חודשים בטווח
125
קופת גמל הנדסאים - 60 ומעלה
נתונים היסטוריים מלאים עבור קופת גמל הנדסאים - 60 ומעלה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9955 | שם קרן: קופת גמל הנדסאים - 60 ומעלה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: הסתדרות העובדים הכללית החדשה | חברה מנהלת: הנדסאים וטכנאים - חברה לניהול קופות גמל בע"מ | אוכלוסיית יעד: עובדי סקטור מסויים | התמחות: מדרגות | תת התמחות: 60 ומעלה.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על קופת גמל הנדסאים - 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+2.07%
תשואה מצטברת מההתחלה
+64.78%
| 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 | +2.07% | +64.78% | 0.44% | +1.08% | 1.01 | 4.61% | -0.46 | 62.83 | 32.40% | 22.86% | 14.72% |
| 2026-04 | +2.98% | +61.44% | 0.44% | +0.60% | 0.91 | 4.55% | -0.30 | 62.09 | 31.57% | 22.93% | 14.27% |
| 2026-03 | -1.33% | +56.77% | 0.44% | +0.48% | 0.77 | 4.42% | -0.02 | 60.63 | 29.99% | 22.32% | 13.28% |
| 2026-02 | +0.09% | +58.88% | 0.44% | +0.36% | 0.97 | 4.35% | +0.85 | 61.43 | 30.13% | 21.15% | 13.66% |
| 2026-01 | +1.23% | +58.74% | 0.44% | +0.60% | 1.01 | 4.35% | +0.12 | 60.55 | 30.01% | 21.82% | 14.00% |
| 2025-12 | +0.50% | +56.81% | 0.44% | +0.48% | 0.97 | 4.34% | +0.42 | 59.72 | 29.77% | 22.42% | 14.22% |
| 2025-11 | +0.73% | +56.03% | 0.44% | +0.48% | 0.98 | 4.34% | -1.79 | 59.02 | 29.97% | 22.09% | 14.55% |
| 2025-10 | +1.20% | +54.90% | 0.44% | +0.60% | 1.01 | 4.40% | -0.35 | 60.40 | 28.79% | 21.59% | 15.12% |
| 2025-09 | +1.78% | +53.07% | 0.44% | +0.60% | 0.95 | 4.40% | -0.03 | 60.04 | 29.51% | 23.17% | 15.09% |
| 2025-08 | +0.99% | +50.39% | 0.44% | +0.60% | 0.82 | 4.41% | +1.36 | 59.05 | 28.35% | 23.27% | 14.46% |
| 2025-07 | +0.53% | +48.91% | 0.44% | +0.60% | 0.82 | 4.43% | -0.29 | 57.14 | 28.63% | 23.82% | 14.40% |
| 2025-06 | +2.53% | +48.13% | 0.44% | +0.48% | 0.85 | 4.47% | -0.43 | 57.15 | 27.98% | 23.39% | 14.02% |
| 2025-05 | +1.39% | +44.47% | 0.44% | +0.72% | 0.69 | 4.40% | -0.51 | 56.19 | 27.42% | 24.26% | 11.87% |
| 2025-04 | +0.81% | +42.49% | 0.44% | +0.72% | 0.64 | 4.39% | +1.51 | 55.96 | 26.23% | 23.77% | 11.06% |
| 2025-03 | -1.34% | +41.35% | 0.44% | +0.72% | 0.67 | 4.59% | +0.10 | 54.01 | 26.29% | 24.46% | 9.85% |
| 2025-02 | -0.07% | +43.27% | 0.44% | +1.08% | 0.65 | 5.25% | +0.11 | 54.67 | 26.65% | 25.13% | 10.17% |
| 2025-01 | +0.98% | +43.37% | 0.44% | +1.20% | 0.66 | 5.31% | +0.82 | 54.61 | 28.53% | 27.05% | 10.91% |
| 2024-12 | +0.55% | +41.98% | 0.43% | +1.08% | 0.63 | 5.30% | +0.53 | 53.28 | 28.64% | 27.36% | 10.57% |
| 2024-11 | +2.02% | +41.20% | 0.43% | +1.20% | 0.62 | 5.30% | +0.10 | 52.49 | 31.02% | 30.08% | 15.24% |
