פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · גמל

קופת תגמולים של העובדים בעירית תל אביב- יפו אגודה שיתופית בע"מ מסלול לבני 50 ומטה. (9962)

נתונים היסטוריים מלאים עבור קופת תגמולים של העובדים בעירית תל אביב- יפו אגודה שיתופית בע"מ מסלול לבני 50 ומטה. (9962), 127 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 9962 | שם קרן: קופת תגמולים של העובדים בעירית תל אביב- יפו אגודה שיתופית בע"מ מסלול לבני 50 ומטה. | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אחר | חברה מנהלת: תגמולים של עובדים בעירית ת"א-יפו א.ש. בע"מ | אוכלוסיית יעד: עובדי מפעל/גוף מסויים | התמחות: מדרגות | תת התמחות: עד 50.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 127
תשואה חודשית אחרונה +1.16%
תשואה מצטברת בטווח +100.05%
חודש תשואה חודשית תשואה מצטברת דמי ניהול שנתיים אלפא שארפ סטיית תקן הפקדות נטו חודשי
(מ׳ ש״ח)
הפקדות נטו מצטבר
(מ׳ ש״ח)
סך הנכסים
(מ׳ ש״ח)
חשיפה למניות חשיפה לחו״ל חשיפה למט״ח
2026-08 +1.16% +100.05% 0.46% +0.48% 0.99 7.35% +1.08 +38.85 57.26 58.44% 40.22% 20.28%
2026-07 -1.33% +97.75% 0.46% +0.12% 0.98 7.36% -0.28 +37.77 55.56 58.86% 40.48% 21.40%
2026-06 -0.89% +100.42% 0.46% — 1.17 7.30% +0.46 +38.05 56.60 58.60% 39.45% 22.10%
2026-05 +3.22% +102.22% 0.46% +0.48% 1.19 7.27% +0.74 +37.59 56.68 59.47% 35.13% 20.01%
2026-04 +5.31% +95.91% 0.46% -0.36% 1.09 7.18% +0.07 +36.85 54.20 59.45% 35.50% 19.37%
2026-03 -2.39% +86.03% 0.46% -0.60% 0.95 6.90% +0.23 +36.78 51.40 55.66% 33.27% 17.67%
2026-02 +0.46% +90.59% 0.46% -0.48% 1.20 6.83% +0.27 +36.55 52.46 59.55% 33.51% 16.97%
2026-01 +3.35% +89.71% 0.46% -0.24% 1.21 6.83% +0.03 +36.28 51.96 59.30% 34.33% 17.22%
2025-12 +1.47% +83.57% 0.47% -0.36% 1.10 6.73% +0.69 +36.25 50.26 56.84% 34.24% 17.37%
2025-11 +0.88% +80.91% 0.47% -0.36% 1.07 6.73% +0.34 +35.56 48.88 56.89% 35.52% 18.39%
2025-10 +1.34% +79.33% 0.47% -0.24% 1.11 6.92% +0.06 +35.22 48.13 53.71% 34.84% 18.57%
2025-09 +2.97% +76.96% 0.47% -0.36% 1.06 6.92% +1.22 +35.16 47.46 52.65% 34.16% 20.00%
2025-08 +0.82% +71.85% 0.47% -0.36% 0.92 6.93% +0.84 +33.94 44.90 55.39% 35.52% 19.04%
2025-07 +1.56% +70.46% 0.47% -0.24% 0.94 7.00% +0.37 +33.10 43.73 55.68% 36.47% 19.60%
2025-06 +3.98% +67.84% 0.47% -0.36% 0.92 7.02% +0.43 +32.73 42.70 53.07% 35.74% 19.20%
