פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · פנסיה

מגדל מקפת אישית לבני 50 ומטה (8801)

נתונים היסטוריים מלאים עבור מגדל מקפת אישית לבני 50 ומטה (8801), 136 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 8801 | שם קרן: מגדל מקפת אישית לבני 50 ומטה | סיווג קרן: קרנות חדשות | חברה שולטת: שלמה אליהו אחזקות בע"מ | חברה מנהלת: מגדל מקפת קרנות פנסיה וקופות גמל בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 136
תשואה חודשית אחרונה +1.01%
תשואה מצטברת בטווח +118.98%
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 +1.01% +118.98% 0.14% +2.04% 1.30 5.99% +180.70 +24680.34 40502.84 58.07% 46.63% 19.38%
2026-07 +0.05% +116.79% 0.14% +1.80% 1.30 6.03% +224.59 +24499.64 39914.59 58.56% 46.34% 19.22%
2026-06 -1.22% +116.68% 0.14% — 1.46 6.03% +150.14 +24275.05 39742.48 58.27% 44.52% 18.84%
2026-05 +2.53% +119.36% 0.14% +2.16% 1.49 5.96% +240.42 +24124.91 40007.70 59.47% 42.14% 18.17%
2026-04 +4.70% +113.94% 0.14% +1.44% 1.42 5.92% +129.84 +23884.49 38791.84 59.93% 42.54% 18.51%
2026-03 -2.60% +104.34% 0.14% +1.32% 1.29 5.68% +322.91 +23754.65 36911.57 59.32% 43.68% 17.91%
2026-02 +0.98% +109.79% 0.14% +1.44% 1.65 5.47% +207.01 +23431.74 37573.15 58.91% 43.38% 19.85%
2026-01 +2.61% +107.76% 0.14% +1.80% 1.65 5.47% +204.74 +23224.73 37001.04 58.46% 43.07% 19.77%
2025-12 +1.09% +102.47% 0.16% +1.68% 1.56 5.40% +279.85 +23019.99 35858.20 59.09% 44.73% 19.87%
2025-11 +1.32% +100.29% 0.16% +1.80% 1.56 5.44% +283.86 +22740.14 35190.76 56.87% 45.59% 20.27%
2025-10 +1.38% +97.68% 0.16% +1.80% 1.55 5.79% +257.39 +22456.28 34461.95 57.34% 46.08% 20.33%
2025-09 +2.43% +94.99% 0.16% +1.56% 1.51 5.82% +213.66 +22198.89 33735.49 56.99% 46.59% 20.55%
2025-08 +1.04% +90.36% 0.16% +1.68% 1.37 5.85% +303.37 +21985.23 32743.99 55.90% 46.40% 20.62%
2025-07 +1.10% +88.40% 0.16% +1.56% 1.38 5.89% +312.69 +21681.86 32085.67 55.30% 46.19% 21.18%
2025-06 +3.49% +86.35% 0.16% +1.56% 1.39 5.96% +347.58 +21369.17 31425.13 56.30% 47.06% 22.02%
2025-05 +2.97% +80.07% 0.16% +2.28% 1.26 5.85% +438.13 +21021.59 30023.54 55.40% 48.58% 23.16%
2025-04 +1.10% +74.88% 0.16% +2.28% 1.16 5.79% +364.20 +20583.46 28726.79 55.05% 50.09% 22.88%
2025-03 -1.48% +72.97% 0.16% +2.40% 1.18 6.03% +379.28 +20219.26 28049.13 53.87% 50.44% 22.51%
2025-02 +0.27% +75.57% 0.16% +2.64% 1.08 7.07% +125.93 +19839.98 28087.49 54.26% 49.02% 21.77%
2025-01 +1.33% +75.10% 0.16% +2.76% 1.03 7.27% +238.25 +19714.05 27885.61 54.56% 49.64% 22.19%
