פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · גמל

מגדל לתגמולים ולפיצויים מסלול לבני 50 ומטה (9779)

נתונים היסטוריים מלאים עבור מגדל לתגמולים ולפיצויים מסלול לבני 50 ומטה (9779), 127 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 9779 | שם קרן: מגדל לתגמולים ולפיצויים מסלול לבני 50 ומטה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: שלמה אליהו אחזקות בע"מ | חברה מנהלת: מגדל מקפת קרנות פנסיה וקופות גמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מדרגות | תת התמחות: עד 50.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 127
תשואה חודשית אחרונה +1.50%
תשואה מצטברת בטווח +113.40%
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 +1.50% +113.40% 0.50% +0.48% 1.04 6.82% +84.96 +1620.13 2597.54 60.31% 49.32% 19.79%
2026-07 -0.60% +110.25% 0.50% +0.00% 1.01 6.83% +57.51 +1535.17 2476.11 61.09% 48.87% 19.53%
2026-06 -1.18% +111.52% 0.50% — 1.18 6.80% +91.37 +1477.66 2434.43 59.91% 46.76% 19.79%
2026-05 +2.51% +114.04% 0.50% +0.48% 1.21 6.75% +73.25 +1386.29 2371.76 60.48% 43.58% 17.93%
2026-04 +4.88% +108.80% 0.50% -0.24% 1.13 6.70% +17.84 +1313.04 2243.85 61.12% 44.20% 18.33%
2026-03 -2.82% +99.09% 0.50% -0.48% 1.00 6.46% +53.39 +1295.20 2122.11 60.61% 45.75% 17.94%
2026-02 +0.68% +104.86% 0.50% -0.24% 1.30 6.29% +36.39 +1241.81 2130.37 60.34% 46.19% 20.08%
2026-01 +2.79% +103.48% 0.50% +0.00% 1.31 6.29% -21.01 +1205.42 2080.77 60.03% 46.42% 20.10%
2025-12 +1.25% +97.96% 0.49% -0.12% 1.22 6.22% +46.59 +1226.43 2045.49 60.18% 48.24% 19.82%
2025-11 +1.21% +95.51% 0.49% +0.00% 1.21 6.24% +26.78 +1179.84 1975.22 59.04% 49.58% 20.49%
2025-10 +1.69% +93.17% 0.49% +0.12% 1.22 6.56% -27.54 +1153.06 1925.66 59.52% 49.62% 20.32%
2025-09 +2.34% +89.96% 0.49% -0.12% 1.17 6.55% +18.54 +1180.60 1922.02 58.05% 49.69% 20.50%
2025-08 +0.98% +85.62% 0.49% +0.00% 1.05 6.59% +25.21 +1162.06 1861.14 56.45% 49.66% 20.40%
2025-07 +0.97% +83.82% 0.49% +0.00% 1.06 6.65% -15.56 +1136.85 1818.79 56.27% 49.48% 20.08%
2025-06 +3.95% +82.05% 0.49% +0.00% 1.08 6.74% +16.06 +1152.41 1817.47 58.95% 51.23% 20.40%
2025-05 +2.73% +75.14% 0.49% +0.72% 0.93 6.60% +18.15 +1136.35 1733.47 56.83% 53.78% 22.84%
2025-04 +1.07% +70.48% 0.49% +0.84% 0.85 6.56% +3.68 +1118.20 1670.39 56.59% 55.62% 22.68%
2025-03 -1.39% +68.68% 0.49% +0.96% 0.89 6.90% +11.27 +1114.52 1650.07 54.66% 56.12% 22.40%
2025-02 -0.35% +71.05% 0.49% +0.84% 0.76 8.28% +17.56 +1103.25 1662.58 55.69% 54.60% 21.37%
2025-01 +1.57% +71.65% 0.49% +1.20% 0.75 8.44% -13.95 +1085.69 1651.67 56.84% 55.96% 22.44%
2024-12 +0.83% +69.00% 0.48% +1.08% 0.71 8.43% +1.65 +1099.64 1640.89 56.86% 56.69% 22.72%
2024-11 +2.21% +67.61% 0.48% +1.20% 0.71 8.43% +11.75 +1097.99 1626.45 56.24% 57.60% 24.17%
2024-10 +0.21% +63.99% 0.48% +1.20% 0.65 8.40% -31.61 +1086.24 1580.37 54.44% 57.64% 24.80%
2024-09 +1.81% +63.64% 0.48% +1.20% 0.68 8.41% +8.23 +1117.85 1608.99 54.66% 58.46% 26.05%
