חודשים בטווח
111
נתונים היסטוריים · קופות גמל להשקעה
כלל גמל לעתיד הלכה
נתונים היסטוריים מלאים עבור כלל גמל לעתיד הלכה, 111 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7994 | שם קרן: כלל גמל לעתיד הלכה | סיווג קרן: קופת גמל להשקעה | חברה שולטת: אחר | חברה מנהלת: כלל פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: הלכתי | תת התמחות: הלכה יהודית.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על כלל גמל לעתיד הלכה ישירות למייל.
תשואה חודשית אחרונה
+1.73%
תשואה מצטברת מההתחלה
+69.19%
| 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 | +1.73% | +69.19% | 0.65% | -0.72% | 1.02 | 5.86% | +2.14 | 46.44 | 48.02% | 29.89% | 18.69% |
| 2026-04 | +3.92% | +66.32% | 0.65% | -1.20% | 0.96 | 5.84% | +1.77 | 43.57 | 50.01% | 30.78% | 18.84% |
| 2026-03 | -2.47% | +60.04% | 0.65% | -1.44% | 0.82 | 5.65% | +1.36 | 40.24 | 49.30% | 30.72% | 18.41% |
| 2026-02 | +0.69% | +64.10% | 0.65% | -1.32% | 1.10 | 5.49% | +1.54 | 39.91 | 49.49% | 30.62% | 19.24% |
| 2026-01 | +2.55% | +62.97% | 0.65% | -1.20% | 1.09 | 5.50% | +1.63 | 38.13 | 49.51% | 31.58% | 18.94% |
| 2025-12 | +1.11% | +58.92% | 0.66% | -1.20% | 1.00 | 5.43% | +1.74 | 35.61 | 47.37% | 31.28% | 17.89% |
| 2025-11 | +1.11% | +57.18% | 0.66% | -1.20% | 0.98 | 5.45% | +0.12 | 33.51 | 49.66% | 33.03% | 19.90% |
| 2025-10 | +1.39% | +55.45% | 0.66% | -1.08% | 1.00 | 5.68% | +0.22 | 33.05 | 49.29% | 32.98% | 20.30% |
| 2025-09 | +2.06% | +53.32% | 0.66% | -1.32% | 0.94 | 5.69% | +1.11 | 32.40 | 49.78% | 33.92% | 21.11% |
| 2025-08 | +0.82% | +50.22% | 0.66% | -1.32% | 0.81 | 5.73% | -0.50 | 30.65 | 50.67% | 33.67% | 21.70% |
| 2025-07 | +1.16% | +49.00% | 0.66% | -1.32% | 0.82 | 5.77% | -0.63 | 30.92 | 51.23% | 34.38% | 20.73% |
| 2025-06 | +3.34% | +47.29% | 0.66% | -1.44% | 0.82 | 5.84% | -0.05 | 31.21 | 50.62% | 34.48% | 20.79% |
| 2025-05 | +2.27% | +42.53% | 0.66% | -1.08% | 0.65 | 5.74% | +0.09 | 30.26 | 50.07% | 36.19% | 21.68% |
| 2025-04 | +0.82% | +39.37% | 0.66% | -1.08% | 0.56 | 5.68% | +0.41 | 29.52 | 48.51% | 36.62% | 22.66% |
| 2025-03 | -1.33% | +38.24% | 0.66% | -0.96% | 0.61 | 6.05% | +0.53 | 28.88 | 49.17% | 36.98% | 22.30% |
| 2025-02 | +0.10% | +40.10% | 0.66% | -1.32% | 0.49 | 7.46% | +0.74 | 28.76 | 48.92% | 35.85% | 22.01% |
| 2025-01 | +1.20% | +39.96% | 0.66% | -0.84% | 0.47 | 7.56% | +0.20 | 28.01 | 49.45% | 37.70% | 23.85% |