2024-12 +0.49% +72.80% 0.17% +2.52% 0.99 7.27% +112.33 +19475.80 27284.41 54.12% 49.60% 22.27%
2024-11 +2.30% +71.96% 0.17% +2.76% 1.01 7.27% +229.03 +19363.47 27042.01 53.48% 50.46% 23.53%
2024-10 +0.22% +68.09% 0.17% +2.64% 0.94 7.24% +186.41 +19134.44 26207.69 51.36% 49.56% 24.38%
2024-09 +1.85% +67.72% 0.17% +2.64% 0.98 7.24% +192.23 +18948.03 25965.65 51.64% 50.59% 25.89%
2024-08 +1.27% +64.68% 0.17% — 0.88 7.24% +203.25 +18755.80 25322.56 52.12% 51.08% 25.39%
2024-07 +1.28% +62.61% 0.17% +2.52% 0.88 7.24% +229.89 +18552.55 24784.00 51.98% 52.01% 26.30%
2024-06 +0.92% +60.56% 0.17% +2.64% 0.85 7.24% +359.80 +18322.66 24241.52 50.80% 50.26% 25.97%
2024-05 +1.64% +59.09% 0.17% +2.52% 0.86 7.27% +269.95 +17962.86 23662.07 51.31% 48.00% 25.75%
2024-04 -1.31% +56.53% 0.17% +2.40% 0.78 7.34% +277.67 +17692.91 23013.60 49.55% 46.93% 24.73%
2024-03 +2.62% +58.60% 0.17% +2.40% 0.91 7.31% +387.70 +17415.24 23035.70 50.81% 47.32% 25.43%
2024-02 +2.21% +54.55% 0.17% +2.40% 0.82 7.24% +266.61 +17027.54 22096.23 49.55% 46.15% 24.73%
2024-01 +0.08% +51.21% 0.17% +2.40% 0.76 7.21% +262.16 +16760.93 21325.71 47.98% 45.53% 24.76%
2023-12 +2.24% +51.09% 0.18% +2.40% 0.82 7.27% +232.68 +16498.77 21047.11 48.76% 46.05% 24.54%
2023-11 +2.84% +47.78% 0.18% +2.64% 0.69 7.41% +247.17 +16266.09 20360.55 48.07% 46.67% 24.47%
2023-10 -2.22% +43.70% 0.18% +2.52% 0.59 7.34% +338.54 +16018.92 19556.35 47.83% 48.12% 26.61%
2023-09 -0.90% +46.96% 0.18% +2.28% 0.71 7.34% +192.31 +15680.38 19655.02 49.54% 47.51% 23.79%
2023-08 -0.12% +48.30% 0.18% +2.28% 0.80 7.31% +225.71 +15488.07 19644.06 49.19% 47.67% 24.56%
2023-07 +2.45% +48.48% 0.18% +2.28% 0.84 7.31% +215.05 +15262.36 19438.11 49.42% 46.84% 24.72%
2023-06 +2.31% +44.92% 0.18% +2.28% 0.78 7.27% +233.50 +15047.31 18759.84 49.03% 47.02% 24.89%
2023-05 +0.65% +41.65% 0.18% +2.04% 0.70 7.24% +241.55 +14813.81 18111.75 49.18% 46.71% 23.91%
2023-04 +1.14% +40.74% 0.18% +2.04% 0.70 7.24% +276.98 +14572.26 17756.39 48.78% 45.71% 23.69%
2023-03 +0.92% +39.15% 0.18% +2.04% 0.69 7.24% +225.81 +14295.28 17277.11 49.65% 46.90% 23.31%
2023-02 -0.98% +37.88% 0.18% +2.04% 0.66 7.27% +266.30 +14069.47 16921.96 48.72% 46.30% 22.52%
2023-01 +2.40% +39.25% 0.18% +2.04% 0.71 7.27% +299.03 +13803.17 16797.56 48.48% 45.07% 21.99%
2022-12 -1.63% +35.98% 0.20% +1.92% 0.65 7.24% +249.00 +13504.14 16107.17 49.38% 45.88% 19.87%
2022-11 +1.07% +38.24% 0.20% +2.16% 0.76 7.17% +242.03 +13255.14 16124.16 50.66% 45.78% 20.27%
