חודשים בטווח
125
מגדל מקפת משלימה לבני 50 עד 60
נתונים היסטוריים מלאים עבור מגדל מקפת משלימה לבני 50 עד 60, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9454 | שם קרן: מגדל מקפת משלימה לבני 50 עד 60 | 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 עד 60 ישירות למייל.
תשואה חודשית אחרונה
+2.15%
תשואה מצטברת מההתחלה
+89.97%
| 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 | +2.15% | +89.97% | 0.18% | +0.48% | 1.12 | 5.85% | +17.73 | 1134.39 | 49.29% | 37.41% | 17.70% |
| 2026-04 | +4.00% | +85.97% | 0.18% | +0.00% | 1.05 | 5.82% | +27.00 | 1093.31 | 49.55% | 37.90% | 18.61% |
| 2026-03 | -2.51% | +78.82% | 0.18% | -0.24% | 0.91 | 5.65% | +32.70 | 1024.75 | 48.89% | 38.83% | 18.06% |
| 2026-02 | +0.80% | +83.42% | 0.18% | +0.00% | 1.21 | 5.47% | +20.27 | 1018.06 | 48.57% | 38.51% | 20.16% |
| 2026-01 | +2.18% | +81.97% | 0.18% | +0.12% | 1.20 | 5.47% | +17.94 | 989.77 | 48.19% | 38.24% | 20.11% |
| 2025-12 | +1.00% | +78.09% | 0.23% | +0.00% | 1.12 | 5.44% | +26.40 | 951.10 | 48.15% | 38.69% | 19.95% |
| 2025-11 | +1.04% | +76.32% | 0.23% | +0.12% | 1.12 | 5.44% | +21.86 | 915.50 | 47.46% | 39.39% | 20.39% |
| 2025-10 | +1.46% | +74.51% | 0.23% | +0.12% | 1.14 | 5.72% | +24.36 | 884.33 | 47.49% | 39.36% | 19.64% |
| 2025-09 | +2.02% | +72.00% | 0.23% | +0.00% | 1.08 | 5.72% | +17.11 | 847.50 | 47.25% | 40.11% | 20.15% |
| 2025-08 | +0.95% | +68.59% | 0.23% | +0.00% | 0.96 | 5.75% | +20.14 | 814.66 | 46.33% | 40.04% | 20.22% |
| 2025-07 | +0.86% | +67.01% | 0.23% | +0.00% | 0.97 | 5.82% | +26.21 | 785.97 | 46.06% | 40.22% | 21.14% |
| 2025-06 | +3.48% | +65.58% | 0.23% | +0.00% | 0.99 | 5.89% | +19.87 | 753.22 | 47.05% | 41.01% | 21.84% |
| 2025-05 | +2.12% | +60.01% | 0.23% | +0.60% | 0.84 | 5.75% | +22.30 | 708.29 | 46.25% | 42.55% | 22.73% |
| 2025-04 | +1.06% | +56.69% | 0.23% | +0.72% | 0.78 | 5.72% | +21.92 | 671.62 | 46.10% | 43.94% | 22.66% |
| 2025-03 | -1.37% | +55.05% | 0.23% | +0.84% | 0.81 | 6.03% | +26.28 | 642.47 | 45.08% | 44.30% | 22.26% |
| 2025-02 | +0.35% | +57.20% | 0.23% | +0.96% | 0.70 | 7.14% | +14.45 | 624.92 | 45.48% | 43.21% | 21.74% |
| 2025-01 | +1.16% | +56.65% | 0.23% | +1.08% | 0.67 | 7.24% | +16.55 | 608.38 | 45.73% | 43.46% | 21.75% |
| 2024-12 | +0.76% | +54.86% | 0.31% | +0.96% | 0.63 | 7.24% | +19.60 | 584.93 | 44.59% | 43.38% | 21.82% |
| 2024-11 | +2.05% | +53.69% | 0.31% | +1.08% | 0.63 | 7.24% | +20.82 | 561.05 | 44.22% | 43.82% | 22.87% |
| 2024-10 | +0.28% | +50.60% | 0.31% | +0.96% | 0.57 | 7.21% | +21.21 | 529.20 | 42.50% | 43.31% | 23.94% |
