חודשים בטווח
113
נתונים היסטוריים · קופות גמל להשקעה
הפניקס גמל להשקעה מניות
נתונים היסטוריים מלאים עבור הפניקס גמל להשקעה מניות, 113 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7975 | שם קרן: הפניקס גמל להשקעה מניות | סיווג קרן: קופת גמל להשקעה | חברה שולטת: הפניקס אחזקות בע"מ | חברה מנהלת: הפניקס פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מתמחים בניהול אקטיבי | תת התמחות: מניות.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על הפניקס גמל להשקעה מניות ישירות למייל.
תשואה חודשית אחרונה
+3.06%
תשואה מצטברת מההתחלה
+186.81%
| 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 | +3.06% | +186.81% | 0.59% | -1.56% | 1.15 | 11.42% | +78.27 | 1714.69 | 96.12% | 65.06% | 27.16% |
| 2026-04 | +8.22% | +178.29% | 0.59% | -2.64% | 1.10 | 11.39% | +62.14 | 1588.09 | 94.59% | 63.22% | 25.81% |
| 2026-03 | -5.04% | +157.15% | 0.59% | -2.76% | 0.97 | 11.01% | +84.75 | 1409.89 | 97.21% | 65.05% | 23.02% |
| 2026-02 | +0.63% | +170.80% | 0.59% | -2.52% | 1.26 | 10.69% | +109.36 | 1399.05 | 94.34% | 62.37% | 26.74% |
| 2026-01 | +4.65% | +169.11% | 0.59% | -1.92% | 1.28 | 10.69% | +125.72 | 1282.66 | 93.58% | 61.14% | 27.47% |
| 2025-12 | +1.94% | +157.15% | 0.64% | -2.16% | 1.18 | 10.57% | +139.23 | 1105.58 | 92.95% | 61.43% | 28.12% |
| 2025-11 | +1.64% | +152.26% | 0.64% | -1.92% | 1.17 | 10.63% | +93.90 | 947.98 | 93.83% | 61.29% | 29.82% |
| 2025-10 | +2.35% | +148.18% | 0.64% | -1.68% | 1.19 | 11.21% | +72.58 | 839.35 | 93.06% | 60.97% | 30.79% |
| 2025-09 | +3.51% | +142.49% | 0.64% | -2.04% | 1.14 | 11.20% | +60.07 | 748.65 | 92.14% | 61.08% | 31.53% |
| 2025-08 | +1.17% | +134.26% | 0.64% | -1.92% | 1.02 | 11.31% | +64.42 | 664.32 | 93.58% | 60.76% | 30.41% |
| 2025-07 | +1.91% | +131.55% | 0.64% | -1.80% | 1.05 | 11.50% | +66.00 | 592.86 | 94.23% | 61.52% | 30.75% |
| 2025-06 | +5.86% | +127.21% | 0.64% | -1.80% | 1.05 | 11.62% | +24.95 | 517.10 | 93.28% | 59.70% | 30.76% |
| 2025-05 | +5.09% | +114.64% | 0.64% | -0.12% | 0.92 | 11.43% | +13.41 | 464.39 | 95.05% | 62.58% | 28.03% |
| 2025-04 | +1.21% | +104.24% | 0.64% | +0.00% | 0.82 | 11.30% | +15.09 | 429.17 | 95.27% | 62.92% | 25.92% |
| 2025-03 | -3.33% | +101.80% | 0.64% | +0.24% | 0.86 | 11.80% | +30.86 | 408.71 | 97.67% | 67.31% | 26.43% |
| 2025-02 | -0.62% | +108.75% | 0.64% | -0.24% | 0.76 | 14.09% | +22.16 | 391.76 | 95.14% | 61.39% | 25.40% |
