חודשים בטווח
123
כלל פנסיה קצבה לזכאים קיימים (9649)
נתונים היסטוריים מלאים עבור כלל פנסיה קצבה לזכאים קיימים (9649), 123 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9649 | שם קרן: כלל פנסיה קצבה לזכאים קיימים | 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 קצבה לזכאים קיימים (9649) ישירות למייל.
בחירת טווח זמן
תשואה חודשית אחרונה
+0.52%
תשואה מצטברת בטווח
+83.92%
| חודש | תשואה חודשית | תשואה מצטברת | דמי ניהול שנתיים | אלפא | שארפ | סטיית תקן | הפקדות נטו חודשי (מ׳ ש״ח) |
הפקדות נטו מצטבר (מ׳ ש״ח) |
סך הנכסים (מ׳ ש״ח) |
חשיפה למניות | חשיפה לחו״ל | חשיפה למט״ח |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-08 | +0.52% | +83.92% | 0.14% | +4.08% | 1.97 | 1.66% | -0.31 | -46.24 | 48.24 | 0.00% | 0.00% | 0.00% |
| 2026-07 | +0.15% | +82.97% | 0.14% | +4.08% | 1.98 | 1.70% | -0.27 | -45.93 | 48.24 | 0.00% | 0.00% | 0.00% |
| 2026-06 | +0.14% | +82.70% | 0.14% | — | 2.14 | 1.66% | +0.94 | -45.66 | 48.48 | 0.00% | 0.00% | 0.00% |
| 2026-05 | +1.79% | +82.44% | 0.14% | +4.68% | 2.20 | 1.66% | +0.00 | -46.60 | 47.52 | 0.00% | 0.00% | 0.00% |
| 2026-04 | +0.78% | +79.23% | 0.14% | +4.32% | 2.14 | 1.59% | -0.22 | -46.60 | 46.91 | 0.00% | 0.00% | 0.00% |
| 2026-03 | +0.45% | +77.85% | 0.14% | +4.44% | 2.10 | 1.56% | -0.43 | -46.38 | 46.77 | 0.00% | 0.00% | 0.00% |
| 2026-02 | +0.08% | +77.05% | 0.14% | +4.44% | 2.14 | 1.56% | +0.00 | -45.95 | 46.73 | 0.00% | 0.00% | 0.00% |
| 2026-01 | +0.40% | +76.91% | 0.14% | +4.44% | 2.21 | 1.63% | -0.22 | -45.95 | 46.94 | 0.00% | 0.00% | 0.00% |
| 2025-12 | -0.09% | +76.20% | 0.15% | +4.32% | 2.25 | 1.63% | +0.09 | -45.73 | 46.98 | 0.00% | 0.00% | 0.00% |
| 2025-11 | +0.85% | +76.36% | 0.15% | +4.44% | 2.48 | 1.59% | -0.22 | -45.82 | 46.93 | 0.00% | 0.00% | 0.00% |
| 2025-10 | -0.10% | +74.87% | 0.15% | +4.32% | 2.44 | 1.59% | -1.22 | -45.60 | 46.76 | 0.00% | 0.00% | 0.00% |
| 2025-09 | +1.06% | +75.05% | 0.15% | +4.56% | 2.69 | 1.56% | -0.22 | -44.38 | 48.03 | 0.00% | 0.00% | 0.00% |
| 2025-08 | +0.78% | +73.21% | 0.15% | +4.44% | 2.54 | 1.59% | -0.21 | -44.16 | 47.74 | 0.00% | 0.00% | 0.00% |
| 2025-07 | +0.62% | +71.87% | 0.15% | +4.44% | 2.51 | 1.59% | -0.22 | -43.95 | 47.58 | 0.00% | 0.00% | 0.00% |
| 2025-06 | +0.25% | +70.81% | 0.15% | +4.44% | 2.48 | 1.63% | +0.55 | -43.73 | 47.50 | 0.00% | 0.00% | 0.00% |