| 2024-09 | +1.54% | +50.18% | 0.31% | +0.96% | 0.60 | 7.24% | +20.00 | 506.56 | 42.68% | 44.17% | 24.98% |
| 2024-08 | +1.35% | +47.90% | 0.31% | — | 0.50 | 7.21% | +11.09 | 479.40 | 43.11% | 44.77% | 24.82% |
| 2024-07 | +1.39% | +45.93% | 0.31% | +0.84% | 0.50 | 7.21% | +16.86 | 461.37 | 43.31% | 46.06% | 25.64% |
| 2024-06 | +0.65% | +43.93% | 0.31% | +0.96% | 0.47 | 7.21% | +17.07 | 438.31 | 42.76% | 44.58% | 25.37% |
| 2024-05 | +1.04% | +43.00% | 0.31% | +0.84% | 0.48 | 7.24% | +16.21 | 418.47 | 42.96% | 42.79% | 25.63% |
| 2024-04 | -1.42% | +41.53% | 0.31% | +0.72% | 0.44 | 7.27% | +21.87 | 398.16 | 41.32% | 41.67% | 24.33% |
| 2024-03 | +2.30% | +43.57% | 0.31% | +0.60% | 0.56 | 7.24% | +18.39 | 381.79 | 42.03% | 41.19% | 24.73% |
| 2024-02 | +1.91% | +40.34% | 0.31% | +0.60% | 0.48 | 7.17% | +17.99 | 355.70 | 40.89% | 40.29% | 24.13% |
| 2024-01 | +0.09% | +37.71% | 0.31% | +0.72% | 0.43 | 7.14% | +20.87 | 330.50 | 39.58% | 39.80% | 24.14% |
| 2023-12 | +2.51% | +37.59% | 0.39% | +0.60% | 0.48 | 7.24% | +17.10 | 309.37 | 39.85% | 40.34% | 23.96% |
| 2023-11 | +3.25% | +34.22% | 0.39% | +0.72% | 0.35 | 7.27% | +14.00 | 285.04 | 39.67% | 41.60% | 24.35% |
| 2023-10 | -2.86% | +29.99% | 0.39% | +0.60% | 0.22 | 7.17% | +15.84 | 262.35 | 39.40% | 43.14% | 25.91% |
| 2023-09 | -1.21% | +33.82% | 0.39% | +0.48% | 0.37 | 7.10% | +11.66 | 254.08 | 40.92% | 42.59% | 22.74% |
| 2023-08 | -0.08% | +35.46% | 0.39% | +0.48% | 0.46 | 7.07% | +14.38 | 245.48 | 40.47% | 42.07% | 23.22% |
| 2023-07 | +2.21% | +35.57% | 0.39% | +0.36% | 0.50 | 7.07% | +11.63 | 231.17 | 41.03% | 41.54% | 23.68% |
| 2023-06 | +1.89% | +32.64% | 0.39% | +0.36% | 0.43 | 7.03% | +3.98 | 214.65 | 41.01% | 42.15% | 23.57% |
| 2023-05 | +0.72% | +30.18% | 0.39% | +0.24% | 0.37 | 7.00% | +5.22 | 206.70 | 40.84% | 41.99% | 22.64% |
| 2023-04 | +1.03% | +29.25% | 0.39% | +0.24% | 0.36 | 6.96% | +4.60 | 200.09 | 39.76% | 41.92% | 22.59% |
| 2023-03 | +0.91% | +27.93% | 0.39% | +0.12% | 0.34 | 6.96% | +3.08 | 193.45 | 40.57% | 43.32% | 22.04% |
| 2023-02 | -1.79% | +26.78% | 0.39% | +0.12% | 0.30 | 7.00% | +5.51 | 189.11 | 40.39% | 43.32% | 21.11% |
| 2023-01 | +2.39% | +29.09% | 0.39% | +0.24% | 0.40 | 6.96% | +4.43 | 186.54 | 40.17% | 41.80% | 20.53% |
| 2022-12 | -1.59% | +26.07% | 0.45% | +0.12% | 0.32 | 6.93% | +4.02 | 177.82 | 40.66% | 43.14% | 19.08% |
| 2022-11 | +0.87% | +28.11% | 0.45% | +0.24% | 0.43 | 6.86% | +6.55 | 176.63 | 41.45% | 42.34% | 19.39% |
| 2022-10 | +2.10% | +27.00% | 0.45% | +0.12% | 0.41 | 6.86% | +6.14 | 168.60 | 40.60% | 41.35% | 19.72% |
