נתונים היסטוריים · גמל

אינפיניטי גמל מסלול לבני 60 ומעלה

נתונים היסטוריים מלאים עבור אינפיניטי גמל מסלול לבני 60 ומעלה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 7233 | שם קרן: אינפיניטי גמל מסלול לבני 60 ומעלה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אינפיניטי ניהול תיקי השקעות (בישראל ובעולם) בע"מ | חברה מנהלת: אינפיניטי השתלמות, גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מדרגות | תת התמחות: 60 ומעלה.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 125
תשואה חודשית אחרונה +2.86%
תשואה מצטברת מההתחלה +72.90%
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 +2.86% +72.90% 0.58% +0.84% 1.18 5.43% +18.86 284.34 34.98% 19.11% 10.66%
2026-04 +4.07% +68.10% 0.58% +0.24% 1.07 5.34% +18.33 258.11 34.37% 18.34% 9.29%
2026-03 -1.68% +61.52% 0.58% +0.00% 0.93 5.11% +23.78 230.48 35.54% 19.59% 9.79%
2026-02 +0.57% +64.28% 0.58% +0.12% 1.15 5.01% +4.63 210.66 34.92% 17.06% 11.42%
2026-01 +1.92% +63.35% 0.58% +0.24% 1.15 5.01% +18.62 204.97 33.44% 16.92% 11.34%
2025-12 +0.95% +60.27% 0.56% +0.12% 1.07 4.97% +22.13 182.95 32.70% 17.63% 12.64%
2025-11 +0.52% +58.77% 0.56% +0.12% 1.06 4.97% +12.70 159.27 33.49% 18.82% 13.42%
2025-10 +1.53% +57.94% 0.56% +0.36% 1.10 5.07% +7.05 145.83 32.35% 17.35% 10.38%
2025-09 +1.69% +55.56% 0.56% +0.12% 1.04 5.06% +3.96 136.72 33.08% 17.91% 10.74%
2025-08 +0.56% +52.98% 0.56% +0.24% 0.93 5.10% +7.77 130.62 33.43% 18.11% 10.86%
2025-07 +0.94% +52.13% 0.56% +0.36% 0.96 5.15% +6.94 122.22 33.42% 17.15% 9.58%
2025-06 +3.35% +50.71% 0.56% +0.36% 0.96 5.17% +1.60 114.26 33.82% 17.71% 9.88%
2025-05 +2.20% +45.82% 0.56% +0.48% 0.77 5.10% +3.78 109.03 33.08% 18.00% 10.17%
2025-04 +1.24% +42.69% 0.56% +0.48% 0.67 5.04% +3.05 102.99 32.75% 17.89% 10.26%
2025-03 -1.94% +40.94% 0.56% +0.48% 0.68 5.26% +6.45 98.72 31.03% 17.18% 9.22%
2025-02 +0.26% +43.73% 0.56% +0.36% 0.64 6.29% +3.42 94.20 33.44% 19.09% 9.98%
2025-01 +0.92% +43.35% 0.56% +0.84% 0.63 6.32% +1.18 90.59 34.14% 20.39% 10.71%
2024-12 +1.06% +42.05% 0.58% +0.84% 0.61 6.31% -0.17 88.66 32.81% 20.08% 10.90%
2024-11 +2.10% +40.56% 0.58% +0.96% 0.58 6.30% +1.48 87.97 34.47% 22.85% 14.13%
2024-10 +0.79% +37.67% 0.58% +0.72% 0.50 6.26% -0.18 84.74 35.26% 23.86% 15.21%
2024-09 +1.13% +36.59% 0.58% +0.84% 0.49 6.26% -1.31 84.29 34.33% 24.02% 15.34%
2024-08 +1.18% +35.06% 0.58% 0.42 6.25% +6.25 84.70 32.38% 23.22% 14.73%