2024-08 +1.17% +60.73% 0.48% — 0.60 8.39% +12.59 +1109.62 1572.92 54.85% 58.73% 25.75%
2024-07 +1.40% +58.87% 0.48% +1.20% 0.60 8.40% -21.56 +1097.03 1542.84 55.28% 59.96% 26.83%
2024-06 +0.95% +56.68% 0.48% +1.32% 0.56 8.40% +9.47 +1118.59 1543.34 54.23% 59.06% 25.85%
2024-05 +1.35% +55.21% 0.48% +1.08% 0.57 8.43% +13.38 +1109.12 1519.96 53.39% 57.52% 25.91%
2024-04 -1.77% +53.14% 0.48% +0.96% 0.51 8.47% -20.02 +1095.74 1487.14 53.45% 56.58% 25.27%
2024-03 +2.65% +55.90% 0.48% +0.96% 0.64 8.42% +8.57 +1115.76 1534.60 53.53% 55.34% 26.07%
2024-02 +2.39% +51.87% 0.48% +0.96% 0.56 8.37% +16.42 +1107.19 1487.12 52.14% 53.95% 25.35%
2024-01 +0.15% +48.33% 0.48% +0.96% 0.50 8.33% -3.24 +1090.77 1436.75 50.42% 53.43% 25.18%
2023-12 +2.63% +48.11% 0.49% +0.96% 0.55 8.43% +18.86 +1094.01 1438.62 52.01% 53.76% 25.01%
2023-11 +3.51% +44.31% 0.49% +1.20% 0.42 8.53% +10.13 +1075.15 1383.80 50.82% 54.76% 25.00%
2023-10 -2.99% +39.42% 0.49% +1.08% 0.31 8.42% -10.77 +1065.02 1327.57 50.82% 57.09% 27.25%
2023-09 -1.26% +43.71% 0.49% +0.84% 0.43 8.37% +19.86 +1075.79 1380.17 52.54% 55.68% 24.04%
2023-08 -0.19% +45.55% 0.49% +0.72% 0.52 8.34% +16.11 +1055.93 1378.45 51.93% 55.40% 24.48%
2023-07 +3.01% +45.83% 0.49% +0.72% 0.56 8.34% +3.40 +1039.82 1365.41 52.14% 54.40% 24.74%
2023-06 +1.84% +41.56% 0.49% +0.60% 0.48 8.27% +17.35 +1036.42 1322.92 51.78% 53.92% 24.38%
2023-05 +0.63% +39.01% 0.49% +0.48% 0.42 8.25% +25.54 +1019.07 1282.47 52.04% 54.35% 23.74%
2023-04 +1.81% +38.14% 0.49% +0.36% 0.42 8.25% +7.18 +993.53 1249.58 51.52% 53.79% 23.57%
2023-03 +0.23% +35.68% 0.49% +0.24% 0.38 8.23% +27.13 +986.35 1220.93 52.09% 54.50% 23.97%
2023-02 -1.74% +35.37% 0.49% +0.36% 0.37 8.26% +22.17 +959.22 1191.49 51.77% 54.93% 22.39%
2023-01 +2.53% +37.77% 0.49% +0.36% 0.45 8.24% +5.05 +937.05 1190.91 50.56% 51.96% 21.83%
2022-12 -1.94% +34.37% 0.50% +0.36% 0.38 8.21% +37.73 +932.00 1157.16 51.87% 53.74% 20.05%
2022-11 +1.02% +37.03% 0.50% +0.48% 0.49 8.14% +16.87 +894.27 1142.25 53.35% 53.47% 20.27%
2022-10 +2.52% +35.64% 0.50% +0.12% 0.47 8.13% +8.84 +877.40 1114.40 53.27% 52.58% 20.05%
2022-09 -4.51% +32.31% 0.50% +0.24% 0.40 8.09% +24.87 +868.56 1078.99 52.67% 52.45% 19.01%
2022-08 -1.29% +38.56% 0.50% +0.36% 0.64 7.78% +44.19 +843.69 1105.18 54.89% 52.45% 19.55%
2022-07 +3.46% +40.37% 0.50% +0.24% 0.71 7.74% +15.40 +799.50 1075.93 54.45% 53.52% 21.39%
2022-06 -2.64% +35.67% 0.50% +0.12% 0.60 7.63% +30.62 +784.10 1025.23 53.59% 54.24% 20.39%
2022-05 -2.69% +39.35% 0.50% +0.48% 0.74 7.52% +26.72 +753.48 1022.10 54.63% 54.02% 20.36%
2022-04 -1.57% +43.20% 0.50% +0.48% 0.91 7.39% +5.35 +726.76 1023.24 54.17% 52.19% 20.81%
2022-03 +0.85% +45.49% 0.50% +0.48% 1.02 7.33% +24.46 +721.41 1034.56 54.51% 51.59% 21.60%
2022-02 -0.62% +44.26% 0.50% +0.36% 0.99 7.33% +20.87 +696.95 1001.83 55.67% 54.08% 23.05%
