חודשים בטווח
125
עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ - מסלול לבני 50 ומטה
נתונים היסטוריים מלאים עבור עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ - מסלול לבני 50 ומטה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9783 | שם קרן: עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ - מסלול לבני 50 ומטה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אחר | חברה מנהלת: עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ | אוכלוסיית יעד: עובדי סקטור מסויים | התמחות: מדרגות | תת התמחות: עד 50.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ - מסלול לבני 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+4.59%
תשואה מצטברת מההתחלה
+102.26%
| 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 | +4.59% | +102.26% | 0.60% | +0.12% | 1.14 | 8.38% | -2.04 | 533.16 | 50.28% | 29.20% | 20.33% |
| 2026-04 | +5.79% | +93.38% | 0.60% | -1.32% | 1.01 | 8.20% | -0.98 | 512.13 | 50.93% | 28.81% | 17.88% |
| 2026-03 | -2.10% | +82.80% | 0.60% | -1.68% | 0.86 | 7.87% | -5.11 | 485.24 | 50.36% | 27.55% | 15.01% |
| 2026-02 | +0.59% | +86.72% | 0.60% | -2.04% | 1.03 | 7.79% | -4.02 | 501.13 | 50.80% | 27.75% | 15.59% |
| 2026-01 | +3.49% | +85.62% | 0.60% | -1.56% | 1.05 | 7.80% | -4.93 | 502.64 | 51.43% | 27.21% | 18.18% |
| 2025-12 | +1.30% | +79.36% | 0.40% | -1.56% | 0.95 | 7.71% | -4.65 | 490.44 | 49.56% | 27.42% | 18.10% |
| 2025-11 | +1.46% | +77.06% | 0.40% | -1.56% | 0.94 | 7.72% | -7.77 | 489.16 | 51.15% | 28.72% | 18.96% |
| 2025-10 | +1.78% | +74.51% | 0.40% | -1.56% | 0.96 | 8.06% | -1.62 | 489.84 | 50.83% | 28.41% | 19.37% |
| 2025-09 | +2.35% | +71.46% | 0.40% | -1.92% | 0.89 | 8.08% | -5.57 | 483.13 | 50.19% | 27.84% | 18.67% |
| 2025-08 | +1.59% | +67.52% | 0.40% | -1.68% | 0.79 | 8.10% | -5.50 | 477.77 | 50.67% | 28.44% | 18.73% |
| 2025-07 | +2.00% | +64.90% | 0.40% | -1.80% | 0.79 | 8.24% | -4.26 | 475.93 | 50.58% | 29.76% | 18.07% |
| 2025-06 | +3.56% | +61.67% | 0.40% | -1.92% | 0.75 | 8.23% | -2.41 | 471.05 | 51.60% | 33.95% | 17.83% |
| 2025-05 | +3.54% | +56.11% | 0.40% | -1.20% | 0.63 | 8.12% | -4.70 | 457.41 | 51.14% | 36.75% | 19.85% |
| 2025-04 | +0.13% | +50.77% | 0.40% | -1.20% | 0.53 | 8.04% | -3.15 | 446.68 | 50.55% | 37.26% | 18.76% |
| 2025-03 | -1.54% | +50.58% | 0.40% | -0.84% | 0.61 | 8.37% | -2.60 | 449.55 | 50.15% | 37.84% | 17.62% |
| 2025-02 | -1.09% | +52.93% | 0.40% | -0.36% | 0.55 | 9.44% | -3.71 | 459.42 | 50.04% | 38.20% | 18.95% |
| 2025-01 | +1.90% | +54.62% | 0.40% | +0.00% | 0.57 | 9.57% | -0.55 | 468.39 | 50.96% | 40.12% | 23.18% |
| 2024-12 | +1.28% | +51.73% | 0.40% | -0.12% | 0.53 | 9.55% | -3.86 | 460.43 | 50.27% | 39.74% | 23.78% |
