נתונים היסטוריים · גמל

קופת גמל אישית לפיצויים של העובדים בעיריית תל-אביב יפו - מסלול לבני 50-60

נתונים היסטוריים מלאים עבור קופת גמל אישית לפיצויים של העובדים בעיריית תל-אביב יפו - מסלול לבני 50-60, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 9957 | שם קרן: קופת גמל אישית לפיצויים של העובדים בעיריית תל-אביב יפו - מסלול לבני 50-60 | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אחר | חברה מנהלת: חברה לניהול קופות גמל של העובדים בעיריית תל - אביב יפו 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 125
תשואה חודשית אחרונה +2.95%
תשואה מצטברת מההתחלה +96.00%
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 +2.95% +96.00% 0.43% +1.32% 1.29 5.58% -2.28 167.28 52.86% 39.59% 19.24%
2026-04 +4.24% +90.38% 0.43% +0.60% 1.19 5.50% -0.09 164.81 51.85% 39.51% 18.64%
2026-03 -1.96% +82.64% 0.43% +0.48% 1.06 5.29% -1.56 158.21 50.68% 39.97% 17.68%
2026-02 +0.66% +86.29% 0.43% +0.72% 1.34 5.20% -1.11 162.99 52.18% 39.51% 18.21%
2026-01 +2.65% +85.07% 0.43% +0.84% 1.34 5.20% -1.49 163.08 50.73% 39.71% 18.13%
2025-12 +1.32% +80.29% 0.50% +0.72% 1.24 5.13% -2.13 160.38 49.70% 40.32% 18.18%
2025-11 +1.01% +77.94% 0.50% +0.84% 1.22 5.14% -1.36 160.52 48.93% 40.73% 18.61%
2025-10 +1.70% +76.16% 0.50% +0.84% 1.24 5.40% -0.17 160.32 48.73% 41.69% 18.43%
2025-09 +1.99% +73.22% 0.50% +0.48% 1.15 5.41% -1.64 157.84 48.71% 41.37% 21.45%
2025-08 +0.79% +69.84% 0.50% +0.48% 1.02 5.46% -0.83 156.50 49.64% 42.00% 20.69%
2025-07 +1.12% +68.51% 0.50% +0.60% 1.05 5.55% -0.77 156.13 49.28% 42.23% 21.44%
2025-06 +3.05% +66.64% 0.50% +0.48% 1.05 5.59% -0.98 155.19 49.29% 42.68% 21.65%
2025-05 +1.82% +61.71% 0.50% +1.08% 0.90 5.50% -1.16 151.61 47.78% 45.43% 21.82%
2025-04 +0.39% +58.82% 0.50% +1.20% 0.85 5.49% -0.21 150.07 46.98% 46.77% 21.36%
2025-03 -0.81% +58.20% 0.50% +1.44% 0.92 5.86% -1.22 149.78 47.04% 47.46% 21.98%
2025-02 -0.04% +59.49% 0.50% +0.60% 0.71 7.51% -0.61 152.30 47.05% 45.27% 21.35%
2025-01 +1.39% +59.56% 0.50% +0.84% 0.69 7.63% -0.36 153.00 47.25% 45.80% 22.01%
2024-12 +0.40% +57.37% 0.59% +0.72% 0.65 7.62% -1.40 151.29 46.45% 46.19% 21.87%
2024-11 +2.03% +56.74% 0.59% +0.96% 0.67 7.62% -2.40 152.15 45.69% 46.15% 23.92%
2024-10 +0.29% +53.63% 0.59% +0.96% 0.61 7.59% -0.95 151.54 44.62% 47.08% 24.12%
2024-09 +1.49% +53.18% 0.59% +0.96% 0.64 7.60% -0.16 152.11 44.38% 49.02% 24.53%
2024-08 +0.82% +50.93% 0.59% 0.58 7.59% -0.45 150.04 43.82% 48.34% 24.85%
