נתונים היסטוריים · קרנות השתלמות

אינפיניטי השתלמות משולב סחיר

נתונים היסטוריים מלאים עבור אינפיניטי השתלמות משולב סחיר, 154 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2254 | שם קרן: אינפיניטי השתלמות משולב סחיר | סיווג קרן: קרנות השתלמות | חברה שולטת: אינפיניטי ניהול תיקי השקעות (בישראל ובעולם) בע"מ | חברה מנהלת: אינפיניטי השתלמות, גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מתמחים באפיקי השקעה סחירים | תת התמחות: משולב סחיר.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 154
תשואה חודשית אחרונה +3.20%
תשואה מצטברת מההתחלה +312.20%
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 +3.20% +312.20% 0.59% +7.20% 2.05 10.64% +9.88 239.29 97.21% 1.98% 0.03%
2026-04 +8.37% +299.42% 0.59% +6.96% 2.00 10.62% +8.49 222.34 98.17% 1.19% 0.03%
2026-03 -1.47% +268.57% 0.59% +6.60% 1.89 10.18% +24.81 197.36 94.81% 1.19% 0.04%
2026-02 +1.33% +274.07% 0.59% +6.84% 2.02 10.09% +20.83 176.34 97.63% 1.53% 0.03%
2026-01 +7.63% +269.16% 0.59% +7.08% 2.02 10.09% +18.82 153.95 97.03% 1.68% 0.04%
2025-12 +4.95% +242.99% 0.62% +6.84% 1.91 9.71% +17.39 125.61 97.35% 0.00% 0.05%
2025-11 +2.86% +226.81% 0.62% +6.72% 1.82 9.59% +11.80 102.97 96.21% 0.00% 0.05%
2025-10 +3.42% +217.73% 0.62% +6.72% 1.80 9.76% +11.84 88.58 94.19% 0.00% 0.06%
2025-09 +3.68% +207.22% 0.62% +6.24% 1.73 9.73% +9.72 74.15 92.54% 0.00% 0.07%
2025-08 +0.35% +196.31% 0.62% +6.00% 1.61 9.79% +6.82 61.91 95.91% 0.00% 0.08%
2025-07 +2.00% +195.28% 0.62% +6.60% 1.67 9.85% +7.14 54.87 95.12% 0.00% 0.09%
2025-06 +11.58% +189.49% 0.62% +6.60% 1.66 9.87% +4.72 46.84 92.36% 0.00% 0.11%
2025-05 +6.18% +159.45% 0.62% +5.88% 1.53 8.84% +4.43 37.44 93.03% 0.00% 0.11%
2025-04 +4.35% +144.35% 0.62% +5.76% 1.39 8.55% +6.43 31.04 94.20% 0.00% 0.16%
2025-03 -5.03% +134.16% 0.62% +5.28% 1.32 8.70% +3.94 23.36 91.44% 0.00% 0.17%
2025-02 +2.72% +146.56% 0.62% +5.16% 1.39 10.07% +3.53 20.56 93.00% 0.00% 0.19%
2025-01 +3.48% +140.03% 0.62% +4.80% 1.27 10.17% +3.67 16.60 93.37% 0.00% 0.24%
2024-12 +5.57% +131.96% 0.74% +4.56% 1.19 10.11% +1.27 12.51 93.29% 0.00% 0.32%
2024-11 +5.44% +119.72% 0.74% +3.96% 1.06 9.87% +0.18 10.64 93.33% 0.00% 0.38%
2024-10 +5.28% +108.39% 0.74% +3.12% 0.93 9.66% +1.08 9.92 85.38% 2.22% 2.62%
2024-09 +2.20% +97.94% 0.74% +2.04% 0.80 9.45% -0.03 8.40 96.43% 2.74% 3.21%
2024-08 +2.53% +93.67% 0.74% 0.67 9.44% +0.74 8.26 90.31% 2.78% 7.02%