| 2024-11 | +2.51% | +49.82% | 0.40% | -0.36% | 0.50 | 9.54% | -3.14 | 458.01 | 51.17% | 41.23% | 23.87% |
| 2024-10 | +1.27% | +46.15% | 0.40% | -0.48% | 0.43 | 9.50% | -0.66 | 449.80 | 53.44% | 43.90% | 23.80% |
| 2024-09 | +2.42% | +44.32% | 0.40% | -1.08% | 0.42 | 9.50% | -3.77 | 445.23 | 55.67% | 47.23% | 26.10% |
| 2024-08 | +0.09% | +40.91% | 0.40% | — | 0.37 | 9.46% | -0.67 | 438.82 | 52.76% | 46.42% | 25.97% |
| 2024-07 | -0.51% | +40.78% | 0.40% | -0.84% | 0.37 | 9.47% | -0.76 | 439.36 | 52.82% | 47.02% | 26.27% |
| 2024-06 | +1.55% | +41.50% | 0.40% | -0.12% | 0.41 | 9.46% | -1.21 | 442.41 | 53.28% | 49.47% | 27.55% |
| 2024-05 | +1.04% | +39.34% | 0.40% | -0.48% | 0.39 | 9.46% | -2.69 | 436.97 | 52.67% | 46.72% | 26.71% |
| 2024-04 | -1.70% | +37.91% | 0.40% | -0.84% | 0.34 | 9.57% | -2.00 | 435.34 | 52.33% | 45.66% | 24.98% |
| 2024-03 | +3.18% | +40.29% | 0.40% | -0.96% | 0.44 | 9.55% | -1.36 | 445.16 | 52.65% | 45.37% | 27.78% |
| 2024-02 | +2.82% | +35.97% | 0.40% | -1.08% | 0.35 | 9.46% | -3.60 | 433.27 | 50.41% | 42.94% | 27.89% |
| 2024-01 | +0.34% | +32.24% | 0.40% | -0.96% | 0.28 | 9.41% | -1.86 | 425.31 | 51.22% | 43.91% | 27.47% |
| 2023-12 | +3.59% | +31.79% | 0.40% | -1.32% | 0.32 | 9.48% | -1.02 | 425.87 | 49.46% | 42.18% | 25.73% |
| 2023-11 | +3.37% | +27.22% | 0.40% | -1.20% | 0.17 | 9.54% | -0.64 | 411.94 | 47.02% | 38.90% | 25.24% |
| 2023-10 | -3.29% | +23.08% | 0.40% | -1.56% | 0.06 | 9.44% | -1.72 | 399.49 | 45.72% | 40.02% | 23.28% |
| 2023-09 | -2.29% | +27.26% | 0.40% | -1.80% | 0.17 | 9.39% | -4.76 | 415.25 | 53.28% | 41.51% | 18.04% |
| 2023-08 | -1.14% | +30.25% | 0.40% | -1.80% | 0.27 | 9.32% | -3.89 | 429.30 | 52.94% | 41.32% | 19.56% |
| 2023-07 | +2.64% | +31.75% | 0.40% | -1.80% | 0.34 | 9.30% | -0.22 | 439.47 | 52.47% | 40.20% | 20.41% |
| 2023-06 | +3.04% | +28.36% | 0.40% | -1.92% | 0.27 | 9.25% | -6.23 | 428.92 | 52.04% | 40.37% | 20.98% |
| 2023-05 | +1.50% | +24.57% | 0.40% | -2.28% | 0.17 | 9.16% | -2.40 | 421.63 | 52.83% | 39.72% | 18.82% |
| 2023-04 | +0.80% | +22.73% | 0.40% | -2.40% | 0.14 | 9.16% | -1.96 | 417.93 | 52.86% | 39.18% | 18.86% |
| 2023-03 | +0.06% | +21.76% | 0.40% | -2.52% | 0.13 | 9.15% | -6.32 | 416.38 | 51.53% | 37.96% | 18.96% |
| 2023-02 | -1.22% | +21.68% | 0.40% | -2.28% | 0.13 | 9.17% | -5.34 | 422.67 | 53.17% | 39.34% | 19.46% |
| 2023-01 | +5.00% | +23.19% | 0.40% | -2.04% | 0.18 | 9.15% | -2.00 | 433.41 | 52.34% | 38.03% | 17.99% |
| 2022-12 | -3.83% | +17.32% | 0.40% | -2.40% | 0.04 | 8.92% | -8.35 | 416.35 | 54.52% | 39.21% | 15.97% |
| 2022-11 | +2.02% | +21.99% | 0.40% | -1.92% | 0.20 | 8.73% | -3.67 | 439.81 | 54.36% | 38.81% | 18.56% |
