חודשים בטווח
125
מגדל מקפת משלימה לבני 60 ומעלה
נתונים היסטוריים מלאים עבור מגדל מקפת משלימה לבני 60 ומעלה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9455 | שם קרן: מגדל מקפת משלימה לבני 60 ומעלה | 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 מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מגדל מקפת משלימה לבני 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+1.79%
תשואה מצטברת מההתחלה
+63.26%
| 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% | +63.26% | 0.18% | +0.12% | 0.87 | 4.64% | +18.51 | 444.61 | 30.78% | 27.06% | 13.38% |
| 2026-04 | +2.75% | +60.39% | 0.18% | -0.12% | 0.79 | 4.61% | -3.81 | 418.55 | 30.96% | 27.74% | 13.53% |
| 2026-03 | -1.81% | +56.10% | 0.18% | -0.24% | 0.66 | 4.50% | +10.51 | 410.88 | 30.53% | 28.80% | 13.36% |
| 2026-02 | +0.52% | +58.98% | 0.18% | -0.24% | 0.92 | 4.40% | +13.55 | 407.82 | 30.46% | 28.99% | 14.65% |
| 2026-01 | +1.47% | +58.16% | 0.18% | -0.12% | 0.92 | 4.40% | +13.74 | 392.16 | 30.19% | 28.95% | 14.63% |
| 2025-12 | +0.67% | +55.86% | 0.23% | -0.12% | 0.85 | 4.36% | +8.31 | 372.88 | 28.61% | 27.65% | 14.80% |
| 2025-11 | +0.76% | +54.83% | 0.23% | -0.12% | 0.86 | 4.40% | +11.92 | 362.14 | 27.53% | 28.16% | 14.98% |
| 2025-10 | +1.18% | +53.66% | 0.23% | -0.12% | 0.89 | 4.54% | +5.75 | 347.49 | 27.66% | 27.89% | 14.69% |
| 2025-09 | +1.44% | +51.87% | 0.23% | -0.24% | 0.84 | 4.54% | +1.07 | 337.72 | 27.64% | 28.59% | 15.13% |
| 2025-08 | +0.86% | +49.71% | 0.23% | -0.12% | 0.72 | 4.61% | +9.30 | 332.23 | 27.06% | 28.50% | 15.10% |
| 2025-07 | +0.52% | +48.44% | 0.23% | -0.12% | 0.73 | 4.64% | +11.07 | 319.82 | 25.98% | 28.49% | 15.08% |
| 2025-06 | +2.62% | +47.67% | 0.23% | -0.12% | 0.77 | 4.71% | +12.77 | 307.15 | 26.70% | 29.04% | 15.33% |
| 2025-05 | +1.09% | +43.90% | 0.23% | +0.24% | 0.61 | 4.61% | +7.36 | 286.64 | 26.36% | 30.58% | 15.75% |
| 2025-04 | +1.02% | +42.35% | 0.23% | +0.36% | 0.59 | 4.64% | +19.31 | 276.15 | 26.96% | 32.35% | 16.11% |
| 2025-03 | -0.83% | +40.91% | 0.23% | +0.48% | 0.62 | 4.88% | +5.38 | 253.95 | 25.30% | 31.98% | 15.76% |
| 2025-02 | +0.58% | +42.09% | 0.23% | +0.36% | 0.51 | 5.85% | -0.49 | 250.63 | 25.46% | 31.01% | 15.44% |
| 2025-01 | +0.73% | +41.27% | 0.23% | +0.48% | 0.47 | 5.89% | +10.87 | 249.68 | 25.52% | 31.12% | 15.51% |
| 2024-12 | +0.74% | +40.24% | 0.31% | +0.48% | 0.45 | 5.92% | +7.30 | 237.02 | 25.36% | 31.57% | 15.73% |
| 2024-11 | +1.64% | +39.21% | 0.31% | +0.48% | 0.44 | 5.89% | +3.01 | 227.98 | 25.02% | 31.94% | 16.47% |
| 2024-10 | +0.24% | +36.97% | 0.31% | +0.48% | 0.38 | 5.89% | +2.49 | 221.37 | 25.00% | 32.69% | 17.93% |
| 2024-09 | +1.12% | +36.64% | 0.31% | +0.48% | 0.41 | 5.89% | +12.07 | 218.31 | 24.31% | 32.11% | 17.87% |
| 2024-08 | +1.30% | +35.13% | 0.31% | — | 0.32 | 5.89% | -1.79 | 195.92 | 24.42% | 33.11% | 18.25% |
| 2024-07 | +1.20% | +33.39% | 0.31% | +0.36% | 0.32 | 5.85% | +3.93 | 203.01 | 24.72% | 33.64% | 18.64% |
| 2024-06 | +0.48% | +31.81% | 0.31% | +0.48% | 0.28 | 5.85% | +7.06 | 196.65 | 24.39% | 32.11% | 18.30% |