2024-07 +0.42% +88.90% 0.74% +1.92% 0.67 9.42% -0.01 7.32 52.19% 39.21% 22.81%
2024-06 +1.72% +88.11% 0.74% +2.16% 0.68 9.42% +0.78 7.30 48.08% 35.34% 20.96%
2024-05 +1.12% +84.92% 0.74% +1.80% 0.66 9.45% +0.19 6.42 53.27% 38.47% 22.59%
2024-04 -1.13% +82.88% 0.74% +1.68% 0.62 9.48% +0.03 6.16 49.84% 33.28% 22.73%
2024-03 +2.25% +84.97% 0.74% +1.68% 0.72 9.49% +0.03 6.21 50.72% 33.82% 22.87%
2024-02 +2.84% +80.90% 0.74% +1.56% 0.65 9.46% +0.11 6.04 50.17% 33.28% 22.35%
2024-01 +1.02% +75.90% 0.74% +1.68% 0.59 9.42% +0.18 5.77 49.91% 33.45% 22.53%
2023-12 +2.63% +74.12% 0.58% +1.32% 0.60 9.48% +0.15 5.54 50.00% 33.75% 22.92%
2023-11 +3.60% +69.66% 0.58% +1.08% 0.45 9.84% +0.04 5.25 49.52% 34.29% 23.62%
2023-10 -2.65% +63.77% 0.58% +1.08% 0.34 9.74% +0.02 5.04 49.01% 33.73% 24.40%
2023-09 -1.07% +68.22% 0.58% +0.48% 0.44 9.72% -0.08 5.16 48.45% 29.07% 19.38%
2023-08 +0.20% +70.04% 0.58% +0.60% 0.50 9.70% +0.03 5.30 48.49% 29.81% 19.43%
2023-07 +3.23% +69.71% 0.58% +0.60% 0.54 9.75% -0.38 5.26 49.81% 30.04% 19.39%
2023-06 +1.91% +64.40% 0.58% +0.48% 0.46 9.68% +0.04 5.47 50.09% 31.08% 19.01%
2023-05 +2.67% +61.31% 0.58% +0.24% 0.41 9.66% -0.31 5.33 49.91% 30.77% 18.76%
2023-04 +1.46% +57.12% 0.58% -0.24% 0.34 9.61% +0.02 5.50 48.18% 28.73% 18.55%
2023-03 +1.62% +54.86% 0.58% -0.24% 0.31 9.60% -0.12 5.41 48.06% 28.65% 18.30%
2023-02 -1.46% +52.39% 0.58% -0.60% 0.25 9.65% +0.01 5.45 48.99% 27.52% 17.61%
2023-01 +2.57% +54.65% 0.58% -0.60% 0.30 9.66% -0.16 5.53 49.01% 26.58% 16.64%
2022-12 -2.66% +50.77% 0.57% -0.84% 0.24 9.62% +0.01 5.56 46.94% 25.36% 15.29%
2022-11 +0.47% +54.89% 0.57% -0.60% 0.36 9.53% -0.13 5.69 53.60% 28.30% 17.93%
2022-10 +0.80% +54.17% 0.57% -1.08% 0.36 9.53% -0.05 5.80 54.31% 27.76% 17.93%
2022-09 -5.09% +52.94% 0.57% -0.84% 0.35 9.54% -0.12 5.80 54.14% 28.45% 19.66%
2022-08 +0.12% +61.15% 0.57% -0.84% 0.58 9.21% -0.11 6.23 54.25% 24.08% 15.25%
2022-07 +3.94% +60.95% 0.57% -0.96% 0.59 9.22% +0.15 6.33 54.82% 24.33% 15.48%
2022-06 -2.74% +54.85% 0.57% -1.08% 0.47 9.08% +0.04 5.95 53.45% 23.87% 15.13%
2022-05 -4.36% +59.21% 0.57% -0.96% 0.57 8.99% +0.02 6.08 54.61% 25.33% 15.95%
2022-04 -1.99% +66.47% 0.57% -0.84% 0.80 8.73% -0.25 6.34 55.68% 24.45% 15.30%
2022-03 +1.71% +69.85% 0.57% -0.48% 0.91 8.67% +0.03 6.72 56.99% 27.83% 16.37%