| 2025-01 | +2.83% | +110.05% | 0.64% | -0.12% | 0.73 | 14.50% | +19.68 | 372.42 | 95.04% | 61.65% | 26.90% |
| 2024-12 | +1.50% | +104.27% | 0.65% | -0.36% | 0.68 | 14.47% | +21.39 | 343.15 | 90.28% | 59.29% | 26.04% |
| 2024-11 | +3.97% | +101.25% | 0.65% | +0.00% | 0.67 | 14.47% | +7.00 | 317.25 | 91.92% | 48.69% | 28.26% |
| 2024-10 | +0.83% | +93.57% | 0.65% | -0.24% | 0.60 | 14.41% | +0.21 | 298.51 | 95.59% | 65.29% | 27.86% |
| 2024-09 | +2.72% | +91.98% | 0.65% | -0.48% | 0.61 | 14.43% | +0.52 | 296.00 | 95.75% | 66.91% | 30.18% |
| 2024-08 | +1.39% | +86.89% | 0.65% | — | 0.55 | 14.43% | -0.84 | 287.81 | 96.08% | 66.98% | 30.71% |
| 2024-07 | +1.75% | +84.33% | 0.65% | -0.12% | 0.54 | 14.45% | -1.62 | 284.85 | 96.95% | 68.99% | 30.32% |
| 2024-06 | +0.76% | +81.16% | 0.65% | +0.24% | 0.52 | 14.44% | -1.19 | 281.70 | 95.75% | 68.30% | 30.51% |
| 2024-05 | +2.32% | +79.79% | 0.65% | +0.00% | 0.54 | 14.49% | +2.91 | 280.91 | 95.69% | 66.56% | 29.25% |
| 2024-04 | -3.06% | +75.72% | 0.65% | -0.12% | 0.47 | 14.56% | +2.03 | 271.87 | 97.48% | 67.28% | 28.90% |
| 2024-03 | +3.77% | +81.26% | 0.65% | -0.12% | 0.59 | 14.49% | -2.49 | 278.53 | 98.64% | 67.60% | 31.75% |
| 2024-02 | +4.91% | +74.68% | 0.65% | -0.12% | 0.52 | 14.43% | -0.73 | 270.82 | 95.14% | 64.37% | 30.20% |
| 2024-01 | +0.37% | +66.50% | 0.65% | +0.12% | 0.44 | 14.33% | -1.40 | 259.01 | 96.15% | 65.91% | 29.21% |
| 2023-12 | +4.57% | +65.89% | 0.62% | -0.24% | 0.48 | 14.46% | +4.61 | 259.57 | 94.42% | 68.61% | 29.64% |
| 2023-11 | +5.72% | +58.64% | 0.62% | -0.12% | 0.33 | 14.75% | +0.72 | 243.92 | 97.44% | 71.36% | 28.97% |
| 2023-10 | -5.24% | +50.06% | 0.62% | -0.12% | 0.22 | 14.59% | -2.22 | 230.10 | 97.45% | 70.81% | 26.49% |
| 2023-09 | -2.12% | +58.35% | 0.62% | -0.60% | 0.34 | 14.51% | +0.90 | 245.27 | 94.98% | 67.13% | 27.24% |
| 2023-08 | -1.50% | +61.78% | 0.62% | -0.60% | 0.41 | 14.46% | -1.04 | 249.79 | 96.28% | 68.95% | 29.52% |
| 2023-07 | +5.32% | +64.25% | 0.62% | -0.24% | 0.49 | 14.48% | -0.32 | 254.80 | 94.54% | 67.22% | 30.55% |
| 2023-06 | +3.03% | +55.95% | 0.62% | -0.36% | 0.40 | 14.37% | -2.46 | 242.33 | 94.45% | 55.76% | 28.79% |
| 2023-05 | +0.17% | +51.36% | 0.62% | -0.72% | 0.33 | 14.34% | +0.81 | 237.70 | 97.68% | 65.55% | 27.01% |
| 2023-04 | +2.72% | +51.11% | 0.62% | -0.72% | 0.35 | 14.35% | +0.73 | 236.64 | 95.48% | 67.43% | 27.01% |
| 2023-03 | -0.23% | +47.11% | 0.62% | -1.08% | 0.30 | 14.32% | +0.16 | 229.75 | 96.74% | 69.65% | 26.74% |