| 2022-09 | -3.91% | +24.39% | 0.45% | +0.12% | 0.34 | 6.82% | +4.64 | 159.03 | 40.64% | 41.80% | 18.74% |
| 2022-08 | -1.41% | +29.45% | 0.45% | +0.36% | 0.58 | 6.55% | +4.96 | 160.84 | 42.66% | 41.55% | 18.93% |
| 2022-07 | +2.88% | +31.31% | 0.45% | +0.12% | 0.67 | 6.48% | +4.32 | 158.15 | 42.47% | 42.11% | 21.43% |
| 2022-06 | -1.96% | +27.63% | 0.45% | +0.00% | 0.57 | 6.41% | +6.75 | 149.44 | 41.52% | 42.38% | 20.40% |
| 2022-05 | -2.04% | +30.18% | 0.45% | +0.36% | 0.68 | 6.34% | +3.97 | 145.51 | 43.19% | 42.84% | 20.45% |
| 2022-04 | -1.84% | +32.89% | 0.45% | +0.24% | 0.83 | 6.24% | +2.85 | 144.46 | 42.32% | 40.73% | 20.40% |
| 2022-03 | +0.43% | +35.38% | 0.45% | +0.36% | 0.97 | 6.13% | +7.20 | 144.27 | 43.47% | 41.00% | 21.29% |
| 2022-02 | -0.73% | +34.80% | 0.45% | +0.24% | 0.96 | 6.17% | +1.39 | 136.46 | 44.70% | 42.39% | 22.10% |
| 2022-01 | -1.97% | +35.79% | 0.45% | +0.36% | 1.02 | 6.13% | +5.88 | 136.12 | 45.17% | 42.98% | 21.25% |
| 2021-12 | +1.58% | +38.52% | 0.53% | +0.60% | 1.17 | 6.03% | +4.34 | 132.76 | 44.22% | 41.33% | 19.61% |
| 2021-11 | +0.01% | +36.37% | 0.53% | +0.60% | 1.11 | 6.03% | +4.20 | 127.40 | 44.29% | 41.37% | 21.08% |
| 2021-10 | +2.06% | +36.36% | 0.53% | +0.72% | 1.12 | 6.03% | +4.84 | 123.22 | 43.29% | 39.76% | 20.60% |
| 2021-09 | -0.66% | +33.60% | 0.53% | +0.60% | 1.03 | 5.99% | +2.61 | 115.93 | 43.29% | 40.38% | 20.91% |
| 2021-08 | +1.66% | +34.49% | 0.53% | +0.72% | 1.07 | 5.96% | +2.59 | 114.08 | 43.92% | 40.80% | 21.41% |
| 2021-07 | +0.35% | +32.29% | 0.53% | +0.72% | 1.00 | 5.96% | +2.80 | 109.64 | 44.42% | 41.19% | 21.45% |
| 2021-06 | +0.56% | +31.83% | 0.53% | +0.72% | 1.01 | 5.99% | +1.86 | 106.52 | 44.48% | 41.01% | 21.05% |
| 2021-05 | +1.41% | +31.10% | 0.53% | +0.60% | 0.99 | 5.99% | +2.90 | 104.04 | 43.04% | 40.94% | 22.58% |
| 2021-04 | +1.39% | +29.28% | 0.53% | +0.60% | 0.94 | 5.96% | +2.18 | 99.71 | 42.59% | 40.53% | 22.06% |
| 2021-03 | +1.64% | +27.50% | 0.53% | +0.36% | 0.88 | 5.96% | +2.40 | 95.75 | 42.44% | 40.25% | 22.59% |
| 2021-02 | +0.50% | +25.45% | 0.53% | +0.48% | 0.83 | 5.92% | +5.15 | 91.82 | 41.51% | 39.52% | 21.38% |
| 2021-01 | +0.99% | +24.82% | 0.53% | +0.36% | 0.81 | 5.92% | +3.23 | 86.28 | 39.80% | 37.95% | 21.55% |
| 2020-12 | +1.61% | +23.60% | 0.56% | +0.24% | 0.73 | 6.06% | +1.37 | 82.25 | 40.50% | 39.15% | 23.12% |
| 2020-11 | +4.48% | +21.64% | 0.56% | — | — | — | +2.80 | 79.59 | 37.64% | 37.23% | 22.74% |
| 2020-10 | -0.07% | +16.42% | 0.56% | — | — | — | -0.02 | 73.43 | 36.66% | 38.43% | 20.93% |
| 2020-09 | -1.49% | +16.51% | 0.56% | — | — | — | +2.65 | 73.50 | 36.26% | 37.27% | 21.89% |
