חודשים בטווח
112
נתונים היסטוריים · קופות גמל להשקעה
כלל גמל לעתיד מניות
נתונים היסטוריים מלאים עבור כלל גמל לעתיד מניות, 112 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7991 | שם קרן: כלל גמל לעתיד מניות | סיווג קרן: קופת גמל להשקעה | חברה שולטת: אחר | חברה מנהלת: כלל 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 כלל גמל לעתיד מניות ישירות למייל.
תשואה חודשית אחרונה
+4.45%
תשואה מצטברת מההתחלה
+183.05%
| 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 | +4.45% | +183.05% | 0.64% | -2.40% | 1.16 | 11.97% | +40.10 | 971.47 | 98.39% | 59.96% | 22.74% |
| 2026-04 | +8.71% | +170.99% | 0.64% | -3.84% | 1.07 | 11.88% | +33.25 | 891.82 | 100.04% | 59.97% | 24.94% |
| 2026-03 | -4.80% | +149.28% | 0.64% | -4.20% | 0.93 | 11.42% | +34.48 | 789.70 | 102.82% | 62.57% | 24.42% |
| 2026-02 | +1.55% | +161.85% | 0.64% | -4.08% | 1.19 | 11.13% | +36.03 | 794.57 | 98.00% | 63.42% | 24.40% |
| 2026-01 | +5.49% | +157.85% | 0.64% | -3.60% | 1.18 | 11.14% | +37.77 | 747.35 | 98.37% | 64.73% | 22.96% |
| 2025-12 | +2.11% | +144.43% | 0.65% | -3.72% | 1.07 | 10.97% | +30.01 | 672.65 | 100.86% | 66.68% | 22.01% |
| 2025-11 | +1.87% | +139.38% | 0.65% | -3.24% | 1.07 | 11.13% | +18.50 | 629.55 | 101.14% | 67.93% | 24.65% |
| 2025-10 | +2.69% | +134.99% | 0.65% | -3.24% | 1.09 | 12.13% | +15.44 | 599.89 | 97.46% | 65.28% | 25.21% |
| 2025-09 | +3.82% | +128.83% | 0.65% | -3.72% | 1.04 | 12.12% | +12.54 | 569.20 | 99.54% | 68.59% | 26.33% |
| 2025-08 | +1.23% | +120.41% | 0.65% | -3.48% | 0.92 | 12.20% | +14.51 | 536.17 | 98.32% | 67.89% | 27.17% |
| 2025-07 | +1.70% | +117.73% | 0.65% | -3.48% | 0.94 | 12.32% | +13.62 | 515.54 | 99.29% | 71.51% | 27.00% |
| 2025-06 | +6.02% | +114.09% | 0.65% | -3.48% | 0.95 | 12.44% | +1.26 | 493.72 | 95.99% | 70.34% | 26.01% |
| 2025-05 | +5.66% | +101.94% | 0.65% | -1.32% | 0.82 | 12.24% | -0.87 | 464.80 | 102.30% | 76.02% | 27.19% |
| 2025-04 | +0.94% | +91.12% | 0.65% | -1.20% | 0.71 | 12.08% | -3.89 | 440.95 | 95.28% | 78.05% | 30.22% |
| 2025-03 | -3.36% | +89.34% | 0.65% | -0.84% | 0.76 | 12.58% | +0.36 | 441.18 | 100.04% | 76.57% | 26.45% |
| 2025-02 | -0.99% | +95.92% | 0.65% | -2.16% | 0.64 | 15.38% | +4.17 | 456.41 | 103.96% | 70.08% | 27.19% |
| 2025-01 | +3.06% | +97.88% | 0.65% | -1.32% | 0.62 | 15.68% | +2.23 | 457.06 | 101.05% | 67.54% | 27.96% |
