חודשים בטווח
122
קופת התגמולים לעובדי האוניברסיטה העברית בירושלים 50-60
נתונים היסטוריים מלאים עבור קופת התגמולים לעובדי האוניברסיטה העברית בירושלים 50-60, 122 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9817 | שם קרן: קופת התגמולים לעובדי האוניברסיטה העברית בירושלים 50-60 | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אחר | חברה מנהלת: חברת הגמל לעובדי האוניברסיטה העברית בע"מ | אוכלוסיית יעד: עובדי מפעל/גוף מסויים | התמחות: מדרגות | תת התמחות: 50-60.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על קופת התגמולים לעובדי האוניברסיטה העברית בירושלים 50-60 ישירות למייל.
תשואה חודשית אחרונה
+2.18%
תשואה מצטברת מההתחלה
+80.56%
| 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 | +2.18% | +80.56% | 0.43% | +0.96% | 1.05 | 4.84% | +0.28 | 3.13 | 49.20% | 32.27% | 17.89% |
| 2026-04 | +3.78% | +76.71% | 0.43% | +0.12% | 0.95 | 4.79% | +0.01 | 2.78 | 49.64% | 32.37% | 19.06% |
| 2026-03 | -2.63% | +70.27% | 0.43% | +0.00% | 0.80 | 4.58% | +0.00 | 2.68 | 47.39% | 30.97% | 18.66% |
| 2026-02 | +0.54% | +74.87% | 0.43% | +0.12% | 1.20 | 4.36% | +0.00 | 2.75 | 48.36% | 31.64% | 19.64% |
| 2026-01 | +1.21% | +73.93% | 0.43% | +0.36% | 1.21 | 4.36% | +0.05 | 2.74 | 45.99% | 29.20% | 19.34% |
| 2025-12 | +0.80% | +71.85% | 0.45% | +0.36% | 1.17 | 4.36% | +0.07 | 2.66 | 45.86% | 34.96% | 19.55% |
| 2025-11 | +0.74% | +70.49% | 0.45% | +0.24% | 1.17 | 4.36% | +0.01 | 2.57 | 47.08% | 36.58% | 19.46% |
| 2025-10 | +1.19% | +69.24% | 0.45% | +0.36% | 1.20 | 4.53% | +0.60 | 2.55 | 47.06% | 36.86% | 32.55% |
| 2025-09 | +1.60% | +67.25% | 0.45% | +0.12% | 1.14 | 4.54% | +0.00 | 1.93 | 47.15% | 35.23% | 35.75% |
| 2025-08 | +0.68% | +64.61% | 0.45% | +0.12% | 1.01 | 4.58% | +0.00 | 1.90 | 46.84% | 35.26% | 35.26% |
| 2025-07 | +1.00% | +63.50% | 0.45% | +0.12% | 1.04 | 4.66% | +0.16 | 1.89 | 46.56% | 34.92% | 35.45% |
| 2025-06 | +1.76% | +61.88% | 0.45% | +0.12% | 1.05 | 4.72% | +0.02 | 1.71 | 48.54% | 40.35% | 40.35% |
| 2025-05 | +1.75% | +59.08% | 0.45% | +0.48% | 0.94 | 4.71% | +0.00 | 1.67 | 48.50% | 41.32% | 41.32% |
| 2025-04 | +0.19% | +56.35% | 0.45% | +0.36% | 0.88 | 4.69% | -0.29 | 1.64 | 47.56% | 40.85% | 41.46% |
| 2025-03 | -0.64% | +56.05% | 0.45% | +0.72% | 0.96 | 5.43% | +0.24 | 1.92 | 41.15% | 35.42% | 35.94% |
| 2025-02 | +0.24% | +57.05% | 0.45% | +0.24% | 0.75 | 6.79% | -0.74 | 1.70 | 47.06% | 40.59% | 40.59% |
| 2025-01 | +0.75% | +56.68% | 0.45% | +0.72% | 0.73 | 6.87% | +0.54 | 2.44 | 36.89% | 31.56% | 31.97% |
| 2024-12 | +0.15% | +55.51% | 0.44% | +0.72% | 0.71 | 6.87% | +0.33 | 1.88 | 46.81% | 40.43% | 40.96% |
