4.08% | 3.04 | 1.70% | -0.73 | -30.12 | 78.46 | 1.99% | 1.29% | 0.83% |
| 2021-07 | +0.60% | +33.12% | 0.21% | +4.08% | 2.96 | 1.70% | -0.40 | -29.39 | 78.39 | 1.91% | 1.25% | 0.55% |
| 2021-06 | +0.89% | +32.33% | 0.21% | +4.20% | 2.93 | 1.73% | -0.65 | -28.99 | 78.32 | 1.98% | 1.30% | 0.60% |
| 2021-05 | +0.66% | +31.16% | 0.21% | +4.08% | 2.83 | 1.70% | -0.43 | -28.34 | 78.29 | 2.03% | 1.28% | 0.96% |
| 2021-04 | +0.72% | +30.30% | 0.21% | — | — | — | -0.40 | -27.91 | 78.20 | 2.05% | 1.28% | 0.91% |
| 2021-03 | +0.90% | +29.37% | 0.21% | — | — | — | -0.60 | -27.51 | 78.04 | 1.95% | 1.29% | 0.86% |
| 2021-02 | -0.29% | +28.22% | 0.21% | — | — | — | -0.39 | -26.91 | 77.94 | 1.91% | 1.13% | 0.76% |
| 2021-01 | +0.52% | +28.59% | 0.21% | — | — | — | -0.08 | -26.52 | 78.55 | 1.92% | 1.21% | 0.80% |
| 2020-12 | +0.50% | +27.92% | 0.23% | — | — | — | -0.47 | -26.44 | 78.23 | 2.01% | 1.27% | 0.79% |
| 2020-11 | +0.99% | +27.29% | 0.23% | — | — | — | -1.64 | -25.97 | 78.31 | 1.94% | 1.21% | 0.83% |
| 2020-10 | +0.10% | +26.04% | 0.23% | — | — | — | -0.76 | -24.33 | 79.18 | 1.93% | 1.19% | 0.75% |
| 2020-09 | -0.35% | +25.91% | 0.23% | — | — | — | -0.05 | -23.57 | 79.86 | 1.88% | 1.19% | 0.79% |
| 2020-08 | +0.95% | +26.36% | 0.23% | — | — | — | -1.21 | -23.52 | 80.20 | 2.06% | 1.35% | 0.87% |
| 2020-07 | +0.19% | +25.17% | 0.23% | — | — | — | -0.40 | -22.31 | 80.61 | 1.97% | 1.25% | 0.97% |
| 2020-06 | +0.15% | +24.93% | 0.23% | — | — | — | -0.43 | -21.91 | 80.86 | 1.90% | 1.24% | 1.27% |
| 2020-05 | +0.60% | +24.74% | 0.23% | — | — | — | -1.08 | -21.48 | 81.17 | 2.22% | 1.37% | 0.89% |
| 2020-04 | +1.74% | +24.00% | 0.23% | — | — | — | -0.42 | -20.40 | 82.26 | 2.10% | 1.25% | 0.86% |
| 2020-03 | -1.97% | +21.88% | 0.23% | — | — | — | -0.55 | -19.98 | 81.28 | 1.93% | 1.13% | 0.84% |
| 2020-02 | +0.73% | +24.33% | 0.23% | — | — | — | -0.42 | -19.43 | 83.66 | 2.24% | 1.57% | 0.67% |
| 2020-01 | +0.63% | +23.43% | 0.23% | — | — | — | -0.42 | -19.01 | 83.47 | 2.36% | 1.65% | 0.81% |
| 2019-12 | +0.36% | +22.65% | 0.24% | — | — | — | -0.84 | -18.59 | 83.38 | 2.59% | 1.82% | 0.89% |
| 2019-11 | +0.57% | +22.21% | 0.24% | — | — | — | -0.37 | -17.75 | 83.92 | 2.57% | 1.82% | 0.89% |
| 2019-10 | +0.61% | +21.52% | 0.24% | — | — | — | -0.07 | -17.38 | 83.81 | 2.55% | 1.80% | 0.86% |
| 2019-09 | +0.70% | +20.78% | 0.24% | — | — | — | -0.49 | -17.31 | 83.37 | 2.51% | 1.75% | 0.86% |
| 2019-08 | +0.51% | +19.94% | 0.24% | — | — | — | -0.38 | -16.82 | 83.28 | 2.45% | 1.74% | 0.83% |
| 2019-07 | +0.57% | +19.34% | 0.24% | — | — | — | -0.79 | -16.44 | 83.25 | 2.49% | 1.83% | 0.84% |
| 2019-06 | +1.28% | +18.66% | 0.24% | — | — | — | -0.06 | -15.65 | 83.57 | 2.48% | 1.84% | 0.84% |
| 2019-05 | +0.39% | +17.16% | 0.24% | — | — | — | -0.77 | -15.59 | 82.57 | 2.45% | 1.84% | 0.81% |
| 2019-04 | +1.02% | +16.70% | 0.24% | — | — | — | -0.40 | -14.82 | 82.87 | 2.57% | 1.97% | 0.97% |
| 2019-03 | +0.83% | +15.53% | 0.24% | — | — | — | -0.81 | -14.42 | 82.34 | 2.50% | 1.93% | 0.92% |
| 2019-02 | +0.46% | +14.58% | 0.24% | — | — | — | -0.42 | -13.61 | 83.25 | 2.47% | 1.86% | 0.88% |
| 2019-01 | +0.76% | +14.05% | 0.24% | — | — | — | -0.42 | -13.19 | 83.29 | 2.52% | 1.88% | 0.85% |