| 2023-02 | -2.61% | +47.44% | 0.62% | -0.72% | 0.31 | 14.35% | +3.28 | 230.19 | 97.52% | 69.36% | 24.88% |
| 2023-01 | +3.92% | +51.40% | 0.62% | -0.60% | 0.37 | 14.34% | +7.14 | 233.19 | 94.95% | 65.69% | 25.03% |
| 2022-12 | -4.43% | +45.69% | 0.59% | -0.84% | 0.31 | 14.30% | +14.74 | 217.57 | 93.53% | 63.24% | 21.63% |
| 2022-11 | +1.65% | +52.44% | 0.59% | -0.36% | 0.44 | 14.12% | +10.64 | 212.47 | 96.16% | 63.69% | 23.44% |
| 2022-10 | +4.15% | +49.96% | 0.59% | -0.84% | 0.42 | 14.12% | +6.61 | 198.63 | 96.41% | 62.40% | 22.81% |
| 2022-09 | -7.42% | +43.99% | 0.59% | -0.72% | 0.35 | 14.05% | +6.17 | 184.32 | 98.49% | 62.97% | 21.42% |
| 2022-08 | -1.02% | +55.53% | 0.59% | -0.48% | 0.58 | 13.57% | +12.55 | 192.95 | 96.41% | 60.50% | 24.34% |
| 2022-07 | +5.72% | +57.13% | 0.59% | -0.72% | 0.61 | 13.56% | +10.86 | 182.62 | 93.84% | 59.91% | 25.20% |
| 2022-06 | -5.50% | +48.63% | 0.59% | -0.96% | 0.49 | 13.38% | +14.05 | 162.22 | 93.42% | 60.12% | 20.78% |
| 2022-05 | -4.21% | +57.28% | 0.59% | -0.36% | 0.65 | 13.11% | +13.12 | 157.14 | 95.28% | 61.99% | 23.16% |
| 2022-04 | -3.04% | +64.19% | 0.59% | -0.48% | 0.80 | 12.92% | +17.88 | 150.30 | 93.88% | 59.49% | 21.37% |
| 2022-03 | +1.01% | +69.34% | 0.59% | -0.24% | 0.91 | 12.80% | +14.22 | 136.90 | 91.48% | 58.97% | 24.05% |
| 2022-02 | -0.47% | +67.65% | 0.59% | -0.12% | 0.90 | 12.80% | +13.78 | 121.27 | 97.31% | 63.18% | 24.89% |
| 2022-01 | -2.50% | +68.44% | 0.59% | +0.48% | 0.94 | 12.81% | +21.15 | 108.16 | 93.79% | 60.71% | 24.77% |
| 2021-12 | +3.24% | +72.76% | 0.58% | +1.08% | 1.02 | 12.73% | +27.67 | 89.54 | 85.01% | 54.52% | 24.30% |
| 2021-11 | -0.60% | +67.34% | 0.58% | — | — | — | +12.12 | 59.66 | 91.00% | 58.58% | 23.53% |
| 2021-10 | +4.60% | +68.35% | 0.58% | — | — | — | +0.73 | 48.07 | 94.26% | 62.47% | 25.55% |
| 2021-09 | -0.75% | +60.94% | 0.58% | — | — | — | -0.66 | 45.27 | 96.44% | 64.52% | 25.54% |
| 2021-08 | +1.85% | +62.16% | 0.58% | — | — | — | +0.98 | 46.29 | 94.92% | 64.10% | 26.42% |
| 2021-07 | -0.98% | +59.21% | 0.58% | — | — | — | +0.65 | 44.49 | 97.19% | 66.73% | 27.40% |
| 2021-06 | +0.88% | +60.79% | 0.58% | — | — | — | -0.30 | 44.30 | 99.41% | 68.24% | 29.12% |
| 2021-05 | +1.90% | +59.39% | 0.58% | — | — | — | -0.84 | 44.23 | 99.89% | 68.10% | 29.53% |
| 2021-04 | +4.19% | +56.42% | 0.58% | — | — | — | +0.19 | 44.26 | 93.83% | 67.51% | 29.91% |