| 2025-05 | +1.40% | +70.39% | 0.15% | +4.56% | 2.57 | 1.63% | -0.24 | -44.28 | 46.83 | 0.00% | 0.00% | 0.00% |
| 2025-04 | +0.87% | +68.04% | 0.15% | +4.44% | 2.49 | 1.59% | -1.91 | -44.04 | 46.42 | 0.00% | 0.00% | 0.00% |
| 2025-03 | +0.24% | +66.59% | 0.15% | +4.44% | 2.44 | 1.63% | -0.25 | -42.13 | 46.26 | 0.00% | 0.00% | 0.00% |
| 2025-02 | +0.98% | +66.19% | 0.15% | +4.32% | 2.28 | 1.87% | -0.23 | -41.88 | 48.06 | 0.00% | 0.00% | 0.00% |
| 2025-01 | +0.11% | +64.57% | 0.15% | +4.20% | 2.22 | 1.84% | -0.25 | -41.65 | 47.82 | 0.00% | 0.00% | 0.00% |
| 2024-12 | +0.13% | +64.39% | 0.16% | +4.32% | 2.37 | 1.84% | -1.50 | -41.40 | 48.03 | 0.00% | 0.00% | 0.00% |
| 2024-11 | +0.97% | +64.18% | 0.16% | +4.44% | 2.51 | 1.84% | -0.24 | -39.90 | 49.46 | 0.00% | 0.00% | 0.00% |
| 2024-10 | +0.29% | +62.60% | 0.16% | +4.56% | 2.45 | 1.84% | -0.58 | -39.66 | 49.22 | 0.00% | 0.00% | 0.00% |
| 2024-09 | +1.10% | +62.13% | 0.16% | +4.56% | 2.54 | 1.84% | -0.26 | -39.08 | 49.66 | 0.00% | 0.00% | 0.00% |
| 2024-08 | +0.94% | +60.37% | 0.16% | — | 2.36 | 1.80% | -0.22 | -38.82 | 49.38 | 0.00% | 0.00% | 0.00% |
| 2024-07 | +0.49% | +58.88% | 0.16% | +4.56% | 2.41 | 1.80% | -0.26 | -38.60 | 49.13 | 0.00% | 0.00% | 0.00% |
| 2024-06 | +0.58% | +58.10% | 0.16% | +4.56% | 2.44 | 1.80% | -1.90 | -38.34 | 49.15 | 0.00% | 0.00% | 0.00% |
| 2024-05 | +1.15% | +57.19% | 0.16% | +4.56% | 2.47 | 1.84% | -0.25 | -36.44 | 50.75 | 0.00% | 0.00% | 0.00% |
| 2024-04 | +0.87% | +55.40% | 0.16% | +4.56% | 2.39 | 1.80% | -0.54 | -36.19 | 50.42 | 0.00% | 0.00% | 0.00% |
| 2024-03 | +0.77% | +54.06% | 0.16% | +4.56% | 2.36 | 1.80% | -0.23 | -35.65 | 50.23 | 0.00% | 0.00% | 0.00% |
| 2024-02 | +0.44% | +52.88% | 0.16% | +4.56% | 2.34 | 1.80% | -0.24 | -35.42 | 50.37 | 0.00% | 0.00% | 0.00% |
| 2024-01 | +0.28% | +52.21% | 0.16% | +4.56% | 2.39 | 1.80% | -0.23 | -35.18 | 50.38 | 0.00% | 0.00% | 0.00% |
| 2023-12 | +0.21% | +51.79% | 0.17% | +4.56% | 2.49 | 1.80% | -0.75 | -34.95 | 50.49 | 0.00% | 0.00% | 0.00% |
| 2023-11 | +1.28% | +51.47% | 0.17% | +4.68% | 2.59 | 1.80% | +0.00 | -34.20 | 50.87 | 0.00% | 0.00% | 0.00% |
| 2023-10 | -0.29% | +49.56% | 0.17% | +4.80% | 2.49 | 1.77% | -0.25 | -34.20 | 50.47 | 0.00% | 0.00% | 0.00% |