2022-01 -2.12% +45.16% 0.50% +0.60% 1.05 7.31% +1.11 +676.08 987.69 55.36% 54.12% 22.39%
2021-12 +2.19% +48.31% 0.51% +1.08% 1.18 7.22% +17.37 +674.97 1008.26 54.24% 52.08% 21.54%
2021-11 -0.15% +45.13% 0.51% +0.84% 1.11 7.18% +10.64 +657.60 969.87 54.34% 51.98% 20.70%
2021-10 +2.52% +45.35% 0.51% +0.96% 1.13 7.18% -0.21 +646.96 961.17 52.72% 50.73% 21.66%
2021-09 -0.65% +41.77% 0.51% +0.84% 1.04 7.14% +6.75 +647.17 938.34 53.65% 51.94% 21.68%
2021-08 +1.67% +42.70% 0.51% +1.08% 1.07 7.14% +16.47 +640.42 938.10 53.77% 52.11% 22.60%
2021-07 +0.61% +40.36% 0.51% +1.08% 1.00 7.13% +4.19 +623.95 906.67 54.28% 52.54% 22.50%
2021-06 +0.68% +39.51% 0.51% +0.96% 1.01 7.17% +21.98 +619.76 897.30 54.05% 52.53% 22.60%
2021-05 +1.38% +38.56% 0.51% +0.84% 0.98 7.18% +10.83 +597.78 869.70 52.67% 51.08% 23.98%
2021-04 +2.02% +36.68% 0.51% +0.84% 0.94 7.17% -3.40 +586.95 847.42 52.12% 50.68% 23.32%
2021-03 +1.93% +33.97% 0.51% +0.72% 0.88 7.14% +4.52 +590.35 834.39 52.37% 50.75% 23.79%
2021-02 +0.92% +31.43% 0.51% +0.84% 0.82 7.12% +3.35 +585.83 814.40 51.60% 50.22% 22.34%
2021-01 +1.12% +30.24% 0.51% +0.36% 0.77 7.15% -8.25 +582.48 804.04 49.70% 48.79% 22.97%
2020-12 +2.05% +28.79% 0.51% — — — +3.13 +590.73 803.65 51.18% 50.08% 24.19%
2020-11 +5.24% +26.21% 0.51% — — — +6.15 +587.60 784.73 48.98% 48.60% 24.28%
2020-10 +0.29% +19.92% 0.51% — — — -3.99 +581.45 740.05 47.91% 49.94% 22.77%
2020-09 -1.58% +19.58% 0.51% — — — +4.38 +585.44 742.08 46.34% 48.32% 23.38%
2020-08 +2.73% +21.50% 0.51% — — — +8.12 +581.06 749.86 48.26% 48.26% 23.50%
2020-07 +3.16% +18.27% 0.51% — — — -0.69 +572.94 722.24 48.52% 48.15% 22.63%
2020-06 -0.22% +14.64% 0.51% — — — +2.76 +573.63 701.13 47.10% 46.85% 21.75%
2020-05 +1.98% +14.90% 0.51% — — — +6.89 +570.87 700.24 45.00% 45.69% 22.76%
2020-04 +5.50% +12.67% 0.51% — — — -6.07 +563.98 680.06 43.15% 43.15% 21.21%
2020-03 -9.64% +6.79% 0.51% — — — -1.09 +570.05 650.83 43.03% 42.57% 22.75%
2020-02 -3.13% +18.19% 0.51% — — — +4.94 +571.14 721.96 44.45% 43.03% 20.33%
2020-01 +0.33% +22.00% 0.51% — — — -3.01 +566.20 740.66 44.35% 42.55% 21.25%
2019-12 +0.97% +21.60% 0.50% — — — +13.16 +569.21 741.55 45.85% 44.19% 22.03%
2019-11 +1.00% +20.43% 0.50% — — — +8.03 +556.05 721.64 45.04% 42.70% 23.89%
2019-10 +1.39% +19.24% 0.50% — — — +0.54 +548.02 706.45 44.32% 42.34% 22.99%
2019-09 +1.25% +17.61% 0.50% — — — +14.38 +547.48 696.64 42.62% 38.89% 22.58%
2019-08 -0.62% +16.16% 0.50% — — — +10.52 +533.10 674.05 42.00% 39.80% 23.37%
2019-07 +0.41% +16.88% 0.50% — — — +4.00 +522.58 667.92 42.23% 39.68% 23.41%
2019-06 +2.17% +16.40% 0.50% — — — +8.72 +518.58 661.46 41.69% 38.94% 23.84%
2019-05 -1.53% +13.93% 0.50% — — — +10.63 +509.86 639.10 40.85% 38.21% 22.70%
2019-04 +1.62% +15.70% 0.50% — — — -0.64 +499.23 638.52 42.68% 39.58% 23.92%
2019-03 +0.82% +13.86% 0.50% — — — +17.02 +499.87 526.69 42.53% 40.06% 23.61%