| 2024-12 | +0.93% | +92.01% | 0.65% | -1.68% | 0.57 | 15.65% | +1.91 | 441.56 | 100.19% | 69.71% | 27.40% |
| 2024-11 | +3.27% | +90.24% | 0.65% | -1.20% | 0.57 | 15.66% | -2.18 | 435.86 | 101.93% | 72.37% | 29.79% |
| 2024-10 | +0.64% | +84.21% | 0.65% | -1.20% | 0.52 | 15.63% | -2.46 | 424.40 | 98.54% | 69.40% | 29.42% |
| 2024-09 | +2.61% | +83.04% | 0.65% | -1.20% | 0.54 | 15.65% | -4.72 | 424.37 | 102.07% | 72.75% | 32.36% |
| 2024-08 | +1.36% | +78.39% | 0.65% | — | 0.49 | 15.66% | -8.19 | 418.54 | 104.86% | 77.00% | 31.17% |
| 2024-07 | +1.80% | +75.99% | 0.65% | -1.08% | 0.47 | 15.72% | -13.80 | 421.55 | 104.27% | 78.45% | 30.49% |
| 2024-06 | +1.38% | +72.88% | 0.65% | -0.60% | 0.45 | 15.71% | -7.48 | 427.88 | 98.56% | 75.79% | 32.91% |
| 2024-05 | +1.86% | +70.53% | 0.65% | -0.96% | 0.46 | 15.78% | -9.19 | 429.69 | 102.93% | 71.66% | 32.37% |
| 2024-04 | -3.10% | +67.41% | 0.65% | -1.08% | 0.40 | 15.89% | -6.04 | 431.03 | 97.23% | 69.65% | 31.95% |
| 2024-03 | +3.95% | +72.77% | 0.65% | -1.20% | 0.51 | 15.84% | -13.20 | 451.21 | 98.71% | 69.71% | 33.40% |
| 2024-02 | +4.91% | +66.20% | 0.65% | -1.08% | 0.44 | 15.78% | -15.07 | 447.29 | 99.88% | 70.59% | 32.58% |
| 2024-01 | -0.14% | +58.43% | 0.65% | -0.96% | 0.36 | 15.68% | -18.59 | 441.28 | 95.08% | 67.85% | 33.14% |
| 2023-12 | +4.37% | +58.65% | 0.64% | -1.08% | 0.42 | 15.86% | -8.28 | 460.68 | 98.52% | 65.21% | 31.13% |
| 2023-11 | +5.51% | +52.01% | 0.64% | -0.60% | 0.28 | 16.15% | -5.33 | 449.72 | 98.51% | 67.68% | 31.41% |
| 2023-10 | -5.98% | +44.07% | 0.64% | -0.60% | 0.19 | 16.01% | -10.49 | 431.53 | 96.60% | 72.77% | 30.89% |
| 2023-09 | -1.39% | +53.23% | 0.64% | -1.32% | 0.30 | 15.97% | -7.52 | 470.08 | 94.94% | 64.11% | 29.78% |
| 2023-08 | -2.05% | +55.39% | 0.64% | -1.56% | 0.35 | 15.94% | -11.54 | 484.53 | 100.03% | 69.55% | 30.94% |
| 2023-07 | +4.87% | +58.64% | 0.64% | -1.44% | 0.43 | 15.91% | -12.19 | 506.74 | 94.73% | 66.34% | 31.57% |
| 2023-06 | +3.15% | +51.28% | 0.64% | -1.44% | 0.35 | 15.84% | -7.05 | 495.37 | 100.08% | 72.32% | 31.08% |
| 2023-05 | -0.39% | +46.66% | 0.64% | -1.80% | 0.29 | 15.81% | -3.24 | 487.31 | 103.29% | 68.89% | 28.70% |
| 2023-04 | +2.89% | +47.23% | 0.64% | -1.80% | 0.32 | 15.80% | -1.30 | 492.71 | 101.44% | 69.03% | 28.80% |
| 2023-03 | -0.60% | +43.09% | 0.64% | -2.04% | 0.28 | 15.78% | -0.62 | 480.42 | 99.16% | 69.53% | 30.08% |
