חודשים בטווח
114
נתונים היסטוריים · קופות גמל להשקעה
מגדל גמל להשקעה מניות
נתונים היסטוריים מלאים עבור מגדל גמל להשקעה מניות, 114 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7934 | שם קרן: מגדל גמל להשקעה מניות | סיווג קרן: קופת גמל להשקעה | חברה שולטת: שלמה אליהו אחזקות בע"מ | חברה מנהלת: מגדל מקפת קרנות פנסיה וקופות גמל 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 מגדל גמל להשקעה מניות ישירות למייל.
תשואה חודשית אחרונה
+3.43%
תשואה מצטברת מההתחלה
+194.02%
| 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 | +3.43% | +194.02% | 0.59% | -0.12% | 1.26 | 11.23% | +58.52 | 1121.50 | 98.57% | 49.12% | 22.78% |
| 2026-04 | +7.89% | +184.27% | 0.59% | -1.32% | 1.20 | 11.18% | +46.00 | 1027.66 | 98.20% | 47.89% | 23.23% |
| 2026-03 | -4.36% | +163.48% | 0.59% | -1.56% | 1.07 | 10.81% | +64.15 | 909.80 | 98.81% | 48.75% | 23.13% |
| 2026-02 | +1.10% | +175.49% | 0.59% | -1.44% | 1.34 | 10.56% | +58.29 | 888.15 | 99.13% | 53.59% | 24.26% |
| 2026-01 | +4.87% | +172.49% | 0.59% | -0.84% | 1.34 | 10.57% | +79.51 | 821.37 | 99.24% | 53.45% | 24.74% |
| 2025-12 | +1.97% | +159.84% | 0.60% | -1.08% | 1.24 | 10.43% | +70.79 | 705.62 | 98.85% | 55.26% | 24.71% |
| 2025-11 | +1.70% | +154.82% | 0.60% | -0.96% | 1.23 | 10.47% | +41.22 | 622.55 | 99.25% | 56.40% | 27.89% |
| 2025-10 | +2.42% | +150.56% | 0.60% | -0.72% | 1.25 | 11.09% | +28.30 | 571.41 | 98.78% | 57.14% | 26.81% |
| 2025-09 | +3.69% | +144.64% | 0.60% | -1.08% | 1.20 | 11.08% | +29.17 | 530.29 | 98.63% | 57.79% | 26.31% |
| 2025-08 | +1.20% | +135.93% | 0.60% | -0.96% | 1.08 | 11.17% | +35.66 | 482.91 | 98.84% | 57.09% | 26.57% |
| 2025-07 | +1.73% | +133.13% | 0.60% | -0.96% | 1.10 | 11.25% | +29.25 | 441.92 | 99.08% | 56.56% | 27.06% |
| 2025-06 | +6.29% | +129.17% | 0.60% | -0.96% | 1.10 | 11.39% | +16.38 | 405.84 | 99.64% | 57.42% | 27.60% |
| 2025-05 | +5.29% | +115.61% | 0.60% | +0.48% | 0.96 | 11.17% | +10.59 | 366.21 | 99.57% | 61.70% | 29.67% |
| 2025-04 | +1.24% | +104.78% | 0.60% | +0.72% | 0.86 | 11.03% | +7.60 | 337.84 | 99.91% | 62.12% | 30.22% |
| 2025-03 | -2.93% | +102.27% | 0.60% | +0.96% | 0.90 | 11.61% | +15.60 | 326.07 | 99.42% | 61.99% | 29.50% |
| 2025-02 | -1.01% | +108.37% | 0.60% | +1.32% | 0.82 | 13.46% | +14.13 | 320.34 | 100.47% | 59.85% | 28.65% |
| 2025-01 | +2.67% | +110.50% | 0.60% | +1.20% | 0.80 | 13.90% | +13.37 | 309.75 | 98.51% | 60.10% | 29.36% |
