נתונים היסטוריים · גמל

מחוג מסלול לבני 50 עד 60

נתונים היסטוריים מלאים עבור מחוג מסלול לבני 50 עד 60, 124 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 7206 | שם קרן: מחוג מסלול לבני 50 עד 60 | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אחר | חברה מנהלת: מחוג - מינהל גמל לעובדי חברת חשמל לישראל בע"מ | אוכלוסיית יעד: עובדי מפעל/גוף מסויים | התמחות: מדרגות | תת התמחות: 50-60.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 124
תשואה חודשית אחרונה +1.79%
תשואה מצטברת מההתחלה +99.45%
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 +1.79% +99.45% 0.25% +0.72% 1.09 5.64% +1.77 96.59 51.94% 36.29% 17.92%
2026-04 +3.99% +95.94% 0.25% +0.24% 1.04 5.63% +0.35 93.17 50.76% 35.41% 18.41%
2026-03 -2.51% +88.42% 0.25% +0.12% 0.91 5.45% -2.41 89.27 48.45% 35.36% 18.43%
2026-02 +0.66% +93.27% 0.25% +0.36% 1.23 5.30% -0.45 94.01 48.13% 36.43% 19.04%
2026-01 +1.82% +92.01% 0.25% +0.60% 1.23 5.30% -2.21 93.86 48.20% 37.79% 19.44%
2025-12 +0.68% +88.57% 0.24% +0.48% 1.17 5.28% -0.38 94.37 47.96% 39.27% 20.42%
2025-11 +0.82% +87.30% 0.24% +0.48% 1.18 5.28% +0.13 94.13 47.25% 39.77% 21.39%
2025-10 +1.64% +85.78% 0.24% +0.60% 1.21 5.47% -0.85 93.25 48.17% 40.80% 21.40%
2025-09 +1.91% +82.78% 0.24% +0.36% 1.14 5.47% +0.55 92.60 48.39% 41.22% 21.39%
2025-08 +0.95% +79.35% 0.24% +0.48% 1.02 5.51% -0.50 90.34 47.84% 40.89% 21.25%
2025-07 +1.34% +77.67% 0.24% +0.48% 1.04 5.61% +1.18 89.99 46.69% 40.26% 23.29%
2025-06 +2.81% +75.32% 0.24% +0.48% 1.02 5.63% -1.21 87.66 46.45% 40.73% 24.34%
2025-05 +2.17% +70.53% 0.24% +0.84% 0.88 5.57% -1.19 86.48 46.18% 42.87% 25.58%
2025-04 +0.29% +66.90% 0.24% +0.72% 0.80 5.53% -1.22 85.84 45.93% 43.05% 26.42%
2025-03 -1.19% +66.42% 0.24% +0.96% 0.88 5.87% +2.04 86.75 45.35% 43.69% 24.10%
2025-02 -0.34% +68.43% 0.24% +0.60% 0.74 7.22% +0.96 85.79 45.11% 43.05% 24.05%
2025-01 +1.44% +69.00% 0.24% +1.20% 0.75 7.30% +4.91 85.14 45.67% 44.12% 25.58%
2024-12 +0.08% +66.60% 0.24% +0.96% 0.70 7.29% +1.72 79.07 46.47% 44.63% 25.98%
2024-11 +2.07% +66.47% 0.24% +1.20% 0.73 7.29% +0.34 77.30 47.10% 44.93% 27.05%
2024-10 -0.13% +63.09% 0.24% +1.20% 0.67 7.26% +1.57 75.42 46.50% 44.22% 25.84%
2024-09 +2.05% +63.30% 0.24% +1.20% 0.72 7.26% +0.79 73.97 46.42% 44.55% 26.43%
2024-08 +0.70% +60.02% 0.24% 0.64 7.23% +0.30 71.71 45.99% 44.46% 26.24%
