חודשים בטווח
124
מגדל לתגמולים ולפיצויים מסלול לבני 60 ומעלה
נתונים היסטוריים מלאים עבור מגדל לתגמולים ולפיצויים מסלול לבני 60 ומעלה, 124 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9781 | שם קרן: מגדל לתגמולים ולפיצויים מסלול לבני 60 ומעלה | 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: 60 ומעלה.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מגדל לתגמולים ולפיצויים מסלול לבני 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+1.76%
תשואה מצטברת מההתחלה
+68.91%
| 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 | +1.76% | +68.91% | 0.49% | +0.24% | 0.92 | 4.44% | +54.61 | 2908.65 | 31.09% | 27.60% | 13.35% |
| 2026-04 | +2.65% | +65.98% | 0.49% | -0.12% | 0.85 | 4.41% | +98.99 | 2806.69 | 31.28% | 28.19% | 13.30% |
| 2026-03 | -1.68% | +61.70% | 0.49% | -0.12% | 0.72 | 4.31% | +51.83 | 2637.11 | 30.97% | 29.70% | 13.37% |
| 2026-02 | +0.46% | +64.46% | 0.49% | -0.12% | 0.99 | 4.22% | +47.37 | 2631.58 | 30.64% | 29.88% | 14.95% |
| 2026-01 | +1.52% | +63.71% | 0.49% | +0.00% | 0.99 | 4.22% | +88.54 | 2573.48 | 30.66% | 30.27% | 14.88% |
| 2025-12 | +0.69% | +61.26% | 0.47% | +0.00% | 0.92 | 4.20% | +33.56 | 2448.27 | 30.46% | 30.91% | 15.23% |
| 2025-11 | +0.81% | +60.15% | 0.47% | +0.00% | 0.93 | 4.21% | +9.25 | 2398.85 | 29.48% | 31.60% | 15.54% |
| 2025-10 | +1.21% | +58.87% | 0.47% | +0.12% | 0.95 | 4.37% | +57.02 | 2371.38 | 29.73% | 30.85% | 14.98% |
| 2025-09 | +1.48% | +56.97% | 0.47% | +0.00% | 0.90 | 4.36% | +14.26 | 2287.40 | 28.72% | 31.43% | 15.30% |
| 2025-08 | +0.87% | +54.68% | 0.47% | +0.00% | 0.78 | 4.41% | +13.59 | 2241.18 | 27.82% | 31.32% | 15.15% |
| 2025-07 | +0.50% | +53.34% | 0.47% | +0.00% | 0.79 | 4.46% | +53.18 | 2209.28 | 26.69% | 31.18% | 15.11% |
| 2025-06 | +2.50% | +52.58% | 0.47% | +0.00% | 0.82 | 4.51% | +22.27 | 2146.01 | 27.34% | 31.79% | 15.23% |
| 2025-05 | +1.04% | +48.86% | 0.47% | +0.48% | 0.67 | 4.44% | +36.38 | 2072.48 | 26.31% | 33.41% | 16.87% |
| 2025-04 | +0.94% | +47.33% | 0.47% | +0.60% | 0.66 | 4.46% | +96.59 | 2015.94 | 26.29% | 34.57% | 16.86% |
| 2025-03 | -0.54% | +45.95% | 0.47% | +0.72% | 0.69 | 4.74% | +13.24 | 1900.29 | 24.84% | 35.04% | 16.44% |
| 2025-02 | +0.24% | +46.75% | 0.47% | +0.36% | 0.53 | 5.83% | +21.59 | 1898.12 | 25.74% | 33.97% | 16.10% |
| 2025-01 | +0.82% | +46.40% | 0.47% | +0.60% | 0.52 | 5.88% | +42.00 | 1872.90 | 26.15% | 34.63% | 16.42% |
| 2024-12 | +0.73% | +45.21% | 0.47% | +0.48% | 0.49 | 5.88% | +21.49 | 1816.55 | 26.01% | 35.21% | 16.62% |
| 2024-11 | +1.53% | +44.15% | 0.47% | +0.60% | 0.49 | 5.88% | +3.82 | 1782.69 | 25.86% | 35.78% | 17.29% |
