חודשים בטווח
125
כלל פנסיה לבני 60 ומעלה
נתונים היסטוריים מלאים עבור כלל פנסיה לבני 60 ומעלה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9656 | שם קרן: כלל פנסיה לבני 60 ומעלה | סיווג קרן: קרנות חדשות | חברה שולטת: אחר | חברה מנהלת: כלל פנסיה וגמל בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על כלל פנסיה לבני 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+1.97%
תשואה מצטברת מההתחלה
+96.93%
| 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 | +1.97% | +96.93% | 0.14% | +1.80% | 1.51 | 3.71% | +140.56 | 8114.82 | 31.32% | 31.25% | 12.20% |
| 2026-04 | +2.88% | +93.13% | 0.14% | +1.44% | 1.42 | 3.67% | +106.31 | 7817.39 | 31.88% | 32.37% | 12.51% |
| 2026-03 | -1.27% | +87.72% | 0.14% | +1.32% | 1.31 | 3.53% | +104.81 | 7499.23 | 31.09% | 33.88% | 12.01% |
| 2026-02 | +0.72% | +90.14% | 0.14% | +1.44% | 1.62 | 3.46% | +124.20 | 7483.44 | 31.26% | 33.38% | 12.49% |
| 2026-01 | +1.67% | +88.78% | 0.14% | +1.56% | 1.62 | 3.46% | +135.28 | 7312.58 | 30.90% | 32.60% | 12.40% |
| 2025-12 | +0.83% | +85.68% | 0.15% | +1.56% | 1.54 | 3.43% | +120.27 | 7054.42 | 31.17% | 33.83% | 12.25% |
| 2025-11 | +1.03% | +84.15% | 0.15% | +1.68% | 1.55 | 3.46% | +131.76 | 6877.30 | 30.41% | 33.86% | 13.17% |
| 2025-10 | +0.86% | +82.27% | 0.15% | +1.68% | 1.53 | 3.71% | +107.29 | 6683.49 | 29.38% | 32.73% | 14.16% |
| 2025-09 | +1.66% | +80.72% | 0.15% | +1.56% | 1.50 | 3.71% | +90.04 | 6514.24 | 30.00% | 34.28% | 14.83% |
| 2025-08 | +0.93% | +77.77% | 0.15% | +1.68% | 1.37 | 3.74% | +89.82 | 6300.61 | 28.43% | 33.29% | 14.79% |
| 2025-07 | +0.73% | +76.13% | 0.15% | +1.56% | 1.37 | 3.78% | +73.10 | 6165.03 | 28.83% | 34.61% | 14.07% |
| 2025-06 | +2.27% | +74.85% | 0.15% | +1.68% | 1.39 | 3.78% | +83.17 | 6035.08 | 29.29% | 35.50% | 14.85% |
| 2025-05 | +1.71% | +70.97% | 0.15% | +2.04% | 1.25 | 3.74% | +63.49 | 5836.21 | 28.86% | 37.07% | 15.37% |
| 2025-04 | +0.73% | +68.10% | 0.15% | +2.04% | 1.17 | 3.71% | +50.68 | 5669.26 | 26.82% | 39.37% | 15.89% |
| 2025-03 | -0.69% | +66.88% | 0.15% | +2.16% | 1.20 | 3.88% | +100.21 | 5580.35 | 27.89% | 36.28% | 14.96% |
| 2025-02 | +0.62% | +68.04% | 0.15% | +1.80% | 1.00 | 4.92% | +67.04 | 5523.30 | 28.03% | 34.44% | 15.21% |
| 2025-01 | +0.76% | +67.00% | 0.15% | +2.04% | 0.96 | 4.99% | +47.00 | 5422.11 | 28.19% | 35.78% | 15.63% |
| 2024-12 | +0.34% | +65.74% | 0.16% | +2.04% | 0.94 | 4.99% | +69.71 | 5330.51 | 28.47% | 36.70% | 15.60% |
| 2024-11 | +1.56% | +65.18% | 0.16% | +2.28% | 0.96 | 4.99% | +65.41 | 5238.59 | 29.44% | 36.06% | 16.57% |
| 2024-10 | +0.32% | +62.64% | 0.16% | +2.16% | 0.90 | 4.95% | +81.21 | 5089.61 | 27.77% | 34.84% | 16.72% |