2025-05 +2.57% +61.41% 0.47% +0.12% 0.77 6.88% +0.94 +32.30 40.66 51.16% 38.42% 19.26%
2025-04 +0.82% +57.37% 0.47% +0.12% 0.69 6.83% +0.25 +31.36 38.73 51.98% 39.56% 18.85%
2025-03 -1.85% +56.09% 0.47% +0.36% 0.73 7.18% +0.13 +31.11 38.18 51.94% 40.26% 19.43%
2025-02 -0.06% +59.03% 0.47% +0.48% 0.66 8.37% +0.34 +30.98 38.79 53.18% 39.91% 19.90%
2025-01 +1.72% +59.13% 0.47% +0.72% 0.65 8.49% +0.36 +30.64 38.50 54.31% 41.06% 21.09%
2024-12 +0.76% +56.44% 0.47% +0.60% 0.60 8.47% +0.13 +30.28 37.50 54.51% 42.27% 21.07%
2024-11 +2.47% +55.26% 0.47% +0.72% 0.60 8.47% +0.38 +30.15 37.10 53.75% 42.02% 25.04%
2024-10 +0.34% +51.51% 0.47% +0.72% 0.53 8.43% +0.24 +29.77 35.86 54.13% 43.84% 24.85%
2024-09 +2.02% +51.00% 0.47% +0.72% 0.55 8.45% +0.62 +29.53 35.51 54.55% 45.62% 25.68%
2024-08 +0.92% +48.01% 0.47% — 0.48 8.42% +0.34 +28.91 34.22 54.73% 45.59% 24.87%
2024-07 +0.83% +46.66% 0.47% +0.60% 0.47 8.44% +0.13 +28.57 33.59 56.00% 47.48% 24.41%
2024-06 +1.82% +45.45% 0.47% +0.84% 0.47 8.45% +0.70 +28.44 33.20 56.30% 47.65% 24.34%
2024-05 +1.75% +42.85% 0.47% +0.48% 0.43 8.45% +0.87 +27.74 31.94 56.39% 47.34% 23.39%
2024-04 -1.59% +40.40% 0.47% +0.24% 0.36 8.47% +0.16 +26.87 30.55 52.24% 44.88% 22.98%
2024-03 +2.20% +42.66% 0.47% +0.12% 0.48 8.45% +0.44 +26.71 30.88 53.01% 45.21% 24.00%
2024-02 +2.21% +39.59% 0.47% +0.24% 0.42 8.41% +0.54 +26.27 29.78 50.10% 42.11% 23.27%
2024-01 +0.72% +36.58% 0.47% +0.24% 0.36 8.38% +0.27 +25.73 28.62 49.97% 42.70% 23.06%
2023-12 +2.62% +35.60% 0.42% +0.00% 0.38 8.47% +0.40 +25.46 28.17 50.66% 43.10% 23.11%
2023-11 +3.49% +32.14% 0.42% +0.00% 0.24 8.64% +0.45 +25.06 27.05 50.09% 43.81% 22.77%
2023-10 -2.31% +27.68% 0.42% +0.00% 0.13 8.52% +0.27 +24.61 25.71 51.46% 46.05% 22.52%
2023-09 -1.55% +30.70% 0.42% -0.60% 0.21 8.53% +0.45 +24.34 26.06 53.03% 44.74% 22.41%
2023-08 -0.26% +32.76% 0.42% -0.60% 0.30 8.49% +0.39 +23.89 26.03 54.48% 44.99% 24.16%
2023-07 +2.92% +33.10% 0.42% -0.60% 0.35 8.50% +0.32 +23.50 25.72 55.44% 44.98% 24.84%
2023-06 +2.24% +29.33% 0.42% -0.72% 0.27 8.44% +0.40 +23.18 24.69 55.16% 42.69% 24.02%
2023-05 +1.12% +26.49% 0.42% -0.84% 0.19 8.40% +0.70 +22.78 23.77 54.65% 42.07% 18.81%
2023-04 +1.82% +25.09% 0.42% -1.08% 0.17 8.39% +0.28 +22.08 22.82 53.90% 41.98% 19.54%