| 2024-05 | +0.53% | +31.18% | 0.31% | +0.36% | 0.31 | 5.89% | +7.41 | 188.68 | 24.50% | 30.93% | 18.50% |
| 2024-04 | -1.04% | +30.49% | 0.31% | +0.36% | 0.29 | 5.89% | +8.10 | 180.35 | 23.76% | 30.64% | 17.80% |
| 2024-03 | +1.65% | +31.86% | 0.31% | +0.24% | 0.40 | 5.89% | +12.44 | 174.13 | 24.37% | 30.53% | 18.09% |
| 2024-02 | +1.25% | +29.72% | 0.31% | +0.24% | 0.34 | 5.85% | +5.08 | 159.29 | 23.69% | 30.19% | 17.77% |
| 2024-01 | +0.08% | +28.12% | 0.31% | +0.36% | 0.31 | 5.85% | +2.98 | 151.92 | 22.94% | 29.90% | 17.88% |
| 2023-12 | +2.11% | +28.02% | 0.39% | +0.24% | 0.37 | 5.89% | +11.10 | 148.83 | 23.00% | 29.40% | 16.73% |
| 2023-11 | +2.99% | +25.37% | 0.39% | +0.36% | 0.24 | 5.92% | +4.29 | 134.83 | 22.87% | 30.65% | 17.12% |
| 2023-10 | -2.37% | +21.73% | 0.39% | +0.36% | 0.09 | 5.79% | +1.35 | 126.73 | 23.03% | 31.77% | 18.39% |
| 2023-09 | -1.13% | +24.69% | 0.39% | +0.24% | 0.24 | 5.72% | +1.85 | 128.35 | 23.65% | 30.63% | 16.60% |
| 2023-08 | +0.16% | +26.11% | 0.39% | +0.12% | 0.34 | 5.68% | +7.32 | 127.95 | 23.06% | 29.46% | 16.23% |
| 2023-07 | +1.54% | +25.91% | 0.39% | +0.12% | 0.37 | 5.68% | +4.30 | 120.40 | 24.13% | 29.19% | 17.32% |
| 2023-06 | +1.31% | +24.00% | 0.39% | +0.12% | 0.32 | 5.68% | +3.50 | 114.30 | 24.63% | 29.76% | 17.24% |
| 2023-05 | +0.92% | +22.40% | 0.39% | +0.00% | 0.27 | 5.65% | +1.64 | 109.33 | 24.45% | 29.44% | 16.96% |
| 2023-04 | +0.83% | +21.28% | 0.39% | +0.00% | 0.24 | 5.65% | +0.31 | 106.72 | 23.99% | 28.47% | 16.65% |
| 2023-03 | +0.95% | +20.28% | 0.39% | +0.00% | 0.23 | 5.65% | +7.35 | 105.53 | 24.35% | 29.22% | 15.83% |
| 2023-02 | -1.96% | +19.15% | 0.39% | +0.00% | 0.18 | 5.65% | +1.22 | 97.42 | 24.29% | 29.79% | 16.25% |
| 2023-01 | +1.95% | +21.53% | 0.39% | +0.00% | 0.31 | 5.58% | +3.77 | 97.90 | 23.51% | 27.40% | 14.87% |
| 2022-12 | -1.13% | +19.21% | 0.45% | +0.00% | 0.23 | 5.54% | +2.46 | 92.30 | 24.40% | 28.97% | 13.98% |
| 2022-11 | +0.60% | +20.57% | 0.45% | +0.00% | 0.33 | 5.51% | +4.67 | 90.88 | 24.75% | 27.84% | 13.93% |
| 2022-10 | +1.41% | +19.85% | 0.45% | -0.12% | 0.33 | 5.51% | -2.38 | 85.68 | 25.12% | 28.17% | 13.97% |
| 2022-09 | -3.06% | +18.19% | 0.45% | +0.00% | 0.27 | 5.51% | +2.63 | 86.82 | 25.05% | 28.04% | 13.51% |
| 2022-08 | -1.40% | +21.92% | 0.45% | +0.12% | 0.50 | 5.30% | +0.17 | 86.93 | 26.34% | 27.83% | 13.67% |
| 2022-07 | +2.26% | +23.65% | 0.45% | +0.00% | 0.62 | 5.23% | +4.88 | 87.96 | 26.57% | 28.21% | 14.47% |
| 2022-06 | -1.08% | +20.91% | 0.45% | -0.12% | 0.51 | 5.16% | +3.08 | 81.16 | 26.33% | 30.08% | 14.92% |
| 2022-05 | -2.02% | +22.23% | 0.45% | +0.00% | 0.58 | 5.13% | +3.24 | 78.90 | 27.14% | 30.24% | 14.49% |
| 2022-04 | -1.48% | +24.75% | 0.45% | +0.00% | 0.76 | 5.02% | -1.90 | 77.23 | 26.71% | 28.72% | 14.49% |
| 2022-03 | +0.15% | +26.63% | 0.45% | +0.00% | 0.90 | 4.95% | +0.63 | 80.31 | 28.04% | 29.00% | 14.34% |
| 2022-02 | -0.88% | +26.44% | 0.45% | +0.00% | 0.91 | 4.95% | +3.87 | 79.57 | 28.87% | 29.42% | 14.97% |