| 2024-11 | +1.07% | +55.28% | 0.44% | +0.84% | 0.75 | 6.87% | +0.00 | 1.55 | 48.39% | 42.58% | 43.23% |
| 2024-10 | -0.23% | +53.64% | 0.44% | +0.96% | 0.73 | 6.87% | +0.00 | 1.53 | 48.37% | 43.14% | 43.79% |
| 2024-09 | +2.05% | +53.99% | 0.44% | +0.96% | 0.79 | 6.87% | +0.00 | 1.53 | 48.37% | 43.79% | 44.44% |
| 2024-08 | +0.63% | +50.90% | 0.44% | — | 0.71 | 6.84% | +0.00 | 1.50 | 48.00% | 43.33% | 44.00% |
| 2024-07 | +1.36% | +49.95% | 0.44% | +0.84% | 0.70 | 6.87% | +0.00 | 1.49 | 48.32% | 43.62% | 44.30% |
| 2024-06 | +1.38% | +47.94% | 0.44% | +1.08% | 0.66 | 6.86% | +0.00 | 1.47 | 48.30% | 44.22% | 44.22% |
| 2024-05 | +0.87% | +45.93% | 0.44% | +0.84% | 0.64 | 6.87% | +0.00 | 1.45 | 49.66% | 42.76% | 43.45% |
| 2024-04 | -0.57% | +44.67% | 0.44% | +0.84% | 0.60 | 6.91% | +0.00 | 1.44 | 49.31% | 42.36% | 42.36% |
| 2024-03 | +2.74% | +45.50% | 0.44% | +0.72% | 0.68 | 6.91% | +0.00 | 1.45 | 49.66% | 42.76% | 42.76% |
| 2024-02 | +1.30% | +41.62% | 0.44% | +0.60% | 0.58 | 6.84% | +0.00 | 1.41 | 48.94% | 41.13% | 39.01% |
| 2024-01 | +0.54% | +39.80% | 0.44% | +0.72% | 0.55 | 6.84% | +0.01 | 1.39 | 48.20% | 41.01% | 38.85% |
| 2023-12 | +2.09% | +39.05% | 0.40% | +0.72% | 0.59 | 6.91% | +0.00 | 1.38 | 47.83% | 41.30% | 41.30% |
| 2023-11 | +1.98% | +36.20% | 0.40% | +0.84% | 0.46 | 6.98% | +0.00 | 1.35 | 48.15% | 38.52% | 38.52% |
| 2023-10 | -1.29% | +33.56% | 0.40% | +0.84% | 0.39 | 6.95% | +0.00 | 1.32 | 47.73% | 41.67% | 42.42% |
| 2023-09 | -1.55% | +35.30% | 0.40% | +0.60% | 0.46 | 6.97% | +0.00 | 1.34 | 47.76% | 40.30% | 41.04% |
| 2023-08 | +0.28% | +37.43% | 0.40% | +0.72% | 0.58 | 6.92% | -0.03 | 1.36 | 48.53% | 41.18% | 41.91% |
| 2023-07 | +2.48% | +37.05% | 0.40% | +0.72% | 0.61 | 6.93% | +0.02 | 1.39 | 47.48% | 40.29% | 34.53% |
| 2023-06 | +1.68% | +33.73% | 0.40% | +0.60% | 0.53 | 6.88% | +0.15 | 1.34 | 47.76% | 40.30% | 41.04% |
| 2023-05 | +1.44% | +31.52% | 0.40% | +0.36% | 0.46 | 6.86% | +0.00 | 1.16 | 49.14% | 43.10% | 43.10% |
| 2023-04 | +1.91% | +29.66% | 0.40% | +0.24% | 0.42 | 6.84% | +0.00 | 1.15 | 48.70% | 42.61% | 42.61% |
| 2023-03 | +0.44% | +27.23% | 0.40% | +0.12% | 0.36 | 6.81% | +0.00 | 1.13 | 47.79% | 41.59% | 42.48% |
| 2023-02 | -0.28% | +26.67% | 0.40% | +0.12% | 0.34 | 6.84% | +0.00 | 1.12 | 48.21% | 41.96% | 42.86% |
| 2023-01 | +2.26% | +27.02% | 0.40% | +0.12% | 0.36 | 6.86% | -0.03 | 1.13 | 47.79% | 40.71% | 40.71% |
| 2022-12 | -0.97% | +24.22% | 0.38% | +0.00% | 0.28 | 6.81% | +0.00 | 1.12 | 46.43% | 33.93% | 34.82% |