| 2024-10 | +0.22% | +41.98% | 0.47% | +0.60% | 0.43 | 5.86% | +37.47 | 1752.88 | 24.77% | 35.64% | 17.88% |
| 2024-09 | +1.14% | +41.67% | 0.47% | +0.60% | 0.46 | 5.86% | +19.97 | 1712.40 | 24.95% | 36.26% | 18.65% |
| 2024-08 | +1.14% | +40.07% | 0.47% | — | 0.38 | 5.85% | +17.33 | 1673.82 | 25.08% | 36.44% | 18.30% |
| 2024-07 | +1.18% | +38.49% | 0.47% | +0.60% | 0.38 | 5.85% | +44.06 | 1638.39 | 25.54% | 37.55% | 18.66% |
| 2024-06 | +0.54% | +36.88% | 0.47% | +0.72% | 0.35 | 5.84% | +5.12 | 1576.18 | 24.95% | 37.20% | 18.63% |
| 2024-05 | +0.57% | +36.14% | 0.47% | +0.60% | 0.37 | 5.86% | +18.19 | 1563.25 | 24.26% | 36.26% | 18.53% |
| 2024-04 | -1.03% | +35.37% | 0.47% | +0.60% | 0.34 | 5.88% | +31.45 | 1536.94 | 24.23% | 35.84% | 17.82% |
| 2024-03 | +1.69% | +36.78% | 0.47% | +0.48% | 0.46 | 5.85% | +2.07 | 1522.09 | 24.72% | 35.53% | 18.30% |
| 2024-02 | +1.28% | +34.51% | 0.47% | +0.48% | 0.40 | 5.83% | +12.27 | 1495.28 | 24.07% | 34.06% | 17.89% |
| 2024-01 | +0.12% | +32.81% | 0.47% | +0.60% | 0.36 | 5.82% | +27.44 | 1464.80 | 23.45% | 34.01% | 17.68% |
| 2023-12 | +1.97% | +32.65% | 0.47% | +0.60% | 0.42 | 5.88% | +25.49 | 1436.27 | 23.64% | 34.26% | 17.32% |
| 2023-11 | +2.89% | +30.09% | 0.47% | +0.72% | 0.30 | 5.90% | +8.89 | 1384.09 | 23.26% | 35.21% | 17.35% |
| 2023-10 | -2.31% | +26.43% | 0.47% | +0.60% | 0.16 | 5.78% | +39.83 | 1337.05 | 23.21% | 36.53% | 18.56% |
| 2023-09 | -1.05% | +29.42% | 0.47% | +0.48% | 0.31 | 5.72% | -0.48 | 1329.03 | 24.04% | 35.64% | 17.18% |
| 2023-08 | +0.23% | +30.79% | 0.47% | +0.48% | 0.41 | 5.69% | +18.05 | 1344.19 | 23.90% | 34.65% | 16.96% |
| 2023-07 | +1.70% | +30.49% | 0.47% | +0.36% | 0.44 | 5.69% | +36.33 | 1323.52 | 24.15% | 33.86% | 17.46% |
| 2023-06 | +1.02% | +28.31% | 0.47% | +0.36% | 0.38 | 5.66% | +9.83 | 1265.83 | 23.92% | 33.93% | 16.99% |
| 2023-05 | +0.91% | +27.02% | 0.47% | +0.24% | 0.34 | 5.65% | +15.75 | 1243.80 | 23.86% | 33.59% | 16.58% |
| 2023-04 | +1.18% | +25.87% | 0.47% | +0.24% | 0.31 | 5.65% | +31.08 | 1217.47 | 23.55% | 33.04% | 16.48% |
| 2023-03 | +0.51% | +24.40% | 0.47% | +0.12% | 0.28 | 5.63% | +20.43 | 1172.90 | 24.25% | 34.27% | 16.38% |
| 2023-02 | -1.76% | +23.77% | 0.47% | +0.24% | 0.26 | 5.64% | +15.74 | 1146.90 | 24.18% | 34.88% | 15.56% |
| 2023-01 | +1.86% | +25.99% | 0.47% | +0.24% | 0.38 | 5.60% | +27.75 | 1152.12 | 23.76% | 33.27% | 15.05% |
| 2022-12 | -1.13% | +23.69% | 0.48% | +0.24% | 0.31 | 5.56% | +24.07 | 1104.21 | 24.32% | 35.01% | 14.36% |
| 2022-11 | +0.66% | +25.10% | 0.48% | +0.24% | 0.41 | 5.53% | +17.58 | 1092.90 | 25.05% | 34.00% | 14.28% |
| 2022-10 | +1.33% | +24.28% | 0.48% | +0.12% | 0.40 | 5.53% | +31.53 | 1068.68 | 25.11% | 33.74% | 14.31% |