| 2024-09 | +1.32% | +62.13% | 0.16% | +2.28% | 0.94 | 4.95% | +68.84 | 4998.94 | 28.09% | 34.86% | 18.10% |
| 2024-08 | +1.11% | +60.01% | 0.16% | — | 0.83 | 4.95% | +51.84 | 4862.74 | 27.10% | 34.88% | 17.24% |
| 2024-07 | +1.12% | +58.26% | 0.16% | +2.28% | 0.84 | 4.95% | +59.46 | 4758.37 | 26.68% | 36.48% | 17.02% |
| 2024-06 | +0.54% | +56.50% | 0.16% | +2.28% | 0.81 | 4.95% | +48.76 | 4645.34 | 27.35% | 38.15% | 17.56% |
| 2024-05 | +0.94% | +55.66% | 0.16% | +2.28% | 0.83 | 4.95% | +65.98 | 4578.23 | 27.10% | 36.13% | 17.35% |
| 2024-04 | -0.61% | +54.21% | 0.16% | +2.28% | 0.78 | 4.99% | +51.78 | 4462.73 | 25.51% | 34.39% | 17.09% |
| 2024-03 | +1.70% | +55.16% | 0.16% | +2.28% | 0.90 | 4.99% | +60.53 | 4442.42 | 26.83% | 34.93% | 17.78% |
| 2024-02 | +1.36% | +52.57% | 0.16% | +2.28% | 0.83 | 4.95% | +57.57 | 4292.34 | 26.30% | 34.60% | 17.08% |
| 2024-01 | +0.04% | +50.52% | 0.16% | +2.40% | 0.79 | 4.92% | +89.30 | 4195.27 | 25.04% | 34.12% | 17.31% |
| 2023-12 | +1.67% | +50.46% | 0.17% | +2.40% | 0.86 | 4.95% | +61.50 | 4101.60 | 24.65% | 35.67% | 17.55% |
| 2023-11 | +2.15% | +47.99% | 0.17% | +2.52% | 0.74 | 5.02% | +75.41 | 3971.77 | 25.01% | 37.53% | 17.99% |
| 2023-10 | -1.61% | +44.87% | 0.17% | +2.52% | 0.64 | 4.95% | +70.82 | 3814.69 | 23.01% | 38.56% | 18.18% |
| 2023-09 | -0.59% | +47.24% | 0.17% | +2.40% | 0.79 | 4.92% | +58.89 | 3815.33 | 22.13% | 34.12% | 17.18% |
| 2023-08 | +0.03% | +48.12% | 0.17% | +2.40% | 0.88 | 4.92% | +103.83 | 3772.63 | 23.30% | 35.87% | 17.34% |
| 2023-07 | +1.29% | +48.07% | 0.17% | +2.40% | 0.94 | 4.92% | +66.73 | 3663.83 | 24.53% | 36.53% | 17.70% |
| 2023-06 | +1.21% | +46.19% | 0.17% | +2.40% | 0.90 | 4.92% | +68.61 | 3557.39 | 24.61% | 37.24% | 17.45% |
| 2023-05 | +0.80% | +44.44% | 0.17% | +2.40% | 0.85 | 4.88% | +80.94 | 3443.46 | 23.24% | 35.31% | 16.81% |
| 2023-04 | +0.87% | +43.29% | 0.17% | +2.28% | 0.84 | 4.88% | +61.75 | 3332.08 | 22.66% | 35.00% | 16.92% |
| 2023-03 | +0.76% | +42.06% | 0.17% | +2.28% | 0.82 | 4.88% | +78.23 | 3247.50 | 22.42% | 34.88% | 17.05% |
| 2023-02 | -0.85% | +40.99% | 0.17% | +2.28% | 0.80 | 4.88% | +59.50 | 3139.33 | 21.93% | 34.95% | 16.95% |
| 2023-01 | +1.50% | +42.19% | 0.17% | +2.28% | 0.88 | 4.88% | +60.85 | 3114.18 | 24.13% | 34.81% | 16.14% |
| 2022-12 | -0.81% | +40.09% | 0.19% | +2.28% | 0.83 | 4.88% | +72.51 | 3012.71 | 23.57% | 35.03% | 14.24% |
| 2022-11 | +0.91% | +41.24% | 0.19% | +2.40% | 0.93 | 4.85% | +70.56 | 2951.38 | 23.91% | 33.78% | 14.85% |
| 2022-10 | +1.18% | +39.96% | 0.19% | +2.16% | 0.91 | 4.85% | +49.53 | 2860.18 | 23.50% | 33.73% | 14.38% |