| 2024-10 | +0.22% | +38.40% | 0.43% | +0.96% | 0.53 | 5.25% | +0.03 | 51.37 | 30.74% | 29.71% | 17.27% |
| 2024-09 | +1.10% | +38.10% | 0.43% | +1.08% | 0.56 | 5.25% | +0.07 | 51.25 | 30.83% | 27.18% | 17.80% |
| 2024-08 | +1.25% | +36.60% | 0.43% | — | 0.47 | 5.24% | +0.07 | 50.64 | 31.08% | 26.92% | 17.54% |
| 2024-07 | +0.83% | +34.91% | 0.43% | +0.84% | 0.47 | 5.23% | +0.03 | 49.97 | 31.50% | 33.28% | 19.03% |
| 2024-06 | +1.36% | +33.80% | 0.43% | +0.84% | 0.45 | 5.23% | -0.52 | 49.65 | 32.45% | 35.19% | 19.66% |
| 2024-05 | +0.58% | +32.01% | 0.43% | +0.60% | 0.41 | 5.22% | -0.33 | 49.47 | 32.10% | 33.84% | 18.31% |
| 2024-04 | -1.55% | +31.24% | 0.43% | +0.60% | 0.39 | 5.22% | -0.54 | 49.48 | 31.31% | 32.03% | 20.90% |
| 2024-03 | +1.61% | +33.31% | 0.43% | +0.72% | 0.55 | 5.16% | +0.97 | 50.81 | 31.21% | 31.69% | 21.10% |
| 2024-02 | +1.79% | +31.20% | 0.43% | +0.60% | 0.49 | 5.13% | -0.59 | 49.06 | 30.47% | 31.82% | 20.38% |
| 2024-01 | +0.63% | +28.89% | 0.43% | +0.48% | 0.42 | 5.09% | -0.46 | 48.80 | 29.57% | 31.43% | 20.35% |
| 2023-12 | +2.12% | +28.08% | 0.42% | +0.48% | 0.44 | 5.16% | -0.40 | 48.96 | 28.72% | 30.49% | 20.22% |
| 2023-11 | +3.21% | +25.43% | 0.42% | +0.36% | 0.30 | 5.18% | -0.13 | 48.35 | 28.31% | 30.09% | 20.64% |
| 2023-10 | -1.66% | +21.52% | 0.42% | +0.12% | 0.12 | 5.00% | +0.42 | 46.99 | 29.39% | 31.07% | 19.26% |
| 2023-09 | -1.45% | +23.58% | 0.42% | +0.12% | 0.25 | 4.96% | +0.04 | 47.38 | 31.15% | 30.10% | 18.95% |
| 2023-08 | +0.16% | +25.39% | 0.42% | +0.24% | 0.39 | 4.91% | -0.41 | 48.05 | 31.63% | 25.66% | 19.73% |
| 2023-07 | +2.08% | +25.19% | 0.42% | +0.24% | 0.43 | 4.92% | -0.70 | 48.41 | 31.83% | 25.66% | 20.06% |
| 2023-06 | +1.19% | +22.64% | 0.42% | +0.12% | 0.33 | 4.85% | +0.14 | 48.13 | 31.12% | 24.99% | 19.36% |
| 2023-05 | +1.53% | +21.20% | 0.42% | +0.00% | 0.27 | 4.84% | -1.34 | 47.43 | 31.35% | 25.11% | 19.97% |
| 2023-04 | +1.18% | +19.37% | 0.42% | -0.12% | 0.20 | 4.80% | -0.78 | 48.08 | 30.05% | 23.86% | 21.11% |
| 2023-03 | +1.04% | +17.98% | 0.42% | -0.36% | 0.15 | 4.78% | -0.12 | 48.30 | 29.01% | 22.94% | 18.30% |
| 2023-02 | -1.59% | +16.77% | 0.42% | -0.36% | 0.09 | 4.76% | +0.12 | 47.95 | 29.22% | 22.63% | 18.27% |
| 2023-01 | +1.82% | +18.65% | 0.42% | -0.36% | 0.21 | 4.73% | +0.58 | 48.60 | 28.44% | 21.50% | 17.86% |
| 2022-12 | -1.34% | +16.53% | 0.41% | -0.48% | 0.12 | 4.67% | -0.47 | 47.17 | 27.39% | 19.89% | 18.87% |
| 2022-11 | +0.79% | +18.12% | 0.41% | -0.24% | 0.25 | 4.63% | -1.00 | 48.30 | 28.70% | 20.37% | 19.38% |
| 2022-10 | +1.30% | +17.19% | 0.41% | -0.48% | 0.22 | 4.62% | -0.41 | 48.94 | 27.61% | 19.19% | 18.10% |