2022-02 +0.17% +67.00% 0.57% -0.60% 0.86 8.65% +0.21 6.58 56.38% 27.96% 14.44%
2022-01 -1.47% +66.71% 0.57% -0.60% 0.87 8.65% +0.18 6.36 57.55% 28.46% 16.35%
2021-12 +2.17% +69.20% 0.59% -0.48% 0.94 8.61% -0.18 6.27 55.18% 27.27% 17.07%
2021-11 +0.38% +65.61% 0.59% -0.36% 0.89 8.60% -0.08 6.32 54.43% 28.48% 19.94%
2021-10 +2.65% +64.98% 0.59% -0.24% 0.89 8.60% +0.17 6.38 52.51% 28.06% 19.12%
2021-09 -0.02% +60.72% 0.59% -0.24% 0.81 8.55% -0.09 6.05 50.41% 25.95% 18.51%
2021-08 +0.85% +60.75% 0.59% +0.00% 0.81 8.56% -0.09 6.14 50.49% 26.55% 18.89%
2021-07 -0.10% +59.40% 0.59% +0.36% 0.79 8.56% -0.50 6.19 49.60% 26.33% 19.87%
2021-06 +0.96% +59.56% 0.59% +0.36% 0.83 8.63% +0.04 6.70 51.64% 30.60% 22.84%
2021-05 +1.61% +58.04% 0.59% +0.12% 0.79 8.66% -0.10 6.60 51.82% 31.97% 24.24%
2021-04 +2.50% +55.54% 0.59% +0.36% 0.75 8.65% -0.35 6.59 51.29% 32.93% 24.43%
2021-03 +1.25% +51.74% 0.59% +0.12% 0.68 8.60% -0.94 6.77 52.73% 32.79% 23.04%
2021-02 +0.91% +49.87% 0.59% +0.48% 0.65 8.60% -0.07 7.62 51.84% 31.76% 21.00%
2021-01 +1.14% +48.52% 0.59% +0.12% 0.62 8.62% -0.11 7.63 51.11% 31.98% 20.31%
2020-12 +2.60% +46.84% 0.59% +0.36% 0.56 8.67% -0.44 7.65 52.94% 31.63% 26.01%
2020-11 +5.69% +43.12% 0.59% +0.24% 0.47 8.63% -0.06 7.89 51.46% 30.16% 26.36%
2020-10 +0.40% +35.42% 0.59% +0.60% 0.29 8.28% +0.09 7.53 50.07% 29.08% 28.69%
2020-09 -2.00% +34.88% 0.59% +0.84% 0.32 8.40% -0.48 7.42 51.48% 31.27% 31.81%
2020-08 +3.85% +37.63% 0.59% +0.72% 0.37 8.43% -0.02 8.06 53.35% 30.40% 30.89%
2020-07 +2.97% +32.53% 0.59% +0.48% 0.21 8.35% +0.04 7.78 50.77% 27.89% 28.92%
2020-06 -2.13% +28.71% 0.59% +0.48% 0.13 8.32% -0.02 7.52 45.74% 23.01% 23.40%
2020-05 +0.43% +31.51% 0.59% +0.36% 0.18 8.37% -0.09 7.71 47.86% 25.68% 23.35%
2020-04 +5.94% +30.94% 0.59% +0.24% 0.17 8.36% +0.18 7.78 44.99% 20.82% 22.62%
2020-03 -11.71% +23.60% 0.59% +0.12% -0.04 7.94% -0.47 7.17 42.68% 18.69% 20.64%
2020-02 -2.77% +40.00% 0.59% +0.84% 0.66 5.93% +0.01 8.65 45.09% 20.81% 20.46%
2020-01 +0.67% +43.98% 0.59% +0.72% 0.91 5.97% +0.03 8.89 46.12% 20.47% 20.13%
2019-12 +0.88% +43.03% 0.56% +0.72% 0.89 5.98% -0.19 8.81 52.67% 24.52% 22.93%
2019-11 +1.74% +41.78% 0.56% +0.12% 0.81 6.06% +0.05 8.93 51.74% 23.74% 22.17%
2019-10 +1.96% +39.35% 0.56% +0.24% 0.76 6.06% -0.03 8.74 50.80% 23.68% 22.31%
2019-09 +1.78% +36.67% 0.56% +0.24% 0.66 6.02% +0.08 8.59 48.66% 23.52% 22.12%
