חודשים בטווח
133
מגדל מקפת אישית לבני 60 ומעלה
נתונים היסטוריים מלאים עבור מגדל מקפת אישית לבני 60 ומעלה, 133 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 8803 | שם קרן: מגדל מקפת אישית לבני 60 ומעלה | 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 מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מגדל מקפת אישית לבני 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+1.79%
תשואה מצטברת מההתחלה
+79.90%
| 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 | +1.79% | +79.90% | 0.14% | +1.80% | 1.39 | 3.67% | +159.18 | 7908.67 | 30.63% | 25.79% | 13.01% |
| 2026-04 | +2.65% | +76.74% | 0.14% | +1.44% | 1.31 | 3.64% | +111.55 | 7613.79 | 30.94% | 26.46% | 13.25% |
| 2026-03 | -1.52% | +72.17% | 0.14% | +1.44% | 1.19 | 3.53% | +155.71 | 7305.36 | 30.56% | 27.65% | 13.03% |
| 2026-02 | +0.59% | +74.83% | 0.14% | +1.56% | 1.55 | 3.43% | +87.35 | 7261.09 | 30.46% | 28.10% | 14.12% |
| 2026-01 | +1.43% | +73.81% | 0.14% | +1.68% | 1.55 | 3.43% | +186.93 | 7131.07 | 30.16% | 28.00% | 14.05% |
| 2025-12 | +0.58% | +71.36% | 0.16% | +1.56% | 1.48 | 3.39% | +167.28 | 6845.26 | 29.96% | 28.59% | 13.86% |
| 2025-11 | +0.94% | +70.37% | 0.16% | +1.68% | 1.51 | 3.39% | +154.12 | 6639.09 | 28.45% | 27.75% | 14.43% |
| 2025-10 | +0.91% | +68.78% | 0.16% | +1.68% | 1.51 | 3.60% | +105.05 | 6425.74 | 28.61% | 27.53% | 14.25% |
| 2025-09 | +1.56% | +67.26% | 0.16% | +1.56% | 1.46 | 3.60% | +53.23 | 6261.83 | 28.65% | 28.23% | 14.68% |
| 2025-08 | +0.84% | +64.69% | 0.16% | +1.68% | 1.33 | 3.64% | +129.53 | 6116.98 | 27.72% | 28.09% | 14.64% |
| 2025-07 | +0.69% | +63.32% | 0.16% | +1.68% | 1.34 | 3.67% | +155.92 | 5933.21 | 26.54% | 28.01% | 14.67% |
| 2025-06 | +2.07% | +62.20% | 0.16% | +1.68% | 1.37 | 3.71% | +130.10 | 5737.25 | 26.18% | 28.10% | 14.93% |
| 2025-05 | +1.48% | +58.91% | 0.16% | +2.04% | 1.23 | 3.67% | +120.24 | 5491.50 | 25.80% | 29.41% | 15.54% |
| 2025-04 | +0.92% | +56.59% | 0.16% | +2.16% | 1.18 | 3.67% | +142.11 | 5291.38 | 26.28% | 31.06% | 15.85% |
| 2025-03 | -0.55% | +55.16% | 0.16% | +2.16% | 1.19 | 3.88% | +133.52 | 5099.90 | 24.88% | 30.72% | 15.20% |
| 2025-02 | +0.59% | +56.02% | 0.16% | +2.04% | 1.00 | 4.78% | +77.08 | 4993.63 | 25.07% | 29.73% | 14.92% |
| 2025-01 | +0.69% | +55.11% | 0.16% | +2.04% | 0.95 | 4.85% | +160.78 | 4887.43 | 25.10% | 29.93% | 14.93% |