| 2022-09 | -2.51% | +15.69% | 0.41% | -0.48% | 0.16 | 4.60% | -0.28 | 48.74 | 26.12% | 17.99% | 18.10% |
| 2022-08 | -1.35% | +18.66% | 0.41% | -0.48% | 0.38 | 4.44% | +0.51 | 50.29 | 26.84% | 19.05% | 18.21% |
| 2022-07 | +1.99% | +20.29% | 0.41% | -0.36% | 0.51 | 4.38% | +0.21 | 50.49 | 28.42% | 19.94% | 17.17% |
| 2022-06 | -0.93% | +17.94% | 0.41% | -0.48% | 0.39 | 4.32% | +1.05 | 49.32 | 27.74% | 19.69% | 16.75% |
| 2022-05 | -2.12% | +19.05% | 0.41% | -0.36% | 0.46 | 4.30% | +0.35 | 49.11 | 29.02% | 20.53% | 17.51% |
| 2022-04 | -1.06% | +21.63% | 0.41% | -0.36% | 0.68 | 4.17% | -1.00 | 49.46 | 29.72% | 18.56% | 17.73% |
| 2022-03 | +0.16% | +22.93% | 0.41% | -0.24% | 0.81 | 4.14% | +0.35 | 51.02 | 29.44% | 20.66% | 17.95% |
| 2022-02 | -0.73% | +22.73% | 0.41% | -0.24% | 0.81 | 4.14% | -0.12 | 50.59 | 28.98% | 19.92% | 17.89% |
| 2022-01 | -1.72% | +23.64% | 0.41% | -0.24% | 0.89 | 4.11% | -1.23 | 51.09 | 28.71% | 21.12% | 17.95% |
| 2021-12 | +0.78% | +25.80% | 0.43% | +0.12% | 1.09 | 4.01% | -0.15 | 53.27 | 28.48% | 20.97% | 17.85% |
| 2021-11 | +0.13% | +24.83% | 0.43% | +0.12% | 1.05 | 4.00% | +0.10 | 53.02 | 28.10% | 20.41% | 16.96% |
| 2021-10 | +1.57% | +24.66% | 0.43% | +0.12% | 1.05 | 4.01% | -0.03 | 52.87 | 28.52% | 20.79% | 17.34% |
| 2021-09 | -0.58% | +22.74% | 0.43% | +0.00% | 0.95 | 3.97% | +0.21 | 52.10 | 27.22% | 19.81% | 16.85% |
| 2021-08 | +1.09% | +23.45% | 0.43% | +0.12% | 1.00 | 3.96% | -0.37 | 52.21 | 27.81% | 20.92% | 17.83% |
| 2021-07 | +0.28% | +22.12% | 0.43% | +0.12% | 0.92 | 3.95% | -0.73 | 52.03 | 27.41% | 20.85% | 17.68% |
| 2021-06 | +0.48% | +21.78% | 0.43% | +0.12% | 0.94 | 3.97% | -1.11 | 52.63 | 28.77% | 21.66% | 19.70% |
| 2021-05 | +0.36% | +21.20% | 0.43% | +0.12% | 0.91 | 3.97% | +0.27 | 53.51 | 28.50% | 21.49% | 19.10% |
| 2021-04 | +1.05% | +20.77% | 0.43% | +0.24% | 0.89 | 3.97% | -2.67 | 54.56 | 27.71% | 17.98% | 18.04% |
| 2021-03 | +1.00% | +19.51% | 0.43% | +0.12% | 0.83 | 3.96% | -0.06 | 55.17 | 26.64% | 17.26% | 16.30% |
| 2021-02 | +0.22% | +18.33% | 0.43% | +0.12% | 0.78 | 3.95% | +1.01 | 54.72 | 25.05% | 16.81% | 16.41% |
| 2021-01 | +0.69% | +18.07% | 0.43% | +0.00% | 0.76 | 3.95% | +0.04 | 53.64 | 23.70% | 16.55% | 17.47% |
| 2020-12 | +0.86% | +17.26% | 0.36% | +0.12% | 0.72 | 3.95% | -1.43 | 50.14 | 23.45% | 16.97% | 17.81% |
| 2020-11 | +2.20% | +16.26% | 0.36% | — | — | — | +0.03 | 51.16 | 22.56% | 15.72% | 16.50% |
| 2020-10 | -0.08% | +13.76% | 0.36% | — | — | — | -0.34 | 50.04 | 21.28% | 14.93% | 15.69% |
| 2020-09 | -0.90% | +13.85% | 0.36% | — | — | — | +0.12 | 50.44 | 21.02% | 14.95% | 15.84% |