2019-08 -0.85% +34.28% 0.56% +0.12% 0.59 5.99% +0.09 8.37 47.07% 23.66% 22.34%
2019-07 +0.82% +35.44% 0.56% +0.00% 0.68 6.03% -0.27 8.36 48.33% 24.88% 22.97%
2019-06 +2.54% +34.33% 0.56% +0.00% 0.64 6.04% -0.12 8.58 49.30% 25.99% 24.59%
2019-05 -1.36% +31.01% 0.56% -0.12% 0.51 5.96% +0.05 8.49 46.88% 22.38% 23.44%
2019-04 +2.46% +32.81% 0.56% +0.00% 0.62 5.93% +0.02 8.55 48.30% 23.63% 25.15%
2019-03 +0.10% +29.62% 0.56% -0.24% 0.49 5.87% +0.01 8.33 48.38% 23.77% 24.97%
2019-02 +1.57% +29.49% 0.56% -0.24% 0.50 5.88% -3.64 8.32 48.32% 24.64% 27.04%
2019-01 +2.91% +27.49% 0.56% -0.24% 0.46 5.96% -0.12 11.80 51.27% 22.54% 23.90%
2018-12 -5.73% +23.89% 0.61% -0.36% 0.31 5.85% +1.48 11.60 42.67% 21.55% 23.10%
2018-11 +0.43% +31.42% 0.61% +0.12% 0.77 5.19% -0.59 10.74 50.74% 25.14% 25.51%
2018-10 -2.28% +30.86% 0.61% +0.24% 0.80 5.30% -0.60 11.28 53.99% 27.48% 26.15%
2018-09 +0.02% +33.91% 0.61% +0.48% 1.04 5.19% +0.08 12.15 49.79% 20.82% 22.88%
2018-08 +2.81% +33.88% 0.61% +0.36% 1.10 5.34% -0.17 12.08 51.24% 21.19% 21.52%
2018-07 +1.38% +30.22% 0.61% +0.24% 0.92 5.29% -0.01 11.93 50.29% 20.12% 16.01%
2018-06 -0.02% +28.45% 0.61% -0.22 11.79 49.02% 18.41% 14.33%
2018-05 +0.59% +28.48% 0.61% -0.33 12.02 48.17% 19.55% 17.89%
2018-04 +1.18% +27.72% 0.61% +0.18 12.28 46.91% 19.14% 17.43%
2018-03 -2.09% +26.23% 0.61% +0.04 11.96 44.90% 16.14% 17.89%
2018-02 -1.73% +28.93% 0.61% +0.01 12.18 45.89% 16.34% 17.82%
2018-01 +1.58% +31.20% 0.61% +0.17 12.40 46.77% 16.77% 17.66%
2017-12 +0.94% +29.16% 0.63% +1.14 12.05 41.49% 13.86% 16.51%
2017-11 +0.45% +27.95% 0.63% +0.07 10.82 45.29% 15.53% 20.52%
2017-10 +1.35% +27.38% 0.63% +0.11 10.71 45.28% 15.59% 19.98%
2017-09 +0.83% +25.68% 0.63% +0.09 10.46 44.84% 15.49% 20.27%
2017-08 -0.42% +24.65% 0.63% -0.30 10.29 46.65% 17.40% 20.70%
2017-07 +0.69% +25.17% 0.63% -0.37 10.65 48.73% 19.53% 21.60%
2017-06 -1.03% +24.32% 0.63% +0.04 10.94 48.99% 19.93% 21.48%
2017-05 +1.24% +25.61% 0.63% +0.17 11.02 48.64% 20.05% 21.78%
2017-04 +1.48% +24.07% 0.63% +0.10 10.73 49.11% 20.41% 22.55%
2017-03 +0.17% +22.26% 0.63% -0.79 10.47 49.38% 20.44% 22.83%
2017-02 +0.73% +22.05% 0.63% -0.27 11.25 46.84% 19.47% 21.42%
2017-01 -0.40% +21.17% 0.63% +0.35 11.44 45.45% 18.97% 21.24%
2016-12 +1.71% +21.66% 0.64% -0.09 11.14 47.04% 19.39% 19.30%
2016-11 +0.96% +19.61% 0.64% +0.14 11.04 46.47% 18.75% 19.29%
