חודשים בטווח
125
מגדל מקפת משלימה לבני 50 ומטה
נתונים היסטוריים מלאים עבור מגדל מקפת משלימה לבני 50 ומטה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9453 | שם קרן: מגדל מקפת משלימה לבני 50 ומטה | סיווג קרן: קרנות כלליות | 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 משלימה לבני 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+2.50%
תשואה מצטברת מההתחלה
+106.42%
| 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 | +2.50% | +106.42% | 0.18% | +0.36% | 1.16 | 6.86% | +21.87 | 2305.86 | 59.85% | 41.92% | 18.31% |
| 2026-04 | +4.90% | +101.39% | 0.18% | -0.24% | 1.09 | 6.82% | +23.11 | 2228.93 | 60.20% | 42.73% | 18.67% |
| 2026-03 | -2.96% | +91.98% | 0.18% | -0.48% | 0.95 | 6.58% | +23.89 | 2101.60 | 59.55% | 43.92% | 17.71% |
| 2026-02 | +0.92% | +97.84% | 0.18% | -0.36% | 1.25 | 6.41% | +26.90 | 2141.76 | 59.32% | 44.26% | 20.30% |
| 2026-01 | +2.65% | +96.03% | 0.18% | -0.12% | 1.25 | 6.41% | +20.96 | 2095.33 | 58.82% | 43.95% | 20.20% |
| 2025-12 | +1.16% | +90.97% | 0.23% | -0.12% | 1.16 | 6.34% | +20.89 | 2020.62 | 59.38% | 44.98% | 19.97% |
| 2025-11 | +1.11% | +88.78% | 0.23% | -0.12% | 1.16 | 6.37% | +17.44 | 1976.65 | 56.60% | 45.67% | 21.26% |
| 2025-10 | +1.65% | +86.71% | 0.23% | +0.00% | 1.18 | 6.72% | +23.40 | 1937.46 | 56.82% | 46.01% | 19.83% |
| 2025-09 | +2.29% | +83.68% | 0.23% | -0.24% | 1.12 | 6.72% | +18.71 | 1883.15 | 56.44% | 46.76% | 20.28% |
| 2025-08 | +1.02% | +79.57% | 0.23% | -0.24% | 1.00 | 6.79% | +13.80 | 1824.59 | 55.36% | 46.66% | 20.23% |
| 2025-07 | +1.00% | +77.76% | 0.23% | -0.24% | 1.02 | 6.82% | +18.47 | 1790.27 | 54.81% | 46.70% | 20.93% |
| 2025-06 | +3.88% | +76.00% | 0.23% | -0.24% | 1.03 | 6.93% | +37.10 | 1754.21 | 56.42% | 47.25% | 22.21% |
| 2025-05 | +2.65% | +69.42% | 0.23% | +0.48% | 0.89 | 6.79% | +35.62 | 1652.14 | 55.50% | 48.78% | 22.58% |
| 2025-04 | +1.08% | +65.05% | 0.23% | +0.60% | 0.81 | 6.75% | +36.50 | 1574.49 | 55.16% | 50.24% | 23.06% |
| 2025-03 | -1.73% | +63.28% | 0.23% | +0.72% | 0.84 | 7.07% | +34.99 | 1521.15 | 54.17% | 50.73% | 22.63% |
| 2025-02 | +0.19% | +66.16% | 0.23% | +0.96% | 0.75 | 8.31% | +27.41 | 1512.66 | 54.52% | 49.33% | 21.83% |
| 2025-01 | +1.40% | +65.84% | 0.23% | +1.20% | 0.72 | 8.45% | +6.14 | 1482.53 | 54.93% | 49.92% | 22.47% |
| 2024-12 | +0.73% | +63.55% | 0.31% | +0.96% | 0.68 | 8.45% | +31.25 | 1456.08 | 54.90% | 50.37% | 22.89% |
| 2024-11 | +2.35% | +62.37% | 0.31% | +1.20% | 0.68 | 8.45% | +13.12 | 1414.54 | 54.30% | 51.29% | 23.43% |
| 2024-10 | +0.30% | +58.64% | 0.31% | +1.08% | 0.61 | 8.42% | +12.20 | 1369.23 | 52.11% | 50.41% | 24.12% |