| 2024-12 | +0.46% | +38.30% | 0.67% | -0.96% | 0.43 | 7.55% | +0.22 | 27.49 | 47.40% | 37.87% | 21.97% |
| 2024-11 | +1.84% | +37.67% | 0.67% | -0.72% | 0.44 | 7.55% | -0.07 | 27.16 | 48.09% | 39.84% | 23.67% |
| 2024-10 | +0.23% | +35.18% | 0.67% | -0.72% | 0.39 | 7.53% | +0.18 | 26.75 | 46.28% | 37.79% | 23.96% |
| 2024-09 | +1.61% | +34.87% | 0.67% | -0.72% | 0.42 | 7.54% | +0.31 | 26.52 | 46.87% | 37.90% | 25.83% |
| 2024-08 | +0.95% | +32.73% | 0.67% | — | 0.35 | 7.53% | -0.51 | 25.81 | 46.03% | 36.23% | 25.30% |
| 2024-07 | +1.41% | +31.48% | 0.67% | -0.60% | 0.35 | 7.54% | -0.53 | 26.08 | 46.01% | 38.00% | 24.69% |
| 2024-06 | +0.86% | +29.65% | 0.67% | -0.48% | 0.31 | 7.53% | -0.01 | 26.27 | 45.45% | 36.28% | 25.01% |
| 2024-05 | +0.85% | +28.55% | 0.67% | -0.72% | 0.31 | 7.54% | -0.61 | 26.07 | 45.72% | 37.28% | 25.01% |
| 2024-04 | -1.63% | +27.47% | 0.67% | -0.84% | 0.26 | 7.59% | +0.18 | 26.47 | 44.96% | 35.59% | 24.59% |
| 2024-03 | +2.30% | +29.58% | 0.67% | -0.84% | 0.39 | 7.56% | +0.06 | 26.73 | 45.83% | 35.20% | 25.33% |
| 2024-02 | +1.84% | +26.66% | 0.67% | -0.84% | 0.32 | 7.51% | +0.01 | 26.08 | 43.33% | 34.09% | 24.46% |
| 2024-01 | -0.02% | +24.38% | 0.67% | -0.72% | 0.26 | 7.49% | +0.44 | 25.62 | 43.83% | 33.06% | 24.71% |
| 2023-12 | +2.54% | +24.40% | 0.65% | -0.84% | 0.32 | 7.55% | +0.15 | 25.20 | 43.93% | 34.37% | 25.60% |
| 2023-11 | +3.46% | +21.32% | 0.65% | -0.84% | 0.17 | 7.66% | +0.30 | 24.44 | 43.90% | 36.05% | 26.51% |
| 2023-10 | -2.80% | +17.26% | 0.65% | -0.96% | 0.03 | 7.52% | -0.05 | 23.34 | 43.19% | 39.97% | 26.44% |
| 2023-09 | -1.48% | +20.64% | 0.65% | -1.20% | 0.16 | 7.47% | +0.09 | 24.08 | 42.48% | 36.75% | 25.04% |
| 2023-08 | -0.16% | +22.45% | 0.65% | -1.08% | 0.26 | 7.43% | +0.33 | 24.36 | 42.61% | 38.79% | 25.66% |
| 2023-07 | +2.43% | +22.65% | 0.65% | -1.20% | 0.30 | 7.44% | -1.31 | 24.08 | 44.93% | 39.83% | 26.54% |
| 2023-06 | +1.47% | +19.74% | 0.65% | -1.20% | 0.23 | 7.39% | -0.04 | 24.81 | 42.40% | 38.65% | 25.07% |
| 2023-05 | +0.76% | +18.00% | 0.65% | -1.32% | 0.18 | 7.37% | -0.30 | 24.50 | 41.31% | 36.45% | 24.73% |
| 2023-04 | +1.43% | +17.11% | 0.65% | -1.44% | 0.16 | 7.37% | -0.03 | 24.62 | 39.89% | 35.26% | 24.29% |