| 2020-08 | +1.65% | +14.88% | 0.36% | — | — | — | -2.00 | 50.79 | 21.40% | 14.14% | 16.48% |
| 2020-07 | +1.73% | +13.02% | 0.36% | — | — | — | -0.55 | 51.95 | 20.94% | 13.19% | 15.38% |
| 2020-06 | -0.71% | +11.09% | 0.36% | — | — | — | -0.27 | 51.63 | 20.20% | 12.80% | 14.82% |
| 2020-05 | +0.92% | +11.89% | 0.36% | — | — | — | -0.65 | 52.30 | 19.73% | 12.45% | 14.38% |
| 2020-04 | +3.49% | +10.87% | 0.36% | — | — | — | +0.12 | 52.49 | 19.66% | 11.89% | 13.62% |
| 2020-03 | -5.50% | +7.13% | 0.36% | — | — | — | -0.77 | 50.62 | 18.51% | 11.34% | 13.00% |
| 2020-02 | -1.30% | +13.36% | 0.36% | — | — | — | -2.89 | 54.42 | 19.13% | 11.47% | 13.40% |
| 2020-01 | +0.27% | +14.86% | 0.36% | — | — | — | -1.36 | 58.06 | 20.22% | 12.38% | 13.47% |
| 2019-12 | +0.25% | +14.55% | 0.32% | — | — | — | -0.75 | 59.27 | 19.55% | 12.05% | 13.62% |
| 2019-11 | +0.52% | +14.26% | 0.32% | — | — | — | -0.25 | 59.89 | 19.54% | 11.97% | 13.11% |
| 2019-10 | +0.63% | +13.67% | 0.32% | — | — | — | -0.53 | 59.85 | 19.48% | 11.80% | 12.90% |
| 2019-09 | +0.82% | +12.96% | 0.32% | — | — | — | +1.28 | 60.03 | 18.96% | 11.53% | 12.59% |
| 2019-08 | -0.27% | +12.04% | 0.32% | — | — | — | +0.49 | 58.28 | 18.84% | 11.62% | 12.78% |
| 2019-07 | +0.54% | +12.34% | 0.32% | — | — | — | +0.12 | 57.96 | 18.41% | 11.39% | 12.61% |
| 2019-06 | +1.05% | +11.74% | 0.32% | — | — | — | -0.51 | 57.55 | 18.64% | 11.45% | 12.48% |
| 2019-05 | -0.41% | +10.58% | 0.32% | — | — | — | -0.17 | 57.47 | 18.10% | 11.05% | 12.09% |
| 2019-04 | +0.85% | +11.04% | 0.32% | — | — | — | -0.50 | 57.90 | 17.94% | 11.05% | 12.42% |
| 2019-03 | +0.60% | +10.10% | 0.32% | — | — | — | -1.29 | 57.93 | 18.23% | 11.24% | 12.58% |
| 2019-02 | +0.77% | +9.44% | 0.32% | — | — | — | -0.57 | 58.89 | 19.05% | 11.65% | 13.62% |
| 2019-01 | +2.16% | +8.61% | 0.32% | — | — | — | +0.44 | 59.02 | 18.65% | 11.42% | 13.47% |
| 2018-12 | -1.82% | +6.31% | 0.30% | — | — | — | -1.24 | 57.36 | 18.88% | 11.85% | 13.16% |
| 2018-11 | +0.17% | +8.28% | 0.30% | — | — | — | +0.32 | 59.67 | 19.12% | 11.80% | 13.36% |
| 2018-10 | -1.07% | +8.10% | 0.30% | — | — | — | -0.66 | 59.27 | 19.07% | 11.83% | 13.30% |
| 2018-09 | -0.08% | +9.27% | 0.30% | — | — | — | -0.08 | 60.59 | 18.81% | 12.02% | 13.63% |
| 2018-08 | +1.01% | +9.35% | 0.30% | — | — | — | -0.29 | 60.74 | 18.83% | 11.90% | 13.57% |
| 2018-07 | +0.68% | +8.26% | 0.30% | — | — | — | -1.35 | 60.43 | 19.41% | 12.01% | 13.72% |
| 2018-06 | -0.08% | +7.53% | 0.30% | — | — | — | +2.13 | 61.38 | 18.10% | 11.13% | 13.05% |
| 2018-05 | +0.29% | +7.62% | 0.30% | — | — | — | -0.75 | 59.32 | 17.84% | 11.29% | 13.35% |