| 2024-12 | +0.48% | +54.04% | 0.17% | +2.04% | 0.93 | 4.85% | +109.11 | 4693.69 | 25.13% | 30.61% | 14.99% |
| 2024-11 | +1.52% | +53.31% | 0.17% | +2.16% | 0.95 | 4.85% | +115.19 | 4562.56 | 24.85% | 31.03% | 15.78% |
| 2024-10 | +0.20% | +51.01% | 0.17% | +2.16% | 0.88 | 4.85% | -15.50 | 4379.78 | 24.24% | 31.23% | 16.85% |
| 2024-09 | +1.34% | +50.71% | 0.17% | +2.16% | 0.93 | 4.85% | +166.76 | 4386.05 | 24.00% | 31.11% | 17.31% |
| 2024-08 | +1.17% | +48.72% | 0.17% | — | 0.82 | 4.82% | +118.46 | 4096.19 | 24.19% | 31.65% | 17.31% |
| 2024-07 | +1.06% | +47.00% | 0.17% | +2.04% | 0.82 | 4.82% | +97.19 | 3995.84 | 23.83% | 32.05% | 17.59% |
| 2024-06 | +0.58% | +45.46% | 0.17% | +2.04% | 0.78 | 4.82% | +117.54 | 3856.84 | 23.06% | 30.63% | 17.63% |
| 2024-05 | +0.91% | +44.62% | 0.17% | +2.04% | 0.81 | 4.85% | +82.38 | 3717.35 | 23.03% | 29.52% | 17.64% |
| 2024-04 | -0.55% | +43.31% | 0.17% | +2.04% | 0.76 | 4.85% | +80.79 | 3601.99 | 22.35% | 29.10% | 16.74% |
| 2024-03 | +1.73% | +44.11% | 0.17% | +2.04% | 0.87 | 4.85% | +106.58 | 3541.06 | 22.99% | 29.10% | 16.99% |
| 2024-02 | +1.18% | +41.66% | 0.17% | +2.04% | 0.80 | 4.82% | +65.39 | 3380.44 | 22.47% | 28.66% | 16.53% |
| 2024-01 | +0.16% | +40.00% | 0.17% | +2.04% | 0.76 | 4.82% | +72.82 | 3270.52 | 21.74% | 28.60% | 16.50% |
| 2023-12 | +1.57% | +39.78% | 0.18% | +2.04% | 0.83 | 4.85% | +80.57 | 3192.86 | 21.96% | 28.85% | 16.28% |
| 2023-11 | +2.33% | +37.62% | 0.18% | +2.16% | 0.71 | 4.92% | +70.72 | 3064.15 | 21.79% | 29.65% | 16.33% |
| 2023-10 | -1.69% | +34.49% | 0.18% | +2.16% | 0.60 | 4.82% | +82.08 | 2924.72 | 21.73% | 30.82% | 17.39% |
| 2023-09 | -0.57% | +36.80% | 0.18% | +2.04% | 0.76 | 4.78% | +60.40 | 2892.09 | 22.42% | 30.07% | 15.34% |
| 2023-08 | +0.30% | +37.58% | 0.18% | +2.04% | 0.85 | 4.78% | +78.54 | 2848.46 | 22.33% | 29.67% | 15.56% |
| 2023-07 | +1.40% | +37.17% | 0.18% | +2.04% | 0.88 | 4.78% | +57.53 | 2761.03 | 22.69% | 29.10% | 16.04% |
| 2023-06 | +1.28% | +35.28% | 0.18% | +2.04% | 0.84 | 4.75% | +85.97 | 2665.25 | 22.49% | 29.39% | 15.82% |
| 2023-05 | +0.93% | +33.57% | 0.18% | +1.92% | 0.79 | 4.75% | +30.86 | 2546.38 | 22.38% | 28.95% | 15.89% |
| 2023-04 | +0.87% | +32.34% | 0.18% | +1.92% | 0.76 | 4.75% | +36.81 | 2492.40 | 22.01% | 28.37% | 15.82% |