| 2023-09 | +0.52% | +49.99% | 0.17% | +4.68% | 2.81 | 1.73% | -3.82 | -33.95 | 50.88 | 0.00% | 0.00% | 0.00% |
| 2023-08 | +0.50% | +49.22% | 0.17% | +4.68% | 2.84 | 1.73% | -0.51 | -30.13 | 54.41 | 0.00% | 0.00% | 0.00% |
| 2023-07 | +0.32% | +48.47% | 0.17% | +4.56% | 2.89 | 1.73% | +0.00 | -29.62 | 54.65 | 0.00% | 0.00% | 0.00% |
| 2023-06 | +0.65% | +48.00% | 0.17% | +4.68% | 2.99 | 1.73% | -0.61 | -29.62 | 54.48 | 0.00% | 0.00% | 0.00% |
| 2023-05 | +1.25% | +47.04% | 0.17% | +4.68% | 3.00 | 1.73% | -0.26 | -29.01 | 54.74 | 0.00% | 0.00% | 0.00% |
| 2023-04 | +0.51% | +45.23% | 0.17% | +4.68% | 2.92 | 1.70% | -0.96 | -28.75 | 54.32 | 0.00% | 0.00% | 0.00% |
| 2023-03 | +0.94% | +44.49% | 0.17% | +4.68% | 2.96 | 1.70% | -0.23 | -27.79 | 54.29 | 0.00% | 0.00% | 0.00% |
| 2023-02 | -0.01% | +43.15% | 0.17% | +4.68% | 2.90 | 1.70% | -0.23 | -27.56 | 54.75 | 0.00% | 0.00% | 0.00% |
| 2023-01 | +1.00% | +43.16% | 0.17% | +4.56% | 3.03 | 1.73% | -0.26 | -27.33 | 54.97 | 0.00% | 0.00% | 0.00% |
| 2022-12 | +0.08% | +41.74% | 0.19% | +4.56% | 2.97 | 1.70% | -0.54 | -27.07 | 54.70 | 0.00% | 0.00% | 0.00% |
| 2022-11 | +0.84% | +41.63% | 0.19% | +4.44% | 3.10 | 1.70% | +0.00 | -26.53 | 54.93 | 0.00% | 0.00% | 0.00% |
| 2022-10 | +0.69% | +40.45% | 0.19% | +4.44% | 3.05 | 1.70% | -0.26 | -26.53 | 54.74 | 0.00% | 0.00% | 0.00% |
| 2022-09 | -0.24% | +39.49% | 0.19% | +4.44% | 3.00 | 1.70% | -1.33 | -26.27 | 54.63 | 0.00% | 0.00% | 0.00% |
| 2022-08 | +0.77% | +39.82% | 0.19% | +4.44% | 3.25 | 1.66% | -0.26 | -24.94 | 56.09 | 0.00% | 0.00% | 0.00% |
| 2022-07 | +0.96% | +38.76% | 0.19% | +4.32% | 3.18 | 1.66% | -0.26 | -24.68 | 55.92 | 0.00% | 0.00% | 0.00% |
| 2022-06 | +1.06% | +37.44% | 0.19% | +4.20% | 3.06 | 1.66% | -0.54 | -24.42 | 55.64 | 0.00% | 0.00% | 0.00% |
| 2022-05 | -0.02% | +35.99% | 0.19% | +4.08% | 2.97 | 1.63% | -0.27 | -23.88 | 55.39 | 0.00% | 0.00% | 0.00% |
| 2022-04 | +0.54% | +36.02% | 0.19% | +3.96% | 3.08 | 1.63% | -1.25 | -23.61 | 55.87 | 0.00% | 0.00% | 0.00% |
| 2022-03 | +0.98% | +35.29% | 0.19% | +3.84% | 3.04 | 1.63% | -0.28 | -22.36 | 55.84 | 0.00% | 0.00% | 0.00% |
| 2022-02 | -0.70% | +33.98% | 0.19% | +3.84% | 2.95 | 1.59% | -0.27 | -22.08 | 56.54 | 0.00% | 0.00% | 0.00% |
| 2022-01 | -0.08% | +34.92% | 0.19% | +3.96% | 3.39 | 1.52% | -0.11 | -21.81 | 57.21 | 0.00% | 0.00% | 0.00% |