| 2022-09 | -2.54% | +38.33% | 0.19% | +2.28% | 0.86 | 4.82% | +63.60 | 2775.23 | 24.09% | 32.73% | 13.03% |
| 2022-08 | -0.45% | +41.94% | 0.19% | +2.40% | 1.14 | 4.64% | +57.58 | 2781.80 | 24.52% | 32.25% | 13.89% |
| 2022-07 | +2.26% | +42.58% | 0.19% | +2.28% | 1.21 | 4.61% | +72.49 | 2737.70 | 25.68% | 32.68% | 14.71% |
| 2022-06 | -1.05% | +39.43% | 0.19% | +2.16% | 1.11 | 4.54% | +58.54 | 2605.37 | 24.27% | 32.12% | 12.45% |
| 2022-05 | -1.05% | +40.91% | 0.19% | +2.40% | 1.21 | 4.50% | +60.01 | 2572.16 | 26.18% | 32.45% | 13.08% |
| 2022-04 | -0.59% | +42.40% | 0.19% | +2.16% | 1.35 | 4.47% | +55.36 | 2545.35 | 26.73% | 30.04% | 12.88% |
| 2022-03 | +0.76% | +43.25% | 0.19% | +2.16% | 1.44 | 4.43% | +67.40 | 2497.94 | 27.99% | 29.89% | 13.45% |
| 2022-02 | -0.14% | +42.17% | 0.19% | +2.16% | 1.40 | 4.43% | +76.64 | 2413.02 | 29.10% | 29.50% | 10.90% |
| 2022-01 | -0.75% | +42.37% | 0.19% | +2.16% | 1.44 | 4.43% | +27.49 | 2365.35 | 28.98% | 30.38% | 11.16% |
| 2021-12 | +1.42% | +43.44% | 0.20% | +2.28% | 1.54 | 4.40% | +117.60 | 2330.60 | 28.91% | 28.63% | 11.28% |
| 2021-11 | +0.33% | +41.43% | 0.20% | +2.16% | 1.47 | 4.36% | +37.63 | 2181.79 | 28.62% | 29.46% | 11.86% |
| 2021-10 | +1.66% | +40.97% | 0.20% | +2.16% | 1.46 | 4.36% | +40.40 | 2135.12 | 30.52% | 30.99% | 12.84% |
| 2021-09 | -0.06% | +38.67% | 0.20% | +2.04% | 1.37 | 4.36% | +41.57 | 2059.99 | 28.05% | 27.45% | 13.21% |
| 2021-08 | +1.44% | +38.75% | 0.20% | +2.16% | 1.38 | 4.36% | +54.64 | 2022.92 | 27.93% | 27.91% | 14.10% |
| 2021-07 | +0.09% | +36.78% | 0.20% | +2.16% | 1.30 | 4.33% | +41.93 | 1941.56 | 28.32% | 29.18% | 14.61% |
| 2021-06 | +0.40% | +36.66% | 0.20% | +2.16% | 1.34 | 4.36% | +25.54 | 1894.06 | 29.58% | 29.97% | 14.92% |
| 2021-05 | +1.40% | +36.11% | 0.20% | +2.16% | 1.32 | 4.36% | +46.79 | 1852.94 | 29.24% | 29.34% | 14.96% |
| 2021-04 | +1.25% | +34.23% | 0.20% | +2.16% | 1.25 | 4.33% | +38.31 | 1790.44 | 28.31% | 29.25% | 15.74% |
| 2021-03 | +1.30% | +32.58% | 0.20% | +2.04% | 1.19 | 4.33% | +36.13 | 1728.00 | 28.39% | 29.47% | 15.57% |
| 2021-02 | +0.97% | +30.87% | 0.20% | +2.04% | 1.13 | 4.30% | +20.68 | 1670.61 | 26.47% | 27.86% | 15.83% |
| 2021-01 | +0.92% | +29.62% | 0.20% | +1.68% | 1.08 | 4.30% | +18.29 | 1632.65 | 26.10% | 26.94% | 15.70% |
| 2020-12 | +1.66% | +28.44% | 0.21% | +2.04% | 1.04 | 4.30% | +22.83 | 1601.38 | 26.10% | 26.18% | 15.01% |
| 2020-11 | +3.63% | +26.34% | 0.21% | — | — | — | +26.38 | 1551.22 | 25.95% | 26.80% | 15.38% |
| 2020-10 | +0.17% | +21.91% | 0.21% | — | — | — | +22.63 | 1471.70 | 23.00% | 27.00% | 14.99% |
| 2020-09 | -0.82% | +21.71% | 0.21% | — | — | — | +22.96 | 1444.94 | 22.64% | 27.12% | 15.45% |
