פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · פנסיה

מגדל מקפת משלימה לבני 50 עד 60 (9454)

נתונים היסטוריים מלאים עבור מגדל מקפת משלימה לבני 50 עד 60 (9454), 128 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 9454 | שם קרן: מגדל מקפת משלימה לבני 50 עד 60 | סיווג קרן: קרנות כלליות | 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 128
תשואה חודשית אחרונה +0.83%
תשואה מצטברת בטווח +90.19%
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 +0.83% +90.19% 0.18% +0.48% 0.98 5.89% +33.14 +974.07 1234.25 49.38% 42.74% 18.92%
2026-07 -0.01% +88.62% 0.18% +0.24% 0.99 5.89% +28.67 +940.93 1191.02 49.81% 43.29% 18.85%
2026-06 -0.70% +88.64% 0.18% — 1.10 5.89% +35.84 +912.26 1165.27 49.22% 41.49% 19.79%
2026-05 +2.15% +89.97% 0.18% +0.48% 1.12 5.85% +17.73 +876.42 1134.39 49.29% 37.41% 17.70%
2026-04 +4.00% +85.97% 0.18% +0.00% 1.05 5.82% +27.00 +858.69 1093.31 49.55% 37.90% 18.61%
2026-03 -2.51% +78.82% 0.18% -0.24% 0.91 5.65% +32.70 +831.69 1024.75 48.89% 38.83% 18.06%
2026-02 +0.80% +83.42% 0.18% +0.00% 1.21 5.47% +20.27 +798.99 1018.06 48.57% 38.51% 20.16%
2026-01 +2.18% +81.97% 0.18% +0.12% 1.20 5.47% +17.94 +778.72 989.77 48.19% 38.24% 20.11%
2025-12 +1.00% +78.09% 0.23% +0.00% 1.12 5.44% +26.40 +760.78 951.10 48.15% 38.69% 19.95%
2025-11 +1.04% +76.32% 0.23% +0.12% 1.12 5.44% +21.86 +734.38 915.50 47.46% 39.39% 20.39%
2025-10 +1.46% +74.51% 0.23% +0.12% 1.14 5.72% +24.36 +712.52 884.33 47.49% 39.36% 19.64%
2025-09 +2.02% +72.00% 0.23% +0.00% 1.08 5.72% +17.11 +688.16 847.50 47.25% 40.11% 20.15%
2025-08 +0.95% +68.59% 0.23% +0.00% 0.96 5.75% +20.14 +671.05 814.66 46.33% 40.04% 20.22%
2025-07 +0.86% +67.01% 0.23% +0.00% 0.97 5.82% +26.21 +650.91 785.97 46.06% 40.22% 21.14%
2025-06 +3.48% +65.58% 0.23% +0.00% 0.99 5.89% +19.87 +624.70 753.22 47.05% 41.01% 21.84%
2025-05 +2.12% +60.01% 0.23% +0.60% 0.84 5.75% +22.30 +604.83 708.29 46.25% 42.55% 22.73%
2025-04 +1.06% +56.69% 0.23% +0.72% 0.78 5.72% +21.92 +582.53 671.62 46.10% 43.94% 22.66%
2025-03 -1.37% +55.05% 0.23% +0.84% 0.81 6.03% +26.28 +560.61 642.47 45.08% 44.30% 22.26%
2025-02 +0.35% +57.20% 0.23% +0.96% 0.70 7.14% +14.45 +534.33 624.92 45.48% 43.21% 21.74%
2025-01 +1.16% +56.65% 0.23% +1.08% 0.67 7.24% +16.55 +519.88 608.38 45.73% 43.46% 21.75%
2024-12 +0.76% +54.86% 0.31% +0.96% 0.63 7.24% +19.60 +503.33 584.93 44.59% 43.38% 21.82%
2024-11 +2.05% +53.69% 0.31% +1.08% 0.63 7.24% +20.82 +483.73 561.05 44.22% 43.82% 22.87%
2024-10 +0.28% +50.60% 0.31% +0.96% 0.57 7.21% +21.21 +462.91 529.20 42.50% 43.31% 23.94%
2024-09 +1.54% +50.18% 0.31% +0.96% 0.60 7.24% +20.00 +441.70 506.56 42.68% 44.17% 24.98%
2024-08 +1.35% +47.90% 0.31% — 0.50 7.21% +11.09 +421.70 479.40 43.11% 44.77% 24.82%