| 2024-12 | +1.34% | +105.02% | 0.61% | +0.84% | 0.74 | 13.88% | +14.52 | 288.72 | 99.03% | 62.60% | 29.63% |
| 2024-11 | +3.39% | +102.31% | 0.61% | +1.20% | 0.74 | 13.88% | +4.99 | 270.76 | 99.78% | 64.37% | 30.76% |
| 2024-10 | +0.59% | +95.68% | 0.61% | +1.20% | 0.68 | 13.85% | -0.09 | 257.18 | 99.23% | 64.08% | 30.26% |
| 2024-09 | +2.77% | +94.53% | 0.61% | +1.08% | 0.70 | 13.87% | +1.91 | 255.88 | 99.56% | 65.80% | 32.02% |
| 2024-08 | +1.46% | +89.29% | 0.61% | — | 0.64 | 13.86% | +2.06 | 247.20 | 99.58% | 66.17% | 31.01% |
| 2024-07 | +1.84% | +86.56% | 0.61% | +0.96% | 0.62 | 13.92% | +1.22 | 241.71 | 99.14% | 66.89% | 31.74% |
| 2024-06 | +1.47% | +83.19% | 0.61% | +1.20% | 0.59 | 13.91% | +1.03 | 236.28 | 99.04% | 66.74% | 30.84% |
| 2024-05 | +2.16% | +80.54% | 0.61% | +0.96% | 0.60 | 13.98% | +3.07 | 231.94 | 99.46% | 66.73% | 31.51% |
| 2024-04 | -3.04% | +76.72% | 0.61% | +0.72% | 0.53 | 14.09% | +1.13 | 224.15 | 99.21% | 64.39% | 30.92% |
| 2024-03 | +3.79% | +82.26% | 0.61% | +0.60% | 0.65 | 14.02% | +0.27 | 230.15 | 99.48% | 61.51% | 31.67% |
| 2024-02 | +4.48% | +75.61% | 0.61% | +0.72% | 0.58 | 13.96% | -0.08 | 221.63 | 99.58% | 61.48% | 31.36% |
| 2024-01 | +0.04% | +68.08% | 0.61% | +0.84% | 0.50 | 13.87% | +5.67 | 212.29 | 99.07% | 60.53% | 31.51% |
| 2023-12 | +4.31% | +68.01% | 0.62% | +0.72% | 0.55 | 14.04% | +3.20 | 206.68 | 100.09% | 62.31% | 31.56% |
| 2023-11 | +5.67% | +61.07% | 0.62% | +0.96% | 0.41 | 14.33% | +2.17 | 195.14 | 99.44% | 62.56% | 30.90% |
| 2023-10 | -4.95% | +52.43% | 0.62% | +0.60% | 0.30 | 14.16% | -1.41 | 182.69 | 99.24% | 62.94% | 34.31% |
| 2023-09 | -1.79% | +60.36% | 0.62% | +0.12% | 0.41 | 14.14% | +0.21 | 193.77 | 98.87% | 61.59% | 31.04% |
| 2023-08 | -1.33% | +63.29% | 0.62% | +0.00% | 0.48 | 14.10% | -1.04 | 197.17 | 98.93% | 61.81% | 31.11% |
| 2023-07 | +5.29% | +65.49% | 0.62% | +0.12% | 0.54 | 14.08% | -2.16 | 201.01 | 99.61% | 62.37% | 28.50% |
| 2023-06 | +3.36% | +57.17% | 0.62% | +0.12% | 0.46 | 13.99% | -2.16 | 193.15 | 98.62% | 61.47% | 27.37% |
| 2023-05 | -0.03% | +52.06% | 0.62% | -0.36% | 0.38 | 13.94% | +0.54 | 189.09 | 100.59% | 63.81% | 27.25% |
| 2023-04 | +2.67% | +52.11% | 0.62% | -0.36% | 0.41 | 13.94% | +0.77 | 188.70 | 99.90% | 63.76% | 27.85% |
| 2023-03 | +0.03% | +48.15% | 0.62% | -0.48% | 0.37 | 13.92% | +0.60 | 183.14 | 99.88% | 63.49% | 28.64% |