| 2023-03 | +0.86% | +31.20% | 0.18% | +1.92% | 0.74 | 4.75% | +57.66 | 2433.74 | 22.55% | 29.38% | 15.65% |
| 2023-02 | -0.97% | +30.08% | 0.18% | +1.92% | 0.71 | 4.75% | +53.04 | 2359.70 | 22.11% | 29.48% | 15.16% |
| 2023-01 | +1.66% | +31.35% | 0.18% | +1.92% | 0.80 | 4.71% | +42.75 | 2325.68 | 22.23% | 28.44% | 14.55% |
| 2022-12 | -0.80% | +29.21% | 0.20% | +1.92% | 0.74 | 4.71% | +59.75 | 2244.84 | 23.49% | 29.78% | 13.32% |
| 2022-11 | +0.77% | +30.25% | 0.20% | +1.92% | 0.84 | 4.68% | +62.91 | 2203.11 | 24.73% | 29.91% | 13.58% |
| 2022-10 | +1.43% | +29.25% | 0.20% | +1.80% | 0.82 | 4.68% | +21.15 | 2123.43 | 24.68% | 29.69% | 13.29% |
| 2022-09 | -2.38% | +27.43% | 0.20% | +1.80% | 0.76 | 4.64% | +37.30 | 2071.87 | 24.45% | 29.57% | 12.83% |
| 2022-08 | -0.55% | +30.54% | 0.20% | +1.92% | 1.02 | 4.47% | +58.31 | 2085.29 | 25.94% | 29.42% | 12.98% |
| 2022-07 | +2.06% | +31.26% | 0.20% | +1.80% | 1.10 | 4.47% | +48.64 | 2038.24 | 26.32% | 30.27% | 14.58% |
| 2022-06 | -0.88% | +28.61% | 0.20% | +1.68% | 0.99 | 4.40% | +47.92 | 1948.36 | 25.71% | 30.47% | 13.82% |
| 2022-05 | -1.09% | +29.75% | 0.20% | +1.92% | 1.08 | 4.36% | +44.18 | 1917.20 | 27.26% | 30.93% | 14.02% |
| 2022-04 | -0.79% | +31.18% | 0.20% | +1.68% | 1.22 | 4.30% | +27.55 | 1893.40 | 26.60% | 29.37% | 13.89% |
| 2022-03 | +0.68% | +32.23% | 0.20% | +1.80% | 1.33 | 4.26% | +29.19 | 1880.92 | 27.92% | 29.98% | 14.05% |
| 2022-02 | -0.32% | +31.33% | 0.20% | +1.68% | 1.30 | 4.26% | +37.89 | 1842.35 | 28.86% | 30.73% | 14.56% |
| 2022-01 | -1.20% | +31.75% | 0.20% | +1.80% | 1.35 | 4.26% | +44.82 | 1810.42 | 28.79% | 30.75% | 14.23% |
| 2021-12 | +1.24% | +33.35% | 0.21% | +1.92% | 1.50 | 4.19% | +52.54 | 1784.24 | 28.03% | 29.77% | 13.96% |
| 2021-11 | +0.16% | +31.72% | 0.21% | +1.92% | 1.44 | 4.19% | +22.21 | 1710.21 | 28.61% | 30.15% | 13.75% |
| 2021-10 | +1.52% | +31.51% | 0.21% | +1.92% | 1.44 | 4.19% | +60.29 | 1685.31 | 27.55% | 28.92% | 14.31% |
| 2021-09 | -0.15% | +29.54% | 0.21% | +1.92% | 1.35 | 4.16% | +20.56 | 1600.14 | 28.34% | 29.83% | 14.50% |
| 2021-08 | +1.46% | +29.74% | 0.21% | +1.92% | 1.37 | 4.16% | +38.19 | 1582.15 | 28.16% | 29.62% | 14.64% |
| 2021-07 | +0.35% | +27.87% | 0.21% | +1.92% | 1.28 | 4.16% | +20.18 | 1521.18 | 28.13% | 29.70% | 14.57% |