2016-10 -0.02% +18.47% 0.64% -0.09 10.80 46.20% 18.70% 20.09%
2016-09 -0.63% +18.50% 0.64% +0.06 10.90 46.24% 18.35% 19.63%
2016-08 +0.28% +19.25% 0.64% +0.11 10.92 46.52% 18.41% 18.77%
2016-07 +2.95% +18.92% 0.64% -0.75 10.78 46.85% 18.37% 19.02%
2016-06 -1.19% +15.51% 0.64% -0.17 11.21 43.71% 17.57% 17.40%
2016-05 +0.86% +16.90% 0.64% +0.29 11.52 42.45% 16.84% 17.36%
2016-04 +0.45% +15.90% 0.64% +0.04 11.14 43.36% 17.15% 16.88%
2016-03 +1.20% +15.38% 0.64% +0.38 11.06 43.04% 17.81% 19.44%
2016-02 -0.87% +14.02% 0.64% +0.06 10.56 43.66% 17.23% 16.86%
2016-01 -1.79% +15.02% 0.64% -0.13 10.60 44.72% 17.64% 16.42%
2015-12 -0.63% +17.11% 0.63% +0.11 10.93 40.81% 16.29% 23.15%
2015-11 -0.19% +17.86% 0.63% +0.34 10.90 41.56% 18.62% 25.50%
2015-10 +3.44% +18.08% 0.63% +0.09 10.59 42.78% 18.98% 26.06%
2015-09 -2.51% +14.15% 0.63% +0.06 10.15 42.17% 17.64% 24.24%
2015-08 -2.28% +17.09% 0.63% +0.49 10.35 42.80% 18.07% 24.35%
2015-07 +2.39% +19.82% 0.63% +0.34 10.11 46.49% 19.49% 24.73%
2015-06 -2.84% +17.03% 0.63% +0.00 9.54 48.32% 20.34% 25.16%
2015-05 +0.21% +20.45% 0.63% +0.01 9.83 48.12% 20.55% 25.33%
2015-04 +0.15% +20.19% 0.63% -0.11 9.79 48.52% 20.43% 25.23%
2015-03 +2.29% +20.02% 0.63% +0.43 9.90 48.99% 20.51% 25.45%
2015-02 +3.89% +17.33% 0.63% -0.02 9.26 48.06% 19.76% 24.95%
2015-01 +0.05% +12.94% 0.63% +0.43 8.94 45.08% 18.01% 23.38%
2014-12 -1.84% +12.88% +0.21 8.51 48.30% 16.80% 22.33%
2014-11 +1.90% +14.99% +0.12 8.46 44.33% 16.08% 16.90%
2014-10 -0.14% +12.85% +0.23 8.20 46.46% 15.85% 16.71%
2014-09 +0.84% +13.01% +0.03 7.98 46.37% 15.79% 16.67%
2014-08 +2.33% +12.07% +0.24 7.89 46.89% 16.22% 16.98%
2014-07 -0.25% +9.52% +0.65 7.47 45.92% 15.80% 16.73%
2014-06 -0.43% +9.79% +0.83 6.85 44.38% 16.20% 17.23%
2014-05 +1.32% +10.26% +0.93 6.05 45.45% 12.89% 14.05%
2014-04 -0.78% +8.83% +0.16 5.06 48.81% 16.60% 17.39%
2014-03 +0.94% +9.68% +0.61 4.94 51.21% 17.81% 18.62%
2014-02 +2.78% +8.66% +1.36 4.29 45.22% 13.99% 14.92%
2014-01 -0.56% +5.72% +0.45 2.85 48.07% 14.04% 14.04%
2013-12 -0.46% +6.32% +1.30 2.42 48.76% 14.46% 14.46%
2013-11 +2.78% +6.81% +0.21 1.12 45.54% 13.39% 13.39%
2013-10 +1.68% +3.92% +0.59 0.89 49.44% 14.61% 14.61%
2013-09 +3.34% +2.20% +0.00 0.29 51.72% 13.79% 13.79%
2013-08 -1.10% -1.10% +0.05 0.28 50.00% 14.29% 14.29%

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.