| 2024-09 | +1.66% | +58.17% | 0.31% | +0.96% | 0.64 | 8.42% | +18.63 | 1353.04 | 52.33% | 51.22% | 25.51% |
| 2024-08 | +1.40% | +55.58% | 0.31% | — | 0.56 | 8.42% | +19.27 | 1314.08 | 52.87% | 51.81% | 25.11% |
| 2024-07 | +1.46% | +53.44% | 0.31% | +0.96% | 0.56 | 8.42% | +37.24 | 1275.10 | 53.24% | 53.28% | 26.30% |
| 2024-06 | +0.77% | +51.23% | 0.31% | +0.96% | 0.52 | 8.42% | +25.94 | 1219.71 | 52.24% | 50.87% | 25.94% |
| 2024-05 | +1.34% | +50.07% | 0.31% | +0.84% | 0.54 | 8.45% | +43.83 | 1184.67 | 52.65% | 49.02% | 26.14% |
| 2024-04 | -1.70% | +48.09% | 0.31% | +0.72% | 0.48 | 8.49% | +30.66 | 1125.74 | 51.38% | 48.40% | 24.74% |
| 2024-03 | +2.62% | +50.65% | 0.31% | +0.72% | 0.60 | 8.45% | +56.25 | 1114.06 | 52.72% | 48.64% | 25.52% |
| 2024-02 | +2.34% | +46.80% | 0.31% | +0.72% | 0.52 | 8.42% | +33.38 | 1032.14 | 51.32% | 47.52% | 24.80% |
| 2024-01 | +0.09% | +43.45% | 0.31% | +0.72% | 0.46 | 8.38% | +45.86 | 973.40 | 49.74% | 47.08% | 24.74% |
| 2023-12 | +2.79% | +43.32% | 0.39% | +0.60% | 0.52 | 8.45% | +44.83 | 926.75 | 50.85% | 47.64% | 24.47% |
| 2023-11 | +3.67% | +39.43% | 0.39% | +0.84% | 0.38 | 8.52% | +40.76 | 857.78 | 49.98% | 48.67% | 24.41% |
| 2023-10 | -3.15% | +34.49% | 0.39% | +0.72% | 0.26 | 8.42% | +39.78 | 787.68 | 50.26% | 50.86% | 26.54% |
| 2023-09 | -1.34% | +38.87% | 0.39% | +0.48% | 0.40 | 8.35% | +29.41 | 772.61 | 51.98% | 50.34% | 23.65% |
| 2023-08 | -0.28% | +40.75% | 0.39% | +0.48% | 0.48 | 8.31% | +31.48 | 753.74 | 51.29% | 50.35% | 24.09% |
| 2023-07 | +2.63% | +41.15% | 0.39% | +0.48% | 0.53 | 8.31% | +19.89 | 723.97 | 52.19% | 50.08% | 24.62% |
| 2023-06 | +2.34% | +37.53% | 0.39% | +0.36% | 0.46 | 8.24% | +23.45 | 685.78 | 51.72% | 49.95% | 24.60% |
| 2023-05 | +0.58% | +34.38% | 0.39% | +0.24% | 0.39 | 8.21% | +28.06 | 647.15 | 52.04% | 50.47% | 23.42% |
| 2023-04 | +1.18% | +33.61% | 0.39% | +0.12% | 0.38 | 8.21% | +19.46 | 615.64 | 51.34% | 50.13% | 23.49% |
| 2023-03 | +0.92% | +32.05% | 0.39% | +0.12% | 0.37 | 8.21% | +13.64 | 588.93 | 52.57% | 51.84% | 23.14% |
| 2023-02 | -1.82% | +30.85% | 0.39% | +0.12% | 0.33 | 8.24% | +14.90 | 571.44 | 51.77% | 51.32% | 22.33% |
| 2023-01 | +2.67% | +33.27% | 0.39% | +0.24% | 0.41 | 8.21% | +15.32 | 565.56 | 50.85% | 48.92% | 21.89% |
| 2022-12 | -1.99% | +29.81% | 0.45% | +0.12% | 0.34 | 8.14% | +15.59 | 535.78 | 51.75% | 50.33% | 19.88% |
| 2022-11 | +1.03% | +32.44% | 0.45% | +0.36% | 0.45 | 8.11% | +16.27 | 530.83 | 53.27% | 50.19% | 19.96% |
| 2022-10 | +2.68% | +31.09% | 0.45% | +0.00% | 0.43 | 8.07% | +16.36 | 509.24 | 53.36% | 49.43% | 20.08% |