| 2023-02 | -3.11% | +43.96% | 0.64% | -1.68% | 0.29 | 15.82% | +3.71 | 484.15 | 96.80% | 67.28% | 27.14% |
| 2023-01 | +3.20% | +48.58% | 0.64% | -1.68% | 0.35 | 15.83% | +8.60 | 496.15 | 102.05% | 66.83% | 25.80% |
| 2022-12 | -4.12% | +43.97% | 0.61% | -1.68% | 0.31 | 15.84% | +13.61 | 472.60 | 99.09% | 63.71% | 22.73% |
| 2022-11 | +1.91% | +50.16% | 0.61% | -1.56% | 0.42 | 15.70% | +8.67 | 479.04 | 98.12% | 62.05% | 25.00% |
| 2022-10 | +4.47% | +47.34% | 0.61% | -2.16% | 0.40 | 15.69% | +5.92 | 461.75 | 98.38% | 60.97% | 23.43% |
| 2022-09 | -7.95% | +41.04% | 0.61% | -1.92% | 0.33 | 15.62% | +8.64 | 436.42 | 100.58% | 59.14% | 19.81% |
| 2022-08 | -0.61% | +53.22% | 0.61% | -1.80% | 0.54 | 15.13% | +15.98 | 465.44 | 98.61% | 54.40% | 21.81% |
| 2022-07 | +5.88% | +54.16% | 0.61% | -2.16% | 0.56 | 15.13% | +10.33 | 452.81 | 99.33% | 56.81% | 24.21% |
| 2022-06 | -5.74% | +45.60% | 0.61% | -2.28% | 0.45 | 14.95% | +8.47 | 417.84 | 93.88% | 55.21% | 19.48% |
| 2022-05 | -4.76% | +54.47% | 0.61% | -1.68% | 0.60 | 14.69% | +7.55 | 434.70 | 97.56% | 56.81% | 21.38% |
| 2022-04 | -2.32% | +62.19% | 0.61% | -1.92% | 0.75 | 14.48% | +13.27 | 448.61 | 97.12% | 53.63% | 19.59% |
| 2022-03 | +1.29% | +66.04% | 0.61% | -1.92% | 0.82 | 14.41% | +13.48 | 445.98 | 98.87% | 54.54% | 20.03% |
| 2022-02 | -0.06% | +63.92% | 0.61% | -1.92% | 0.80 | 14.41% | +22.63 | 427.08 | 100.18% | 56.11% | 16.84% |
| 2022-01 | -3.14% | +64.02% | 0.61% | -1.68% | 0.82 | 14.41% | +55.58 | 404.97 | 99.20% | 60.08% | 16.47% |
| 2021-12 | +3.27% | +69.34% | 0.64% | — | — | — | +61.62 | 362.11 | 95.26% | 66.40% | 16.05% |
| 2021-11 | -1.25% | +63.98% | 0.64% | — | — | — | +36.14 | 290.24 | 97.42% | 73.00% | 15.97% |
| 2021-10 | +5.14% | +66.05% | 0.64% | — | — | — | +25.61 | 258.34 | 101.67% | 72.58% | 20.20% |
| 2021-09 | -2.16% | +57.94% | 0.64% | — | — | — | +17.16 | 221.01 | 96.39% | 62.76% | 19.68% |
| 2021-08 | +2.41% | +61.42% | 0.64% | — | — | — | +29.10 | 208.72 | 94.19% | 59.91% | 19.75% |
| 2021-07 | -0.46% | +57.62% | 0.64% | — | — | — | +23.67 | 175.02 | 95.35% | 59.76% | 21.01% |
| 2021-06 | +0.30% | +58.35% | 0.64% | — | — | — | +15.64 | 152.05 | 96.55% | 61.65% | 21.55% |
| 2021-05 | +2.00% | +57.88% | 0.64% | — | — | — | +12.72 | 136.07 | 95.00% | 55.01% | 22.37% |
| 2021-04 | +3.67% | +54.78% | 0.64% | — | — | — | +9.61 | 120.82 | 96.82% | 59.71% | 23.46% |