| 2021-03 | +2.72% | +50.12% | 0.58% | — | — | — | -0.03 | 42.32 | 101.96% | 68.62% | 39.84% |
| 2021-02 | +1.54% | +46.15% | 0.58% | — | — | — | -0.91 | 41.23 | 100.97% | 68.35% | 40.12% |
| 2021-01 | +1.35% | +43.93% | 0.58% | — | — | — | -0.58 | 41.50 | 98.80% | 65.49% | 38.27% |
| 2020-12 | +3.73% | +42.02% | 0.58% | — | — | — | +1.79 | 41.53 | 95.18% | 63.64% | 37.13% |
| 2020-11 | +9.06% | +36.91% | 0.58% | — | — | — | -0.62 | 38.30 | 99.92% | 68.43% | 38.30% |
| 2020-10 | +0.52% | +25.54% | 0.58% | — | — | — | -2.32 | 35.71 | 104.48% | 73.40% | 36.12% |
| 2020-09 | -3.07% | +24.89% | 0.58% | — | — | — | -0.70 | 37.85 | 97.68% | 69.96% | 34.40% |
| 2020-08 | +5.73% | +28.84% | 0.58% | — | — | — | -0.48 | 39.79 | 96.88% | 69.34% | 34.13% |
| 2020-07 | +4.90% | +21.86% | 0.58% | — | — | — | -0.58 | 38.11 | 93.02% | 65.31% | 31.09% |
| 2020-06 | +0.07% | +16.17% | 0.58% | — | — | — | +0.17 | 36.91 | 95.96% | 65.92% | 28.83% |
| 2020-05 | +2.22% | +16.09% | 0.58% | — | — | — | +0.19 | 36.73 | 91.81% | 59.71% | 26.84% |
| 2020-04 | +8.68% | +13.56% | 0.58% | — | — | — | +1.28 | 35.77 | 84.48% | 51.19% | 24.15% |
| 2020-03 | -16.58% | +4.49% | 0.58% | — | — | — | -0.54 | 31.71 | 90.16% | 55.06% | 21.54% |
| 2020-02 | -6.78% | +25.26% | 0.58% | — | — | — | +0.19 | 38.71 | 99.54% | 59.24% | 23.25% |
| 2020-01 | +0.62% | +34.37% | 0.58% | — | — | — | +2.09 | 41.34 | 97.97% | 58.78% | 27.82% |
| 2019-12 | +1.79% | +33.55% | 0.58% | — | — | — | +3.37 | 39.05 | 95.34% | 56.26% | 31.19% |
| 2019-11 | +2.05% | +31.20% | 0.58% | — | — | — | +1.41 | 35.06 | 92.76% | 53.85% | 27.67% |
| 2019-10 | +2.33% | +28.56% | 0.58% | — | — | — | +1.14 | 32.93 | 93.29% | 53.17% | 27.12% |
| 2019-09 | +2.62% | +25.63% | 0.58% | — | — | — | +0.41 | 31.06 | 95.94% | 55.05% | 27.01% |
| 2019-08 | -1.27% | +22.43% | 0.58% | — | — | — | +0.71 | 29.87 | 93.10% | 55.17% | 26.88% |
| 2019-07 | +0.69% | +24.00% | 0.58% | — | — | — | +0.54 | 29.55 | 92.55% | 53.40% | 25.04% |
| 2019-06 | +3.42% | +23.15% | 0.58% | — | — | — | +0.79 | 28.83 | 94.48% | 52.24% | 24.80% |
| 2019-05 | -2.69% | +19.08% | 0.58% | — | — | — | +0.20 | 27.12 | 97.46% | 52.32% | 23.75% |
| 2019-04 | +3.03% | +22.37% | 0.58% | — | — | — | +0.16 | 27.67 | 94.72% | 48.93% | 24.39% |
| 2019-03 | +0.64% | +18.77% | 0.58% | — | — | — | +0.34 | 21.13 | 94.60% | 49.93% | 38.52% |