| 2023-03 | +0.62% | +15.46% | 0.65% | -1.56% | 0.12 | 7.35% | +0.03 | 24.32 | 39.35% | 35.16% | 24.10% |
| 2023-02 | -1.57% | +14.75% | 0.65% | -1.44% | 0.10 | 7.36% | +0.32 | 24.14 | 40.06% | 34.67% | 24.23% |
| 2023-01 | +2.09% | +16.58% | 0.65% | -1.44% | 0.17 | 7.36% | +0.28 | 24.21 | 41.22% | 34.53% | 22.97% |
| 2022-12 | -1.62% | +14.20% | 0.62% | -1.56% | 0.11 | 7.33% | +0.87 | 23.45 | 39.32% | 31.17% | 20.38% |
| 2022-11 | +0.23% | +16.08% | 0.62% | -1.44% | 0.21 | 7.29% | +0.83 | 22.97 | 39.57% | 30.69% | 20.98% |
| 2022-10 | +1.90% | +15.81% | 0.62% | -1.56% | 0.22 | 7.29% | +0.32 | 22.10 | 42.90% | 32.13% | 20.68% |
| 2022-09 | -3.72% | +13.65% | 0.62% | -1.56% | 0.16 | 7.26% | +0.34 | 21.39 | 42.54% | 31.93% | 19.92% |
| 2022-08 | -1.04% | +18.04% | 0.62% | -1.56% | 0.36 | 7.04% | +0.67 | 21.87 | 43.12% | 28.58% | 19.84% |
| 2022-07 | +3.01% | +19.28% | 0.62% | -1.68% | 0.42 | 7.01% | +0.05 | 21.44 | 45.15% | 31.20% | 20.80% |
| 2022-06 | -1.95% | +15.80% | 0.62% | -1.68% | 0.31 | 6.92% | +1.22 | 20.78 | 41.96% | 29.45% | 18.19% |
| 2022-05 | -2.63% | +18.10% | 0.62% | -1.56% | 0.40 | 6.87% | +0.91 | 19.95 | 44.46% | 33.38% | 18.15% |
| 2022-04 | -1.39% | +21.29% | 0.62% | -1.68% | 0.57 | 6.75% | +0.60 | 19.57 | 46.40% | 33.62% | 17.88% |
| 2022-03 | +0.66% | +23.00% | 0.62% | -1.68% | 0.66 | 6.71% | +0.17 | 19.25 | 46.08% | 29.82% | 16.68% |
| 2022-02 | -0.64% | +22.19% | 0.62% | -1.92% | 0.63 | 6.71% | +0.79 | 18.97 | 47.65% | 29.68% | 15.60% |
| 2022-01 | -2.31% | +22.98% | 0.62% | — | — | — | +1.09 | 18.31 | 47.24% | 29.60% | 15.24% |
| 2021-12 | +1.78% | +25.89% | 0.63% | — | — | — | +2.21 | 17.65 | 45.04% | 31.27% | 15.24% |
| 2021-11 | -0.60% | +23.69% | 0.63% | — | — | — | +0.47 | 15.16 | 45.71% | 31.07% | 16.09% |
| 2021-10 | +2.00% | +24.43% | 0.63% | — | — | — | +0.81 | 14.78 | 44.99% | 30.11% | 18.13% |
| 2021-09 | -0.41% | +21.99% | 0.63% | — | — | — | +0.44 | 13.70 | 45.18% | 29.64% | 18.91% |
| 2021-08 | +1.14% | +22.49% | 0.63% | — | — | — | +0.91 | 13.33 | 43.96% | 29.93% | 18.90% |
| 2021-07 | -0.02% | +21.11% | 0.63% | — | — | — | +0.32 | 12.29 | 45.65% | 31.81% | 20.18% |
| 2021-06 | +0.47% | +21.14% | 0.63% | — | — | — | +0.58 | 11.97 | 44.19% | 32.33% | 20.22% |
| 2021-05 | +1.10% | +20.57% | 0.63% | — | — | — | +0.65 | 11.34 | 46.47% | 34.04% | 20.90% |