| 2022-09 | -4.71% | +27.67% | 0.45% | +0.00% | 0.35 | 8.04% | +15.55 | 479.77 | 52.68% | 49.52% | 18.93% |
| 2022-08 | -1.32% | +33.98% | 0.45% | +0.36% | 0.60 | 7.69% | +17.21 | 487.92 | 55.16% | 49.76% | 19.42% |
| 2022-07 | +3.50% | +35.77% | 0.45% | +0.12% | 0.67 | 7.66% | +11.50 | 477.27 | 54.46% | 50.40% | 21.47% |
| 2022-06 | -2.73% | +31.18% | 0.45% | -0.12% | 0.56 | 7.55% | +14.74 | 449.74 | 53.94% | 51.20% | 20.27% |
| 2022-05 | -2.27% | +34.86% | 0.45% | +0.36% | 0.70 | 7.41% | +13.80 | 447.07 | 54.90% | 50.89% | 20.36% |
| 2022-04 | -2.21% | +38.00% | 0.45% | +0.24% | 0.84 | 7.31% | +11.51 | 443.15 | 53.49% | 48.38% | 20.39% |
| 2022-03 | +0.74% | +41.12% | 0.45% | +0.48% | 0.98 | 7.21% | +11.76 | 441.42 | 54.75% | 48.88% | 21.72% |
| 2022-02 | -0.68% | +40.08% | 0.45% | +0.36% | 0.96 | 7.21% | +13.98 | 427.21 | 55.49% | 50.81% | 23.00% |
| 2022-01 | -2.16% | +41.04% | 0.45% | +0.60% | 1.02 | 7.17% | +10.09 | 416.09 | 55.23% | 50.97% | 22.24% |
| 2021-12 | +2.06% | +44.15% | 0.53% | +0.96% | 1.14 | 7.10% | +8.58 | 414.20 | 54.54% | 49.45% | 21.16% |
| 2021-11 | -0.20% | +41.24% | 0.53% | +0.84% | 1.08 | 7.07% | +9.29 | 397.35 | 54.14% | 49.23% | 21.24% |
| 2021-10 | +2.51% | +41.53% | 0.53% | +1.08% | 1.11 | 7.07% | +9.33 | 388.92 | 52.75% | 47.32% | 21.75% |
| 2021-09 | -0.71% | +38.06% | 0.53% | +0.84% | 1.01 | 7.03% | +9.12 | 370.23 | 52.78% | 47.82% | 21.48% |
| 2021-08 | +1.93% | +39.05% | 0.53% | +1.08% | 1.05 | 7.00% | +4.72 | 363.80 | 53.68% | 48.72% | 22.57% |
| 2021-07 | +0.30% | +36.41% | 0.53% | +1.08% | 0.98 | 7.00% | +5.50 | 352.21 | 54.29% | 49.02% | 22.52% |
| 2021-06 | +0.61% | +36.01% | 0.53% | +1.08% | 1.00 | 7.03% | +5.80 | 345.63 | 54.24% | 49.10% | 22.56% |
| 2021-05 | +1.62% | +35.18% | 0.53% | +0.96% | 0.98 | 7.03% | +7.59 | 337.79 | 52.68% | 47.34% | 24.06% |
| 2021-04 | +1.73% | +33.03% | 0.53% | +1.08% | 0.93 | 7.03% | +8.89 | 324.83 | 52.30% | 46.99% | 23.50% |
| 2021-03 | +1.89% | +30.76% | 0.53% | +0.72% | 0.87 | 7.00% | +8.81 | 310.01 | 52.32% | 46.96% | 24.05% |
| 2021-02 | +0.88% | +28.34% | 0.53% | +0.84% | 0.82 | 7.00% | +11.74 | 295.60 | 51.10% | 46.08% | 22.45% |
| 2021-01 | +1.14% | +27.22% | 0.53% | +0.60% | 0.78 | 7.00% | +6.85 | 281.46 | 49.57% | 45.21% | 23.39% |
| 2020-12 | +1.98% | +25.79% | 0.56% | +0.48% | 0.70 | 7.14% | +7.65 | 271.55 | 50.27% | 46.11% | 24.83% |
| 2020-11 | +5.62% | +23.34% | 0.56% | — | — | — | +6.43 | 258.70 | 48.70% | 45.22% | 24.24% |
| 2020-10 | -0.06% | +16.78% | 0.56% | — | — | — | +4.09 | 238.68 | 47.70% | 46.54% | 22.63% |
| 2020-09 | -1.69% | +16.85% | 0.56% | — | — | — | +5.99 | 234.79 | 45.69% | 44.30% | 23.34% |