| 2020-08 | +2.40% | +18.27% | 0.56% | — | — | — | +2.81 | 71.96 | 37.87% | 38.13% | 22.00% |
| 2020-07 | +2.63% | +15.50% | 0.56% | — | — | — | +2.15 | 67.51 | 37.28% | 37.19% | 20.56% |
| 2020-06 | -0.18% | +12.54% | 0.56% | — | — | — | +1.97 | 63.67 | 35.34% | 35.84% | 20.54% |
| 2020-05 | +1.88% | +12.74% | 0.56% | — | — | — | +1.80 | 61.84 | 34.77% | 34.75% | 20.41% |
| 2020-04 | +4.84% | +10.66% | 0.56% | — | — | — | +2.05 | 58.91 | 32.93% | 32.34% | 19.42% |
| 2020-03 | -8.13% | +5.55% | 0.56% | — | — | — | +2.23 | 54.14 | 32.90% | 31.71% | 20.17% |
| 2020-02 | -2.16% | +14.89% | 0.56% | — | — | — | +1.69 | 56.45 | 33.62% | 32.47% | 18.48% |
| 2020-01 | -0.10% | +17.43% | 0.56% | — | — | — | +2.10 | 56.02 | 33.93% | 32.42% | 19.15% |
| 2019-12 | +0.86% | +17.55% | 0.61% | — | — | — | +1.83 | 53.99 | 35.82% | 34.69% | 19.91% |
| 2019-11 | +0.74% | +16.54% | 0.61% | — | — | — | +1.36 | 51.71 | 34.87% | 33.24% | 20.46% |
| 2019-10 | +1.34% | +15.69% | 0.61% | — | — | — | +1.69 | 49.98 | 34.33% | 32.89% | 20.39% |
| 2019-09 | +0.73% | +14.16% | 0.61% | — | — | — | +0.84 | 47.64 | 32.79% | 30.92% | 19.90% |
| 2019-08 | -0.20% | +13.33% | 0.61% | — | — | — | +1.73 | 46.46 | 31.70% | 31.04% | 19.76% |
| 2019-07 | +0.54% | +13.56% | 0.61% | — | — | — | +1.70 | 44.82 | 32.08% | 31.46% | 20.19% |
| 2019-06 | +2.00% | +12.95% | 0.61% | — | — | — | +1.59 | 42.89 | 32.11% | 31.27% | 20.21% |
| 2019-05 | -1.17% | +10.73% | 0.61% | — | — | — | +2.29 | 40.48 | 31.37% | 30.85% | 19.54% |
| 2019-04 | +1.33% | +12.04% | 0.61% | — | — | — | +1.07 | 38.65 | 32.91% | 32.21% | 20.62% |
| 2019-03 | +0.89% | +10.57% | 0.61% | — | — | — | +1.36 | 37.08 | 32.90% | 32.93% | 19.63% |
| 2019-02 | +1.06% | +9.60% | 0.61% | — | — | — | +1.12 | 35.40 | 32.85% | 32.68% | 19.60% |
| 2019-01 | +2.73% | +8.45% | 0.61% | — | — | — | +1.47 | 33.91 | 33.88% | 33.59% | 19.94% |
| 2018-12 | -2.37% | +5.57% | 0.78% | — | — | — | +0.76 | 31.56 | 34.28% | 34.06% | 20.56% |
| 2018-11 | +0.13% | +8.13% | 0.78% | — | — | — | +1.36 | 31.56 | 42.52% | 33.84% | 20.56% |
| 2018-10 | -2.03% | +7.99% | 0.78% | — | — | — | +1.12 | 30.14 | 35.00% | 35.73% | 19.54% |
| 2018-09 | +0.18% | +10.23% | 0.78% | — | — | — | +0.33 | 29.70 | 33.16% | 34.51% | 18.96% |
| 2018-08 | +0.77% | +10.03% | 0.78% | — | — | — | +1.17 | 29.32 | 33.66% | 34.17% | 18.96% |
| 2018-07 | +1.22% | +9.19% | 0.78% | — | — | — | +1.71 | 27.93 | 33.66% | 34.66% | 19.08% |
| 2018-06 | +0.25% | +7.87% | 0.78% | — | — | — | +0.88 | 25.89 | 33.99% | 34.80% | 18.81% |