| 2021-06 | +0.65% | +27.42% | 0.21% | +1.80% | 1.29 | 4.16% | +32.88 | 1496.13 | 28.25% | 29.66% | 14.73% |
| 2021-05 | +1.26% | +26.60% | 0.21% | +1.80% | 1.26 | 4.16% | +35.79 | 1453.80 | 27.78% | 28.84% | 15.21% |
| 2021-04 | +1.20% | +25.03% | 0.21% | +1.80% | 1.19 | 4.16% | +14.08 | 1399.75 | 27.51% | 28.85% | 15.14% |
| 2021-03 | +1.31% | +23.54% | 0.21% | +1.56% | 1.13 | 4.12% | +36.20 | 1364.21 | 27.22% | 28.69% | 15.43% |
| 2021-02 | +0.48% | +21.95% | 0.21% | +1.56% | 1.07 | 4.12% | +19.98 | 1310.97 | 25.56% | 27.64% | 14.25% |
| 2021-01 | +0.77% | +21.36% | 0.21% | +1.32% | 1.03 | 4.12% | +38.62 | 1284.72 | 23.32% | 25.72% | 13.72% |
| 2020-12 | +1.19% | +20.44% | 0.23% | +1.44% | 0.96 | 4.16% | +25.07 | 1236.46 | 24.69% | 26.75% | 13.86% |
| 2020-11 | +3.16% | +19.02% | 0.23% | +1.32% | 0.88 | 4.19% | +1.95 | 1197.16 | 23.90% | 26.65% | 14.23% |
| 2020-10 | +0.05% | +15.37% | 0.23% | +1.20% | 0.70 | 3.98% | +1.63 | 1158.18 | 23.17% | 26.29% | 13.13% |
| 2020-09 | -0.82% | +15.32% | 0.23% | +1.20% | 0.74 | 4.02% | +10.57 | 1155.93 | 22.85% | 26.09% | 13.81% |
| 2020-08 | +1.88% | +16.27% | 0.23% | +1.20% | 0.77 | 4.09% | +34.19 | 1155.26 | 23.20% | 25.98% | 13.67% |
| 2020-07 | +1.81% | +14.12% | 0.23% | +1.08% | 0.63 | 4.05% | +20.19 | 1100.10 | 23.58% | 26.19% | 13.40% |
| 2020-06 | -0.22% | +12.09% | 0.23% | +1.08% | 0.54 | 4.02% | +23.70 | 1060.56 | 22.46% | 25.65% | 13.20% |
| 2020-05 | +1.24% | +12.34% | 0.23% | +0.96% | 0.52 | 4.12% | +27.01 | 1039.43 | 22.24% | 25.01% | 13.17% |
| 2020-04 | +3.42% | +10.97% | 0.23% | +0.72% | 0.44 | 4.09% | +23.64 | 1003.47 | 20.74% | 23.81% | 12.81% |
| 2020-03 | -5.71% | +7.30% | 0.23% | — | — | — | +30.25 | 953.72 | 20.48% | 23.41% | 13.50% |
| 2020-02 | -1.41% | +13.79% | 0.23% | — | — | — | +41.79 | 989.14 | 21.81% | 23.12% | 11.84% |
| 2020-01 | +0.04% | +15.42% | 0.23% | — | — | — | +27.09 | 970.14 | 21.07% | 22.33% | 12.45% |
| 2019-12 | +0.58% | +15.38% | 0.24% | — | — | — | +9.89 | 951.36 | 22.00% | 23.23% | 13.26% |
| 2019-11 | +0.68% | +14.71% | 0.24% | — | — | — | +26.19 | 937.09 | 21.30% | 21.88% | 13.09% |
| 2019-10 | +0.90% | +13.94% | 0.24% | — | — | — | +14.89 | 908.24 | 21.39% | 22.10% | 12.97% |
| 2019-09 | +0.69% | +12.92% | 0.24% | — | — | — | +18.59 | 885.73 | 20.54% | 20.43% | 12.61% |