2024-07 +0.72% +33.49% 0.58% +0.84% 0.42 6.25% +7.28 77.56 33.59% 24.07% 14.96%
2024-06 +1.16% +32.53% 0.58% +0.96% 0.42 6.25% +5.11 69.88 34.75% 25.70% 15.51%
2024-05 +0.46% +31.01% 0.58% +0.60% 0.40 6.26% +7.87 64.05 35.25% 24.86% 14.27%
2024-04 -1.02% +30.41% 0.58% +0.72% 0.39 6.26% +0.86 55.95 33.12% 21.05% 13.08%
2024-03 +1.40% +31.76% 0.58% +0.72% 0.50 6.25% +3.43 55.69 34.17% 21.62% 13.34%
2024-02 +1.91% +29.94% 0.58% +0.72% 0.45 6.23% +5.02 51.54 32.65% 20.86% 12.63%
2024-01 +0.48% +27.50% 0.58% +0.60% 0.39 6.20% +4.30 45.63 29.89% 19.77% 12.89%
2023-12 +2.09% +26.89% 0.59% +0.36% 0.41 6.23% +0.23 41.14 30.19% 20.86% 13.98%
2023-11 +3.12% +24.29% 0.59% +0.24% 0.27 6.37% +6.57 40.09 29.76% 20.68% 14.02%
2023-10 -1.84% +20.53% 0.59% +0.12% 0.12 6.24% +1.72 32.45 33.00% 22.47% 15.35%
2023-09 -1.18% +22.79% 0.59% -0.12% 0.23 6.20% +0.27 31.35 30.27% 19.01% 13.43%
2023-08 +0.31% +24.26% 0.59% +0.00% 0.33 6.17% -0.54 31.46 31.75% 19.93% 13.86%
2023-07 +2.25% +23.88% 0.59% +0.00% 0.37 6.20% -0.04 31.92 32.17% 19.58% 13.47%
2023-06 +1.34% +21.15% 0.59% -0.24% 0.27 6.14% -0.09 31.26 31.96% 19.93% 13.24%
2023-05 +1.84% +19.55% 0.59% -0.36% 0.22 6.12% -0.67 30.96 31.30% 19.35% 12.92%
2023-04 +1.35% +17.39% 0.59% -0.72% 0.14 6.07% -0.09 31.07 30.16% 18.41% 12.26%
2023-03 +1.41% +15.82% 0.59% -0.84% 0.09 6.05% +0.61 30.77 28.05% 16.44% 10.33%
2023-02 -1.67% +14.21% 0.59% -1.08% 0.01 6.04% +0.32 29.76 29.03% 16.63% 10.48%
2023-01 +2.12% +16.15% 0.59% -1.08% 0.11 6.01% +0.68 29.96 29.67% 16.62% 10.38%
2022-12 -1.80% +13.74% 0.62% -1.20% 0.01 5.95% -0.38 28.68 31.28% 16.74% 10.29%
2022-11 -0.89% +15.83% 0.62% -1.08% 0.14 5.89% +0.85 29.61 32.25% 14.62% 8.88%
2022-10 +0.61% +16.87% 0.62% -1.08% 0.22 5.87% +0.08 29.04 32.99% 14.91% 9.19%
2022-09 -3.65% +16.16% 0.62% -0.96% 0.21 5.87% +3.93 28.81 33.50% 16.00% 10.62%
2022-08 -0.67% +20.56% 0.62% -0.96% 0.46 5.61% -0.40 25.89 34.72% 13.17% 6.95%
2022-07 +2.58% +21.37% 0.62% -0.84% 0.52 5.59% +0.99 26.48 34.82% 13.29% 7.14%
2022-06 -1.28% +18.32% 0.62% -0.96% 0.39 5.50% +0.63 24.85 33.12% 13.40% 7.16%
2022-05 -3.17% +19.85% 0.62% -0.84% 0.47 5.47% +1.80 24.56 31.72% 14.05% 7.00%
2022-04 -1.29% +23.78% 0.62% -0.84% 0.73 5.25% +1.30 23.51 33.35% 14.04% 6.51%
2022-03 +0.99% +25.40% 0.62% -0.72% 0.85 5.21% +0.01 22.53 33.64% 15.98% 7.15%