| 2018-05 | +0.26% | +7.60% | 0.78% | — | — | — | +1.25 | 25.08 | 35.13% | 35.05% | 18.86% |
| 2018-04 | +0.92% | +7.32% | 0.78% | — | — | — | +2.29 | 23.77 | 34.67% | 34.46% | 18.26% |
| 2018-03 | -0.75% | +6.34% | 0.78% | — | — | — | +0.30 | 21.28 | 35.15% | 35.01% | 18.23% |
| 2018-02 | -1.29% | +7.15% | 0.78% | — | — | — | +0.58 | 21.14 | 34.63% | 34.86% | 18.12% |
| 2018-01 | +1.27% | +8.55% | 0.78% | — | — | — | +0.85 | 20.83 | 33.46% | 32.21% | 16.80% |
| 2017-12 | +0.74% | +7.19% | 0.81% | — | — | — | +0.39 | 19.73 | 33.20% | 30.06% | 16.98% |
| 2017-11 | +0.63% | +6.40% | 0.81% | — | — | — | +2.33 | 19.19 | 32.78% | 29.49% | 17.20% |
| 2017-10 | +0.91% | +5.73% | 0.81% | — | — | — | +1.20 | 16.73 | 32.34% | 28.87% | 16.74% |
| 2017-09 | +0.34% | +4.78% | 0.81% | — | — | — | +1.52 | 15.39 | 33.20% | 29.89% | 16.96% |
| 2017-08 | +0.33% | +4.43% | 0.81% | — | — | — | +1.71 | 13.81 | 33.60% | 30.12% | 17.38% |
| 2017-07 | +1.20% | +4.08% | 0.81% | — | — | — | +0.54 | 12.05 | 33.44% | 29.88% | 16.93% |
| 2017-06 | -0.46% | +2.85% | 0.81% | — | — | — | +0.62 | 11.37 | 32.89% | 29.46% | 16.62% |
| 2017-05 | +0.93% | +3.32% | 0.81% | — | — | — | +0.84 | 10.80 | 33.24% | 29.35% | 16.85% |
| 2017-04 | +0.94% | +2.37% | 0.81% | — | — | — | -0.25 | 9.86 | 33.87% | 30.32% | 17.34% |
| 2017-03 | +0.14% | +1.42% | 0.81% | — | — | — | +0.79 | 10.02 | 32.24% | 28.74% | 16.77% |
| 2017-02 | +0.58% | +1.28% | 0.81% | — | — | — | +0.25 | 9.22 | 32.10% | 28.42% | 17.03% |
| 2017-01 | -0.28% | +0.69% | 0.81% | — | — | — | +0.90 | 8.92 | 32.29% | 28.81% | 16.70% |
| 2016-12 | +0.92% | +0.97% | 0.87% | — | — | — | +0.01 | 8.04 | 33.46% | 28.98% | 16.42% |
| 2016-11 | +0.10% | +0.05% | 0.87% | — | — | — | +0.69 | 7.96 | 32.41% | 28.14% | 16.46% |
| 2016-10 | -0.23% | -0.05% | 0.87% | — | — | — | +0.45 | 7.27 | 32.46% | 28.34% | 15.41% |
| 2016-09 | -0.46% | +0.18% | 0.87% | — | — | — | +1.08 | 6.85 | 32.26% | 28.47% | 16.06% |
| 2016-08 | -0.22% | +0.65% | 0.87% | — | — | — | +1.68 | 5.84 | 32.02% | 27.23% | 15.75% |
| 2016-07 | +1.52% | +0.87% | 0.87% | — | — | — | +2.51 | 4.12 | 30.83% | 21.60% | 14.32% |
| 2016-06 | -0.22% | -0.64% | 0.87% | — | — | — | +0.64 | 1.58 | 27.85% | 19.62% | 12.66% |
| 2016-05 | +0.58% | -0.42% | 0.87% | — | — | — | — | 0.96 | — | — | — |
| 2016-04 | +0.42% | -1.00% | 0.87% | — | — | — | — | 0.72 | — | — | — |
| 2016-03 | +0.95% | -1.41% | 0.87% | — | — | — | — | 0.67 | — | — | — |
| 2016-02 | -0.09% | -2.34% | 0.87% | — | — | — | — | 0.30 | — | — | — |
| 2016-01 | -2.25% | -2.25% | 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.