| 2020-08 | +1.75% | +22.71% | 0.21% | — | — | — | +29.72 | 1433.86 | 23.32% | 26.03% | 14.98% |
| 2020-07 | +1.55% | +20.60% | 0.21% | — | — | — | +23.06 | 1380.86 | 22.31% | 26.01% | 15.40% |
| 2020-06 | -0.14% | +18.76% | 0.21% | — | — | — | +22.61 | 1339.81 | 21.31% | 26.50% | 14.00% |
| 2020-05 | +1.00% | +18.93% | 0.21% | — | — | — | +85.73 | 1314.68 | 20.98% | 24.51% | 14.42% |
| 2020-04 | +3.27% | +17.75% | 0.21% | — | — | — | +11.13 | 1216.75 | 21.38% | 25.45% | 14.48% |
| 2020-03 | -6.20% | +14.02% | 0.21% | — | — | — | +25.01 | 1168.74 | 21.29% | 24.53% | 13.93% |
| 2020-02 | -1.15% | +21.56% | 0.21% | — | — | — | +23.96 | 1205.07 | 22.31% | 22.59% | 12.02% |
| 2020-01 | +0.08% | +22.97% | 0.21% | — | — | — | +33.88 | 1197.96 | 23.28% | 23.34% | 13.04% |
| 2019-12 | +0.69% | +22.87% | 0.22% | — | — | — | +21.38 | 1175.29 | 23.26% | 24.13% | 13.06% |
| 2019-11 | +0.73% | +22.03% | 0.22% | — | — | — | +27.60 | 1134.37 | 24.55% | 25.57% | 13.04% |
| 2019-10 | +1.07% | +21.15% | 0.22% | — | — | — | +4.23 | 1109.61 | 23.76% | 24.27% | 13.10% |
| 2019-09 | +0.66% | +19.87% | 0.22% | — | — | — | +23.01 | 1084.64 | 22.49% | 22.82% | 12.90% |
| 2019-08 | -0.03% | +19.08% | 0.22% | — | — | — | +30.30 | 1056.45 | 20.98% | 22.44% | 12.61% |
| 2019-07 | +0.52% | +19.11% | 0.22% | — | — | — | +19.50 | 1034.02 | 21.50% | 22.56% | 13.12% |
| 2019-06 | +1.57% | +18.50% | 0.22% | — | — | — | +17.02 | 1007.62 | 21.71% | 21.79% | 13.61% |
| 2019-05 | -0.55% | +16.67% | 0.22% | — | — | — | +22.13 | 971.30 | 19.19% | 20.25% | 13.41% |
| 2019-04 | +1.27% | +17.31% | 0.22% | — | — | — | +22.96 | 958.18 | 23.39% | 23.49% | 14.33% |
| 2019-03 | +0.79% | +15.84% | 0.22% | — | — | — | +18.48 | 923.58 | 21.98% | 22.73% | 14.35% |
| 2019-02 | +0.89% | +14.93% | 0.22% | — | — | — | +18.75 | 898.47 | 22.10% | 21.93% | 14.39% |
| 2019-01 | +1.88% | +13.92% | 0.22% | — | — | — | +26.71 | 870.57 | 22.13% | 22.57% | 14.44% |
| 2018-12 | -1.63% | +11.82% | 0.24% | — | — | — | +29.39 | 829.27 | 21.67% | 21.68% | 14.06% |
| 2018-11 | +0.35% | +13.67% | 0.24% | — | — | — | +14.74 | 817.91 | 22.50% | 20.89% | 15.12% |
| 2018-10 | -1.16% | +13.27% | 0.24% | — | — | — | +13.06 | 794.59 | 22.63% | 21.98% | 12.56% |
| 2018-09 | +0.26% | +14.60% | 0.24% | — | — | — | +16.29 | 787.67 | 22.45% | 20.88% | 12.99% |
| 2018-08 | +0.73% | +14.31% | 0.24% | — | — | — | +15.13 | 767.74 | 21.96% | 20.85% | 12.49% |
| 2018-07 | +0.91% | +13.48% | 0.24% | — | — | — | +28.62 | 752.36 | 22.01% | 22.16% | 12.92% |
| 2018-06 | +0.21% | +12.45% | 0.24% | — | — | — | +16.12 | 717.08 | 22.38% | 22.40% | 12.23% |