| 2019-02 | +2.59% | +18.02% | 0.58% | — | — | — | +0.43 | 20.65 | 94.72% | 49.64% | 50.27% |
| 2019-01 | +4.97% | +15.04% | 0.58% | — | — | — | +1.84 | 19.70 | 92.64% | 44.06% | 44.31% |
| 2018-12 | -6.87% | +9.59% | 0.58% | — | — | — | +1.43 | 14.48 | 88.60% | 41.23% | 36.67% |
| 2018-11 | +2.39% | +17.68% | 0.58% | — | — | — | +0.06 | 14.08 | 94.67% | 45.74% | 39.20% |
| 2018-10 | -4.19% | +14.93% | 0.58% | — | — | — | +0.15 | 13.70 | 97.15% | 41.61% | 20.29% |
| 2018-09 | +0.35% | +19.95% | 0.58% | — | — | — | +0.31 | 14.16 | 92.02% | 42.30% | 20.97% |
| 2018-08 | +3.33% | +19.54% | 0.58% | — | — | — | +0.17 | 13.76 | 92.01% | 43.31% | 21.58% |
| 2018-07 | +3.05% | +15.68% | 0.58% | — | — | — | -0.02 | 13.20 | 94.32% | 45.53% | 22.42% |
| 2018-06 | -1.06% | +12.26% | 0.58% | — | — | — | +0.26 | 12.83 | 93.06% | 44.89% | 21.82% |
| 2018-05 | +1.62% | +13.46% | 0.58% | — | — | — | +0.30 | 12.72 | 95.20% | 45.52% | 22.01% |
| 2018-04 | +1.08% | +11.65% | 0.58% | — | — | — | -0.04 | 12.23 | 94.85% | 44.64% | 19.54% |
| 2018-03 | -1.73% | +10.46% | 0.58% | — | — | — | +0.22 | 12.14 | 95.30% | 44.07% | 24.22% |
| 2018-02 | -2.29% | +12.41% | 0.58% | — | — | — | +0.20 | 12.15 | 94.65% | 41.15% | 22.22% |
| 2018-01 | +2.93% | +15.04% | 0.58% | — | — | — | +1.78 | 12.23 | 96.16% | 41.46% | 20.61% |
| 2017-12 | +1.41% | +11.77% | — | — | — | — | +2.66 | 10.14 | 83.93% | 36.29% | 18.05% |
| 2017-11 | +1.47% | +10.21% | — | — | — | — | +0.91 | 7.36 | 89.40% | 41.58% | 17.80% |
| 2017-10 | +2.28% | +8.61% | — | — | — | — | +0.16 | 6.35 | 91.02% | 44.41% | 18.27% |
| 2017-09 | +1.15% | +6.19% | — | — | — | — | +0.17 | 6.05 | 89.59% | 42.98% | 18.02% |
| 2017-08 | -0.67% | +4.99% | — | — | — | — | +0.64 | 5.81 | 91.22% | 44.23% | 16.01% |
| 2017-07 | +1.53% | +5.69% | — | — | — | — | +0.51 | 5.21 | 91.75% | 45.87% | 17.66% |
| 2017-06 | -1.00% | +4.10% | — | — | — | — | +0.32 | 4.63 | 90.71% | 50.97% | 19.01% |
| 2017-05 | +2.04% | +5.15% | — | — | — | — | +0.10 | 4.35 | 95.86% | 52.18% | 16.55% |
| 2017-04 | +0.87% | +3.05% | — | — | — | — | +0.32 | 4.02 | 98.51% | 55.97% | 17.41% |
| 2017-03 | +0.19% | +2.16% | — | — | — | — | +0.31 | 3.67 | 99.46% | 61.31% | 15.53% |
| 2017-02 | +2.46% | +1.97% | — | — | — | — | +0.26 | 3.36 | 98.81% | 65.48% | 16.07% |
| 2017-01 | -0.48% | -0.48% | — | — | — | — | +1.59 | 3.02 | 102.98% | 67.55% | 20.86% |
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.