| 2019-08 | -0.12% | +12.14% | 0.24% | — | — | — | +27.18 | 861.44 | 20.26% | 20.56% | 12.81% |
| 2019-07 | +0.36% | +12.28% | 0.24% | — | — | — | +19.45 | 839.67 | 20.19% | 20.82% | 12.78% |
| 2019-06 | +1.62% | +11.88% | 0.24% | — | — | — | +26.08 | 817.69 | 19.91% | 20.52% | 12.96% |
| 2019-05 | -0.57% | +10.09% | 0.24% | — | — | — | +27.57 | 785.69 | 19.79% | 20.36% | 12.22% |
| 2019-04 | +1.14% | +10.72% | 0.24% | — | — | — | +19.11 | 766.41 | 20.68% | 20.86% | 13.26% |
| 2019-03 | +0.73% | +9.48% | 0.24% | — | — | — | +15.39 | 744.25 | 20.49% | 20.98% | 12.72% |
| 2019-02 | +0.86% | +8.68% | 0.24% | — | — | — | +22.90 | 729.11 | 20.41% | 20.26% | 12.48% |
| 2019-01 | +1.92% | +7.76% | 0.24% | — | — | — | +17.81 | 700.11 | 20.94% | 20.68% | 12.51% |
| 2018-12 | -1.52% | +5.73% | 0.26% | — | — | — | +22.41 | 669.28 | 21.31% | 21.36% | 12.38% |
| 2018-11 | +0.33% | +7.36% | 0.26% | — | — | — | +14.90 | 657.02 | 26.29% | 20.77% | 13.11% |
| 2018-10 | -1.26% | +7.01% | 0.26% | — | — | — | +13.69 | 640.64 | 21.35% | 21.35% | 11.84% |
| 2018-09 | +0.33% | +8.37% | 0.26% | — | — | — | +10.50 | 634.39 | 21.27% | 20.88% | 12.11% |
| 2018-08 | +0.66% | +8.01% | 0.26% | — | — | — | +18.95 | 621.91 | 20.87% | 20.27% | 11.88% |
| 2018-07 | +0.85% | +7.31% | 0.26% | — | — | — | +16.00 | 598.83 | 21.13% | 20.68% | 12.09% |
| 2018-06 | +0.33% | +6.40% | 0.26% | — | — | — | +12.30 | 577.87 | 20.84% | 20.39% | 11.71% |
| 2018-05 | +0.41% | +6.05% | 0.26% | — | — | — | +9.71 | 563.99 | 21.93% | 20.45% | 11.66% |
| 2018-04 | +0.67% | +5.62% | 0.26% | — | — | — | +17.81 | 552.04 | 22.13% | 20.67% | 12.31% |
| 2018-03 | -0.26% | +4.92% | 0.26% | — | — | — | +10.41 | 530.81 | 22.22% | 20.20% | 11.35% |
| 2018-02 | -0.81% | +5.19% | 0.26% | — | — | — | +13.25 | 521.64 | 21.35% | 19.33% | 9.61% |
| 2018-01 | +0.95% | +6.05% | 0.26% | — | — | — | +26.68 | 512.49 | 20.79% | 18.11% | 9.57% |
| 2017-12 | +0.50% | +5.05% | 0.29% | — | — | — | +13.44 | 481.11 | 20.75% | 17.75% | 9.52% |
| 2017-11 | +0.60% | +4.53% | 0.29% | — | — | — | +18.52 | 465.32 | 20.72% | 17.70% | 11.70% |
| 2017-10 | +0.77% | +3.90% | 0.29% | — | — | — | +3.81 | 444.41 | 20.77% | 17.72% | 9.58% |
| 2017-09 | +0.43% | +3.11% | 0.29% | — | — | — | +8.84 | 437.24 | 20.68% | 17.62% | 9.63% |
| 2017-08 | +0.28% | +2.67% | 0.29% | — | — | — | +17.83 | 426.53 | 20.71% | 17.50% | 9.32% |