2022-10 +2.60% +36.77% 0.20% +1.92% 0.74 7.17% +265.78 +13013.11 15711.40 50.85% 44.24% 20.29%
2022-09 -3.96% +33.31% 0.20% +1.92% 0.66 7.10% +216.61 +12747.33 15048.34 50.46% 44.29% 19.15%
2022-08 -0.59% +38.80% 0.20% +2.28% 0.93 6.82% +262.42 +12530.72 15453.70 52.90% 44.51% 19.37%
2022-07 +3.20% +39.63% 0.20% +2.04% 0.98 6.79% +206.28 +12268.30 15284.03 52.76% 45.10% 21.19%
2022-06 -2.23% +35.30% 0.20% +1.80% 0.87 6.69% +250.33 +12062.02 14604.89 52.17% 45.87% 20.52%
2022-05 -1.43% +38.38% 0.20% +2.16% 1.01 6.58% +201.39 +11811.69 14682.90 53.40% 45.87% 20.44%
2022-04 -1.60% +40.39% 0.20% +2.04% 1.13 6.51% +207.69 +11610.30 14687.42 53.03% 44.48% 20.28%
2022-03 +1.15% +42.67% 0.20% +2.16% 1.26 6.44% +230.71 +11402.61 14714.49 54.15% 45.33% 21.66%
2022-02 -0.13% +41.05% 0.20% +2.16% 1.22 6.44% +204.73 +11171.90 14344.43 54.52% 46.49% 23.07%
2022-01 -1.53% +41.24% 0.20% +2.40% 1.25 6.44% +233.04 +10967.17 14156.98 54.52% 46.94% 22.22%
2021-12 +2.15% +43.43% 0.21% +2.76% 1.37 6.37% +178.47 +10734.13 14114.70 54.48% 46.20% 20.86%
2021-11 -0.14% +40.41% 0.21% +2.76% 1.30 6.34% +153.59 +10555.66 13642.37 54.33% 46.57% 20.41%
2021-10 +2.50% +40.61% 0.21% +2.76% 1.33 6.34% +160.94 +10402.07 13508.29 52.89% 44.96% 20.97%
2021-09 -0.50% +37.18% 0.21% +2.64% 1.23 6.27% +133.16 +10241.13 13021.60 53.70% 45.84% 20.65%
2021-08 +1.90% +37.87% 0.21% +2.88% 1.26 6.27% +161.62 +10107.97 12956.59 54.32% 46.48% 21.59%
2021-07 +0.32% +35.30% 0.21% +2.88% 1.19 6.27% +160.53 +9946.35 12552.37 54.77% 46.81% 21.73%
2021-06 +0.76% +34.87% 0.21% +2.76% 1.21 6.27% +168.20 +9785.82 12351.44 54.76% 47.28% 22.22%
2021-05 +1.68% +33.85% 0.21% +2.64% 1.18 6.30% +176.11 +9617.62 12091.93 53.12% 45.34% 23.34%
2021-04 +1.85% +31.64% 0.21% +2.76% 1.12 6.30% +165.66 +9441.51 11716.14 52.55% 44.99% 22.83%
2021-03 +1.91% +29.25% 0.21% +2.40% 1.05 6.27% +182.35 +9275.85 11323.28 52.52% 45.02% 23.53%
2021-02 +1.14% +26.82% 0.21% +2.52% 0.99 6.24% +223.30 +9093.50 10933.44 51.69% 44.43% 22.11%
2021-01 +1.15% +25.39% 0.21% +2.04% 0.93 6.27% +216.45 +8870.20 10590.19 50.40% 43.01% 22.45%
2020-12 +1.92% +23.97% 0.23% +2.16% 0.85 6.34% +185.21 +8653.75 10255.65 52.00% 44.76% 23.59%
2020-11 +5.37% +21.63% 0.23% +1.92% 0.76 6.34% +196.40 +8468.54 9882.54 49.48% 42.97% 23.66%
2020-10 +0.00% +15.43% 0.23% +1.80% 0.56 5.96% +161.67 +8272.14 9186.63 48.58% 43.79% 22.25%
2020-09 -1.27% +15.43% 0.23% +1.92% 0.60 6.06% +169.14 +8110.47 9026.26 46.35% 41.62% 23.06%