| 2018-04 | +0.31% | +7.30% | 0.30% | — | — | — | -0.21 | 59.91 | 18.41% | 11.45% | 13.22% |
| 2018-03 | -0.23% | +6.97% | 0.30% | — | — | — | +1.31 | 59.95 | 18.13% | 11.28% | 12.89% |
| 2018-02 | -1.08% | +7.22% | 0.30% | — | — | — | +0.16 | 58.80 | 19.44% | 11.70% | 13.20% |
| 2018-01 | +0.54% | +8.39% | 0.30% | — | — | — | +0.37 | 59.30 | 18.31% | 11.18% | 12.07% |
| 2017-12 | +0.63% | +7.81% | 0.27% | — | — | — | +0.25 | 58.63 | 18.56% | 11.02% | 12.06% |
| 2017-11 | +0.49% | +7.13% | 0.27% | — | — | — | -1.10 | 58.03 | 19.27% | 11.11% | 12.06% |
| 2017-10 | +0.68% | +6.61% | 0.27% | — | — | — | -0.23 | 58.85 | 18.73% | 10.72% | 11.88% |
| 2017-09 | +0.27% | +5.89% | 0.27% | — | — | — | -0.97 | 58.70 | 18.65% | 10.43% | 11.74% |
| 2017-08 | +0.31% | +5.61% | 0.27% | — | — | — | -2.54 | 59.53 | 18.73% | 10.05% | 11.66% |
| 2017-07 | +0.73% | +5.28% | 0.27% | — | — | — | +0.27 | 61.89 | 17.94% | 9.53% | 11.04% |
| 2017-06 | -0.50% | +4.52% | 0.27% | — | — | — | -0.53 | 61.19 | 17.86% | 9.50% | 10.33% |
| 2017-05 | +0.83% | +5.04% | 0.27% | — | — | — | -1.04 | 62.05 | 18.40% | 9.77% | 9.43% |
| 2017-04 | +0.96% | +4.18% | 0.27% | — | — | — | -0.58 | 62.59 | 17.86% | 9.44% | 9.33% |
| 2017-03 | +0.26% | +3.19% | 0.27% | — | — | — | -1.27 | 62.59 | 17.45% | 9.31% | 9.20% |
| 2017-02 | +0.29% | +2.92% | 0.27% | — | — | — | -0.07 | 63.71 | 17.39% | 9.20% | 9.03% |
| 2017-01 | +0.32% | +2.62% | 0.27% | — | — | — | -0.24 | 63.63 | 17.19% | 9.26% | 9.07% |
| 2016-12 | +0.57% | +2.29% | — | — | — | — | -0.31 | 63.68 | 17.09% | 9.33% | 9.08% |
| 2016-11 | -0.13% | +1.71% | — | — | — | — | +0.05 | 63.64 | 16.58% | 8.31% | 8.91% |
| 2016-10 | +0.15% | +1.85% | — | — | — | — | -0.89 | 63.69 | 16.49% | 8.23% | 8.86% |
| 2016-09 | -0.51% | +1.69% | — | — | — | — | +0.41 | 64.51 | 16.20% | 8.06% | 8.57% |
| 2016-08 | -0.02% | +2.21% | — | — | — | — | -0.03 | 64.44 | 16.26% | 8.12% | 8.67% |
| 2016-07 | +1.13% | +2.24% | — | — | — | — | +1.12 | 64.50 | 16.22% | 8.31% | 8.71% |
| 2016-06 | +0.06% | +1.09% | — | — | — | — | -0.19 | 62.67 | 15.99% | 8.31% | 8.74% |
| 2016-05 | +0.03% | +1.03% | — | — | — | — | -1.05 | 62.84 | 15.82% | 8.08% | 10.30% |
| 2016-04 | +0.53% | +1.00% | — | — | — | — | +0.24 | 63.87 | 15.01% | 6.58% | 9.97% |
| 2016-03 | +0.53% | +0.47% | — | — | — | — | +0.50 | 63.31 | 14.80% | 6.67% | 7.93% |
| 2016-02 | -0.22% | -0.06% | — | — | — | — | +0.47 | 62.49 | 14.88% | 6.82% | 6.05% |
| 2016-01 | +0.16% | +0.16% | — | — | — | — | +1.12 | 62.17 | 13.85% | 6.03% | 5.45% |
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.