| 2020-08 | +2.85% | +18.86% | 0.56% | — | — | — | +6.17 | 232.83 | 48.11% | 45.09% | 23.26% |
| 2020-07 | +3.07% | +15.57% | 0.56% | — | — | — | +7.74 | 220.32 | 48.28% | 44.73% | 22.70% |
| 2020-06 | -0.28% | +12.12% | 0.56% | — | — | — | +5.35 | 206.19 | 46.15% | 43.19% | 22.15% |
| 2020-05 | +2.00% | +12.44% | 0.56% | — | — | — | +6.11 | 201.45 | 43.88% | 41.76% | 22.20% |
| 2020-04 | +5.43% | +10.23% | 0.56% | — | — | — | +6.11 | 191.44 | 42.58% | 40.00% | 21.62% |
| 2020-03 | -9.23% | +4.56% | 0.56% | — | — | — | +5.00 | 175.54 | 42.55% | 39.11% | 22.37% |
| 2020-02 | -2.97% | +15.19% | 0.56% | — | — | — | +5.31 | 187.56 | 43.95% | 40.20% | 20.55% |
| 2020-01 | -0.18% | +18.71% | 0.56% | — | — | — | +3.13 | 188.01 | 44.48% | 40.26% | 21.38% |
| 2019-12 | +1.04% | +18.93% | 0.61% | — | — | — | +4.07 | 185.26 | 46.06% | 42.05% | 21.94% |
| 2019-11 | +0.90% | +17.70% | 0.61% | — | — | — | +4.20 | 179.52 | 44.79% | 40.21% | 23.77% |
| 2019-10 | +1.58% | +16.65% | 0.61% | — | — | — | +4.20 | 173.46 | 44.03% | 39.73% | 23.26% |
| 2019-09 | +0.87% | +14.84% | 0.61% | — | — | — | +5.47 | 166.55 | 42.61% | 36.64% | 23.28% |
| 2019-08 | -0.50% | +13.85% | 0.61% | — | — | — | +3.59 | 159.67 | 41.99% | 37.55% | 23.57% |
| 2019-07 | +0.40% | +14.42% | 0.61% | — | — | — | +4.95 | 156.72 | 42.17% | 37.47% | 24.06% |
| 2019-06 | +2.32% | +13.97% | 0.61% | — | — | — | +4.92 | 151.40 | 41.44% | 36.59% | 23.82% |
| 2019-05 | -1.59% | +11.38% | 0.61% | — | — | — | +5.08 | 143.13 | 40.60% | 35.91% | 23.41% |
| 2019-04 | +1.60% | +13.18% | 0.61% | — | — | — | +4.74 | 140.30 | 42.44% | 37.22% | 24.82% |
| 2019-03 | +0.87% | +11.40% | 0.61% | — | — | — | +5.02 | 133.41 | 42.82% | 38.01% | 23.63% |
| 2019-02 | +1.18% | +10.44% | 0.61% | — | — | — | +5.37 | 127.24 | 42.83% | 37.61% | 23.34% |
| 2019-01 | +3.15% | +9.15% | 0.61% | — | — | — | +4.31 | 120.43 | 44.08% | 38.38% | 24.01% |
| 2018-12 | -3.05% | +5.82% | 0.78% | — | — | — | +4.24 | 112.53 | 44.78% | 39.32% | 23.90% |
| 2018-11 | +0.38% | +9.15% | 0.78% | — | — | — | +3.93 | 111.74 | 55.93% | 39.14% | 25.68% |
| 2018-10 | -2.31% | +8.73% | 0.78% | — | — | — | +4.80 | 107.34 | 45.12% | 40.43% | 25.12% |
| 2018-09 | +0.40% | +11.30% | 0.78% | — | — | — | +2.10 | 105.05 | 43.23% | 38.49% | 23.56% |
| 2018-08 | +0.90% | +10.86% | 0.78% | — | — | — | +3.38 | 102.53 | 44.52% | 38.66% | 23.80% |
| 2018-07 | +1.42% | +9.87% | 0.78% | — | — | — | +5.18 | 98.25 | 44.20% | 38.48% | 23.15% |
| 2018-06 | +0.19% | +8.33% | 0.78% | — | — | — | +4.82 | 91.75 | 43.30% | 37.94% | 22.21% |