2024-07 +0.69% +49.70% 0.59% +1.08% 0.58 7.60% +1.54 149.32 44.93% 51.47% 25.29%
2024-06 +1.52% +48.68% 0.59% +1.32% 0.58 7.60% -0.56 146.86 45.34% 50.63% 26.69%
2024-05 +1.48% +46.45% 0.59% +0.96% 0.55 7.61% -1.73 145.28 47.57% 52.28% 25.41%
2024-04 -1.37% +44.32% 0.59% +0.84% 0.48 7.63% -0.81 144.87 46.77% 52.04% 24.25%
2024-03 +2.09% +46.32% 0.59% +0.72% 0.60 7.60% -1.01 147.77 47.39% 51.97% 24.91%
2024-02 +1.86% +43.33% 0.59% +0.84% 0.54 7.57% -0.69 145.68 47.27% 49.09% 25.10%
2024-01 +0.61% +40.71% 0.59% +0.84% 0.48 7.54% -0.30 143.68 45.97% 50.09% 24.52%
2023-12 +2.21% +39.86% 0.54% +0.60% 0.51 7.60% -1.79 143.31 45.92% 50.09% 26.68%
2023-11 +2.08% +36.83% 0.54% +0.72% 0.38 7.71% -1.05 142.05 45.51% 49.26% 26.15%
2023-10 -1.85% +34.04% 0.54% +0.96% 0.31 7.67% -0.67 140.24 45.71% 54.28% 26.43%
2023-09 -1.22% +36.57% 0.54% +0.60% 0.40 7.66% -0.43 143.62 50.01% 52.01% 25.66%
2023-08 +0.26% +38.26% 0.54% +0.60% 0.49 7.62% -0.86 145.89 49.27% 51.11% 26.38%
2023-07 +2.21% +37.90% 0.54% +0.36% 0.52 7.63% -0.44 146.43 49.43% 50.33% 26.39%
2023-06 +1.83% +34.92% 0.54% +0.24% 0.45 7.59% -0.50 143.80 49.01% 49.73% 26.22%
2023-05 +1.40% +32.49% 0.54% +0.12% 0.39 7.56% -0.24 141.80 48.37% 48.30% 21.69%
2023-04 +1.70% +30.66% 0.54% -0.12% 0.35 7.55% -0.11 140.14 48.41% 47.63% 21.89%
2023-03 +0.11% +28.48% 0.54% -0.48% 0.29 7.52% -0.19 137.97 47.80% 46.87% 20.24%
2023-02 -1.96% +28.34% 0.54% -0.24% 0.30 7.53% -0.32 138.06 47.37% 45.99% 21.43%
2023-01 +1.34% +30.90% 0.54% -0.12% 0.39 7.49% -0.12 141.19 45.79% 42.50% 20.83%
2022-12 -1.94% +29.17% 0.55% -0.12% 0.37 7.49% -0.70 139.55 45.15% 41.09% 20.11%
2022-11 +0.25% +31.73% 0.55% +0.00% 0.48 7.42% -0.63 143.14 45.26% 41.02% 21.82%
2022-10 +1.60% +31.40% 0.55% -0.12% 0.50 7.42% -0.05 143.60 45.10% 38.65% 20.98%
2022-09 -3.31% +29.33% 0.55% -0.12% 0.45 7.40% -0.07 141.36 44.25% 38.48% 18.70%
2022-08 -0.91% +33.76% 0.55% -0.12% 0.64 7.21% -0.27 146.33 47.22% 39.14% 19.16%
2022-07 +2.96% +34.99% 0.55% -0.24% 0.71 7.19% -0.01 148.00 48.27% 41.16% 22.24%
2022-06 -2.04% +31.10% 0.55% -0.48% 0.60 7.10% -0.93 143.87 47.47% 41.52% 19.54%
2022-05 -2.90% +33.84% 0.55% -0.12% 0.71 7.02% -0.78 147.87 47.36% 39.70% 20.12%
2022-04 -0.88% +37.83% 0.55% -0.12% 0.91 6.87% -0.21 153.13 49.87% 39.41% 19.99%
2022-03 +0.82% +39.06% 0.55% -0.12% 0.98 6.84% -0.38 154.78 51.00% 39.71% 20.67%
2022-02 -1.18% +37.93% 0.55% -0.24% 0.96 6.84% -0.34 153.96 50.60% 39.63% 16.50%