2024-07 +1.42% +58.91% 0.24% +1.32% 0.64 7.24% +2.79 70.92 45.71% 44.85% 26.14%
2024-06 +1.25% +56.69% 0.24% +1.44% 0.61 7.23% +0.52 67.17 45.91% 44.23% 26.86%
2024-05 +1.36% +54.75% 0.24% +1.08% 0.59 7.24% +0.26 65.83 45.59% 42.88% 26.67%
2024-04 -1.52% +52.68% 0.24% +1.20% 0.54 7.25% +0.10 64.70 44.93% 42.07% 26.21%
2024-03 +2.28% +55.03% 0.24% +1.08% 0.67 7.20% +0.28 65.61 45.79% 42.25% 26.95%
2024-02 +2.01% +51.58% 0.24% +1.08% 0.59 7.15% -0.10 63.89 45.00% 40.44% 25.64%
2024-01 +0.35% +48.59% 0.24% +1.20% 0.54 7.13% +1.12 62.75 44.24% 39.81% 26.01%
2023-12 +2.65% +48.07% 0.24% +0.96% 0.57 7.17% +0.21 61.42 45.12% 40.62% 25.85%
2023-11 +2.90% +44.25% 0.24% +0.96% 0.43 7.25% +1.39 59.64 44.79% 39.91% 25.25%
2023-10 -1.99% +40.18% 0.24% +0.96% 0.31 7.16% -0.85 56.62 44.54% 39.74% 27.36%
2023-09 -1.43% +43.03% 0.24% +0.72% 0.42 7.12% +0.28 58.64 44.00% 36.39% 24.40%
2023-08 -0.17% +45.10% 0.24% +0.72% 0.53 7.08% +0.34 59.22 44.98% 36.56% 24.84%
2023-07 +2.42% +45.35% 0.24% +0.72% 0.58 7.08% +0.27 59.00 45.25% 35.56% 24.71%
2023-06 +1.75% +41.92% 0.24% +0.60% 0.50 7.03% +1.43 57.34 43.98% 33.89% 24.82%
2023-05 +1.71% +39.48% 0.24% +0.48% 0.44 7.00% +1.00 54.96 43.07% 32.33% 23.76%
2023-04 +1.52% +37.13% 0.24% +0.24% 0.38 6.97% -0.12 53.07 43.41% 31.54% 23.44%
2023-03 +0.42% +35.08% 0.24% +0.00% 0.33 6.95% +1.06 52.41 43.43% 30.24% 22.84%
2023-02 -1.08% +34.51% 0.24% +0.24% 0.33 6.96% -0.48 51.14 44.11% 29.62% 22.21%
2023-01 +1.98% +35.98% 0.24% +0.24% 0.39 6.96% -0.72 52.20 44.04% 27.80% 23.01%
2022-12 -1.85% +33.34% 0.18% +0.12% 0.33 6.92% +0.11 51.90 45.05% 29.04% 24.22%
2022-11 +0.34% +35.86% 0.18% +0.24% 0.45 6.86% -0.19 52.79 46.15% 29.10% 24.57%
2022-10 +1.91% +35.39% 0.18% +0.12% 0.46 6.86% +0.65 52.80 45.02% 28.43% 23.86%
2022-09 -3.60% +32.86% 0.18% +0.12% 0.39 6.82% +1.41 51.18 44.16% 28.18% 22.92%
2022-08 -1.00% +37.82% 0.18% +0.12% 0.61 6.59% +0.23 51.67 45.96% 28.00% 22.86%
2022-07 +3.14% +39.21% 0.18% +0.00% 0.69 6.56% +0.40 51.97 46.51% 29.36% 24.05%
2022-06 -1.91% +34.97% 0.18% -0.12% 0.57 6.44% +1.34 50.00 44.52% 28.50% 22.92%
2022-05 -2.95% +37.60% 0.18% +0.12% 0.68 6.38% -0.61 49.61 46.38% 30.14% 24.31%
2022-04 -1.07% +41.78% 0.18% +0.12% 0.89 6.20% +0.45 51.75 46.09% 28.75% 23.05%
2022-03 +0.55% +43.32% 0.18% +0.12% 0.99 6.17% +0.31 51.88 46.88% 29.47% 24.27%
2022-02 -0.97% +42.53% 0.18% +0.12% 0.97 6.17% +0.67 51.28 45.98% 28.49% 23.73%