| 2023-02 | -2.63% | +48.11% | 0.62% | -0.36% | 0.36 | 14.00% | +0.37 | 182.57 | 99.50% | 62.70% | 26.78% |
| 2023-01 | +4.07% | +52.11% | 0.62% | -0.36% | 0.42 | 14.00% | +5.95 | 187.23 | 98.22% | 61.03% | 27.76% |
| 2022-12 | -3.60% | +46.16% | 0.63% | -0.48% | 0.35 | 13.96% | +5.60 | 174.18 | 97.78% | 60.63% | 25.70% |
| 2022-11 | +1.77% | +51.62% | 0.63% | -0.24% | 0.47 | 13.84% | +2.69 | 174.99 | 98.96% | 61.86% | 26.09% |
| 2022-10 | +4.63% | +48.98% | 0.63% | -0.72% | 0.44 | 13.83% | +1.59 | 169.39 | 98.98% | 61.49% | 25.79% |
| 2022-09 | -7.32% | +42.39% | 0.63% | -0.60% | 0.36 | 13.73% | +0.35 | 160.42 | 98.52% | 59.72% | 24.24% |
| 2022-08 | -1.39% | +53.64% | 0.63% | -0.24% | 0.59 | 13.26% | +6.24 | 172.81 | 98.69% | 59.89% | 24.04% |
| 2022-07 | +5.77% | +55.80% | 0.63% | -0.48% | 0.63 | 13.23% | +2.43 | 169.15 | 98.40% | 60.44% | 28.55% |
| 2022-06 | -5.19% | +47.30% | 0.63% | -0.72% | 0.52 | 13.04% | +1.50 | 157.62 | 99.27% | 61.29% | 26.65% |
| 2022-05 | -4.08% | +55.37% | 0.63% | -0.12% | 0.68 | 12.79% | +1.88 | 164.80 | 100.84% | 62.86% | 26.12% |
| 2022-04 | -3.00% | +61.97% | 0.63% | -0.12% | 0.83 | 12.61% | +5.47 | 169.93 | 98.92% | 60.65% | 25.54% |
| 2022-03 | +1.32% | +66.98% | 0.63% | +0.24% | 0.94 | 12.49% | +6.34 | 169.74 | 98.19% | 59.90% | 26.78% |
| 2022-02 | -0.62% | +64.81% | 0.63% | +0.12% | 0.91 | 12.50% | +7.14 | 161.26 | 98.72% | 60.44% | 27.12% |
| 2022-01 | -3.27% | +65.84% | 0.63% | +0.72% | 0.96 | 12.48% | +20.25 | 155.23 | 97.40% | 60.75% | 27.21% |
| 2021-12 | +3.55% | +71.44% | 0.65% | +1.68% | 1.07 | 12.37% | +13.03 | 140.14 | 95.63% | 61.38% | 26.57% |
| 2021-11 | -0.75% | +65.57% | 0.65% | +1.56% | 0.99 | 12.31% | +8.96 | 122.62 | 97.91% | 62.76% | 24.82% |
| 2021-10 | +4.38% | +66.82% | 0.65% | — | — | — | +3.44 | 114.77 | 98.85% | 62.73% | 28.17% |
| 2021-09 | -1.42% | +59.82% | 0.65% | — | — | — | +1.31 | 106.68 | 99.33% | 62.21% | 28.85% |
| 2021-08 | +2.19% | +62.12% | 0.65% | — | — | — | +3.56 | 106.98 | 97.59% | 61.48% | 29.80% |
| 2021-07 | +0.80% | +58.64% | 0.65% | — | — | — | +0.46 | 101.20 | 97.88% | 61.66% | 28.96% |
| 2021-06 | +0.82% | +57.39% | 0.65% | — | — | — | +3.40 | 100.00 | 98.36% | 62.33% | 28.12% |
| 2021-05 | +1.57% | +56.11% | 0.65% | — | — | — | +4.35 | 95.85 | 98.06% | 61.88% | 29.47% |
| 2021-04 | +3.56% | +53.69% | 0.65% | — | — | — | +3.76 | 90.07 | 97.91% | 62.01% | 28.48% |
| 2021-03 | +2.94% | +48.41% | 0.65% | — | — | — | +3.06 | 83.36 | 98.66% | 62.76% | 29.38% |