| 2022-10 | +3.34% | +19.58% | 0.40% | -2.40% | 0.14 | 8.70% | +1.64 | 435.08 | 55.39% | 38.88% | 17.06% |
| 2022-09 | -4.55% | +15.71% | 0.40% | -2.40% | 0.04 | 8.59% | -3.55 | 422.52 | 53.74% | 37.91% | 14.90% |
| 2022-08 | -1.65% | +21.23% | 0.40% | -2.16% | 0.23 | 8.32% | -1.46 | 443.71 | 54.85% | 37.81% | 13.39% |
| 2022-07 | +4.70% | +23.26% | 0.40% | -2.28% | 0.31 | 8.28% | -2.94 | 453.00 | 54.37% | 38.63% | 14.41% |
| 2022-06 | -4.68% | +17.73% | 0.40% | -2.76% | 0.14 | 8.04% | -0.99 | 434.01 | 53.16% | 37.87% | 10.27% |
| 2022-05 | -3.37% | +23.51% | 0.40% | -1.80% | 0.36 | 7.73% | -5.95 | 457.90 | 54.98% | 38.86% | 15.82% |
| 2022-04 | -1.76% | +27.82% | 0.40% | -1.68% | 0.54 | 7.55% | -0.13 | 480.29 | 54.44% | 37.26% | 13.49% |
| 2022-03 | +0.12% | +30.11% | 0.40% | -1.56% | 0.64 | 7.49% | -1.63 | 489.17 | 55.41% | 38.55% | 16.32% |
| 2022-02 | -1.46% | +29.95% | 0.40% | -1.56% | 0.65 | 7.49% | -3.90 | 490.34 | 52.53% | 39.75% | 17.71% |
| 2022-01 | -2.65% | +31.88% | 0.40% | -1.08% | 0.74 | 7.44% | -0.63 | 501.60 | 55.95% | 42.78% | 18.59% |
| 2021-12 | +1.14% | +35.47% | 0.40% | -0.36% | 0.89 | 7.30% | -8.66 | 516.77 | 51.64% | 39.71% | 18.28% |
| 2021-11 | -0.08% | +33.94% | 0.40% | -0.24% | 0.86 | 7.30% | -3.22 | 518.68 | 51.75% | 40.65% | 23.19% |
| 2021-10 | +1.60% | +34.05% | 0.40% | -0.12% | 0.87 | 7.30% | -4.07 | 522.43 | 51.87% | 40.99% | 25.07% |
| 2021-09 | -1.04% | +31.94% | 0.40% | +0.12% | 0.82 | 7.28% | -4.96 | 518.54 | 51.25% | 40.84% | 24.11% |
| 2021-08 | +0.72% | +33.32% | 0.40% | +0.36% | 0.86 | 7.27% | -3.80 | 529.05 | 51.72% | 41.30% | 25.07% |
| 2021-07 | -0.70% | +32.37% | 0.40% | +0.72% | 0.85 | 7.27% | -2.37 | 529.13 | 50.52% | 40.58% | 24.93% |
| 2021-06 | +1.29% | +33.30% | 0.40% | +0.96% | 0.91 | 7.29% | -0.52 | 535.13 | 51.89% | 41.40% | 25.12% |
| 2021-05 | +0.72% | +31.60% | 0.40% | +0.72% | 0.86 | 7.30% | +2.04 | 529.46 | 50.42% | 39.91% | 24.90% |
| 2021-04 | +1.42% | +30.66% | 0.40% | +0.96% | 0.84 | 7.29% | -5.06 | 526.57 | 50.40% | 39.68% | 23.82% |
| 2021-03 | +1.75% | +28.83% | 0.40% | +0.84% | 0.80 | 7.28% | -2.26 | 521.92 | 50.97% | 40.31% | 25.23% |
| 2021-02 | +1.42% | +26.62% | 0.40% | +0.96% | 0.75 | 7.26% | -1.02 | 515.36 | 51.93% | 40.66% | 23.39% |
| 2021-01 | +1.68% | +24.85% | 0.40% | +0.24% | 0.69 | 7.28% | -5.07 | 509.39 | 51.28% | 39.33% | 23.72% |
| 2020-12 | +1.83% | +22.78% | 0.40% | +0.36% | 0.61 | 7.30% | -2.53 | 505.98 | 48.95% | 37.50% | 20.97% |
| 2020-11 | +5.93% | +20.58% | 0.40% | — | — | — | +5.67 | 499.24 | 47.41% | 35.76% | 20.70% |
| 2020-10 | -0.78% | +13.83% | 0.40% | — | — | — | -7.53 | 477.10 | 48.30% | 37.21% | 20.08% |