2020-08 +2.64% +16.92% 0.23% +1.92% 0.63 6.17% +157.00 +7941.33 8974.88 48.80% 42.28% 23.06%
2020-07 +2.65% +13.91% 0.23% +1.56% 0.47 6.24% +178.38 +7784.33 8579.86 48.93% 42.15% 22.23%
2020-06 -0.03% +10.97% 0.23% +1.56% 0.37 6.17% +137.73 +7605.95 8183.11 46.13% 40.39% 21.21%
2020-05 +1.66% +11.01% 0.23% +1.32% 0.35 6.24% +145.45 +7468.22 8049.68 43.93% 39.12% 21.79%
2020-04 +4.75% +9.19% 0.23% +0.84% 0.27 6.20% +156.85 +7322.77 7773.31 42.78% 37.49% 21.43%
2020-03 -7.66% +4.24% 0.23% — — — +124.60 +7165.92 7259.98 42.37% 36.89% 22.16%
2020-02 -2.97% +12.89% 0.23% — — — +187.03 +7041.32 7719.72 44.12% 38.56% 19.68%
2020-01 -0.14% +16.34% 0.23% — — — +224.41 +6854.29 7769.86 44.43% 38.61% 20.59%
2019-12 +1.06% +16.51% 0.24% — — — +161.33 +6629.88 7558.40 46.02% 40.32% 21.54%
2019-11 +1.08% +15.28% 0.24% — — — +176.41 +6468.55 7327.33 44.66% 38.49% 22.58%
2019-10 +1.55% +14.05% 0.24% — — — +170.64 +6292.14 7065.38 44.01% 38.08% 21.87%
2019-09 +0.95% +12.31% 0.24% — — — +155.14 +6121.50 6792.62 42.48% 34.78% 21.71%
2019-08 -0.55% +11.26% 0.24% — — — +214.94 +5966.36 6577.68 41.92% 35.60% 22.48%
2019-07 +0.05% +11.87% 0.24% — — — +189.63 +5751.42 6387.74 41.20% 35.45% 22.53%
2019-06 +2.35% +11.81% 0.24% — — — +183.76 +5561.79 6198.96 40.41% 34.62% 22.79%
2019-05 -1.55% +9.25% 0.24% — — — +233.46 +5378.03 5875.68 40.49% 34.74% 21.37%
2019-04 +1.66% +10.97% 0.24% — — — +185.93 +5144.57 5730.85 41.87% 35.65% 22.89%
2019-03 +0.71% +9.16% 0.24% — — — +169.14 +4958.64 5454.63 41.54% 35.61% 22.56%
2019-02 +1.07% +8.39% 0.24% — — — +175.76 +4789.50 5247.86 41.57% 35.15% 22.16%
2019-01 +2.93% +7.24% 0.24% — — — +189.42 +4613.74 5018.08 43.49% 36.86% 22.52%
2018-12 -3.06% +4.19% 0.26% — — — +216.31 +4424.32 4688.93 43.70% 37.25% 22.47%
2018-11 +0.74% +7.47% 0.26% — — — +156.98 +4208.01 4614.07 54.17% 36.76% 24.57%
2018-10 -2.15% +6.68% 0.26% — — — +186.13 +4051.03 4425.62 44.05% 37.16% 21.48%
2018-09 +0.49% +9.03% 0.26% — — — +98.14 +3864.90 4331.96 42.53% 35.30% 22.06%
2018-08 +0.84% +8.50% 0.26% — — — +144.01 +3766.76 4212.65 43.59% 35.69% 21.86%
2018-07 +1.50% +7.59% 0.26% — — — +156.94 +3622.75 4033.76 43.21% 35.42% 22.28%
2018-06 +0.39% +6.00% 0.26% — — — +175.23 +3465.81 3818.78 42.45% 34.87% 21.59%
2018-05 +0.65% +5.59% 0.26% — — — +116.20 +3290.58 3633.96 45.37% 35.90% 21.55%
2018-04 +1.15% +4.91% 0.26% — — — +218.35 +3174.38 3495.48 44.76% 35.46% 21.83%
