חודשים בטווח
125
כלל פנסיה משלימה לבני 50 ומטה
נתונים היסטוריים מלאים עבור כלל פנסיה משלימה לבני 50 ומטה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9633 | שם קרן: כלל פנסיה משלימה לבני 50 ומטה | סיווג קרן: קרנות כלליות | 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 משלימה לבני 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+2.77%
תשואה מצטברת מההתחלה
+125.49%
| 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 | +2.77% | +125.49% | 0.19% | +0.12% | 1.21 | 6.96% | +16.89 | 2116.73 | 57.21% | 45.05% | 19.61% |
| 2026-04 | +4.88% | +119.42% | 0.19% | -0.48% | 1.14 | 6.93% | +12.37 | 2042.47 | 57.09% | 45.19% | 19.81% |
| 2026-03 | -2.56% | +109.21% | 0.19% | -0.72% | 1.00 | 6.69% | +10.00 | 1939.06 | 56.71% | 47.25% | 19.25% |
| 2026-02 | +1.14% | +114.70% | 0.19% | -0.72% | 1.25 | 6.51% | +17.20 | 1978.81 | 57.31% | 46.28% | 19.71% |
| 2026-01 | +2.91% | +112.28% | 0.19% | -0.48% | 1.24 | 6.51% | +5.34 | 1939.61 | 57.00% | 45.21% | 19.70% |
| 2025-12 | +1.25% | +106.28% | 0.23% | -0.48% | 1.15 | 6.44% | +4.12 | 1877.95 | 57.09% | 46.15% | 19.18% |
| 2025-11 | +1.44% | +103.73% | 0.23% | -0.24% | 1.15 | 6.55% | +2.17 | 1848.40 | 57.16% | 46.30% | 20.82% |
| 2025-10 | +1.72% | +100.84% | 0.23% | -0.36% | 1.16 | 7.03% | +6.22 | 1825.02 | 56.34% | 45.87% | 20.76% |
| 2025-09 | +2.50% | +97.45% | 0.23% | -0.60% | 1.11 | 7.03% | +3.25 | 1783.51 | 57.59% | 47.88% | 21.58% |
| 2025-08 | +1.14% | +92.63% | 0.23% | -0.48% | 0.98 | 7.07% | +8.99 | 1735.92 | 55.93% | 47.74% | 21.67% |
| 2025-07 | +0.98% | +90.46% | 0.23% | -0.48% | 0.99 | 7.14% | +0.34 | 1708.81 | 56.78% | 49.63% | 20.46% |
| 2025-06 | +4.26% | +88.61% | 0.23% | -0.48% | 1.00 | 7.21% | +5.06 | 1691.24 | 56.65% | 49.18% | 21.45% |
| 2025-05 | +2.94% | +80.90% | 0.23% | +0.36% | 0.85 | 7.03% | +12.97 | 1620.21 | 57.43% | 51.74% | 21.76% |
| 2025-04 | +0.93% | +75.74% | 0.23% | +0.36% | 0.76 | 6.96% | +9.19 | 1557.97 | 53.30% | 51.64% | 23.18% |
| 2025-03 | -1.94% | +74.12% | 0.23% | +0.48% | 0.80 | 7.27% | +6.80 | 1534.02 | 55.99% | 50.19% | 22.00% |
| 2025-02 | +0.39% | +77.56% | 0.23% | +0.36% | 0.69 | 8.80% | +11.73 | 1560.81 | 54.99% | 47.59% | 22.09% |
| 2025-01 | +1.48% | +76.87% | 0.23% | +0.72% | 0.65 | 8.90% | -3.03 | 1544.41 | 55.66% | 49.26% | 22.79% |
| 2024-12 | +0.58% | +74.29% | 0.27% | +0.48% | 0.61 | 8.90% | +7.51 | 1522.66 | 54.68% | 48.94% | 22.50% |
| 2024-11 | +2.33% | +73.29% | 0.27% | +0.84% | 0.62 | 8.90% | -5.10 | 1510.40 | 55.49% | 48.04% | 23.75% |
| 2024-10 | +0.47% | +69.34% | 0.27% | +0.72% | 0.56 | 8.87% | +7.42 | 1473.83 | 52.70% | 45.69% | 23.91% |