| 2021-03 | +1.94% | +49.30% | 0.64% | — | — | — | +2.87 | 107.22 | 98.41% | 59.90% | 23.20% |
| 2021-02 | +2.36% | +46.46% | 0.64% | — | — | — | +1.99 | 102.41 | 99.12% | 59.27% | 22.02% |
| 2021-01 | +2.03% | +43.09% | 0.64% | — | — | — | +4.34 | 98.17 | 99.44% | 61.14% | 22.10% |
| 2020-12 | +5.37% | +40.24% | 0.63% | — | — | — | +4.12 | 92.06 | 99.47% | 60.90% | 24.18% |
| 2020-11 | +11.86% | +33.09% | 0.63% | — | — | — | -0.21 | 83.41 | 101.29% | 64.73% | 24.65% |
| 2020-10 | +0.98% | +18.98% | 0.63% | — | — | — | +1.15 | 74.75 | 98.60% | 64.96% | 21.51% |
| 2020-09 | -3.10% | +17.83% | 0.63% | — | — | — | +0.57 | 72.97 | 95.45% | 66.56% | 23.49% |
| 2020-08 | +4.84% | +21.59% | 0.63% | — | — | — | +1.01 | 74.76 | 97.83% | 66.65% | 23.26% |
| 2020-07 | +4.99% | +15.98% | 0.63% | — | — | — | +1.08 | 70.38 | 97.54% | 68.23% | 23.22% |
| 2020-06 | +0.59% | +10.47% | 0.63% | — | — | — | +0.96 | 66.02 | 98.68% | 70.63% | 22.39% |
| 2020-05 | +2.20% | +9.82% | 0.63% | — | — | — | +2.59 | 64.72 | 101.56% | 69.13% | 24.78% |
| 2020-04 | +8.93% | +7.46% | 0.63% | — | — | — | +4.82 | 60.78 | 100.67% | 65.86% | 23.71% |
| 2020-03 | -19.06% | -1.35% | 0.63% | — | — | — | -2.06 | 51.09 | 92.95% | 59.82% | 24.00% |
| 2020-02 | -6.19% | +21.88% | 0.63% | — | — | — | +0.83 | 65.60 | 95.64% | 54.45% | 15.44% |
| 2020-01 | +0.26% | +29.92% | 0.63% | — | — | — | +5.86 | 69.15 | 94.91% | 57.38% | 18.35% |
| 2019-12 | +1.84% | +29.58% | 0.62% | — | — | — | +6.62 | 63.21 | 99.65% | 61.51% | 20.01% |
| 2019-11 | +2.21% | +27.24% | 0.62% | — | — | — | +2.48 | 55.53 | 97.80% | 58.76% | 19.85% |
| 2019-10 | +2.70% | +24.49% | 0.62% | — | — | — | +1.88 | 51.90 | 96.80% | 57.26% | 19.69% |
| 2019-09 | +2.72% | +21.22% | 0.62% | — | — | — | +2.09 | 48.71 | 96.26% | 58.00% | 19.24% |
| 2019-08 | -2.36% | +18.01% | 0.62% | — | — | — | +2.65 | 45.39 | 99.78% | 58.87% | 18.48% |
| 2019-07 | +0.92% | +20.86% | 0.62% | — | — | — | +1.56 | 43.79 | 96.92% | 55.58% | 20.51% |
| 2019-06 | +4.02% | +19.76% | 0.62% | — | — | — | +2.86 | 41.87 | 100.60% | 60.16% | 21.11% |
| 2019-05 | -3.55% | +15.13% | 0.62% | — | — | — | +1.91 | 37.48 | 91.52% | 50.00% | 19.72% |
| 2019-04 | +3.53% | +19.37% | 0.62% | — | — | — | +1.55 | 36.91 | 99.13% | 62.53% | 24.60% |
| 2019-03 | +0.80% | +15.30% | 0.62% | — | — | — | +1.03 | 34.15 | 99.91% | 61.52% | 24.01% |