2022-01 -1.48% +39.57% 0.55% +0.12% 1.05 6.80% -0.97 156.21 51.37% 38.97% 16.64%
2021-12 +1.81% +41.67% 0.58% +0.36% 1.15 6.74% -0.90 159.62 51.87% 39.70% 18.08%
2021-11 +0.60% +39.15% 0.58% +0.12% 1.09 6.71% -0.72 157.78 51.82% 40.39% 17.37%
2021-10 +2.90% +38.32% 0.58% +0.12% 1.07 6.72% -0.60 157.60 50.04% 40.50% 21.43%
2021-09 -0.63% +34.42% 0.58% +0.00% 0.96 6.64% -0.13 153.80 48.50% 41.18% 20.98%
2021-08 +1.61% +35.27% 0.58% +0.24% 1.00 6.63% -0.22 155.00 49.63% 42.15% 21.62%
2021-07 +0.42% +33.13% 0.58% +0.36% 0.93 6.61% -0.05 152.82 50.22% 40.98% 20.81%
2021-06 +1.14% +32.57% 0.58% +0.36% 0.95 6.64% -0.90 152.29 49.54% 39.80% 20.74%
2021-05 +1.54% +31.08% 0.58% +0.12% 0.90 6.64% -1.32 151.57 49.53% 41.48% 19.68%
2021-04 +2.09% +29.09% 0.58% +0.12% 0.85 6.63% -0.42 150.64 47.37% 40.27% 18.21%
2021-03 +2.19% +26.45% 0.58% -0.12% 0.77 6.58% -1.43 148.04 47.01% 39.98% 17.31%
2021-02 +0.56% +23.74% 0.58% -0.12% 0.70 6.54% -0.05 146.37 42.67% 37.64% 15.93%
2021-01 +1.06% +23.05% 0.58% -0.60% 0.67 6.57% -0.28 145.68 44.82% 42.74% 17.74%
2020-12 +1.62% +21.76% 0.45% -0.48% 0.60 6.63% -1.15 144.48 47.36% 45.63% 19.46%
2020-11 +4.41% +19.82% 0.45% -0.23 143.34 47.07% 45.54% 19.93%
2020-10 -0.37% +14.76% 0.45% +0.05 137.55 47.26% 43.56% 17.60%
2020-09 -1.45% +15.18% 0.45% -0.10 138.10 47.00% 43.71% 18.50%
2020-08 +2.93% +16.88% 0.45% -0.18 140.39 46.54% 38.88% 17.86%
2020-07 +2.12% +13.55% 0.45% -0.54 136.63 45.88% 37.91% 16.75%
2020-06 -0.27% +11.19% 0.45% -0.55 134.39 45.20% 37.67% 18.43%
2020-05 +1.67% +11.49% 0.45% +0.12 135.38 45.46% 35.74% 17.03%
2020-04 +5.23% +9.66% 0.45% +0.45 133.10 44.22% 34.11% 17.81%
2020-03 -9.86% +4.21% 0.45% -0.33 126.06 42.85% 34.08% 17.21%
2020-02 -2.49% +15.61% 0.45% -0.27 140.28 39.37% 29.36% 15.08%
2020-01 +0.48% +18.56% 0.45% -0.96 144.19 42.69% 32.15% 17.10%
2019-12 +0.84% +18.00% 0.43% -0.98 144.50 42.13% 31.11% 19.93%
2019-11 +1.03% +17.02% 0.43% -0.41 144.42 40.58% 29.89% 18.58%
2019-10 +1.37% +15.82% 0.43% -0.11 143.40 40.45% 29.66% 17.78%
2019-09 +1.17% +14.26% 0.43% -0.93 141.61 41.52% 30.10% 18.85%
2019-08 -0.53% +12.94% 0.43% -0.37 141.00 40.28% 28.73% 19.40%
2019-07 +0.59% +13.54% 0.43% -0.26 142.19 39.86% 28.50% 16.91%
2019-06 +1.70% +12.87% 0.43% +0.04 141.61 40.22% 28.16% 20.42%
2019-05 -1.19% +10.98% 0.43% -0.08 139.18 36.38% 25.56% 18.93%
2019-04 +1.43% +12.32% 0.43% +0.00 140.96 37.17% 25.49% 20.32%