| 2024-09 | +1.59% | +68.55% | 0.27% | +0.72% | 0.58 | 8.90% | +2.87 | 1462.51 | 53.37% | 45.51% | 25.86% |
| 2024-08 | +1.46% | +65.91% | 0.27% | — | 0.50 | 8.87% | +6.39 | 1437.26 | 54.35% | 46.48% | 24.78% |
| 2024-07 | +1.49% | +63.52% | 0.27% | +0.72% | 0.50 | 8.87% | +6.17 | 1409.48 | 53.73% | 48.26% | 24.14% |
| 2024-06 | +0.67% | +61.12% | 0.27% | +0.84% | 0.47 | 8.87% | +2.03 | 1382.46 | 51.75% | 47.81% | 25.33% |
| 2024-05 | +0.99% | +60.05% | 0.27% | +0.72% | 0.49 | 8.90% | +7.66 | 1372.83 | 52.22% | 45.19% | 24.85% |
| 2024-04 | -1.62% | +58.48% | 0.27% | +0.60% | 0.44 | 8.97% | +3.69 | 1349.81 | 49.41% | 43.10% | 24.60% |
| 2024-03 | +2.49% | +61.09% | 0.27% | +0.48% | 0.55 | 8.94% | +9.46 | 1369.15 | 50.62% | 43.34% | 25.42% |
| 2024-02 | +2.59% | +57.18% | 0.27% | +0.60% | 0.49 | 8.90% | +11.68 | 1326.52 | 50.65% | 42.92% | 24.63% |
| 2024-01 | +0.04% | +53.21% | 0.27% | +0.72% | 0.42 | 8.87% | +10.58 | 1283.45 | 49.51% | 42.65% | 24.76% |
| 2023-12 | +2.97% | +53.15% | 0.32% | +0.60% | 0.48 | 8.94% | +32.54 | 1270.68 | 48.49% | 43.08% | 25.38% |
| 2023-11 | +3.98% | +48.73% | 0.32% | +0.72% | 0.34 | 9.04% | +23.12 | 1203.40 | 49.55% | 44.48% | 25.95% |
| 2023-10 | -3.41% | +43.04% | 0.32% | +0.72% | 0.22 | 8.90% | +38.26 | 1133.98 | 47.84% | 44.88% | 25.94% |
| 2023-09 | -1.31% | +48.09% | 0.32% | +0.36% | 0.35 | 8.83% | +25.87 | 1141.11 | 45.17% | 39.65% | 24.39% |
| 2023-08 | -0.68% | +50.05% | 0.32% | +0.36% | 0.43 | 8.80% | +30.92 | 1126.30 | 47.37% | 42.87% | 25.18% |
| 2023-07 | +2.31% | +51.08% | 0.32% | +0.36% | 0.49 | 8.80% | +34.45 | 1100.31 | 49.69% | 44.61% | 25.52% |
| 2023-06 | +2.04% | +47.67% | 0.32% | +0.36% | 0.44 | 8.76% | +29.92 | 1042.57 | 50.48% | 43.62% | 24.99% |
| 2023-05 | +0.50% | +44.72% | 0.32% | +0.12% | 0.38 | 8.76% | +34.72 | 994.02 | 48.37% | 42.30% | 23.47% |
| 2023-04 | +1.28% | +44.00% | 0.32% | +0.12% | 0.38 | 8.76% | +17.01 | 952.51 | 47.19% | 40.63% | 24.08% |
| 2023-03 | +0.71% | +42.18% | 0.32% | +0.00% | 0.36 | 8.73% | +35.74 | 925.25 | 46.30% | 40.30% | 23.99% |
| 2023-02 | -2.08% | +41.18% | 0.32% | +0.24% | 0.34 | 8.76% | +35.47 | 881.71 | 45.75% | 42.29% | 24.25% |
| 2023-01 | +2.45% | +44.18% | 0.32% | +0.24% | 0.42 | 8.73% | +37.79 | 865.60 | 48.95% | 42.34% | 23.02% |
| 2022-12 | -2.19% | +40.73% | 0.36% | +0.12% | 0.36 | 8.73% | +33.59 | 808.97 | 48.40% | 39.91% | 20.46% |
| 2022-11 | +1.14% | +43.88% | 0.36% | +0.36% | 0.48 | 8.63% | +29.45 | 789.66 | 48.37% | 39.90% | 21.84% |
| 2022-10 | +2.29% | +42.26% | 0.36% | +0.00% | 0.46 | 8.63% | +26.16 | 753.15 | 47.72% | 37.79% | 20.71% |