| 2019-02 | +2.18% | +14.38% | 0.62% | — | — | — | +1.64 | 32.86 | 96.10% | 55.17% | 23.31% |
| 2019-01 | +6.21% | +11.94% | 0.62% | — | — | — | +1.69 | 30.56 | 95.91% | 57.69% | 25.07% |
| 2018-12 | -6.99% | +5.40% | 0.53% | — | — | — | +3.19 | 27.13 | 101.47% | 62.66% | 20.68% |
| 2018-11 | +1.86% | +13.32% | 0.53% | — | — | — | +1.77 | 25.81 | 97.99% | 60.75% | 23.79% |
| 2018-10 | -5.44% | +11.25% | 0.53% | — | — | — | +0.97 | 23.60 | 100.97% | 63.81% | 18.60% |
| 2018-09 | +0.48% | +17.65% | 0.53% | — | — | — | +1.42 | 23.95 | 99.00% | 61.00% | 18.96% |
| 2018-08 | +2.26% | +17.09% | 0.53% | — | — | — | +1.61 | 22.42 | 94.65% | 57.05% | 19.36% |
| 2018-07 | +3.15% | +14.50% | 0.53% | — | — | — | +1.34 | 20.34 | 97.69% | 61.21% | 20.35% |
| 2018-06 | -0.55% | +11.00% | 0.53% | — | — | — | +0.84 | 18.42 | 97.88% | 61.45% | 16.02% |
| 2018-05 | +1.31% | +11.62% | 0.53% | — | — | — | +0.93 | 17.68 | 101.47% | 62.73% | 17.70% |
| 2018-04 | +1.63% | +10.17% | 0.53% | — | — | — | +0.85 | 16.55 | 99.82% | 62.96% | 19.27% |
| 2018-03 | -2.28% | +8.41% | 0.53% | — | — | — | +1.14 | 15.46 | 96.96% | 58.54% | 18.56% |
| 2018-02 | -3.30% | +10.94% | 0.53% | — | — | — | +0.98 | 14.66 | 100.20% | 60.23% | 18.55% |
| 2018-01 | +3.45% | +14.72% | 0.53% | — | — | — | +2.48 | 14.14 | 96.82% | 59.97% | 17.47% |
| 2017-12 | +1.28% | +10.90% | — | — | — | — | +2.49 | 11.26 | 95.38% | 60.57% | 18.12% |
| 2017-11 | +1.17% | +9.49% | — | — | — | — | +0.93 | 8.64 | 96.87% | 62.50% | 16.44% |
| 2017-10 | +2.52% | +8.23% | — | — | — | — | +0.73 | 7.62 | 96.46% | 62.60% | 16.67% |
| 2017-09 | +1.32% | +5.57% | — | — | — | — | +0.93 | 6.72 | 95.24% | 62.50% | 13.84% |
| 2017-08 | -0.46% | +4.19% | — | — | — | — | +0.77 | 5.71 | 98.07% | 65.50% | 15.06% |
| 2017-07 | +1.53% | +4.67% | — | — | — | — | +1.00 | 4.97 | 95.77% | 64.79% | 15.29% |
| 2017-06 | -1.19% | +3.10% | — | — | — | — | +0.72 | 3.91 | 94.12% | 62.40% | 14.58% |
| 2017-05 | +1.83% | +4.34% | — | — | — | — | +0.95 | 3.23 | 91.33% | 57.28% | 19.50% |
| 2017-04 | +0.93% | +2.46% | — | — | — | — | +0.97 | 2.24 | 92.86% | 56.25% | 12.95% |
| 2017-03 | -0.10% | +1.52% | — | — | — | — | +0.99 | 1.26 | 94.44% | 59.52% | 18.25% |
| 2017-02 | +1.62% | +1.62% | — | — | — | — | +0.13 | 0.27 | 88.89% | 51.85% | 22.22% |
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.