| 2021-04 | +1.25% | +19.26% | 0.63% | — | — | — | +0.44 | 10.58 | 43.10% | 33.27% | 21.83% |
| 2021-03 | +1.37% | +17.79% | 0.63% | — | — | — | +0.11 | 10.02 | 45.71% | 36.23% | 21.96% |
| 2021-02 | +0.07% | +16.20% | 0.63% | — | — | — | +0.11 | 9.79 | 44.13% | 32.18% | 22.17% |
| 2021-01 | +1.27% | +16.11% | 0.63% | — | — | — | -0.14 | 9.68 | 44.42% | 32.13% | 22.93% |
| 2020-12 | +1.67% | +14.66% | 0.62% | — | — | — | -0.27 | 9.71 | 43.25% | 30.38% | 22.45% |
| 2020-11 | +4.21% | +12.77% | 0.62% | — | — | — | +0.11 | 9.83 | 41.00% | 30.72% | 21.16% |
| 2020-10 | -0.28% | +8.22% | 0.62% | — | — | — | +0.20 | 9.34 | 36.62% | 28.91% | 21.84% |
| 2020-09 | -1.66% | +8.52% | 0.62% | — | — | — | +0.07 | 9.17 | 37.51% | 29.99% | 22.90% |
| 2020-08 | +2.00% | +10.35% | 0.62% | — | — | — | +0.06 | 9.26 | 37.04% | 30.45% | 21.92% |
| 2020-07 | +2.58% | +8.19% | 0.62% | — | — | — | +0.09 | 9.02 | 36.70% | 30.27% | 22.39% |
| 2020-06 | -0.96% | +5.47% | 0.62% | — | — | — | -0.01 | 8.71 | 34.90% | 28.82% | 21.01% |
| 2020-05 | +0.82% | +6.49% | 0.62% | — | — | — | +0.20 | 8.80 | 34.32% | 28.41% | 21.93% |
| 2020-04 | +5.14% | +5.63% | 0.62% | — | — | — | -0.11 | 8.53 | 38.57% | 31.07% | 22.16% |
| 2020-03 | -9.37% | +0.46% | 0.62% | — | — | — | -0.92 | 8.24 | 40.78% | 28.40% | 22.94% |
| 2020-02 | -2.28% | +10.85% | 0.62% | — | — | — | +0.04 | 10.12 | 38.54% | 25.69% | 18.38% |
| 2020-01 | +0.03% | +13.43% | 0.62% | — | — | — | +0.50 | 10.33 | 36.50% | 24.69% | 18.20% |
| 2019-12 | +0.77% | +13.40% | 0.62% | — | — | — | +0.21 | 9.83 | 37.95% | 25.13% | 19.02% |
| 2019-11 | +0.84% | +12.53% | 0.62% | — | — | — | +0.20 | 9.54 | 38.78% | 25.26% | 18.34% |
| 2019-10 | +1.35% | +11.60% | 0.62% | — | — | — | +0.13 | 9.28 | 40.09% | 26.19% | 18.53% |
| 2019-09 | +1.40% | +10.11% | 0.62% | — | — | — | +0.20 | 9.03 | 38.54% | 24.58% | 17.50% |
| 2019-08 | -0.55% | +8.59% | 0.62% | — | — | — | +0.11 | 8.71 | 35.02% | 21.81% | 18.03% |
| 2019-07 | +0.74% | +9.19% | 0.62% | — | — | — | +0.28 | 8.66 | 36.26% | 23.44% | 17.78% |
| 2019-06 | +1.61% | +8.39% | 0.62% | — | — | — | +0.28 | 8.32 | 35.70% | 22.60% | 18.87% |
| 2019-05 | -1.62% | +6.67% | 0.62% | — | — | — | +0.09 | 7.91 | 36.54% | 23.01% | 18.84% |
| 2019-04 | +1.67% | +8.43% | 0.62% | — | — | — | +0.22 | 7.96 | 38.19% | 24.25% | 19.97% |