| 2022-09 | -4.59% | +39.07% | 0.36% | +0.12% | 0.40 | 8.59% | +20.36 | 711.07 | 49.07% | 37.15% | 18.72% |
| 2022-08 | -0.88% | +45.76% | 0.36% | +0.36% | 0.63 | 8.28% | +28.30 | 722.39 | 48.42% | 34.62% | 19.04% |
| 2022-07 | +3.38% | +47.06% | 0.36% | +0.12% | 0.68 | 8.28% | +29.04 | 701.63 | 50.87% | 36.73% | 20.87% |
| 2022-06 | -2.65% | +42.25% | 0.36% | +0.00% | 0.58 | 8.18% | +24.18 | 649.74 | 48.88% | 34.16% | 18.10% |
| 2022-05 | -2.63% | +46.12% | 0.36% | +0.36% | 0.70 | 8.07% | +27.88 | 642.44 | 51.98% | 37.64% | 18.53% |
| 2022-04 | -1.88% | +50.07% | 0.36% | +0.24% | 0.85 | 7.93% | +20.38 | 632.40 | 52.36% | 34.54% | 17.64% |
| 2022-03 | +0.60% | +52.94% | 0.36% | +0.24% | 0.96 | 7.86% | +28.61 | 622.38 | 54.16% | 35.03% | 18.50% |
| 2022-02 | -0.42% | +52.03% | 0.36% | +0.36% | 0.95 | 7.86% | +20.06 | 591.57 | 56.22% | 35.77% | 16.22% |
| 2022-01 | -1.83% | +52.67% | 0.36% | +0.48% | 0.99 | 7.86% | +30.20 | 570.42 | 56.78% | 36.57% | 15.70% |
| 2021-12 | +1.95% | +55.52% | 0.40% | +0.84% | 1.09 | 7.79% | +21.20 | 553.42 | 54.26% | 35.59% | 15.83% |
| 2021-11 | -0.31% | +52.54% | 0.40% | +0.84% | 1.04 | 7.76% | +17.99 | 521.72 | 52.99% | 36.02% | 15.91% |
| 2021-10 | +2.88% | +53.02% | 0.40% | +0.96% | 1.07 | 7.76% | +28.11 | 505.69 | 55.95% | 36.54% | 18.32% |
| 2021-09 | -0.68% | +48.73% | 0.40% | +0.84% | 0.97 | 7.69% | +13.94 | 464.92 | 51.75% | 31.76% | 18.79% |
| 2021-08 | +1.97% | +49.75% | 0.40% | +1.20% | 1.01 | 7.69% | +18.13 | 453.16 | 52.87% | 33.52% | 19.37% |
| 2021-07 | -0.44% | +46.86% | 0.40% | +1.20% | 0.94 | 7.66% | +17.21 | 426.82 | 54.00% | 36.03% | 20.08% |
| 2021-06 | +0.22% | +47.51% | 0.40% | +1.32% | 0.99 | 7.69% | +14.34 | 410.41 | 55.46% | 39.00% | 21.03% |
| 2021-05 | +1.99% | +47.18% | 0.40% | +1.32% | 0.98 | 7.72% | +1.86 | 395.98 | 56.02% | 37.71% | 21.27% |
| 2021-04 | +1.83% | +44.31% | 0.40% | +1.32% | 0.93 | 7.69% | +6.02 | 387.33 | 54.48% | 37.16% | 21.38% |
| 2021-03 | +1.45% | +41.72% | 0.40% | +1.08% | 0.87 | 7.66% | +11.02 | 373.07 | 56.24% | 39.10% | 21.02% |
| 2021-02 | +1.11% | +39.69% | 0.40% | +1.32% | 0.84 | 7.66% | +7.62 | 357.87 | 52.75% | 35.35% | 21.78% |
| 2021-01 | +1.44% | +38.16% | 0.40% | +0.72% | 0.79 | 7.69% | +10.03 | 345.71 | 52.15% | 37.15% | 22.19% |
| 2020-12 | +3.07% | +36.20% | 0.41% | +1.56% | 0.77 | 7.72% | +14.45 | 330.66 | 52.54% | 36.83% | 21.65% |
| 2020-11 | +6.57% | +32.14% | 0.41% | — | — | — | +6.05 | 307.08 | 52.06% | 38.03% | 22.13% |
| 2020-10 | +0.21% | +24.00% | 0.41% | — | — | — | +6.28 | 282.03 | 47.29% | 36.59% | 20.82% |
| 2020-09 | -1.80% | +23.74% | 0.41% | — | — | — | +6.98 | 274.99 | 46.59% | 37.50% | 21.75% |