| 2022-11 | +1.34% | +25.43% | 0.38% | +0.00% | 0.36 | 6.79% | +0.00 | 1.13 | 46.90% | 35.40% | 37.17% |
| 2022-10 | +1.79% | +23.78% | 0.38% | -0.24% | 0.32 | 6.78% | +0.05 | 1.12 | 45.54% | 33.93% | 35.71% |
| 2022-09 | -3.13% | +21.60% | 0.38% | -0.24% | 0.25 | 6.75% | +0.00 | 1.05 | 46.67% | 37.14% | 39.05% |
| 2022-08 | -1.62% | +25.53% | 0.38% | -0.24% | 0.44 | 6.57% | +0.00 | 1.09 | 47.71% | 35.78% | 37.61% |
| 2022-07 | +1.96% | +27.59% | 0.38% | -0.48% | 0.55 | 6.51% | -0.89 | 1.10 | 48.18% | 36.36% | 39.09% |
| 2022-06 | -1.62% | +25.14% | 0.38% | -0.36% | 0.47 | 6.48% | -1.15 | 1.97 | 52.79% | 40.61% | 43.15% |
| 2022-05 | -1.92% | +27.20% | 0.38% | -0.24% | 0.56 | 6.43% | +0.17 | 3.16 | 46.84% | 36.39% | 37.03% |
| 2022-04 | -1.23% | +29.69% | 0.38% | -0.48% | 0.70 | 6.35% | +0.00 | 3.05 | 49.84% | 38.03% | 38.69% |
| 2022-03 | +0.15% | +31.31% | 0.38% | -0.48% | 0.79 | 6.31% | +1.17 | 3.09 | 50.16% | 38.83% | 39.48% |
| 2022-02 | -0.74% | +31.11% | 0.38% | -0.60% | 0.79 | 6.31% | -0.03 | 1.90 | 51.05% | 40.00% | 40.53% |
| 2022-01 | -1.73% | +32.09% | 0.38% | -0.60% | 0.84 | 6.29% | +0.04 | 1.94 | 51.03% | 39.69% | 37.11% |
| 2021-12 | +1.21% | +34.41% | 0.43% | -0.48% | 0.96 | 6.22% | +0.00 | 1.94 | 50.00% | 39.18% | 38.14% |
| 2021-11 | -0.21% | +32.81% | 0.43% | -0.48% | 0.92 | 6.21% | +0.00 | 1.92 | 49.48% | 38.54% | 38.02% |
| 2021-10 | +1.66% | +33.09% | 0.43% | -0.36% | 0.94 | 6.21% | +0.00 | 1.92 | 50.00% | 39.06% | 38.54% |
| 2021-09 | -0.75% | +30.91% | 0.43% | -0.36% | 0.87 | 6.19% | +0.00 | 1.89 | 49.21% | 38.62% | 38.10% |
| 2021-08 | +1.10% | +31.90% | 0.43% | -0.24% | 0.91 | 6.18% | +0.93 | 1.90 | 49.47% | 39.47% | 38.95% |
| 2021-07 | +0.30% | +30.47% | 0.43% | -0.12% | 0.87 | 6.17% | +0.01 | 0.95 | 49.47% | 40.00% | 38.95% |
| 2021-06 | +1.03% | +30.08% | 0.43% | -0.12% | 0.89 | 6.20% | +0.00 | 0.94 | 50.00% | 40.43% | 39.36% |
| 2021-05 | +0.30% | +28.75% | 0.43% | -0.36% | 0.84 | 6.20% | +0.00 | 0.93 | 49.46% | 39.78% | 38.71% |
| 2021-04 | +1.67% | +28.37% | 0.43% | -0.12% | 0.84 | 6.20% | +0.00 | 0.92 | 47.83% | 39.13% | 38.04% |
| 2021-03 | +1.13% | +26.26% | 0.43% | -0.24% | 0.77 | 6.17% | +0.00 | 0.91 | 47.25% | 38.46% | 37.36% |
| 2021-02 | +0.75% | +24.85% | 0.43% | — | — | — | +0.00 | 0.89 | 47.19% | 38.20% | 37.08% |
| 2021-01 | +1.08% | +23.92% | 0.43% | — | — | — | -0.02 | 0.89 | 42.70% | 34.83% | 33.71% |
| 2020-12 | +0.89% | +22.59% | 0.40% | — | — | — | +0.00 | 0.90 | 34.44% | 27.78% | 24.44% |
| 2020-11 | +3.32% | +21.51% | 0.40% | — | — | — | +0.00 | 0.89 | 34.83% | 28.09% | 25.84% |