| 2022-09 | -2.93% | +22.65% | 0.48% | +0.12% | 0.34 | 5.51% | +22.48 | 1023.50 | 25.15% | 34.04% | 13.39% |
| 2022-08 | -1.38% | +26.35% | 0.48% | +0.24% | 0.57 | 5.32% | +33.46 | 1032.17 | 26.38% | 33.52% | 13.41% |
| 2022-07 | +2.17% | +28.12% | 0.48% | +0.12% | 0.69 | 5.26% | +43.91 | 1013.47 | 26.62% | 33.85% | 15.17% |
| 2022-06 | -1.09% | +25.40% | 0.48% | +0.12% | 0.59 | 5.21% | +27.39 | 948.59 | 26.30% | 34.47% | 14.62% |
| 2022-05 | -2.14% | +26.78% | 0.48% | +0.24% | 0.66 | 5.18% | +17.77 | 931.51 | 27.24% | 34.50% | 14.68% |
| 2022-04 | -0.92% | +29.56% | 0.48% | +0.12% | 0.86 | 5.07% | +39.42 | 934.10 | 27.07% | 33.11% | 14.61% |
| 2022-03 | +0.28% | +30.76% | 0.48% | +0.12% | 0.96 | 5.04% | +24.46 | 903.42 | 27.86% | 33.19% | 14.28% |
| 2022-02 | -0.82% | +30.39% | 0.48% | +0.12% | 0.96 | 5.04% | +14.41 | 876.83 | 28.85% | 34.15% | 15.02% |
| 2022-01 | -1.80% | +31.47% | 0.48% | +0.24% | 1.04 | 5.01% | +39.16 | 869.95 | 28.83% | 34.06% | 14.66% |
| 2021-12 | +1.15% | +33.88% | 0.48% | +0.36% | 1.21 | 4.91% | +17.29 | 846.95 | 27.89% | 32.76% | 14.78% |
| 2021-11 | +0.24% | +32.36% | 0.48% | +0.24% | 1.16 | 4.90% | +11.14 | 820.47 | 28.46% | 32.88% | 14.45% |
| 2021-10 | +1.54% | +32.04% | 0.48% | +0.36% | 1.15 | 4.91% | +28.06 | 807.71 | 27.65% | 32.19% | 14.93% |
| 2021-09 | -0.36% | +30.04% | 0.48% | +0.36% | 1.07 | 4.89% | +11.20 | 767.85 | 28.01% | 32.76% | 14.81% |
| 2021-08 | +1.33% | +30.51% | 0.48% | +0.36% | 1.09 | 4.89% | +10.15 | 759.71 | 28.20% | 32.91% | 15.39% |
| 2021-07 | +0.52% | +28.80% | 0.48% | +0.48% | 1.02 | 4.88% | +23.61 | 739.93 | 27.99% | 32.74% | 15.35% |
| 2021-06 | +0.50% | +28.13% | 0.48% | +0.36% | 1.01 | 4.89% | +15.13 | 712.88 | 28.25% | 32.90% | 15.65% |
| 2021-05 | +1.06% | +27.49% | 0.48% | +0.24% | 0.99 | 4.90% | +6.04 | 694.57 | 27.74% | 32.32% | 16.19% |
| 2021-04 | +1.18% | +26.16% | 0.48% | +0.24% | 0.94 | 4.89% | +17.13 | 681.56 | 27.19% | 31.79% | 15.97% |
| 2021-03 | +1.31% | +24.68% | 0.48% | +0.12% | 0.89 | 4.88% | +7.37 | 656.91 | 27.19% | 31.84% | 16.52% |
| 2021-02 | +0.21% | +23.07% | 0.48% | +0.24% | 0.83 | 4.86% | +0.76 | 641.39 | 25.69% | 30.82% | 15.41% |
| 2021-01 | +0.72% | +22.81% | 0.48% | +0.00% | 0.82 | 4.88% | +13.44 | 639.52 | 23.36% | 28.97% | 14.67% |
| 2020-12 | +1.30% | +21.94% | 0.48% | — | — | — | -0.82 | 621.84 | 24.36% | 29.99% | 15.25% |
| 2020-11 | +3.08% | +20.37% | 0.48% | — | — | — | +11.27 | 614.97 | 22.75% | 29.16% | 15.14% |
| 2020-10 | +0.09% | +16.77% | 0.48% | — | — | — | +17.85 | 585.85 | 22.46% | 29.14% | 14.14% |