| 2018-05 | +0.35% | +12.22% | 0.24% | — | — | — | +16.56 | 698.41 | 21.68% | 19.99% | 11.84% |
| 2018-04 | +0.59% | +11.83% | 0.24% | — | — | — | +22.64 | 681.63 | 22.06% | 20.53% | 11.76% |
| 2018-03 | -0.15% | +11.17% | 0.24% | — | — | — | +25.06 | 657.33 | 20.72% | 17.79% | 11.69% |
| 2018-02 | -0.85% | +11.34% | 0.24% | — | — | — | +20.25 | 630.28 | 22.22% | 16.42% | 11.70% |
| 2018-01 | +1.03% | +12.29% | 0.24% | — | — | — | +52.60 | 609.80 | 19.86% | 17.09% | 11.17% |
| 2017-12 | +0.54% | +11.15% | 0.26% | — | — | — | +10.38 | 553.27 | 20.32% | 19.76% | 11.45% |
| 2017-11 | +0.74% | +10.55% | 0.26% | — | — | — | +12.69 | 543.14 | 24.25% | 20.99% | 10.92% |
| 2017-10 | +0.75% | +9.74% | 0.26% | — | — | — | +1.59 | 527.02 | 21.36% | 21.22% | 10.72% |
| 2017-09 | +0.40% | +8.92% | 0.26% | — | — | — | +55.01 | 517.83 | 19.59% | 18.83% | 10.55% |
| 2017-08 | +0.42% | +8.49% | 0.26% | — | — | — | +11.23 | 465.75 | 19.40% | 18.81% | 11.22% |
| 2017-07 | +0.87% | +8.03% | 0.26% | — | — | — | +14.05 | 452.55 | 19.23% | 18.44% | 11.39% |
| 2017-06 | -0.16% | +7.10% | 0.26% | — | — | — | +2.49 | 435.52 | 19.65% | 18.41% | 10.56% |
| 2017-05 | +0.83% | +7.27% | 0.26% | — | — | — | +28.56 | 431.59 | 20.55% | 19.24% | 10.92% |
| 2017-04 | +0.85% | +6.39% | 0.26% | — | — | — | +6.49 | 400.95 | 20.60% | 19.41% | 12.36% |
| 2017-03 | +0.52% | +5.49% | 0.26% | — | — | — | +8.73 | 390.92 | 19.99% | 19.28% | 12.43% |
| 2017-02 | +0.30% | +4.95% | 0.26% | — | — | — | +10.16 | 379.88 | 20.24% | 18.14% | 13.48% |
| 2017-01 | +0.26% | +4.63% | 0.26% | — | — | — | +36.24 | 369.65 | 20.61% | 17.69% | 11.27% |
| 2016-12 | +0.69% | +4.36% | 0.26% | — | — | — | +19.36 | 339.25 | 19.83% | 16.98% | 10.44% |
| 2016-11 | +0.08% | +3.65% | 0.26% | — | — | — | +16.39 | 312.19 | 20.04% | 19.36% | 10.95% |
| 2016-10 | -0.01% | +3.57% | 0.26% | — | — | — | +6.80 | 293.37 | 21.06% | 18.35% | 9.36% |
| 2016-09 | -0.27% | +3.58% | 0.26% | — | — | — | +18.80 | 288.28 | 21.42% | 18.51% | 9.46% |
| 2016-08 | +0.03% | +3.86% | 0.26% | — | — | — | +24.15 | 267.65 | 21.73% | 16.55% | 6.99% |
| 2016-07 | +1.42% | +3.82% | 0.26% | — | — | — | +34.55 | 244.58 | 21.19% | 18.20% | 7.66% |
| 2016-06 | +0.16% | +2.37% | 0.26% | — | — | — | +83.86 | 207.38 | 22.20% | 20.56% | 8.40% |
| 2016-05 | +0.45% | +2.21% | 0.26% | — | — | — | — | 126.53 | — | — | — |
| 2016-04 | +0.46% | +1.75% | 0.26% | — | — | — | — | 15.41 | — | — | — |
| 2016-03 | +0.48% | +1.28% | 0.26% | — | — | — | — | 8.44 | — | — | — |
| 2016-02 | +0.00% | +0.80% | 0.26% | — | — | — | — | 3.26 | — | — | — |
| 2016-01 | +0.80% | +0.80% | 0.26% | — | — | — | — | 1.69 | — | — | — |
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.