| 2020-10 | -0.14% | +17.61% | 0.40% | — | — | — | -0.01 | 0.86 | 32.56% | 26.74% | 24.42% |
| 2020-09 | -1.21% | +17.77% | 0.40% | — | — | — | +0.00 | 0.86 | 32.56% | 26.74% | 23.26% |
| 2020-08 | +2.41% | +19.21% | 0.40% | — | — | — | +0.00 | 0.87 | 32.18% | 26.44% | 24.14% |
| 2020-07 | +2.28% | +16.41% | 0.40% | — | — | — | +0.01 | 0.85 | 31.76% | 25.88% | 23.53% |
| 2020-06 | -0.51% | +13.81% | 0.40% | — | — | — | +0.15 | 0.82 | 32.93% | 25.61% | 21.95% |
| 2020-05 | +1.09% | +14.40% | 0.40% | — | — | — | +0.00 | 0.68 | 38.24% | 29.41% | 25.00% |
| 2020-04 | +6.71% | +13.16% | 0.40% | — | — | — | +0.00 | 0.67 | 38.81% | 28.36% | 23.88% |
| 2020-03 | -8.53% | +6.05% | 0.40% | — | — | — | +0.00 | 0.63 | 36.51% | 25.40% | 22.22% |
| 2020-02 | -1.81% | +15.94% | 0.40% | — | — | — | +0.00 | 0.69 | 34.78% | 23.19% | 18.84% |
| 2020-01 | -0.04% | +18.07% | 0.40% | — | — | — | +0.00 | 0.70 | 37.14% | 24.29% | 20.00% |
| 2019-12 | +0.68% | +18.12% | 0.40% | — | — | — | +0.00 | 0.70 | 35.71% | 25.71% | 21.43% |
| 2019-11 | +0.97% | +17.32% | 0.40% | — | — | — | +0.00 | 0.69 | 36.23% | 24.64% | 21.74% |
| 2019-10 | +1.04% | +16.20% | 0.40% | — | — | — | +0.00 | 0.68 | 36.76% | 25.00% | 20.59% |
| 2019-09 | +1.11% | +15.00% | 0.40% | — | — | — | +0.00 | 0.68 | 35.29% | 23.53% | 20.59% |
| 2019-08 | -0.96% | +13.74% | 0.40% | — | — | — | -0.49 | 0.67 | 34.33% | 23.88% | 20.90% |
| 2019-07 | +0.82% | +14.84% | 0.40% | — | — | — | +0.02 | 1.17 | 34.19% | 23.08% | 21.37% |
| 2019-06 | +1.80% | +13.91% | 0.40% | — | — | — | +0.00 | 1.14 | 35.09% | 21.93% | 19.30% |
| 2019-05 | -1.25% | +11.89% | 0.40% | — | — | — | +0.00 | 1.12 | 33.93% | 20.54% | 18.75% |
| 2019-04 | +1.48% | +13.31% | 0.40% | — | — | — | +0.00 | 1.13 | 35.40% | 21.24% | 19.47% |
| 2019-03 | +0.74% | +11.66% | 0.40% | — | — | — | +0.01 | 1.12 | 33.93% | 19.64% | 19.64% |
| 2019-02 | +1.29% | +10.84% | 0.40% | — | — | — | +0.00 | 1.10 | 34.55% | 20.91% | 20.00% |
| 2019-01 | +2.61% | +9.42% | 0.40% | — | — | — | +0.00 | 1.09 | 33.94% | 20.18% | 21.10% |
| 2018-12 | -2.42% | +6.64% | 0.41% | — | — | — | +0.00 | 1.06 | 33.96% | 22.64% | 18.87% |
| 2018-11 | +0.22% | +9.29% | 0.41% | — | — | — | +0.00 | 1.08 | 36.11% | 23.15% | 19.44% |
| 2018-10 | -1.74% | +9.05% | 0.41% | — | — | — | +0.00 | 1.08 | 35.19% | 24.07% | 20.37% |
| 2018-09 | +0.21% | +10.98% | 0.41% | — | — | — | +0.00 | 1.10 | 35.45% | 24.55% | 20.00% |
| 2018-08 | +1.32% | +10.74% | 0.41% | — | — | — | +0.00 | 1.10 | 35.45% | 23.64% | 20.00% |