2024-07 +1.39% +45.93% 0.31% +0.84% 0.50 7.21% +16.86 +410.61 461.37 43.31% 46.06% 25.64%
2024-06 +0.65% +43.93% 0.31% +0.96% 0.47 7.21% +17.07 +393.75 438.31 42.76% 44.58% 25.37%
2024-05 +1.04% +43.00% 0.31% +0.84% 0.48 7.24% +16.21 +376.68 418.47 42.96% 42.79% 25.63%
2024-04 -1.42% +41.53% 0.31% +0.72% 0.44 7.27% +21.87 +360.47 398.16 41.32% 41.67% 24.33%
2024-03 +2.30% +43.57% 0.31% +0.60% 0.56 7.24% +18.39 +338.60 381.79 42.03% 41.19% 24.73%
2024-02 +1.91% +40.34% 0.31% +0.60% 0.48 7.17% +17.99 +320.21 355.70 40.89% 40.29% 24.13%
2024-01 +0.09% +37.71% 0.31% +0.72% 0.43 7.14% +20.87 +302.22 330.50 39.58% 39.80% 24.14%
2023-12 +2.51% +37.59% 0.39% +0.60% 0.48 7.24% +17.10 +281.35 309.37 39.85% 40.34% 23.96%
2023-11 +3.25% +34.22% 0.39% +0.72% 0.35 7.27% +14.00 +264.25 285.04 39.67% 41.60% 24.35%
2023-10 -2.86% +29.99% 0.39% +0.60% 0.22 7.17% +15.84 +250.25 262.35 39.40% 43.14% 25.91%
2023-09 -1.21% +33.82% 0.39% +0.48% 0.37 7.10% +11.66 +234.41 254.08 40.92% 42.59% 22.74%
2023-08 -0.08% +35.46% 0.39% +0.48% 0.46 7.07% +14.38 +222.75 245.48 40.47% 42.07% 23.22%
2023-07 +2.21% +35.57% 0.39% +0.36% 0.50 7.07% +11.63 +208.37 231.17 41.03% 41.54% 23.68%
2023-06 +1.89% +32.64% 0.39% +0.36% 0.43 7.03% +3.98 +196.74 214.65 41.01% 42.15% 23.57%
2023-05 +0.72% +30.18% 0.39% +0.24% 0.37 7.00% +5.22 +192.76 206.70 40.84% 41.99% 22.64%
2023-04 +1.03% +29.25% 0.39% +0.24% 0.36 6.96% +4.60 +187.54 200.09 39.76% 41.92% 22.59%
2023-03 +0.91% +27.93% 0.39% +0.12% 0.34 6.96% +3.08 +182.94 193.45 40.57% 43.32% 22.04%
2023-02 -1.79% +26.78% 0.39% +0.12% 0.30 7.00% +5.51 +179.86 189.11 40.39% 43.32% 21.11%
2023-01 +2.39% +29.09% 0.39% +0.24% 0.40 6.96% +4.43 +174.35 186.54 40.17% 41.80% 20.53%
2022-12 -1.59% +26.07% 0.45% +0.12% 0.32 6.93% +4.02 +169.92 177.82 40.66% 43.14% 19.08%
2022-11 +0.87% +28.11% 0.45% +0.24% 0.43 6.86% +6.55 +165.90 176.63 41.45% 42.34% 19.39%
2022-10 +2.10% +27.00% 0.45% +0.12% 0.41 6.86% +6.14 +159.35 168.60 40.60% 41.35% 19.72%
2022-09 -3.91% +24.39% 0.45% +0.12% 0.34 6.82% +4.64 +153.21 159.03 40.64% 41.80% 18.74%
2022-08 -1.41% +29.45% 0.45% +0.36% 0.58 6.55% +4.96 +148.57 160.84 42.66% 41.55% 18.93%
2022-07 +2.88% +31.31% 0.45% +0.12% 0.67 6.48% +4.32 +143.61 158.15 42.47% 42.11% 21.43%
2022-06 -1.96% +27.63% 0.45% +0.00% 0.57 6.41% +6.75 +139.29 149.44 41.52% 42.38% 20.40%
2022-05 -2.04% +30.18% 0.45% +0.36% 0.68 6.34% +3.97 +132.54 145.51 43.19% 42.84% 20.45%
2022-04 -1.84% +32.89% 0.45% +0.24% 0.83 6.24% +2.85 +128.57 144.46 42.32% 40.73% 20.40%
2022-03 +0.43% +35.38% 0.45% +0.36% 0.97 6.13% +7.20 +125.72 144.27 43.47% 41.00% 21.29%
2022-02 -0.73% +34.80% 0.45% +0.24% 0.96 6.17% +1.39 +118.52 136.46 44.70% 42.39% 22.10%
2022-01 -1.97% +35.79% 0.45% +0.36% 1.02 6.13% +5.88 +117.13 136.12 45.17% 42.98% 21.25%