2022-01 -1.59% +43.93% 0.18% +0.36% 1.06 6.13% +3.70 51.12 45.46% 28.56% 23.88%
2021-12 +1.54% +46.25% 0.19% +0.48% 1.18 6.06% -0.18 48.24 46.46% 28.67% 25.00%
2021-11 +0.46% +44.04% 0.19% +0.36% 1.13 6.04% +0.02 47.70 45.41% 28.47% 24.42%
2021-10 +1.99% +43.38% 0.19% +0.60% 1.12 6.04% -0.25 47.46 46.10% 29.52% 26.11%
2021-09 -0.38% +40.58% 0.19% +0.60% 1.04 6.01% +1.99 46.80 45.51% 29.68% 26.18%
2021-08 +1.53% +41.12% 0.19% +0.72% 1.07 6.01% +0.12 45.00 46.36% 30.16% 26.49%
2021-07 +0.37% +38.99% 0.19% +0.96% 1.00 6.00% -0.40 44.21 45.71% 30.24% 27.19%
2021-06 +0.87% +38.48% 0.19% +0.96% 1.02 6.04% +0.93 44.46 45.01% 29.46% 26.32%
2021-05 +1.47% +37.28% 0.19% +0.84% 0.99 6.04% -4.86 43.17 45.89% 29.70% 26.73%
2021-04 +1.94% +35.29% 0.19% +0.84% 0.94 6.03% -1.92 47.42 45.04% 30.03% 26.28%
2021-03 +2.05% +32.72% 0.19% +0.72% 0.87 5.99% -1.73 48.42 43.82% 29.68% 26.13%
2021-02 +0.73% +30.05% 0.19% +0.72% 0.80 5.96% -1.28 49.16 39.28% 26.53% 23.49%
2021-01 +0.96% +29.11% 0.19% +0.48% 0.77 5.96% +5.69 50.08 35.00% 24.42% 21.39%
2020-12 +1.18% +27.88% 0.19% -1.63 43.97 38.00% 26.40% 23.70%
2020-11 +3.87% +26.39% 0.19% +0.61 45.09 33.02% 22.80% 21.80%
2020-10 +0.03% +21.68% 0.19% -0.18 42.82 31.62% 22.40% 21.23%
2020-09 -1.32% +21.65% 0.19% +0.29 43.00 31.35% 22.65% 21.49%
2020-08 +2.96% +23.27% 0.19% -0.55 43.29 32.13% 22.87% 21.64%
2020-07 +1.98% +19.73% 0.19% +0.55 42.60 30.47% 21.81% 21.22%
2020-06 -0.62% +17.40% 0.19% -2.25 41.24 30.65% 21.87% 20.95%
2020-05 +0.96% +18.14% 0.19% +0.18 43.73 30.39% 21.18% 20.21%
2020-04 +4.99% +17.01% 0.19% +1.61 43.15 30.22% 21.02% 21.37%
2020-03 -8.90% +11.45% 0.19% -3.69 39.57 29.92% 21.15% 21.05%
2020-02 -2.01% +22.34% 0.19% +0.19 47.57 32.27% 21.11% 20.45%
2020-01 +0.29% +24.85% 0.19% +3.47 48.37 33.31% 21.65% 20.69%
2019-12 +0.53% +24.49% 0.22% +1.57 44.81 32.65% 21.47% 20.35%
2019-11 +0.88% +23.83% 0.22% +0.40 43.01 35.13% 24.34% 20.79%
2019-10 +1.23% +22.75% 0.22% +0.45 42.25 31.48% 21.11% 19.93%
2019-09 +1.15% +21.26% 0.22% +0.07 41.30 31.77% 20.77% 19.78%
2019-08 -0.44% +19.88% 0.22% +0.90 40.77 31.42% 20.65% 19.72%
2019-07 +0.66% +20.41% 0.22% +0.32 40.06 31.50% 20.79% 20.04%
2019-06 +1.64% +19.62% 0.22% +0.10 39.48 31.51% 21.35% 20.21%
2019-05 -0.51% +17.69% 0.22% +0.08 38.74 28.55% 19.85% 18.69%
2019-04 +1.24% +18.30% 0.22% +1.38 38.86 27.92% 19.81% 18.61%