| 2018-07 | +1.31% | +9.30% | 0.41% | — | — | — | +0.00 | 1.08 | 37.04% | 26.85% | 18.52% |
| 2018-06 | -0.31% | +7.89% | 0.41% | — | — | — | +0.01 | 1.07 | 34.58% | 24.30% | 17.76% |
| 2018-05 | +0.33% | +8.22% | 0.41% | — | — | — | +0.00 | 1.06 | 35.85% | 26.42% | 19.81% |
| 2018-04 | +1.12% | +7.87% | 0.41% | — | — | — | +0.00 | 1.06 | 35.85% | 23.58% | 16.98% |
| 2018-03 | -1.12% | +6.67% | 0.41% | — | — | — | +0.00 | 1.04 | 35.58% | 25.00% | 20.19% |
| 2018-02 | -0.95% | +7.88% | 0.41% | — | — | — | -0.08 | 1.06 | 35.85% | 25.47% | 21.70% |
| 2018-01 | +1.13% | +8.92% | 0.41% | — | — | — | +0.00 | 1.15 | 35.65% | 24.35% | 22.61% |
| 2017-12 | +0.55% | +7.70% | 0.43% | — | — | — | +0.00 | 1.13 | 31.86% | 18.58% | 18.58% |
| 2017-11 | +0.84% | +7.11% | 0.43% | — | — | — | +0.00 | 1.13 | 30.97% | 17.70% | 18.58% |
| 2017-10 | +0.69% | +6.22% | 0.43% | — | — | — | +0.01 | 1.12 | 31.25% | 17.86% | 16.96% |
| 2017-09 | +0.55% | +5.49% | 0.43% | — | — | — | -0.02 | 1.11 | 30.63% | 18.02% | 17.12% |
| 2017-08 | -0.06% | +4.91% | 0.43% | — | — | — | -0.10 | 1.12 | 30.36% | 16.96% | 16.96% |
| 2017-07 | +1.00% | +4.98% | 0.43% | — | — | — | +0.00 | 1.22 | 31.15% | 18.03% | 17.21% |
| 2017-06 | -0.62% | +3.94% | 0.43% | — | — | — | +0.00 | 1.21 | 30.58% | 17.36% | 15.70% |
| 2017-05 | +0.90% | +4.59% | 0.43% | — | — | — | +0.00 | 1.21 | 30.58% | 17.36% | 15.70% |
| 2017-04 | +0.83% | +3.65% | 0.43% | — | — | — | +0.00 | 1.20 | 30.00% | 17.50% | 15.83% |
| 2017-03 | +0.00% | +2.80% | 0.43% | — | — | — | +0.00 | 1.19 | 27.73% | 16.81% | 15.97% |
| 2017-02 | +0.13% | +2.80% | 0.43% | — | — | — | +0.00 | 1.19 | 28.57% | 16.81% | 15.97% |
| 2017-01 | +0.04% | +2.67% | 0.43% | — | — | — | +0.00 | 1.19 | 28.57% | 16.81% | 15.97% |
| 2016-12 | +0.80% | +2.62% | — | — | — | — | +0.00 | 1.19 | 28.57% | 17.65% | 15.97% |
| 2016-11 | +0.03% | +1.81% | — | — | — | — | +0.00 | 1.17 | 28.21% | 17.09% | 16.24% |
| 2016-10 | -0.19% | +1.78% | — | — | — | — | +0.48 | 1.17 | 28.21% | 17.09% | 15.38% |
| 2016-09 | -0.37% | +1.97% | — | — | — | — | +0.00 | 0.70 | 27.14% | 15.71% | 15.71% |
| 2016-08 | +0.02% | +2.35% | — | — | — | — | +0.00 | 0.70 | 27.14% | 15.71% | 15.71% |
| 2016-07 | +1.65% | +2.33% | — | — | — | — | +0.10 | 0.70 | 27.14% | 15.71% | 15.71% |
| 2016-06 | -0.06% | +0.67% | — | — | — | — | -0.17 | 0.59 | 27.12% | 16.95% | 16.95% |
| 2016-05 | +0.20% | +0.73% | — | — | — | — | +0.32 | 0.76 | 27.63% | 17.11% | 17.11% |
| 2016-04 | +0.53% | +0.53% | — | — | — | — | +0.00 | 0.44 | 27.27% | 13.64% | 13.64% |
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.