| 2018-12 | -0.09% | +13.19% | 0.26% | — | — | — | -2.18 | -12.77 | 83.12 | 2.53% | 1.94% | 0.72% |
| 2018-11 | +0.27% | +13.29% | 0.26% | — | — | — | -0.84 | -10.59 | 85.38 | 1.83% | 1.94% | 0.78% |
| 2018-10 | -0.20% | +12.99% | 0.26% | — | — | — | -0.01 | -9.75 | 85.99 | 2.52% | 1.92% | 0.76% |
| 2018-09 | +0.28% | +13.21% | 0.26% | — | — | — | -0.44 | -9.74 | 86.17 | 2.52% | 1.89% | 0.86% |
| 2018-08 | +0.50% | +12.90% | 0.26% | — | — | — | -1.20 | -9.30 | 86.36 | 2.66% | 1.63% | 0.85% |
| 2018-07 | +0.52% | +12.34% | 0.26% | — | — | — | -0.45 | -8.10 | 87.14 | 2.59% | 1.63% | 0.83% |
| 2018-06 | +0.45% | +11.75% | 0.26% | — | — | — | -0.42 | -7.65 | 87.13 | 2.56% | 1.63% | 0.78% |
| 2018-05 | +0.55% | +11.25% | 0.26% | — | — | — | +0.18 | -7.23 | 87.16 | 2.50% | 1.57% | 0.73% |
| 2018-04 | +0.50% | +10.65% | 0.26% | — | — | — | -0.02 | -7.41 | 86.51 | 2.53% | 1.62% | 0.82% |
| 2018-03 | +0.41% | +10.10% | 0.26% | — | — | — | +4.62 | -7.39 | 86.10 | 2.49% | 1.58% | 0.77% |
| 2018-02 | -0.45% | +9.65% | 0.26% | — | — | — | -0.85 | -12.01 | 81.15 | 2.62% | 1.61% | 0.78% |
| 2018-01 | +0.75% | +10.14% | 0.26% | — | — | — | -0.16 | -11.16 | 82.37 | 2.63% | 1.61% | 0.81% |
| 2017-12 | +0.29% | +9.32% | 0.29% | — | — | — | -0.38 | -11.00 | 81.92 | 2.70% | 1.70% | 0.82% |
| 2017-11 | +0.62% | +9.01% | 0.29% | — | — | — | -2.11 | -10.62 | 82.06 | 2.66% | 1.69% | 0.79% |
| 2017-10 | +0.52% | +8.33% | 0.29% | — | — | — | -1.01 | -8.51 | 83.65 | 2.58% | 1.65% | 0.80% |
| 2017-09 | +0.44% | +7.77% | 0.29% | — | — | — | -0.86 | -7.50 | 84.26 | 2.55% | 1.65% | 0.76% |
| 2017-08 | +0.45% | +7.30% | 0.29% | — | — | — | -1.67 | -6.64 | 84.75 | 4.99% | 3.13% | 1.57% |
| 2017-07 | +0.20% | +6.82% | 0.29% | — | — | — | +0.12 | -4.97 | 86.04 | 5.02% | 3.13% | 1.56% |
| 2017-06 | +0.35% | +6.61% | 0.29% | — | — | — | +0.36 | -5.09 | 85.74 | 5.18% | 3.15% | 1.38% |
| 2017-05 | +0.76% | +6.24% | 0.29% | — | — | — | -0.92 | -5.45 | 85.08 | 9.21% | 5.31% | 0.95% |
| 2017-04 | +0.82% | +5.43% | 0.29% | — | — | — | -0.11 | -4.53 | 85.36 | 14.94% | 8.54% | 5.71% |
| 2017-03 | +0.41% | +4.58% | 0.29% | — | — | — | +0.39 | -4.42 | 84.78 | 14.80% | 8.30% | 6.07% |
| 2017-02 | +0.39% | +4.15% | 0.29% | — | — | — | -0.44 | -4.81 | 84.05 | 14.62% | 8.34% | 6.03% |
| 2017-01 | +0.40% | +3.75% | 0.29% | — | — | — | +0.71 | -4.37 | 84.17 | 15.05% | 8.35% | 5.95% |
| 2016-12 | +0.29% | +3.33% | 0.31% | — | — | — | -0.87 | -5.08 | 83.11 | 15.35% | 8.53% | 6.37% |
| 2016-11 | +0.60% | +3.03% | 0.31% | — | — | — | +0.25 | -4.21 | 83.74 | 15.30% | 8.38% | 6.14% |
| 2016-10 | +0.26% | +2.42% | 0.31% | — | — | — | -0.92 | -4.46 | 83.00 | 15.63% | 8.63% | 6.11% |
| 2016-09 | -0.03% | +2.15% | 0.31% | — | — | — | -0.86 | -3.54 | 83.69 | 16.26% | 8.73% | 4.88% |
| 2016-08 | +0.62% | +2.18% | 0.31% | — | — | — | -1.46 | -2.68 | 84.59 | 16.94% | 8.80% | 4.69% |
| 2016-07 | +1.25% | +1.55% | 0.31% | — | — | — | -0.76 | -1.22 | 85.53 | 16.67% | 8.83% | 5.51% |
| 2016-06 | +0.30% | +0.30% | 0.31% | — | — | — | -0.46 | -0.46 | 85.24 | 16.03% | 8.58% | 5.26% |
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.