2019-02 +1.19% +12.93% 0.50% — — — +17.03 +482.85 505.45 42.55% 39.36% 23.67%
2019-01 +3.37% +11.60% 0.50% — — — +11.24 +465.82 482.83 44.29% 40.77% 23.25%
2018-12 -3.18% +7.96% 0.53% — — — +29.82 +454.58 456.43 44.03% 40.89% 23.27%
2018-11 +0.45% +11.51% 0.53% — — — +18.77 +424.76 441.07 44.61% 40.60% 24.01%
2018-10 -2.37% +11.01% 0.53% — — — +16.29 +405.99 420.57 44.87% 41.70% 22.82%
2018-09 +0.15% +13.71% 0.53% — — — +10.76 +389.70 414.26 42.60% 39.41% 23.10%
2018-08 +1.03% +13.53% 0.53% — — — +15.81 +378.94 402.99 43.86% 39.45% 22.74%
2018-07 +1.56% +12.38% 0.53% — — — +13.62 +363.13 383.32 43.84% 39.72% 22.87%
2018-06 +0.00% +10.65% 0.53% — — — +15.62 +349.51 364.14 42.85% 39.11% 22.84%
2018-05 +0.43% +10.65% 0.53% — — — +25.98 +333.89 348.78 45.18% 39.72% 22.39%
2018-04 +1.06% +10.18% 0.53% — — — +12.99 +307.91 321.61 45.34% 39.82% 23.16%
2018-03 -1.08% +9.02% 0.53% — — — +17.75 +294.92 305.51 45.71% 39.63% 23.14%
2018-02 -1.40% +10.21% 0.53% — — — +24.80 +277.17 291.10 45.59% 39.41% 21.88%
2018-01 +1.66% +11.78% 0.53% — — — +17.99 +252.37 270.15 44.26% 36.50% 20.95%
2017-12 +0.64% +9.95% 0.47% — — — +13.73 +234.38 248.17 44.03% 35.77% 20.91%
2017-11 +0.57% +9.25% 0.47% — — — +13.87 +220.65 233.02 44.01% 35.87% 20.97%
2017-10 +1.31% +8.63% 0.47% — — — +4.33 +206.78 217.94 43.85% 35.72% 20.92%
2017-09 +0.30% +7.23% 0.47% — — — +10.15 +202.45 210.95 44.27% 35.89% 21.01%
2017-08 +0.12% +6.91% 0.47% — — — +14.17 +192.30 200.32 44.67% 36.34% 21.03%
2017-07 +1.45% +6.78% 0.47% — — — +11.00 +178.13 185.96 44.67% 35.99% 21.04%
2017-06 -0.78% +5.25% 0.47% — — — +11.41 +167.13 172.56 44.74% 35.78% 20.89%
2017-05 +1.30% +6.08% 0.47% — — — +11.40 +155.72 162.56 44.42% 35.39% 20.75%
2017-04 +1.04% +4.72% 0.47% — — — +10.83 +144.32 149.27 44.32% 35.43% 20.73%
2017-03 +0.31% +3.64% 0.47% — — — +16.00 +133.49 137.03 43.53% 34.63% 20.51%
2017-02 +0.78% +3.32% 0.47% — — — +19.24 +117.49 120.75 43.55% 34.96% 20.79%
2017-01 -0.24% +2.52% 0.47% — — — +28.39 +98.25 100.82 44.35% 34.89% 19.76%
2016-12 +0.96% +2.77% — — — — +10.32 +69.86 72.80 43.38% 34.16% 19.09%
2016-11 +0.33% +1.79% — — — — +10.10 +59.54 61.88 44.26% 33.81% 19.76%
2016-10 -0.26% +1.46% — — — — +1.97 +49.44 51.63 43.66% 33.57% 19.79%
2016-09 -0.66% +1.72% — — — — +10.19 +47.47 49.82 43.48% 34.04% 19.59%
2016-08 -0.38% +2.40% — — — — +10.10 +37.28 39.95 43.45% 32.79% 19.70%
2016-07 +2.13% +2.79% — — — — +10.54 +27.18 30.00 40.33% 26.20% 17.23%
2016-06 -0.56% +0.64% — — — — +4.83 +16.64 19.04 43.12% 28.68% 18.70%
2016-05 +0.34% +1.21% — — — — +3.53 +11.81 14.31 43.89% 28.93% 19.50%
2016-04 +0.83% +0.87% — — — — +3.17 +8.28 10.72 41.23% 23.88% 19.59%
2016-03 +1.15% +0.04% — — — — +3.22 +5.11 7.48 42.38% 24.47% 17.38%
2016-02 -1.10% -1.10% — — — — +1.89 +1.89 4.23 40.90% 24.35% 17.97%

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.