2022-02 -0.20% +24.17% 0.62% -0.84% 0.80 5.20% +0.55 22.30 32.96% 15.83% 6.95%
2022-01 -1.56% +24.41% 0.62% -0.96% 0.83 5.20% -0.26 21.81 32.83% 16.92% 9.77%
2021-12 +1.43% +26.39% 0.65% -0.84% 0.96 5.13% +0.08 22.44 30.04% 14.44% 9.49%
2021-11 +0.46% +24.60% 0.65% -0.96% 0.90 5.11% +0.07 22.06 29.28% 14.64% 9.70%
2021-10 +1.63% +24.03% 0.65% -0.96% 0.87 5.11% -0.05 21.90 29.41% 15.02% 9.91%
2021-09 +0.12% +22.04% 0.65% -0.96% 0.79 5.08% -0.24 21.61 27.49% 12.86% 9.76%
2021-08 +1.47% +21.90% 0.65% -0.96% 0.78 5.09% +0.67 21.83 27.35% 13.33% 10.08%
2021-07 -0.05% +20.13% 0.65% -0.84% 0.70 5.06% -0.48 20.85 24.46% 13.72% 10.12%
2021-06 +0.62% +20.19% 0.65% -0.84% 0.73 5.08% +0.08 21.35 24.40% 13.82% 10.40%
2021-05 +1.08% +19.45% 0.65% -0.96% 0.70 5.08% -0.10 21.15 24.87% 14.14% 10.87%
2021-04 +1.21% +18.18% 0.65% -0.96% 0.65 5.07% +0.47 21.03 22.87% 14.36% 10.60%
2021-03 +0.92% +16.76% 0.65% -0.96% 0.59 5.05% -0.81 20.32 22.34% 14.57% 11.07%
2021-02 +0.31% +15.70% 0.65% -0.96% 0.55 5.04% -0.13 20.96 20.94% 13.79% 10.45%
2021-01 +0.66% +15.34% 0.65% -1.08% 0.54 5.04% +0.01 21.03 20.35% 13.50% 10.27%
2020-12 +1.13% +14.58% 0.71% -0.96% 0.50 5.05% +0.25 20.89 19.91% 13.02% 12.02%
2020-11 +2.78% +13.30% 0.71% +0.10 20.41 19.89% 12.79% 13.96%
2020-10 +0.08% +10.24% 0.71% -0.07 19.76 19.69% 12.10% 13.46%
2020-09 -1.20% +10.15% 0.71% -0.31 19.82 20.03% 11.96% 13.87%
2020-08 +2.23% +11.49% 0.71% -0.13 20.38 21.00% 12.51% 13.35%
2020-07 +1.66% +9.06% 0.71% -0.52 20.08 19.72% 9.31% 10.76%
2020-06 -1.55% +7.28% 0.71% -0.63 20.27 19.09% 8.63% 9.62%
2020-05 +0.55% +8.97% 0.71% +0.19 21.24 19.21% 9.89% 10.45%
2020-04 +3.85% +8.37% 0.71% -0.34 20.93 18.59% 7.50% 10.32%
2020-03 -7.56% +4.35% 0.71% -0.02 20.50 15.37% 6.93% 9.71%
2020-02 -0.89% +12.89% 0.71% -1.40 22.21 17.65% 8.46% 10.67%
2020-01 +0.42% +13.90% 0.71% +2.85 23.81 18.65% 8.40% 10.58%
2019-12 +0.15% +13.42% 0.74% -0.81 20.90 18.42% 10.62% 12.20%
2019-11 +0.67% +13.25% 0.74% +1.86 21.69 17.57% 10.05% 11.66%
2019-10 +0.99% +12.50% 0.74% +0.00 19.71 18.11% 10.10% 12.08%
2019-09 +0.84% +11.40% 0.74% +0.00 19.53 17.51% 9.68% 11.62%
2019-08 -0.18% +10.47% 0.74% +0.14 19.37 17.14% 9.60% 11.62%
2019-07 +0.94% +10.67% 0.74% +0.24 19.28 17.63% 9.96% 11.83%
2019-06 +1.34% +9.64% 0.74% -0.10 18.87 18.12% 10.28% 12.77%
2019-05 -0.30% +8.19% 0.74% +0.53 18.74 17.13% 7.95% 12.59%