| 2021-02 | +1.98% | +44.17% | 0.65% | — | — | — | +3.26 | 78.02 | 97.91% | 62.36% | 26.80% |
| 2021-01 | +1.46% | +41.37% | 0.65% | — | — | — | +4.30 | 73.42 | 98.52% | 62.14% | 27.89% |
| 2020-12 | +3.40% | +39.34% | 0.64% | — | — | — | +4.09 | 68.22 | 97.43% | 62.11% | 29.60% |
| 2020-11 | +9.28% | +34.76% | 0.64% | — | — | — | +1.18 | 61.98 | 95.84% | 59.29% | 30.70% |
| 2020-10 | +0.71% | +23.31% | 0.64% | — | — | — | +0.25 | 55.65 | 97.32% | 61.38% | 28.12% |
| 2020-09 | -2.83% | +22.44% | 0.64% | — | — | — | +0.36 | 55.06 | 95.95% | 61.22% | 30.46% |
| 2020-08 | +4.21% | +26.01% | 0.64% | — | — | — | +0.88 | 56.33 | 98.58% | 63.09% | 30.07% |
| 2020-07 | +5.18% | +20.92% | 0.64% | — | — | — | +0.00 | 53.23 | 97.91% | 62.31% | 28.42% |
| 2020-06 | +0.15% | +14.96% | 0.64% | — | — | — | -0.01 | 50.65 | 97.65% | 62.33% | 28.65% |
| 2020-05 | +2.89% | +14.79% | 0.64% | — | — | — | +1.94 | 50.62 | 96.92% | 62.68% | 30.90% |
| 2020-04 | +9.16% | +11.57% | 0.64% | — | — | — | +1.52 | 47.28 | 97.14% | 61.61% | 29.48% |
| 2020-03 | -14.51% | +2.20% | 0.64% | — | — | — | -4.38 | 41.88 | 97.33% | 60.24% | 31.26% |
| 2020-02 | -7.00% | +19.55% | 0.64% | — | — | — | +0.95 | 54.11 | 96.84% | 60.82% | 26.02% |
| 2020-01 | +0.30% | +28.55% | 0.64% | — | — | — | +2.03 | 57.26 | 94.87% | 59.54% | 28.68% |
| 2019-12 | +1.62% | +28.17% | 0.63% | — | — | — | +2.52 | 55.11 | 97.93% | 62.20% | 29.63% |
| 2019-11 | +2.34% | +26.12% | 0.63% | — | — | — | +0.70 | 51.74 | 96.52% | 61.04% | 30.46% |
| 2019-10 | +2.47% | +23.24% | 0.63% | — | — | — | +0.71 | 49.89 | 96.95% | 61.66% | 29.65% |
| 2019-09 | +2.32% | +20.27% | 0.63% | — | — | — | +0.54 | 48.02 | 95.34% | 58.37% | 29.28% |
| 2019-08 | -2.05% | +17.54% | 0.63% | — | — | — | +1.28 | 46.43 | 95.91% | 60.52% | 29.61% |
| 2019-07 | +0.20% | +20.00% | 0.63% | — | — | — | +1.64 | 46.11 | 97.20% | 61.18% | 29.73% |
| 2019-06 | +4.00% | +19.76% | 0.63% | — | — | — | +1.31 | 44.42 | 97.46% | 61.05% | 29.65% |
| 2019-05 | -3.36% | +15.16% | 0.63% | — | — | — | +1.57 | 41.44 | 93.63% | 59.53% | 26.23% |
| 2019-04 | +3.02% | +19.16% | 0.63% | — | — | — | +0.68 | 41.31 | 95.67% | 61.99% | 29.94% |
| 2019-03 | +0.76% | +15.67% | 0.63% | — | — | — | +1.52 | 39.45 | 94.93% | 61.44% | 28.24% |
| 2019-02 | +1.95% | +14.79% | 0.63% | — | — | — | +1.73 | 37.65 | 95.19% | 61.46% | 28.31% |