2023-03 +0.83% +22.86% 0.42% -1.32% 0.12 8.36% +0.43 +21.80 22.14 51.94% 40.33% 16.94%
2023-02 -2.61% +21.85% 0.42% -1.44% 0.08 8.40% +0.37 +21.37 21.54 51.95% 40.02% 17.18%
2023-01 +2.09% +25.11% 0.42% -1.44% 0.18 8.35% +0.27 +21.00 21.75 49.66% 36.23% 17.24%
2022-12 -2.84% +22.55% 0.45% -1.44% 0.13 8.35% +0.34 +20.73 21.06 50.85% 35.94% 16.29%
2022-11 +0.49% +26.13% 0.45% -1.20% 0.28 8.23% +0.35 +20.39 21.32 53.05% 36.26% 17.59%
2022-10 +2.23% +25.52% 0.45% -1.32% 0.27 8.23% +0.28 +20.04 20.88 51.01% 33.09% 16.67%
2022-09 -4.54% +22.78% 0.45% -1.32% 0.21 8.20% +0.36 +19.76 20.15 51.17% 32.85% 15.29%
2022-08 -1.59% +28.62% 0.45% -0.96% 0.44 7.91% +0.75 +19.40 20.74 53.76% 33.65% 16.73%
2022-07 +3.47% +30.70% 0.45% -0.96% 0.52 7.86% +0.15 +18.65 20.34 52.75% 32.65% 18.93%
2022-06 -2.93% +26.31% 0.45% -1.20% 0.40 7.74% +0.36 +18.50 19.52 50.92% 32.58% 17.73%
2022-05 -3.75% +30.13% 0.45% -0.84% 0.54 7.61% +0.53 +18.14 19.73 52.41% 32.84% 16.52%
2022-04 -1.44% +35.20% 0.45% -0.60% 0.77 7.38% +0.41 +17.61 19.95 54.84% 32.63% 15.34%
2022-03 +0.35% +37.17% 0.45% -0.48% 0.86 7.33% +0.35 +17.20 19.83 55.93% 33.48% 16.99%
2022-02 -1.54% +36.69% 0.45% -0.48% 0.86 7.33% +0.34 +16.85 19.41 56.83% 34.31% 16.74%
2022-01 -2.45% +38.83% 0.45% +0.00% 0.96 7.28% -0.06 +16.51 19.38 57.84% 35.24% 17.39%
2021-12 +2.24% +42.32% 0.48% +0.60% 1.11 7.16% +0.53 +16.57 19.93 57.90% 37.43% 18.06%
2021-11 +0.22% +39.20% 0.48% +0.48% 1.04 7.12% +0.27 +16.04 18.98 56.22% 35.88% 17.91%
2021-10 +3.28% +38.89% 0.48% +0.60% 1.05 7.12% +0.48 +15.77 18.68 56.32% 36.67% 18.90%
2021-09 -0.99% +34.48% 0.48% +0.48% 0.93 7.02% +0.42 +15.29 17.62 54.31% 36.55% 18.56%
2021-08 +1.52% +35.83% 0.48% +0.84% 0.98 7.00% +0.31 +14.87 17.39 54.74% 36.92% 20.18%
2021-07 +0.51% +33.79% 0.48% +0.96% 0.92 6.99% +0.20 +14.56 16.82 55.41% 36.98% 19.98%
2021-06 +0.69% +33.11% 0.48% +0.72% 0.93 7.00% +0.31 +14.36 16.52 54.24% 35.59% 19.92%
2021-05 +0.94% +32.20% 0.48% +0.60% 0.90 7.03% +0.62 +14.05 16.10 53.42% 34.97% 20.25%
2021-04 +2.18% +30.97% 0.48% +1.08% 0.90 7.09% +0.24 +13.43 15.33 51.14% 33.79% 21.07%
2021-03 +2.85% +28.18% 0.48% +0.00% 0.77 7.21% +0.30 +13.19 14.77 50.51% 34.39% 20.85%