2021-12 +1.58% +38.52% 0.53% +0.60% 1.17 6.03% +4.34 +111.25 132.76 44.22% 41.33% 19.61%
2021-11 +0.01% +36.37% 0.53% +0.60% 1.11 6.03% +4.20 +106.91 127.40 44.29% 41.37% 21.08%
2021-10 +2.06% +36.36% 0.53% +0.72% 1.12 6.03% +4.84 +102.71 123.22 43.29% 39.76% 20.60%
2021-09 -0.66% +33.60% 0.53% +0.60% 1.03 5.99% +2.61 +97.87 115.93 43.29% 40.38% 20.91%
2021-08 +1.66% +34.49% 0.53% +0.72% 1.07 5.96% +2.59 +95.26 114.08 43.92% 40.80% 21.41%
2021-07 +0.35% +32.29% 0.53% +0.72% 1.00 5.96% +2.80 +92.67 109.64 44.42% 41.19% 21.45%
2021-06 +0.56% +31.83% 0.53% +0.72% 1.01 5.99% +1.86 +89.87 106.52 44.48% 41.01% 21.05%
2021-05 +1.41% +31.10% 0.53% +0.60% 0.99 5.99% +2.90 +88.01 104.04 43.04% 40.94% 22.58%
2021-04 +1.39% +29.28% 0.53% +0.60% 0.94 5.96% +2.18 +85.11 99.71 42.59% 40.53% 22.06%
2021-03 +1.64% +27.50% 0.53% +0.36% 0.88 5.96% +2.40 +82.93 95.75 42.44% 40.25% 22.59%
2021-02 +0.50% +25.45% 0.53% +0.48% 0.83 5.92% +5.15 +80.53 91.82 41.51% 39.52% 21.38%
2021-01 +0.99% +24.82% 0.53% +0.36% 0.81 5.92% +3.23 +75.38 86.28 39.80% 37.95% 21.55%
2020-12 +1.61% +23.60% 0.56% +0.24% 0.73 6.06% +1.37 +72.15 82.25 40.50% 39.15% 23.12%
2020-11 +4.48% +21.64% 0.56% — — — +2.80 +70.78 79.59 37.64% 37.23% 22.74%
2020-10 -0.07% +16.42% 0.56% — — — -0.02 +67.98 73.43 36.66% 38.43% 20.93%
2020-09 -1.49% +16.51% 0.56% — — — +2.65 +68.00 73.50 36.26% 37.27% 21.89%
2020-08 +2.40% +18.27% 0.56% — — — +2.81 +65.35 71.96 37.87% 38.13% 22.00%
2020-07 +2.63% +15.50% 0.56% — — — +2.15 +62.54 67.51 37.28% 37.19% 20.56%
2020-06 -0.18% +12.54% 0.56% — — — +1.97 +60.39 63.67 35.34% 35.84% 20.54%
2020-05 +1.88% +12.74% 0.56% — — — +1.80 +58.42 61.84 34.77% 34.75% 20.41%
2020-04 +4.84% +10.66% 0.56% — — — +2.05 +56.62 58.91 32.93% 32.34% 19.42%
2020-03 -8.13% +5.55% 0.56% — — — +2.23 +54.57 54.14 32.90% 31.71% 20.17%
2020-02 -2.16% +14.89% 0.56% — — — +1.69 +52.34 56.45 33.62% 32.47% 18.48%
2020-01 -0.10% +17.43% 0.56% — — — +2.10 +50.65 56.02 33.93% 32.42% 19.15%
2019-12 +0.86% +17.55% 0.61% — — — +1.83 +48.55 53.99 35.82% 34.69% 19.91%
2019-11 +0.74% +16.54% 0.61% — — — +1.36 +46.72 51.71 34.87% 33.24% 20.46%
2019-10 +1.34% +15.69% 0.61% — — — +1.69 +45.36 49.98 34.33% 32.89% 20.39%
2019-09 +0.73% +14.16% 0.61% — — — +0.84 +43.67 47.64 32.79% 30.92% 19.90%
2019-08 -0.20% +13.33% 0.61% — — — +1.73 +42.83 46.46 31.70% 31.04% 19.76%
2019-07 +0.54% +13.56% 0.61% — — — +1.70 +41.10 44.82 32.08% 31.46% 20.19%
2019-06 +2.00% +12.95% 0.61% — — — +1.59 +39.40 42.89 32.11% 31.27% 20.21%
2019-05 -1.17% +10.73% 0.61% — — — +2.29 +37.81 40.48 31.37% 30.85% 19.54%
2019-04 +1.33% +12.04% 0.61% — — — +1.07 +35.52 38.65 32.91% 32.21% 20.62%
2019-03 +0.89% +10.57% 0.61% — — — +1.36 +34.45 37.08 32.90% 32.93% 19.63%