| 2018-05 | +0.37% | +8.13% | 0.78% | — | — | — | +4.35 | 86.54 | 45.46% | 38.56% | 22.76% |
| 2018-04 | +1.10% | +7.73% | 0.78% | — | — | — | +5.03 | 81.90 | 45.82% | 38.50% | 22.43% |
| 2018-03 | -1.01% | +6.56% | 0.78% | — | — | — | +2.76 | 76.02 | 46.74% | 39.49% | 23.68% |
| 2018-02 | -1.43% | +7.64% | 0.78% | — | — | — | +4.36 | 74.02 | 45.97% | 39.34% | 21.89% |
| 2018-01 | +1.47% | +9.21% | 0.78% | — | — | — | +4.51 | 70.67 | 44.39% | 36.35% | 20.43% |
| 2017-12 | +0.82% | +7.62% | 0.81% | — | — | — | +3.02 | 65.19 | 44.30% | 36.08% | 20.85% |
| 2017-11 | +0.60% | +6.75% | 0.81% | — | — | — | +5.47 | 61.65 | 44.04% | 35.88% | 20.94% |
| 2017-10 | +1.16% | +6.11% | 0.81% | — | — | — | +5.02 | 55.81 | 43.52% | 35.21% | 20.09% |
| 2017-09 | +0.46% | +4.89% | 0.81% | — | — | — | +1.60 | 50.19 | 44.59% | 36.04% | 21.32% |
| 2017-08 | +0.07% | +4.41% | 0.81% | — | — | — | +6.95 | 48.36 | 44.93% | 36.41% | 21.09% |
| 2017-07 | +1.38% | +4.34% | 0.81% | — | — | — | +4.37 | 41.36 | 45.07% | 36.53% | 20.43% |
| 2017-06 | -0.49% | +2.92% | 0.81% | — | — | — | +2.91 | 36.49 | 44.64% | 35.82% | 20.50% |
| 2017-05 | +1.13% | +3.43% | 0.81% | — | — | — | +2.49 | 33.76 | 45.05% | 36.02% | 20.73% |
| 2017-04 | +0.91% | +2.27% | 0.81% | — | — | — | +3.53 | 30.91 | 43.80% | 34.78% | 20.28% |
| 2017-03 | +0.07% | +1.35% | 0.81% | — | — | — | +2.35 | 27.12 | 43.66% | 34.03% | 20.87% |
| 2017-02 | +0.78% | +1.28% | 0.81% | — | — | — | +1.61 | 24.77 | 44.61% | 34.76% | 21.03% |
| 2017-01 | -0.43% | +0.49% | 0.81% | — | — | — | +2.91 | 22.82 | 44.65% | 34.36% | 20.42% |
| 2016-12 | +1.11% | +0.93% | 0.87% | — | — | — | +2.15 | 20.01 | 43.83% | 33.78% | 18.89% |
| 2016-11 | +0.48% | -0.18% | 0.87% | — | — | — | +1.96 | 17.65 | 43.80% | 33.48% | 20.96% |
| 2016-10 | -0.29% | -0.66% | 0.87% | — | — | — | +1.13 | 15.60 | 43.85% | 33.59% | 19.94% |
| 2016-09 | -0.56% | -0.37% | 0.87% | — | — | — | +1.86 | 14.52 | 43.32% | 34.02% | 20.04% |
| 2016-08 | -0.07% | +0.19% | 0.87% | — | — | — | +4.31 | 12.77 | 43.54% | 32.34% | 16.05% |
| 2016-07 | +2.15% | +0.26% | 0.87% | — | — | — | +1.94 | 6.70 | 41.34% | 26.57% | 17.76% |
| 2016-06 | -0.57% | -1.85% | 0.87% | — | — | — | +2.03 | 4.65 | 40.65% | 26.88% | 15.70% |
| 2016-05 | +0.79% | -1.28% | 0.87% | — | — | — | — | 2.73 | — | — | — |
| 2016-04 | +0.27% | -2.06% | 0.87% | — | — | — | — | 1.79 | — | — | — |
| 2016-03 | +1.11% | -2.32% | 0.87% | — | — | — | — | 1.31 | — | — | — |
| 2016-02 | -0.59% | -3.39% | 0.87% | — | — | — | — | 0.46 | — | — | — |
| 2016-01 | -2.82% | -2.82% | 0.87% | — | — | — | — | 0.05 | — | — | — |
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.