2021-02 +0.32% +24.63% 0.48% -0.24% 0.66 7.13% +0.20 +12.89 14.08 49.15% 33.38% 20.38%
2021-01 +1.06% +24.23% 0.48% -0.36% 0.65 7.13% +0.17 +12.69 13.84 47.11% 31.86% 18.06%
2020-12 +1.64% +22.92% 0.38% — — — +0.78 +12.52 13.53 44.20% 30.38% 19.36%
2020-11 +4.24% +20.94% 0.38% — — — +0.27 +11.74 12.55 46.77% 32.27% 20.00%
2020-10 -0.15% +16.02% 0.38% — — — +0.23 +11.47 11.78 44.31% 29.20% 18.08%
2020-09 -1.70% +16.20% 0.38% — — — +0.30 +11.24 11.58 44.73% 30.57% 15.11%
2020-08 +2.85% +18.21% 0.38% — — — +0.36 +10.94 11.49 44.30% 29.24% 19.41%
2020-07 +2.28% +14.93% 0.38% — — — +0.21 +10.58 10.83 44.69% 28.53% 17.17%
2020-06 -0.47% +12.37% 0.38% — — — +0.27 +10.37 10.39 43.89% 27.82% 18.96%
2020-05 +1.34% +12.90% 0.38% — — — +0.39 +10.10 10.18 45.58% 27.70% 18.07%
2020-04 +5.56% +11.41% 0.38% — — — +0.16 +9.71 9.66 46.48% 27.54% 17.08%
2020-03 -9.23% +5.54% 0.38% — — — +0.31 +9.55 9.00 45.22% 27.11% 16.11%
2020-02 -2.67% +16.27% 0.38% — — — +0.26 +9.24 9.56 44.56% 26.88% 16.74%
2020-01 +0.40% +19.46% 0.38% — — — +0.21 +8.98 9.58 44.68% 27.66% 17.85%
2019-12 +0.70% +18.98% 0.36% — — — +0.37 +8.77 9.33 44.05% 26.47% 20.58%
2019-11 +1.23% +18.16% 0.36% — — — +0.21 +8.40 8.90 46.29% 27.64% 20.67%
2019-10 +1.54% +16.72% 0.36% — — — +0.37 +8.19 8.58 43.59% 24.71% 17.37%
2019-09 +1.31% +14.95% 0.36% — — — +0.54 +7.82 8.09 44.75% 25.22% 19.41%
2019-08 -0.90% +13.46% 0.36% — — — +0.00 +7.28 7.45 47.65% 27.11% 20.67%
2019-07 +0.91% +14.49% 0.36% — — — +0.18 +7.28 7.52 46.94% 26.20% 17.69%
2019-06 +1.93% +13.46% 0.36% — — — +0.24 +7.10 7.28 44.09% 22.94% 19.78%
2019-05 -1.45% +11.31% 0.36% — — — +0.40 +6.86 6.91 42.69% 22.43% 19.97%
2019-04 +1.93% +12.95% 0.36% — — — +0.20 +6.46 6.60 43.64% 23.03% 20.15%
2019-03 +0.78% +10.81% 0.36% — — — +0.24 +6.26 6.27 43.86% 23.44% 20.26%
2019-02 +1.19% +9.96% 0.36% — — — +0.27 +6.02 5.98 43.14% 22.91% 20.74%
2019-01 +3.14% +8.66% 0.36% — — — +0.29 +5.75 5.65 43.54% 23.36% 24.78%
2018-12 -3.97% +5.35% 0.38% — — — +0.45 +5.46 5.20 46.15% 24.81% 19.42%
2018-11 +0.54% +9.71% 0.38% — — — +0.43 +5.01 5.10 46.27% 26.86% 20.39%
2018-10 -2.43% +9.12% 0.38% — — — +0.21 +4.58 4.65 44.95% 25.59% 18.28%
2018-09 -0.07% +11.84% 0.38% — — — +0.19 +4.37 4.56 46.27% 26.75% 18.64%