2019-04 +1.35% +8.51% 0.74% -0.82 18.27 17.68% 8.76% 13.74%
2019-03 +0.43% +7.07% 0.74% -0.39 18.86 17.29% 8.27% 13.15%
2019-02 +1.12% +6.61% 0.74% -0.23 19.18 17.31% 7.98% 14.18%
2019-01 +1.58% +5.43% 0.74% -1.78 19.21 18.69% 8.12% 14.21%
2018-12 -3.16% +3.79% 0.75% -0.80 20.69 17.79% 8.51% 14.21%
2018-11 +0.01% +7.18% 0.75% -0.49 22.21 18.60% 8.55% 13.51%
2018-10 -1.22% +7.16% 0.75% -0.30 22.71 18.32% 8.85% 12.86%
2018-09 +0.11% +8.49% 0.75% -0.65 23.32 18.78% 9.18% 13.77%
2018-08 +1.70% +8.37% 0.75% -1.58 23.96 19.32% 9.35% 13.77%
2018-07 +0.21% +6.56% 0.75% +0.04 25.12 18.91% 8.36% 12.62%
2018-06 +0.04% +6.33% 0.75% +0.60 25.04 18.21% 8.11% 12.14%
2018-05 -0.09% +6.29% 0.75% -0.47 24.45 16.36% 6.67% 14.23%
2018-04 +0.39% +6.39% 0.75% +0.06 24.95 15.99% 5.53% 13.95%
2018-03 -0.83% +5.97% 0.75% -0.34 24.82 15.55% 5.04% 13.17%
2018-02 -1.14% +6.86% 0.75% -0.58 25.39 15.64% 5.12% 13.00%
2018-01 +0.61% +8.09% 0.75% -0.70 26.28 15.56% 4.98% 12.48%
2017-12 +0.50% +7.44% 0.79% -0.10 26.84 15.16% 4.69% 13.79%
2017-11 +0.54% +6.90% 0.79% -0.31 26.83 14.69% 4.70% 12.97%
2017-10 +0.85% +6.33% 0.79% -0.08 27.00 14.00% 4.67% 11.93%
2017-09 +0.30% +5.43% 0.79% -0.56 26.87 13.47% 4.58% 11.91%
2017-08 +0.33% +5.12% 0.79% +1.53 27.38 12.89% 4.82% 11.76%
2017-07 +0.48% +4.77% 0.79% +0.77 25.78 14.20% 5.35% 12.53%
2017-06 -0.76% +4.27% 0.79% -0.03 24.90 14.22% 5.46% 12.73%
2017-05 +0.76% +5.07% 0.79% +0.74 25.14 13.48% 5.49% 12.85%
2017-04 +0.94% +4.28% 0.79% +0.35 24.23 13.74% 5.65% 13.54%
2017-03 +0.29% +3.31% 0.79% +1.20 23.67 13.81% 5.66% 12.63%
2017-02 +0.34% +3.01% 0.79% -0.13 22.42 14.67% 5.93% 13.43%
2017-01 +0.03% +2.66% 0.79% +0.02 22.50 14.40% 5.82% 12.84%
2016-12 +0.80% +2.63% +0.28 22.48 14.59% 5.83% 10.14%
2016-11 -0.04% +1.81% +1.02 22.05 14.56% 5.76% 9.25%
2016-10 +0.09% +1.85% -0.35 21.05 14.82% 5.84% 9.64%
2016-09 -0.39% +1.76% +0.02 21.41 14.81% 5.74% 9.39%
2016-08 -0.01% +2.16% +0.11 21.48 14.80% 5.77% 8.85%
2016-07 +1.29% +2.17% +0.28 21.39 14.87% 5.75% 8.93%
2016-06 -0.03% +0.87% +0.74 20.85 13.91% 5.56% 8.92%
2016-05 +0.30% +0.90% +1.29 20.14 14.05% 5.71% 8.94%
2016-04 +0.52% +0.60% +0.02 18.81 14.41% 5.69% 8.51%
2016-03 +0.49% +0.08% +0.47 18.71 14.43% 5.67% 7.64%
2016-02 -0.11% -0.41% +0.53 18.17 14.58% 5.61% 5.78%
2016-01 -0.30% -0.30% +0.04 17.66 15.40% 5.95% 5.95%

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.