| 2020-09 | -1.53% | +14.72% | 0.40% | — | — | — | -1.98 | 480.68 | 46.36% | 34.87% | 22.06% |
| 2020-08 | +4.16% | +16.50% | 0.40% | — | — | — | -11.05 | 492.64 | 46.32% | 33.00% | 20.79% |
| 2020-07 | +1.41% | +11.85% | 0.40% | — | — | — | -1.81 | 477.72 | 47.31% | 34.48% | 20.55% |
| 2020-06 | +0.22% | +10.30% | 0.40% | — | — | — | -7.00 | 473.14 | 47.29% | 34.12% | 19.75% |
| 2020-05 | +1.90% | +10.05% | 0.40% | — | — | — | +0.19 | 479.38 | 44.63% | 31.38% | 18.71% |
| 2020-04 | +5.81% | +8.00% | 0.40% | — | — | — | +0.94 | 470.69 | 44.38% | 31.29% | 18.00% |
| 2020-03 | -9.31% | +2.07% | 0.40% | — | — | — | -14.76 | 444.24 | 40.24% | 27.49% | 15.03% |
| 2020-02 | -3.31% | +12.55% | 0.40% | — | — | — | -3.20 | 506.59 | 45.03% | 30.73% | 18.00% |
| 2020-01 | +0.79% | +16.40% | 0.40% | — | — | — | -2.93 | 528.51 | 43.57% | 29.40% | 19.80% |
| 2019-12 | +0.40% | +15.49% | 0.45% | — | — | — | -1.86 | 525.85 | 37.81% | 25.24% | 19.24% |
| 2019-11 | +0.82% | +15.03% | 0.45% | — | — | — | -2.86 | 525.56 | 37.19% | 24.73% | 19.44% |
| 2019-10 | +1.38% | +14.09% | 0.45% | — | — | — | -1.58 | 524.29 | 36.58% | 23.96% | 19.35% |
| 2019-09 | +0.98% | +12.54% | 0.45% | — | — | — | -1.20 | 518.79 | 35.67% | 23.37% | 19.42% |
| 2019-08 | -0.25% | +11.45% | 0.45% | — | — | — | -2.56 | 515.76 | 36.03% | 25.02% | 19.13% |
| 2019-07 | +0.85% | +11.73% | 0.45% | — | — | — | -3.47 | 519.78 | 32.63% | 22.07% | 19.65% |
| 2019-06 | +1.80% | +10.79% | 0.45% | — | — | — | +13.13 | 518.85 | 37.43% | 27.28% | 19.14% |
| 2019-05 | -2.77% | +8.83% | 0.45% | — | — | — | -18.94 | 511.72 | 39.14% | 29.65% | 17.87% |
| 2019-04 | +1.94% | +11.93% | 0.45% | — | — | — | -1.33 | 530.47 | 39.45% | 29.35% | 19.15% |
| 2019-03 | +0.65% | +9.80% | 0.45% | — | — | — | -0.65 | 521.74 | 35.89% | 28.63% | 18.94% |
| 2019-02 | +1.26% | +9.09% | 0.45% | — | — | — | -0.16 | 519.65 | 32.70% | 26.88% | 18.92% |
| 2019-01 | +3.02% | +7.73% | 0.45% | — | — | — | -0.50 | 512.99 | 33.21% | 27.12% | 18.55% |
| 2018-12 | -3.60% | +4.57% | 0.45% | — | — | — | -3.54 | 498.93 | 33.53% | 27.65% | 15.82% |
| 2018-11 | -0.37% | +8.48% | 0.45% | — | — | — | -2.16 | 521.40 | 35.51% | 27.69% | 17.83% |
| 2018-10 | -2.57% | +8.88% | 0.45% | — | — | — | -0.19 | 525.44 | 36.55% | 28.99% | 17.81% |
| 2018-09 | -0.24% | +11.75% | 0.45% | — | — | — | +0.16 | 539.63 | 37.81% | 30.08% | 19.88% |
| 2018-08 | +0.56% | +12.02% | 0.45% | — | — | — | -1.78 | 541.26 | 37.88% | 29.82% | 19.75% |
| 2018-07 | +0.87% | +11.40% | 0.45% | — | — | — | -1.15 | 540.56 | 37.51% | 30.19% | 19.45% |
| 2018-06 | -0.35% | +10.44% | 0.45% | — | — | — | -0.17 | 537.80 | 37.52% | 30.22% | 19.00% |
| 2018-05 | +1.25% | +10.83% | 0.45% | — | — | — | -1.01 | 539.55 | 34.44% | 27.42% | 17.71% |