2018-08 +1.65% +11.92% 0.38% — — — +0.19 +4.18 4.38 46.58% 26.71% 18.26%
2018-07 +1.58% +10.10% 0.38% — — — +0.14 +3.99 4.13 41.16% 25.42% 19.13%
2018-06 -0.16% +8.39% 0.38% — — — +0.00 +3.85 3.94 47.72% 28.68% 19.04%
2018-05 +0.50% +8.56% 0.38% — — — +0.31 +3.85 3.96 45.45% 27.27% 18.18%
2018-04 +0.79% +8.02% 0.38% — — — +0.23 +3.54 3.63 47.66% 29.48% 19.28%
2018-03 -1.56% +7.17% 0.38% — — — +0.18 +3.31 3.39 46.02% 27.73% 21.53%
2018-02 -1.85% +8.87% 0.38% — — — +0.17 +3.13 3.26 48.47% 30.06% 22.09%
2018-01 +1.95% +10.92% 0.38% — — — +0.16 +2.96 3.15 46.98% 28.25% 22.22%
2017-12 +0.64% +8.80% 0.60% — — — +0.14 +2.80 2.93 47.78% 28.67% 20.82%
2017-11 +0.68% +8.11% 0.60% — — — +0.23 +2.66 2.77 46.21% 27.44% 19.13%
2017-10 +1.20% +7.38% 0.60% — — — +0.11 +2.43 2.52 44.44% 25.79% 18.65%
2017-09 +1.11% +6.11% 0.60% — — — +0.13 +2.32 2.38 46.64% 26.89% 19.33%
2017-08 +0.14% +4.94% 0.60% — — — +0.20 +2.19 2.23 45.29% 26.46% 18.83%
2017-07 +1.07% +4.80% 0.60% — — — +0.13 +1.99 2.03 44.83% 25.62% 20.20%
2017-06 -0.78% +3.69% 0.60% — — — +0.20 +1.86 1.89 44.44% 20.11% 20.63%
2017-05 +1.25% +4.50% 0.60% — — — +0.10 +1.66 1.71 46.78% 25.73% 20.47%
2017-04 +0.90% +3.21% 0.60% — — — +0.25 +1.56 1.59 47.80% 21.38% 15.09%
2017-03 +0.23% +2.29% 0.60% — — — +0.24 +1.31 1.33 40.60% 21.80% 15.79%
2017-02 +0.67% +2.06% 0.60% — — — +0.11 +1.07 1.09 44.04% 25.69% 19.27%
2017-01 -0.23% +1.38% 0.60% — — — +0.17 +0.96 0.97 41.24% 23.71% 16.49%
2016-12 +1.21% +1.61% — — — — +0.45 +0.79 0.81 33.33% 18.52% 14.81%
2016-11 +0.41% +0.40% — — — — +0.15 +0.34 0.36 38.89% 22.22% 16.67%
2016-10 +0.07% -0.01% — — — — +0.00 +0.19 0.21 42.86% 23.81% 19.05%
2016-09 -0.44% -0.08% — — — — -0.01 +0.19 0.21 42.86% 23.81% 23.81%
2016-08 +0.03% +0.36% — — — — +0.07 +0.20 0.22 36.36% 18.18% 18.18%
2016-07 +1.65% +0.33% — — — — +0.03 +0.13 0.15 40.00% 20.00% 20.00%
2016-06 -0.76% -1.30% — — — — +0.08 +0.10 0.12 33.33% 16.67% 16.67%
2016-05 +2.60% -0.55% — — — — +0.03 +0.02 0.04 25.00% 25.00% 25.00%
2016-04 -2.92% -3.07% — — — — +0.00 -0.01 0.01 0.00% 0.00% 0.00%
2016-03 -0.15% -0.15% — — — — +0.00 -0.01 0.01 0.00% 0.00% 0.00%
2016-02 +0.00% +0.00% — — — — -0.01 -0.01 0.01 0.00% 0.00% 0.00%

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.