2019-02 +1.06% +9.60% 0.61% — — — +1.12 +33.09 35.40 32.85% 32.68% 19.60%
2019-01 +2.73% +8.45% 0.61% — — — +1.47 +31.97 33.91 33.88% 33.59% 19.94%
2018-12 -2.37% +5.57% 0.78% — — — +0.76 +30.50 31.56 34.28% 34.06% 20.56%
2018-11 +0.13% +8.13% 0.78% — — — +1.36 +29.74 31.56 42.52% 33.84% 20.56%
2018-10 -2.03% +7.99% 0.78% — — — +1.12 +28.38 30.14 35.00% 35.73% 19.54%
2018-09 +0.18% +10.23% 0.78% — — — +0.33 +27.26 29.70 33.16% 34.51% 18.96%
2018-08 +0.77% +10.03% 0.78% — — — +1.17 +26.93 29.32 33.66% 34.17% 18.96%
2018-07 +1.22% +9.19% 0.78% — — — +1.71 +25.76 27.93 33.66% 34.66% 19.08%
2018-06 +0.25% +7.87% 0.78% — — — +0.88 +24.05 25.89 33.99% 34.80% 18.81%
2018-05 +0.26% +7.60% 0.78% — — — +1.25 +23.17 25.08 35.13% 35.05% 18.86%
2018-04 +0.92% +7.32% 0.78% — — — +2.29 +21.92 23.77 34.67% 34.46% 18.26%
2018-03 -0.75% +6.34% 0.78% — — — +0.30 +19.63 21.28 35.15% 35.01% 18.23%
2018-02 -1.29% +7.15% 0.78% — — — +0.58 +19.33 21.14 34.63% 34.86% 18.12%
2018-01 +1.27% +8.55% 0.78% — — — +0.85 +18.75 20.83 33.46% 32.21% 16.80%
2017-12 +0.74% +7.19% 0.81% — — — +0.39 +17.90 19.73 33.20% 30.06% 16.98%
2017-11 +0.63% +6.40% 0.81% — — — +2.33 +17.51 19.19 32.78% 29.49% 17.20%
2017-10 +0.91% +5.73% 0.81% — — — +1.20 +15.18 16.73 32.34% 28.87% 16.74%
2017-09 +0.34% +4.78% 0.81% — — — +1.52 +13.98 15.39 33.20% 29.89% 16.96%
2017-08 +0.33% +4.43% 0.81% — — — +1.71 +12.46 13.81 33.60% 30.12% 17.38%
2017-07 +1.20% +4.08% 0.81% — — — +0.54 +10.75 12.05 33.44% 29.88% 16.93%
2017-06 -0.46% +2.85% 0.81% — — — +0.62 +10.21 11.37 32.89% 29.46% 16.62%
2017-05 +0.93% +3.32% 0.81% — — — +0.84 +9.59 10.80 33.24% 29.35% 16.85%
2017-04 +0.94% +2.37% 0.81% — — — -0.25 +8.75 9.86 33.87% 30.32% 17.34%
2017-03 +0.14% +1.42% 0.81% — — — +0.79 +9.00 10.02 32.24% 28.74% 16.77%
2017-02 +0.58% +1.28% 0.81% — — — +0.25 +8.21 9.22 32.10% 28.42% 17.03%
2017-01 -0.28% +0.69% 0.81% — — — +0.90 +7.96 8.92 32.29% 28.81% 16.70%
2016-12 +0.92% +0.97% 0.87% — — — +0.01 +7.06 8.04 33.46% 28.98% 16.42%
2016-11 +0.10% +0.05% 0.87% — — — +0.69 +7.05 7.96 32.41% 28.14% 16.46%
2016-10 -0.23% -0.05% 0.87% — — — +0.45 +6.36 7.27 32.46% 28.34% 15.41%
2016-09 -0.46% +0.18% 0.87% — — — +1.08 +5.91 6.85 32.26% 28.47% 16.06%
2016-08 -0.22% +0.65% 0.87% — — — +1.68 +4.83 5.84 32.02% 27.23% 15.75%
2016-07 +1.52% +0.87% 0.87% — — — +2.51 +3.15 4.12 30.83% 21.60% 14.32%
2016-06 -0.22% -0.64% 0.87% — — — +0.64 +0.64 1.58 27.85% 19.62% 12.66%
2016-05 +0.58% -0.42% 0.87% — — — — +0.00 0.96 — — —
2016-04 +0.42% -1.00% 0.87% — — — — +0.00 0.72 — — —
2016-03 +0.95% -1.41% 0.87% — — — — +0.00 0.67 — — —
2016-02 -0.09% -2.34% 0.87% — — — — +0.00 0.30 — — —
2016-01 -2.25% -2.25% 0.87% — — — — +0.00 0.05 — — —

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.