| 2018-04 | +0.38% | +9.46% | 0.45% | — | — | — | -0.88 | 534.27 | 34.91% | 27.32% | 16.54% |
| 2018-03 | -0.85% | +9.04% | 0.45% | — | — | — | -1.99 | 533.15 | 35.27% | 27.34% | 15.56% |
| 2018-02 | -0.45% | +9.98% | 0.45% | — | — | — | -0.99 | 540.13 | 34.63% | 26.32% | 16.02% |
| 2018-01 | +1.87% | +10.47% | 0.45% | — | — | — | +4.05 | 543.51 | 34.45% | 22.95% | 16.25% |
| 2017-12 | +0.54% | +8.45% | 0.45% | — | — | — | -7.19 | 533.93 | 34.77% | 23.20% | 15.32% |
| 2017-11 | +0.38% | +7.86% | 0.45% | — | — | — | -0.75 | 533.03 | 34.75% | 24.84% | 15.16% |
| 2017-10 | +1.23% | +7.46% | 0.45% | — | — | — | -0.82 | 533.06 | 35.16% | 25.26% | 13.21% |
| 2017-09 | +0.65% | +6.15% | 0.45% | — | — | — | -3.91 | 527.64 | 35.05% | 24.49% | 12.99% |
| 2017-08 | +0.01% | +5.47% | 0.45% | — | — | — | -1.72 | 528.73 | 34.83% | 24.43% | 13.07% |
| 2017-07 | +1.01% | +5.45% | 0.45% | — | — | — | -1.74 | 530.92 | 34.90% | 23.61% | 12.33% |
| 2017-06 | -0.28% | +4.40% | 0.45% | — | — | — | -3.09 | 527.52 | 34.59% | 22.67% | 13.04% |
| 2017-05 | +0.87% | +4.69% | 0.45% | — | — | — | -1.33 | 532.32 | 34.82% | 22.35% | 12.87% |
| 2017-04 | +0.87% | +3.79% | 0.45% | — | — | — | +0.01 | 529.29 | 34.58% | 22.17% | 12.34% |
| 2017-03 | +0.30% | +2.90% | 0.45% | — | — | — | -2.37 | 525.70 | 34.21% | 22.15% | 11.68% |
| 2017-02 | +0.78% | +2.59% | 0.45% | — | — | — | -3.31 | 526.31 | 34.52% | 26.19% | 15.05% |
| 2017-01 | +0.31% | +1.79% | 0.45% | — | — | — | -4.35 | 525.87 | 33.82% | 25.86% | 14.73% |
| 2016-12 | +0.58% | +1.48% | — | — | — | — | -4.06 | 529.42 | 32.94% | 26.02% | 12.52% |
| 2016-11 | +0.13% | +0.89% | — | — | — | — | -3.58 | 529.73 | 33.20% | 26.32% | 12.23% |
| 2016-10 | +0.35% | +0.76% | — | — | — | — | -1.40 | 533.60 | 32.78% | 30.70% | 15.68% |
| 2016-09 | -0.83% | +0.41% | — | — | — | — | -5.92 | 533.20 | 33.02% | 30.93% | 15.39% |
| 2016-08 | +0.30% | +1.25% | — | — | — | — | -8.54 | 543.95 | 33.11% | 30.79% | 15.40% |
| 2016-07 | +2.09% | +0.95% | — | — | — | — | -31.96 | 551.17 | 34.24% | 30.86% | 17.48% |
| 2016-06 | -0.63% | -1.12% | — | — | — | — | -53.21 | 572.08 | 36.65% | 33.47% | 16.81% |
| 2016-05 | +0.37% | -0.49% | — | — | — | — | -2.67 | 629.03 | 36.13% | 33.54% | 18.03% |
| 2016-04 | +0.72% | -0.86% | — | — | — | — | -1.00 | 629.80 | 36.24% | 33.37% | 19.09% |
| 2016-03 | +0.86% | -1.57% | — | — | — | — | -4.10 | 626.14 | 35.92% | 29.80% | 18.60% |
| 2016-02 | -0.97% | -2.41% | — | — | — | — | -1.88 | 625.44 | 34.86% | 25.91% | 14.43% |
| 2016-01 | -1.45% | -1.45% | — | — | — | — | +0.58 | 633.59 | 35.36% | 26.72% | 18.28% |
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.