| 2021-12 | -0.05% | +35.03% | 0.20% | +3.96% | 3.54 | 1.52% | -0.27 | -21.70 | 57.55 | 0.00% | 0.00% | 0.00% |
| 2021-11 | +1.02% | +35.10% | 0.20% | +3.96% | 3.64 | 1.49% | -0.55 | -21.43 | 57.67 | 0.00% | 0.00% | 0.00% |
| 2021-10 | +1.21% | +33.73% | 0.20% | +3.96% | 3.54 | 1.49% | +0.07 | -20.88 | 57.37 | 0.00% | 0.00% | 0.00% |
| 2021-09 | +0.53% | +32.13% | 0.20% | +3.96% | 3.46 | 1.45% | -0.28 | -20.95 | 56.95 | 0.00% | 0.00% | 0.00% |
| 2021-08 | +1.04% | +31.44% | 0.20% | +3.96% | 3.33 | 1.45% | -0.29 | -20.67 | 56.86 | 0.00% | 0.00% | 0.00% |
| 2021-07 | +0.68% | +30.09% | 0.20% | +3.96% | 3.24 | 1.45% | -0.27 | -20.38 | 56.56 | 0.00% | 0.00% | 0.00% |
| 2021-06 | +0.82% | +29.21% | 0.20% | +3.96% | 3.18 | 1.45% | -1.88 | -20.11 | 56.45 | 0.00% | 0.00% | 0.00% |
| 2021-05 | +0.69% | +28.16% | 0.20% | +3.84% | 3.11 | 1.45% | -0.27 | -18.23 | 57.86 | 0.00% | 0.00% | 0.00% |
| 2021-04 | +0.59% | +27.28% | 0.20% | — | — | — | +1.53 | -17.96 | 57.73 | 0.00% | 0.00% | 0.00% |
| 2021-03 | +0.80% | +26.53% | 0.20% | — | — | — | -0.27 | -19.49 | 57.68 | 0.00% | 0.00% | 0.00% |
| 2021-02 | -0.33% | +25.53% | 0.20% | — | — | — | -0.27 | -19.22 | 55.70 | 0.00% | 0.00% | 0.00% |
| 2021-01 | +0.43% | +25.94% | 0.20% | — | — | — | -0.29 | -18.95 | 56.16 | 0.00% | 0.00% | 0.00% |
| 2020-12 | +0.42% | +25.40% | 0.21% | — | — | — | -0.57 | -18.66 | 56.20 | 0.00% | 0.00% | 0.00% |
| 2020-11 | +0.81% | +24.88% | 0.21% | — | — | — | -0.28 | -18.09 | 56.54 | 0.00% | 0.00% | 0.00% |
| 2020-10 | +0.11% | +23.88% | 0.21% | — | — | — | -0.37 | -17.81 | 56.36 | 0.00% | 0.00% | 0.00% |
| 2020-09 | -0.33% | +23.74% | 0.21% | — | — | — | -0.19 | -17.44 | 56.67 | 0.00% | 0.00% | 0.00% |
| 2020-08 | +0.84% | +24.15% | 0.21% | — | — | — | -0.30 | -17.25 | 57.06 | 0.00% | 0.00% | 0.00% |
| 2020-07 | +0.06% | +23.11% | 0.21% | — | — | — | -0.26 | -16.95 | 56.88 | 0.00% | 0.00% | 0.00% |
| 2020-06 | +0.20% | +23.04% | 0.21% | — | — | — | -0.28 | -16.69 | 57.12 | 0.00% | 0.00% | 0.00% |
| 2020-05 | +0.55% | +22.80% | 0.21% | — | — | — | -0.30 | -16.41 | 57.27 | 0.00% | 0.00% | 0.00% |
| 2020-04 | +1.42% | +22.12% | 0.21% | — | — | — | +1.78 | -16.11 | 57.26 | 0.00% | 0.00% | 0.00% |