| 2017-07 | +0.75% | +2.38% | 0.29% | — | — | — | +6.03 | 407.52 | 20.93% | 17.72% | 9.91% |
| 2017-06 | -0.11% | +1.62% | 0.29% | — | — | — | +9.97 | 398.51 | 20.60% | 17.36% | 9.55% |
| 2017-05 | +0.84% | +1.73% | 0.29% | — | — | — | +10.57 | 389.00 | 20.40% | 16.92% | 9.49% |
| 2017-04 | +0.86% | +0.88% | 0.29% | — | — | — | +7.40 | 375.28 | 20.65% | 17.25% | 9.59% |
| 2017-03 | +0.36% | +0.02% | 0.29% | — | — | — | +12.46 | 364.72 | 20.15% | 16.81% | 9.59% |
| 2017-02 | +0.51% | -0.33% | 0.29% | — | — | — | +9.38 | 350.99 | 20.07% | 16.61% | 9.38% |
| 2017-01 | +0.06% | -0.84% | 0.29% | — | — | — | +7.95 | 339.86 | 20.43% | 16.92% | 9.50% |
| 2016-12 | +0.65% | -0.90% | 0.31% | — | — | — | +0.50 | 331.77 | 21.30% | 16.96% | 9.46% |
| 2016-11 | +0.15% | -1.54% | 0.31% | — | — | — | +10.92 | 329.14 | 20.10% | 16.13% | 9.41% |
| 2016-10 | -0.09% | -1.69% | 0.31% | — | — | — | +10.41 | 317.21 | 20.13% | 16.28% | 9.27% |
| 2016-09 | -0.35% | -1.60% | 0.31% | — | — | — | +13.00 | 307.06 | 20.19% | 16.50% | 9.49% |
| 2016-08 | -0.01% | -1.25% | 0.31% | — | — | — | +84.92 | 295.11 | 20.12% | 15.58% | 8.84% |
| 2016-07 | +1.10% | -1.24% | 0.31% | — | — | — | +142.36 | 210.07 | 19.27% | 14.62% | 7.23% |
| 2016-06 | +0.06% | -2.32% | 0.31% | — | — | — | +23.95 | 66.59 | 17.59% | 13.74% | 8.09% |
| 2016-05 | +0.51% | -2.38% | 0.31% | — | — | — | — | 42.71 | — | — | — |
| 2016-04 | +0.33% | -2.87% | 0.31% | — | — | — | — | 29.80 | — | — | — |
| 2016-03 | +0.69% | -3.19% | 0.31% | — | — | — | — | 27.93 | — | — | — |
| 2016-02 | -0.34% | -3.85% | 0.31% | — | — | — | — | 14.73 | — | — | — |
| 2016-01 | -0.96% | -3.53% | 0.31% | — | — | — | — | 4.78 | — | — | — |
| 2015-12 | -0.58% | -2.59% | — | — | — | — | — | 1.70 | — | — | — |
| 2015-11 | -0.23% | -2.02% | — | — | — | — | — | 2.27 | — | — | — |
| 2015-10 | +1.58% | -1.80% | — | — | — | — | — | 1.52 | — | — | — |
| 2015-09 | -1.52% | -3.32% | — | — | — | — | — | 0.92 | — | — | — |
| 2015-08 | -1.04% | -1.83% | — | — | — | — | — | 0.11 | — | — | — |
| 2015-07 | +1.25% | -0.80% | — | — | — | — | — | 0.11 | — | — | — |
| 2015-06 | -1.78% | -2.03% | — | — | — | — | — | 0.10 | — | — | — |
| 2015-05 | -0.25% | -0.25% | — | — | — | — | — | 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.