2019-03 +0.89% +10.74% 0.43% +0.38 138.91 35.85% 25.14% 19.60%
2019-02 +0.85% +9.76% 0.43% -0.08 137.36 33.18% 24.00% 18.19%
2019-01 +2.44% +8.84% 0.43% +0.99 136.42 32.37% 23.66% 26.38%
2018-12 -2.95% +6.24% 0.47% -1.07 133.32 33.52% 25.41% 17.69%
2018-11 +0.31% +9.47% 0.47% +0.72 138.52 34.67% 26.85% 18.02%
2018-10 -1.62% +9.13% 0.47% +0.32 137.43 34.43% 27.50% 17.61%
2018-09 +0.05% +10.93% 0.47% +0.12 139.43 32.37% 26.07% 19.48%
2018-08 +0.96% +10.88% 0.47% -0.24 139.30 31.96% 25.23% 19.90%
2018-07 +0.97% +9.82% 0.47% +0.38 138.25 30.99% 26.50% 20.09%
2018-06 -0.07% +8.77% 0.47% +0.12 136.58 30.82% 26.56% 17.07%
2018-05 +0.35% +8.84% 0.47% +0.29 136.69 30.92% 27.10% 16.29%
2018-04 +0.30% +8.46% 0.47% +0.10 135.87 31.79% 27.58% 16.79%
2018-03 -0.61% +8.14% 0.47% +0.18 135.42 32.01% 27.37% 16.46%
2018-02 -1.19% +8.80% 0.47% +0.07 136.10 32.72% 27.51% 16.55%
2018-01 +1.11% +10.11% 0.47% +0.13 137.76 32.61% 25.96% 15.48%
2017-12 +0.46% +8.90% 0.52% -0.27 136.13 32.02% 25.02% 15.10%
2017-11 +0.72% +8.41% 0.52% +0.10 135.90 31.18% 26.31% 16.98%
2017-10 +0.88% +7.63% 0.52% +0.32 134.89 31.05% 25.55% 15.05%
2017-09 +0.56% +6.69% 0.52% +0.08 133.43 31.31% 27.75% 13.52%
2017-08 +0.24% +6.10% 0.52% -0.21 132.68 30.79% 27.97% 13.26%
2017-07 +0.79% +5.84% 0.52% +0.46 132.62 32.00% 26.41% 13.46%
2017-06 -0.47% +5.01% 0.52% +0.08 131.13 32.63% 26.37% 13.58%
2017-05 +1.20% +5.51% 0.52% -0.33 131.76 34.29% 26.41% 15.13%
2017-04 +1.06% +4.26% 0.52% +0.28 130.60 33.91% 28.28% 14.83%
2017-03 +0.40% +3.17% 0.52% -0.11 128.97 33.33% 30.29% 15.16%
2017-02 +0.81% +2.75% 0.52% -0.02 128.44 33.29% 31.28% 15.06%
2017-01 +0.32% +1.93% 0.52% -0.37 127.65 32.83% 32.03% 14.01%
2016-12 +0.78% +1.60% -0.33 127.66 33.79% 33.00% 13.92%
2016-11 -0.16% +0.82% -0.23 127.02 33.79% 33.22% 14.41%
2016-10 +0.00% +0.98% +0.40 127.51 31.37% 33.21% 15.74%
2016-09 -0.35% +0.98% +0.48 127.15 30.55% 32.56% 15.10%
2016-08 +0.20% +1.33% +0.02 127.22 31.91% 30.47% 16.16%
2016-07 +1.84% +1.13% +0.48 127.01 31.71% 30.23% 16.31%
2016-06 -0.27% -0.70% +0.11 124.50 32.16% 30.59% 17.08%
2016-05 +0.48% -0.43% +0.21 124.65 30.65% 27.06% 16.27%
2016-04 +0.61% -0.90% +0.25 123.88 31.73% 27.04% 17.06%
2016-03 +1.11% -1.50% +0.02 122.93 30.96% 27.05% 15.68%
2016-02 -0.88% -2.58% +0.83 121.59 30.45% 27.69% 16.54%
2016-01 -1.72% -1.72% -0.33 121.88 28.69% 32.96% -2504.24%

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.