| 2020-03 | -1.49% | +20.41% | 0.21% | — | — | — | -0.35 | -17.89 | 56.76 | 0.00% | 0.00% | 0.00% |
| 2020-02 | +0.84% | +22.24% | 0.21% | — | — | — | -0.57 | -17.54 | 55.27 | 0.00% | 0.00% | 0.00% |
| 2020-01 | +0.58% | +21.22% | 0.21% | — | — | — | -0.61 | -16.97 | 55.38 | 0.00% | 0.00% | 0.00% |
| 2019-12 | +0.20% | +20.52% | 0.22% | — | — | — | -0.36 | -16.36 | 55.63 | 0.00% | 0.00% | 0.00% |
| 2019-11 | +0.58% | +20.28% | 0.22% | — | — | — | -0.25 | -16.00 | 56.48 | 0.00% | 0.00% | 0.00% |
| 2019-10 | +0.41% | +19.58% | 0.22% | — | — | — | -4.05 | -15.75 | 56.41 | 0.00% | 0.00% | 0.00% |
| 2019-09 | +0.66% | +19.10% | 0.22% | — | — | — | -0.40 | -11.70 | 56.42 | 0.00% | 0.00% | 0.00% |
| 2019-08 | +0.38% | +18.31% | 0.22% | — | — | — | -0.22 | -11.30 | 60.22 | 0.00% | 0.00% | 0.00% |
| 2019-07 | +0.52% | +17.87% | 0.22% | — | — | — | +0.79 | -11.08 | 60.21 | 0.00% | 0.00% | 0.00% |
| 2019-06 | +1.19% | +17.26% | 0.22% | — | — | — | -0.28 | -11.87 | 60.17 | 0.00% | 0.00% | 0.00% |
| 2019-05 | +0.55% | +15.88% | 0.22% | — | — | — | -1.17 | -11.59 | 58.69 | 0.00% | 0.00% | 0.00% |
| 2019-04 | +0.92% | +15.24% | 0.22% | — | — | — | -0.51 | -10.42 | 58.66 | 0.00% | 0.00% | 0.00% |
| 2019-03 | +0.81% | +14.19% | 0.22% | — | — | — | +0.00 | -9.91 | 58.38 | 0.00% | 0.00% | 0.00% |
| 2019-02 | +0.54% | +13.28% | 0.22% | — | — | — | -0.30 | -9.91 | 59.03 | 0.00% | 0.00% | 0.00% |
| 2019-01 | +0.68% | +12.67% | 0.22% | — | — | — | -0.61 | -9.61 | 59.01 | 0.00% | 0.00% | 0.00% |
| 2018-12 | +0.06% | +11.91% | 0.24% | — | — | — | -1.44 | -9.00 | 58.92 | 0.00% | 0.00% | 0.00% |
| 2018-11 | +0.33% | +11.84% | 0.24% | — | — | — | +0.50 | -7.56 | 60.63 | 0.00% | 0.00% | 0.00% |
| 2018-10 | +0.10% | +11.47% | 0.24% | — | — | — | -0.61 | -8.06 | 60.75 | 0.00% | 0.00% | 0.00% |
| 2018-09 | +0.32% | +11.36% | 0.24% | — | — | — | +0.00 | -7.45 | 61.00 | 0.00% | 0.00% | 0.00% |
| 2018-08 | +0.51% | +11.01% | 0.24% | — | — | — | -0.60 | -7.45 | 60.29 | 0.00% | 0.00% | 0.00% |
| 2018-07 | +0.44% | +10.44% | 0.24% | — | — | — | +0.00 | -6.85 | 60.28 | 0.00% | 0.00% | 0.00% |
| 2018-06 | +0.56% | +9.96% | 0.24% | — | — | — | -0.43 | -6.85 | 60.32 | 0.00% | 0.00% | 0.00% |
| 2018-05 | +0.49% | +9.35% | 0.24% | — | — | — | -0.31 | -6.42 | 60.11 | 0.00% | 0.00% | 0.00% |