| 2020-08 | +2.98% | +26.00% | 0.41% | — | — | — | +7.42 | 272.94 | 47.63% | 37.09% | 21.27% |
| 2020-07 | +2.67% | +22.36% | 0.41% | — | — | — | +7.05 | 258.09 | 45.93% | 37.37% | 22.02% |
| 2020-06 | -0.33% | +19.18% | 0.41% | — | — | — | +5.51 | 244.77 | 43.47% | 38.11% | 21.38% |
| 2020-05 | +1.37% | +19.57% | 0.41% | — | — | — | +4.94 | 239.58 | 44.15% | 36.20% | 21.84% |
| 2020-04 | +5.48% | +17.95% | 0.41% | — | — | — | +6.19 | 231.14 | 44.06% | 35.52% | 20.87% |
| 2020-03 | -10.50% | +11.83% | 0.41% | — | — | — | +7.04 | 213.48 | 44.59% | 35.46% | 20.19% |
| 2020-02 | -2.65% | +24.94% | 0.41% | — | — | — | +6.45 | 230.49 | 44.77% | 32.42% | 16.92% |
| 2020-01 | -0.19% | +28.35% | 0.41% | — | — | — | +6.09 | 230.29 | 46.59% | 34.37% | 18.74% |
| 2019-12 | +1.24% | +28.59% | 0.43% | — | — | — | +3.73 | 224.63 | 47.10% | 37.01% | 18.60% |
| 2019-11 | +0.95% | +27.02% | 0.43% | — | — | — | +5.13 | 218.28 | 49.66% | 39.31% | 18.20% |
| 2019-10 | +1.75% | +25.82% | 0.43% | — | — | — | +4.93 | 211.23 | 48.49% | 37.58% | 18.31% |
| 2019-09 | +1.05% | +23.66% | 0.43% | — | — | — | +4.75 | 202.80 | 45.91% | 36.10% | 18.07% |
| 2019-08 | -0.58% | +22.37% | 0.43% | — | — | — | +4.75 | 195.90 | 42.84% | 35.03% | 17.89% |
| 2019-07 | +0.82% | +23.09% | 0.43% | — | — | — | +6.76 | 192.19 | 43.71% | 34.86% | 18.64% |
| 2019-06 | +2.32% | +22.08% | 0.43% | — | — | — | +3.23 | 183.95 | 43.93% | 33.34% | 19.61% |
| 2019-05 | -1.74% | +19.32% | 0.43% | — | — | — | +5.24 | 176.75 | 39.52% | 30.00% | 18.98% |
| 2019-04 | +1.94% | +21.43% | 0.43% | — | — | — | +3.88 | 174.39 | 47.99% | 37.43% | 20.84% |
| 2019-03 | +0.91% | +19.12% | 0.43% | — | — | — | +4.44 | 167.98 | 45.27% | 35.40% | 20.62% |
| 2019-02 | +1.46% | +18.04% | 0.43% | — | — | — | +4.07 | 161.47 | 45.29% | 34.31% | 20.73% |
| 2019-01 | +3.39% | +16.35% | 0.43% | — | — | — | +4.91 | 154.69 | 44.90% | 34.98% | 20.58% |
| 2018-12 | -3.46% | +12.53% | 0.48% | — | — | — | +4.39 | 145.32 | 44.91% | 35.47% | 19.63% |
| 2018-11 | +0.63% | +16.56% | 0.48% | — | — | — | +4.19 | 145.57 | 46.60% | 34.16% | 21.74% |
| 2018-10 | -2.59% | +15.83% | 0.48% | — | — | — | +3.59 | 140.88 | 47.07% | 34.64% | 18.43% |
| 2018-09 | +0.23% | +18.91% | 0.48% | — | — | — | +1.84 | 141.15 | 45.25% | 31.43% | 18.87% |
| 2018-08 | +1.23% | +18.64% | 0.48% | — | — | — | +5.05 | 138.47 | 44.62% | 30.58% | 19.00% |
| 2018-07 | +1.49% | +17.20% | 0.48% | — | — | — | +4.94 | 131.82 | 46.25% | 33.36% | 19.14% |
| 2018-06 | -0.05% | +15.48% | 0.48% | — | — | — | +4.27 | 125.05 | 46.54% | 33.12% | 18.14% |
| 2018-05 | +0.42% | +15.54% | 0.48% | — | — | — | +4.61 | 121.39 | 44.21% | 32.28% | 17.56% |