| 2019-01 | +5.65% | +12.60% | 0.63% | — | — | — | +1.69 | 35.24 | 95.26% | 61.29% | 29.40% |
| 2018-12 | -6.61% | +6.58% | 0.62% | — | — | — | +1.40 | 31.71 | 95.05% | 61.62% | 28.67% |
| 2018-11 | +1.39% | +14.12% | 0.62% | — | — | — | +1.60 | 32.52 | 95.20% | 61.35% | 29.55% |
| 2018-10 | -4.71% | +12.55% | 0.62% | — | — | — | +1.77 | 30.51 | 95.44% | 61.29% | 26.06% |
| 2018-09 | +0.67% | +18.12% | 0.62% | — | — | — | +1.05 | 30.21 | 96.62% | 62.36% | 26.98% |
| 2018-08 | +2.20% | +17.33% | 0.62% | — | — | — | +1.34 | 28.97 | 96.27% | 58.65% | 26.48% |
| 2018-07 | +3.44% | +14.81% | 0.62% | — | — | — | +1.04 | 27.03 | 97.37% | 59.93% | 26.97% |
| 2018-06 | -0.61% | +10.99% | 0.62% | — | — | — | +1.36 | 25.12 | 97.41% | 60.11% | 26.47% |
| 2018-05 | +1.11% | +11.67% | 0.62% | — | — | — | +1.12 | 23.94 | 96.41% | 59.15% | 25.98% |
| 2018-04 | +1.98% | +10.44% | 0.62% | — | — | — | +0.73 | 22.58 | 97.48% | 60.36% | 27.10% |
| 2018-03 | -2.70% | +8.30% | 0.62% | — | — | — | +1.57 | 21.43 | 98.04% | 60.38% | 27.53% |
| 2018-02 | -2.61% | +11.30% | 0.62% | — | — | — | +1.30 | 20.44 | 96.23% | 58.66% | 26.52% |
| 2018-01 | +3.25% | +14.29% | 0.62% | — | — | — | +2.71 | 19.65 | 95.57% | 58.42% | 26.36% |
| 2017-12 | +1.25% | +10.69% | — | — | — | — | +1.97 | 16.40 | 94.63% | 58.23% | 26.40% |
| 2017-11 | +0.90% | +9.32% | — | — | — | — | +1.55 | 14.24 | 95.37% | 59.34% | 26.54% |
| 2017-10 | +2.42% | +8.35% | — | — | — | — | +1.02 | 12.58 | 95.95% | 60.41% | 26.63% |
| 2017-09 | +1.13% | +5.79% | — | — | — | — | +0.81 | 11.29 | 94.07% | 57.04% | 26.31% |
| 2017-08 | -0.42% | +4.61% | — | — | — | — | +1.03 | 10.36 | 95.95% | 58.20% | 26.54% |
| 2017-07 | +1.85% | +5.05% | — | — | — | — | +0.89 | 9.37 | 95.84% | 57.95% | 26.79% |
| 2017-06 | -0.86% | +3.14% | — | — | — | — | +0.70 | 8.33 | 95.20% | 57.38% | 25.81% |
| 2017-05 | +1.92% | +4.03% | — | — | — | — | +1.19 | 7.70 | 93.64% | 56.36% | 26.10% |
| 2017-04 | +1.11% | +2.07% | — | — | — | — | +1.02 | 6.39 | 91.86% | 54.46% | 24.88% |
| 2017-03 | -0.16% | +0.95% | — | — | — | — | +0.98 | 5.31 | 94.73% | 57.25% | 25.80% |
| 2017-02 | +1.81% | +1.12% | — | — | — | — | +0.85 | 4.34 | 90.78% | 54.84% | 25.12% |
| 2017-01 | -0.92% | -0.68% | — | — | — | — | +1.99 | 3.44 | 94.19% | 56.69% | 25.29% |
| 2016-12 | +0.24% | +0.24% | — | — | — | — | +1.41 | 1.49 | 83.22% | 50.34% | 20.81% |
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.