| 2019-03 | +0.82% | +6.65% | 0.62% | — | — | — | +0.45 | 7.61 | 35.22% | 22.34% | 20.24% |
| 2019-02 | +1.11% | +5.78% | 0.62% | — | — | — | +0.30 | 7.10 | 37.32% | 23.52% | 23.38% |
| 2019-01 | +2.49% | +4.62% | 0.62% | — | — | — | +0.43 | 6.74 | 35.61% | 21.07% | 20.03% |
| 2018-12 | -3.28% | +2.08% | 0.48% | — | — | — | +0.38 | 6.15 | 36.26% | 22.11% | 19.51% |
| 2018-11 | +0.22% | +5.54% | 0.48% | — | — | — | +0.61 | 5.97 | 37.19% | 23.12% | 20.94% |
| 2018-10 | -2.09% | +5.31% | 0.48% | — | — | — | +0.32 | 5.36 | 36.38% | 22.95% | 19.59% |
| 2018-09 | +0.01% | +7.55% | 0.48% | — | — | — | +0.32 | 5.15 | 34.95% | 22.52% | 18.45% |
| 2018-08 | +1.18% | +7.54% | 0.48% | — | — | — | +0.38 | 4.84 | 36.98% | 23.76% | 19.01% |
| 2018-07 | +1.40% | +6.29% | 0.48% | — | — | — | +0.41 | 4.41 | 34.47% | 22.45% | 17.69% |
| 2018-06 | +0.00% | +4.82% | 0.48% | — | — | — | +0.05 | 3.94 | 37.06% | 24.37% | 18.78% |
| 2018-05 | +0.17% | +4.82% | 0.48% | — | — | — | +0.25 | 3.89 | 35.22% | 22.37% | 17.74% |
| 2018-04 | +0.78% | +4.64% | 0.48% | — | — | — | +0.13 | 3.64 | 36.26% | 24.18% | 18.68% |
| 2018-03 | -0.73% | +3.83% | 0.48% | — | — | — | +0.14 | 3.48 | 35.06% | 23.28% | 17.82% |
| 2018-02 | -1.56% | +4.60% | 0.48% | — | — | — | +0.20 | 3.37 | 37.09% | 24.33% | 17.51% |
| 2018-01 | +1.38% | +6.25% | 0.48% | — | — | — | +0.78 | 3.22 | 37.27% | 24.53% | 17.39% |
| 2017-12 | +0.58% | +4.81% | — | — | — | — | +0.63 | 2.42 | 33.47% | 24.38% | 15.29% |
| 2017-11 | +0.78% | +4.20% | — | — | — | — | +0.50 | 1.77 | 36.72% | 26.55% | 16.95% |
| 2017-10 | +1.08% | +3.40% | — | — | — | — | +0.05 | 1.27 | 38.58% | 24.41% | 16.54% |
| 2017-09 | +0.51% | +2.29% | — | — | — | — | +0.06 | 1.20 | 36.67% | 23.33% | 13.33% |
| 2017-08 | +0.11% | +1.77% | — | — | — | — | +0.42 | 1.14 | 37.72% | 24.56% | 14.91% |
| 2017-07 | +1.12% | +1.66% | — | — | — | — | +0.17 | 0.71 | 32.39% | 19.72% | 15.49% |
| 2017-06 | -1.00% | +0.54% | — | — | — | — | +0.02 | 0.53 | 37.74% | 20.75% | 15.09% |
| 2017-05 | +1.22% | +1.55% | — | — | — | — | +0.14 | 0.51 | 35.29% | 19.61% | 13.73% |
| 2017-04 | +0.69% | +0.33% | — | — | — | — | +0.16 | 0.37 | 40.54% | 21.62% | 16.22% |
| 2017-03 | -0.36% | -0.36% | — | — | — | — | +0.16 | 0.21 | 38.10% | 23.81% | 19.05% |
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.