| 2018-04 | +0.87% | +15.05% | 0.48% | — | — | — | +4.42 | 116.26 | 44.82% | 33.90% | 18.08% |
| 2018-03 | -0.72% | +14.06% | 0.48% | — | — | — | +0.78 | 110.88 | 43.75% | 32.23% | 17.99% |
| 2018-02 | -1.71% | +14.89% | 0.48% | — | — | — | +2.77 | 109.90 | 46.65% | 31.79% | 17.74% |
| 2018-01 | +1.86% | +16.89% | 0.48% | — | — | — | +5.93 | 108.77 | 44.22% | 32.70% | 17.39% |
| 2017-12 | +0.80% | +14.75% | 0.44% | — | — | — | +4.37 | 101.99 | 45.75% | 35.56% | 16.79% |
| 2017-11 | +0.97% | +13.84% | 0.44% | — | — | — | +4.50 | 96.62 | 49.02% | 36.37% | 16.44% |
| 2017-10 | +1.20% | +12.75% | 0.44% | — | — | — | +4.19 | 91.20 | 46.23% | 37.04% | 16.29% |
| 2017-09 | +0.71% | +11.41% | 0.44% | — | — | — | +6.06 | 85.77 | 46.25% | 33.00% | 16.38% |
| 2017-08 | +0.29% | +10.63% | 0.44% | — | — | — | +5.51 | 79.22 | 45.90% | 33.91% | 16.35% |
| 2017-07 | +1.32% | +10.31% | 0.44% | — | — | — | +5.14 | 73.90 | 44.78% | 32.64% | 17.92% |
| 2017-06 | -0.69% | +8.87% | 0.44% | — | — | — | +2.55 | 68.81 | 43.87% | 30.55% | 15.20% |
| 2017-05 | +1.18% | +9.62% | 0.44% | — | — | — | +18.36 | 65.06 | 44.70% | 31.52% | 15.25% |
| 2017-04 | +0.71% | +8.35% | 0.44% | — | — | — | +4.13 | 46.02 | 44.22% | 32.86% | 15.54% |
| 2017-03 | +0.41% | +7.58% | 0.44% | — | — | — | +7.05 | 42.10 | 43.18% | 29.24% | 15.44% |
| 2017-02 | +0.73% | +7.14% | 0.44% | — | — | — | +4.14 | 34.58 | 42.74% | 27.88% | 8.65% |
| 2017-01 | +0.33% | +6.37% | 0.44% | — | — | — | +6.29 | 30.37 | 44.29% | 30.06% | 15.38% |
| 2016-12 | +1.09% | +6.02% | 0.54% | — | — | — | +2.60 | 24.39 | 39.52% | 28.29% | 13.82% |
| 2016-11 | +0.40% | +4.87% | 0.54% | — | — | — | +3.11 | 20.90 | 42.54% | 31.34% | 15.41% |
| 2016-10 | -0.26% | +4.46% | 0.54% | — | — | — | +1.47 | 17.71 | 41.78% | 28.46% | 13.61% |
| 2016-09 | -0.48% | +4.73% | 0.54% | — | — | — | +1.82 | 16.30 | 45.28% | 30.67% | 14.66% |
| 2016-08 | -0.19% | +5.23% | 0.54% | — | — | — | +2.19 | 14.48 | 45.17% | 32.25% | 16.51% |
| 2016-07 | +2.23% | +5.43% | 0.54% | — | — | — | +2.97 | 12.53 | 44.13% | 29.45% | 13.49% |
| 2016-06 | -0.83% | +3.13% | 0.54% | — | — | — | +2.65 | 9.49 | 39.41% | 37.83% | 16.44% |
| 2016-05 | +0.92% | +4.00% | 0.54% | — | — | — | — | 6.65 | — | — | — |
| 2016-04 | +0.49% | +3.05% | 0.54% | — | — | — | — | 5.16 | — | — | — |
| 2016-03 | +1.28% | +2.55% | 0.54% | — | — | — | — | 3.73 | — | — | — |
| 2016-02 | -1.19% | +1.25% | 0.54% | — | — | — | — | 1.76 | — | — | — |
| 2016-01 | +2.47% | +2.47% | 0.54% | — | — | — | — | 1.70 | — | — | — |
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.