| 2018-04 | +0.47% | +8.81% | 0.24% | — | — | — | -1.93 | -6.11 | 60.12 | 0.00% | 0.00% | 0.00% |
| 2018-03 | +0.49% | +8.30% | 0.24% | — | — | — | -0.30 | -4.18 | 60.15 | 0.00% | 0.00% | 0.00% |
| 2018-02 | -0.35% | +7.78% | 0.24% | — | — | — | -0.30 | -3.88 | 61.77 | 0.00% | 0.00% | 0.00% |
| 2018-01 | +0.55% | +8.15% | 0.24% | — | — | — | +0.86 | -3.58 | 62.29 | 0.00% | 0.00% | 0.00% |
| 2017-12 | +0.19% | +7.56% | 0.26% | — | — | — | -0.32 | -4.44 | 62.25 | 0.00% | 0.00% | 0.00% |
| 2017-11 | +0.70% | +7.36% | 0.26% | — | — | — | -0.62 | -4.12 | 61.60 | 0.00% | 0.00% | 0.00% |
| 2017-10 | +0.46% | +6.61% | 0.26% | — | — | — | -0.47 | -3.50 | 60.66 | 0.00% | 0.00% | 0.00% |
| 2017-09 | +0.50% | +6.12% | 0.26% | — | — | — | -0.32 | -3.03 | 61.52 | 0.00% | 0.00% | 0.00% |
| 2017-08 | +0.46% | +5.60% | 0.26% | — | — | — | -0.65 | -2.71 | 61.69 | 0.00% | 0.00% | 0.00% |
| 2017-07 | +0.06% | +5.11% | 0.26% | — | — | — | -0.32 | -2.06 | 62.39 | 0.00% | 0.00% | 0.00% |
| 2017-06 | +0.40% | +5.05% | 0.26% | — | — | — | +0.00 | -1.74 | 62.00 | 0.00% | 0.00% | 0.00% |
| 2017-05 | +0.62% | +4.63% | 0.26% | — | — | — | -2.61 | -1.74 | 62.41 | 0.00% | 0.00% | 0.00% |
| 2017-04 | +0.80% | +3.99% | 0.26% | — | — | — | -0.32 | +0.87 | 62.34 | 0.00% | 0.00% | 0.00% |
| 2017-03 | +0.35% | +3.16% | 0.26% | — | — | — | -0.34 | +1.19 | 62.15 | 0.00% | 0.00% | 0.00% |
| 2017-02 | +0.23% | +2.80% | 0.26% | — | — | — | -0.34 | +1.53 | 64.52 | 0.00% | 0.00% | 0.00% |
| 2017-01 | +0.44% | +2.57% | 0.26% | — | — | — | +0.83 | +1.87 | 64.71 | 0.00% | 0.00% | 0.00% |
| 2016-12 | +0.12% | +2.12% | 0.26% | — | — | — | -0.31 | +1.04 | 64.77 | 0.00% | 0.00% | 0.00% |
| 2016-11 | +0.25% | +1.99% | 0.26% | — | — | — | -0.33 | +1.35 | 63.83 | 0.00% | 0.00% | 0.00% |
| 2016-10 | +0.28% | +1.74% | 0.26% | — | — | — | -0.30 | +1.68 | 64.00 | 0.00% | 0.00% | 0.00% |
| 2016-09 | -0.24% | +1.46% | 0.26% | — | — | — | -0.32 | +1.98 | 64.13 | 0.00% | 0.00% | 0.00% |
| 2016-08 | +0.37% | +1.70% | 0.26% | — | — | — | -0.33 | +2.30 | 64.60 | 0.00% | 0.00% | 0.00% |
| 2016-07 | +0.72% | +1.32% | 0.26% | — | — | — | +2.97 | +2.63 | 64.68 | 0.00% | 0.00% | 0.00% |
| 2016-06 | +0.60% | +0.60% | 0.26% | — | — | — | -0.34 | -0.34 | 64.54 | 0.00% | 0.00% | 0.00% |
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.