| 2020-09 | -1.25% | +16.67% | 0.48% | — | — | — | +1.08 | 567.81 | 22.66% | 29.33% | 14.94% |
| 2020-08 | +2.05% | +18.15% | 0.48% | — | — | — | +2.13 | 574.17 | 23.55% | 29.27% | 14.38% |
| 2020-07 | +2.04% | +15.77% | 0.48% | — | — | — | +12.76 | 560.77 | 23.51% | 29.00% | 14.19% |
| 2020-06 | -0.45% | +13.46% | 0.48% | — | — | — | +4.10 | 537.21 | 22.52% | 28.69% | 14.61% |
| 2020-05 | +1.48% | +13.97% | 0.48% | — | — | — | +2.37 | 535.75 | 22.32% | 27.85% | 14.52% |
| 2020-04 | +4.08% | +12.31% | 0.48% | — | — | — | +14.58 | 525.77 | 21.01% | 25.95% | 13.86% |
| 2020-03 | -7.14% | +7.91% | 0.48% | — | — | — | -0.69 | 491.19 | 21.10% | 25.83% | 14.55% |
| 2020-02 | -1.37% | +16.20% | 0.48% | — | — | — | +3.70 | 529.83 | 21.78% | 23.24% | 13.01% |
| 2020-01 | +0.22% | +17.82% | 0.48% | — | — | — | +15.21 | 533.68 | 22.89% | 23.33% | 13.63% |
| 2019-12 | +0.56% | +17.56% | 0.50% | — | — | — | +2.83 | 517.59 | 23.94% | 24.22% | 14.12% |
| 2019-11 | +0.59% | +16.90% | 0.50% | — | — | — | +8.82 | 512.14 | 23.01% | 22.59% | 14.15% |
| 2019-10 | +0.85% | +16.22% | 0.50% | — | — | — | +13.86 | 500.52 | 22.78% | 22.53% | 13.87% |
| 2019-09 | +0.87% | +15.24% | 0.50% | — | — | — | +9.08 | 482.75 | 22.13% | 20.85% | 13.83% |
| 2019-08 | -0.10% | +14.25% | 0.50% | — | — | — | +23.25 | 469.74 | 21.61% | 20.67% | 13.69% |
| 2019-07 | +0.79% | +14.36% | 0.50% | — | — | — | +18.23 | 447.10 | 21.83% | 21.17% | 13.81% |
| 2019-06 | +1.51% | +13.46% | 0.50% | — | — | — | +9.40 | 425.62 | 21.95% | 21.12% | 14.09% |
| 2019-05 | -0.62% | +11.78% | 0.50% | — | — | — | +12.47 | 410.14 | 21.39% | 20.45% | 13.43% |
| 2019-04 | +1.07% | +12.47% | 0.50% | — | — | — | +17.28 | 400.32 | 22.32% | 21.06% | 14.27% |
| 2019-03 | +0.85% | +11.28% | 0.50% | — | — | — | +13.53 | 379.05 | 22.02% | 21.02% | 13.48% |
| 2019-02 | +1.01% | +10.34% | 0.50% | — | — | — | +13.55 | 362.57 | 22.25% | 20.62% | 13.38% |
| 2019-01 | +2.20% | +9.24% | 0.50% | — | — | — | +20.85 | 345.61 | 22.71% | 20.94% | 13.62% |
| 2018-12 | -1.65% | +6.89% | 0.54% | — | — | — | +18.34 | 317.66 | 22.76% | 21.27% | 13.29% |
| 2018-11 | +0.04% | +8.68% | 0.54% | — | — | — | +12.33 | 304.52 | 23.30% | 21.32% | 13.50% |
| 2018-10 | -1.46% | +8.64% | 0.54% | — | — | — | +20.81 | 292.22 | 23.22% | 21.68% | 13.10% |
| 2018-09 | +0.11% | +10.25% | 0.54% | — | — | — | +6.67 | 275.70 | 22.73% | 21.23% | 13.32% |
| 2018-08 | +0.79% | +10.13% | 0.54% | — | — | — | +11.64 | 268.84 | 22.53% | 20.68% | 12.81% |
| 2018-07 | +0.93% | +9.26% | 0.54% | — | — | — | +19.03 | 255.27 | 22.82% | 21.09% | 13.57% |
| 2018-06 | -0.10% | +8.26% | 0.54% | — | — | — | +15.88 | 234.07 | 22.95% | 21.32% | 12.49% |