2019-03 +0.70% +16.85% 0.22% +0.70 37.03 28.36% 19.90% 18.77%
2019-02 +1.20% +16.03% 0.22% -0.22 36.07 28.56% 20.16% 19.05%
2019-01 +2.32% +14.66% 0.22% +1.62 35.87 28.63% 19.32% 18.99%
2018-12 -2.71% +12.06% 0.20% +2.16 33.46 27.56% 18.50% 17.66%
2018-11 -0.12% +15.18% 0.20% +0.13 32.17 29.06% 19.86% 18.87%
2018-10 -1.29% +15.32% 0.20% -0.16 32.09 28.58% 19.94% 18.85%
2018-09 -0.05% +16.83% 0.20% -0.90 32.67 29.48% 20.39% 18.98%
2018-08 +1.36% +16.88% 0.20% -0.68 33.59 29.29% 20.04% 18.67%
2018-07 +0.75% +15.32% 0.20% +0.32 33.82 28.68% 19.93% 18.69%
2018-06 +0.02% +14.46% 0.20% +0.37 33.27 28.67% 16.74% 18.79%
2018-05 +0.32% +14.43% 0.20% +1.67 32.89 28.67% 16.45% 18.33%
2018-04 +0.71% +14.07% 0.20% +0.30 31.13 29.62% 17.09% 19.05%
2018-03 -0.50% +13.26% 0.20% +0.27 30.62 28.15% 16.00% 17.90%
2018-02 -0.90% +13.83% 0.20% -0.36 30.51 29.27% 16.65% 18.16%
2018-01 +1.03% +14.87% 0.20% +0.88 31.15 28.86% 16.34% 17.75%
2017-12 +0.52% +13.70% 0.15% -0.17 29.97 28.93% 16.28% 17.48%
2017-11 +0.69% +13.11% 0.15% +0.70 29.99 29.11% 16.54% 17.77%
2017-10 +0.79% +12.33% 0.15% +0.60 29.09 26.95% 15.13% 16.40%
2017-09 +0.46% +11.45% 0.15% +0.15 28.27 27.13% 15.14% 16.52%
2017-08 +0.35% +10.94% 0.15% +0.24 28.00 26.79% 14.93% 16.21%
2017-07 +0.97% +10.56% 0.15% +1.75 27.66 26.50% 14.97% 16.23%
2017-06 -0.70% +9.49% 0.15% +1.24 25.67 26.14% 14.57% 15.19%
2017-05 +0.88% +10.27% 0.15% +2.41 24.60 25.04% 14.11% 14.02%
2017-04 +1.11% +9.30% 0.15% +0.18 22.00 27.27% 15.59% 15.55%
2017-03 +0.47% +8.10% 0.15% +2.27 21.58 26.51% 15.15% 15.15%
2017-02 +0.70% +7.60% 0.15% +0.08 19.22 26.43% 15.04% 13.58%
2017-01 +0.40% +6.85% 0.15% +1.93 19.00 26.32% 14.84% 13.63%
2016-12 +0.86% +6.42% +0.66 17.01 25.16% 14.34% 13.23%
2016-11 +0.54% +5.52% +3.02 16.22 25.34% 14.86% 13.50%
2016-10 +0.27% +4.95% +0.58 13.13 25.82% 15.08% 13.48%
2016-09 -0.56% +4.67% +1.21 12.52 25.56% 14.86% 13.58%
2016-08 +0.33% +5.26% +0.72 11.38 26.10% 15.03% 13.62%
2016-07 +2.07% +4.91% +0.89 10.62 25.71% 14.97% 13.47%
2016-06 -0.14% +2.78% +7.57 9.53 25.39% 14.80% 13.96%
2016-05 +0.88% +2.93% +0.42 1.99 26.63% 14.57% 16.58%
2016-04 +0.85% +2.03% +0.65 1.55 25.81% 14.19% 15.48%
2016-03 +1.21% +1.17% +0.58 0.89 26.97% 13.48% 13.48%
2016-02 -0.04% -0.04% +0.00 0.30 30.00% 13.33% 13.33%

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.