2018-03 -0.89% +3.72% 0.26% — — — +173.14 +2956.03 3239.25 45.54% 35.42% 21.65%
2018-02 -1.16% +4.65% 0.26% — — — +152.70 +2782.89 3094.40 44.43% 34.53% 20.69%
2018-01 +1.58% +5.88% 0.26% — — — +198.25 +2630.19 2976.18 43.07% 31.31% 19.95%
2017-12 +0.69% +4.23% 0.29% — — — +154.92 +2431.94 2733.19 42.90% 31.38% 19.81%
2017-11 +0.63% +3.52% 0.29% — — — +126.80 +2277.02 2560.08 43.24% 31.50% 20.39%
2017-10 +1.17% +2.87% 0.29% — — — +104.04 +2150.22 2417.39 43.35% 31.68% 20.12%
2017-09 +0.64% +1.68% 0.29% — — — +104.34 +2046.18 2286.30 43.05% 31.27% 20.01%
2017-08 +0.04% +1.03% 0.29% — — — +175.64 +1941.84 2167.58 43.47% 31.38% 19.97%
2017-07 +1.22% +0.99% 0.29% — — — +152.05 +1766.20 1980.63 43.56% 31.42% 19.39%
2017-06 -0.19% -0.23% 0.29% — — — +135.60 +1614.15 1805.61 43.48% 31.23% 19.48%
2017-05 +0.93% -0.04% 0.29% — — — +106.99 +1478.55 1684.26 43.87% 31.34% 19.70%
2017-04 +0.87% -0.96% 0.29% — — — +102.90 +1371.56 1562.90 42.95% 30.69% 19.60%
2017-03 +0.44% -1.81% 0.29% — — — +82.11 +1268.66 1447.01 42.51% 30.31% 19.99%
2017-02 +0.78% -2.24% 0.29% — — — +122.00 +1186.55 1361.96 41.99% 30.01% 19.04%
2017-01 -0.13% -3.00% 0.29% — — — +108.79 +1064.55 1228.51 43.19% 30.11% 19.53%
2016-12 +1.05% -2.87% 0.31% — — — +104.01 +955.76 1120.62 43.22% 30.22% 18.77%
2016-11 +0.74% -3.88% 0.31% — — — +128.67 +851.75 1005.97 41.85% 28.58% 17.95%
2016-10 -0.16% -4.59% 0.31% — — — +52.24 +723.08 871.40 42.21% 28.53% 18.77%
2016-09 -0.39% -4.43% 0.31% — — — +99.17 +670.84 820.64 42.07% 28.61% 19.21%
2016-08 +0.06% -4.06% 0.31% — — — +220.77 +571.67 724.46 43.28% 28.54% 18.10%
2016-07 +1.93% -4.12% 0.31% — — — +267.82 +350.90 502.74 41.55% 27.38% 17.02%
2016-06 -0.52% -5.93% 0.31% — — — +83.08 +83.08 229.49 39.34% 26.85% 15.68%
2016-05 +0.99% -5.44% 0.31% — — — — +0.00 149.66 — — —
2016-04 +0.12% -6.37% 0.31% — — — — +0.00 91.83 — — —
2016-03 +1.06% -6.48% 0.31% — — — — +0.00 64.00 — — —
2016-02 -1.04% -7.46% 0.31% — — — — +0.00 34.54 — — —
2016-01 -1.81% -6.49% 0.31% — — — — +0.00 22.88 — — —
2015-12 -1.01% -4.77% — — — — — +0.00 15.84 — — —
2015-11 -0.23% -3.79% — — — — — +0.00 10.36 — — —
2015-10 +2.90% -3.57% — — — — — +0.00 7.11 — — —
2015-09 -2.64% -6.29% — — — — — +0.00 4.60 — — —
2015-08 -2.88% -3.75% — — — — — +0.00 2.37 — — —
2015-07 +1.38% -0.89% — — — — — +0.00 0.55 — — —
2015-06 -1.91% -2.24% — — — — — +0.00 0.12 — — —
2015-05 -0.34% -0.34% — — — — — +0.00 0.10 — — —

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.