| 2018-05 | +0.21% | +8.37% | 0.54% | — | — | — | +5.47 | 218.58 | 23.56% | 20.88% | 12.64% |
| 2018-04 | +0.59% | +8.14% | 0.54% | — | — | — | +15.92 | 212.75 | 23.29% | 21.06% | 13.26% |
| 2018-03 | -0.40% | +7.50% | 0.54% | — | — | — | +11.25 | 195.72 | 23.91% | 21.05% | 12.48% |
| 2018-02 | -1.06% | +7.94% | 0.54% | — | — | — | +11.37 | 185.34 | 23.78% | 20.42% | 10.46% |
| 2018-01 | +1.00% | +9.09% | 0.54% | — | — | — | +16.33 | 175.89 | 23.29% | 19.52% | 10.67% |
| 2017-12 | +0.53% | +8.01% | 0.49% | — | — | — | +6.47 | 158.01 | 23.38% | 19.17% | 10.46% |
| 2017-11 | +0.60% | +7.44% | 0.49% | — | — | — | +6.06 | 150.81 | 23.65% | 19.55% | 10.73% |
| 2017-10 | +0.86% | +6.80% | 0.49% | — | — | — | +7.99 | 143.93 | 23.08% | 19.13% | 10.55% |
| 2017-09 | +0.20% | +5.89% | 0.49% | — | — | — | +4.93 | 134.82 | 23.51% | 19.17% | 10.79% |
| 2017-08 | +0.37% | +5.68% | 0.49% | — | — | — | +3.48 | 129.72 | 23.55% | 19.14% | 10.72% |
| 2017-07 | +1.02% | +5.29% | 0.49% | — | — | — | +9.81 | 125.80 | 23.04% | 19.00% | 10.36% |
| 2017-06 | -0.58% | +4.23% | 0.49% | — | — | — | +7.44 | 114.83 | 23.04% | 18.89% | 10.22% |
| 2017-05 | +1.05% | +4.84% | 0.49% | — | — | — | +4.20 | 108.10 | 23.20% | 18.54% | 10.46% |
| 2017-04 | +0.94% | +3.75% | 0.49% | — | — | — | +4.84 | 102.86 | 23.08% | 18.60% | 10.29% |
| 2017-03 | +0.34% | +2.78% | 0.49% | — | — | — | +2.85 | 97.15 | 23.09% | 18.66% | 10.37% |
| 2017-02 | +0.48% | +2.43% | 0.49% | — | — | — | +7.71 | 94.03 | 22.90% | 18.59% | 10.99% |
| 2017-01 | +0.03% | +1.94% | 0.49% | — | — | — | +13.69 | 85.96 | 22.77% | 17.96% | 10.05% |
| 2016-12 | +0.68% | +1.91% | — | — | — | — | +6.56 | 72.33 | 22.99% | 18.08% | 9.66% |
| 2016-11 | -0.13% | +1.22% | — | — | — | — | +7.74 | 65.34 | 22.25% | 17.51% | 10.62% |
| 2016-10 | -0.09% | +1.36% | — | — | — | — | +3.23 | 57.70 | 23.19% | 17.76% | 9.77% |
| 2016-09 | -0.54% | +1.45% | — | — | — | — | +4.83 | 54.55 | 20.92% | 16.24% | 10.30% |
| 2016-08 | -0.19% | +2.00% | — | — | — | — | +12.45 | 50.03 | 23.17% | 17.31% | 9.87% |
| 2016-07 | +1.15% | +2.19% | — | — | — | — | +20.76 | 37.67 | 21.90% | 16.56% | 9.05% |
| 2016-06 | -0.07% | +1.03% | — | — | — | — | +8.26 | 16.66 | 18.01% | 13.21% | 6.90% |
| 2016-05 | +0.11% | +1.10% | — | — | — | — | +0.94 | 8.40 | 22.38% | 17.14% | 10.12% |
| 2016-04 | +0.72% | +0.99% | — | — | — | — | +2.89 | 7.45 | 22.15% | 13.29% | 11.14% |
| 2016-03 | +0.67% | +0.27% | — | — | — | — | +2.15 | 4.53 | 21.19% | 12.58% | 8.83% |
| 2016-02 | -0.40% | -0.40% | — | — | — | — | +1.61 | 2.37 | 22.36% | 13.92% | 8.86% |
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.