| 2022-01 | -1.91% | +27.56% | 0.45% | +0.12% | 1.00 | 4.92% | +3.41 | 76.44 | 28.70% | 29.57% | 14.64% |
| 2021-12 | +1.01% | +30.05% | 0.53% | +0.36% | 1.17 | 4.82% | +4.01 | 74.43 | 28.28% | 28.86% | 14.44% |
| 2021-11 | +0.16% | +28.75% | 0.53% | +0.24% | 1.13 | 4.82% | +1.56 | 71.04 | 28.15% | 28.72% | 15.29% |
| 2021-10 | +1.59% | +28.54% | 0.53% | +0.36% | 1.13 | 4.82% | +1.77 | 69.37 | 27.63% | 27.19% | 14.57% |
| 2021-09 | -0.44% | +26.53% | 0.53% | +0.36% | 1.04 | 4.82% | +0.45 | 66.53 | 28.26% | 27.72% | 14.87% |
| 2021-08 | +1.44% | +27.09% | 0.53% | +0.48% | 1.07 | 4.82% | +2.70 | 66.37 | 28.27% | 27.65% | 15.34% |
| 2021-07 | +0.37% | +25.28% | 0.53% | +0.48% | 0.99 | 4.78% | +1.67 | 62.74 | 28.15% | 27.61% | 15.25% |
| 2021-06 | +0.45% | +24.82% | 0.53% | +0.36% | 1.00 | 4.82% | +2.16 | 60.84 | 28.48% | 27.71% | 15.60% |
| 2021-05 | +1.13% | +24.26% | 0.53% | +0.36% | 0.98 | 4.82% | +1.36 | 58.42 | 27.75% | 26.81% | 16.35% |
| 2021-04 | +0.98% | +22.87% | 0.53% | +0.36% | 0.92 | 4.82% | +2.22 | 56.89 | 27.44% | 26.58% | 15.86% |
| 2021-03 | +1.29% | +21.68% | 0.53% | +0.12% | 0.88 | 4.82% | +0.39 | 54.64 | 27.27% | 26.45% | 16.51% |
| 2021-02 | +0.13% | +20.13% | 0.53% | +0.24% | 0.82 | 4.78% | +1.94 | 53.54 | 25.61% | 25.42% | 14.92% |
| 2021-01 | +0.72% | +19.98% | 0.53% | +0.00% | 0.81 | 4.78% | +0.13 | 51.56 | 23.37% | 23.72% | 14.70% |
| 2020-12 | +1.20% | +19.12% | 0.56% | -0.12% | 0.73 | 4.92% | +0.33 | 51.05 | 24.05% | 24.86% | 15.14% |
| 2020-11 | +3.17% | +17.71% | 0.56% | — | — | — | +1.07 | 50.12 | 23.52% | 24.64% | 15.52% |
| 2020-10 | -0.10% | +14.09% | 0.56% | — | — | — | +0.29 | 47.50 | 22.42% | 24.11% | 13.73% |
| 2020-09 | -1.28% | +14.20% | 0.56% | — | — | — | +0.11 | 47.28 | 22.82% | 24.49% | 15.04% |
| 2020-08 | +1.98% | +15.68% | 0.56% | — | — | — | +5.38 | 47.78 | 22.98% | 24.38% | 14.84% |
| 2020-07 | +2.03% | +13.44% | 0.56% | — | — | — | +0.99 | 41.54 | 23.42% | 24.63% | 14.30% |
| 2020-06 | -0.48% | +11.18% | 0.56% | — | — | — | +1.34 | 39.74 | 22.57% | 24.11% | 14.77% |
| 2020-05 | +1.49% | +11.72% | 0.56% | — | — | — | +1.41 | 38.61 | 22.09% | 23.23% | 14.43% |
| 2020-04 | +4.06% | +10.08% | 0.56% | — | — | — | -0.12 | 36.64 | 21.64% | 22.35% | 14.49% |
| 2020-03 | -6.81% | +5.78% | 0.56% | — | — | — | +2.33 | 35.40 | 21.02% | 21.41% | 14.63% |
| 2020-02 | -1.26% | +13.51% | 0.56% | — | — | — | +0.97 | 35.37 | 21.69% | 19.23% | 13.18% |
| 2020-01 | -0.06% | +14.96% | 0.56% | — | — | — | -0.40 | 34.86 | 22.75% | 19.59% | 13.43% |
| 2019-12 | +0.56% | +15.03% | 0.61% | — | — | — | -0.59 | 35.27 | 23.99% | 20.70% | 13.98% |
| 2019-11 | +0.56% | +14.39% | 0.61% | — | — | — | +0.90 | 35.66 | 23.19% | 19.49% | 14.16% |
| 2019-10 | +0.98% | +13.75% | 0.61% | — | — | — | +0.22 | 34.56 | 23.38% | 19.65% | 14.44% |
| 2019-09 | +0.66% | +12.65% | 0.61% | — | — | — | +0.82 | 34.00 | 22.29% | 18.35% | 13.91% |
| 2019-08 | -0.06% | +11.91% | 0.61% | — | — | — | -0.57 | 32.96 | 21.84% | 18.39% | 13.83% |
| 2019-07 | +0.80% | +11.98% | 0.61% | — | — | — | +1.70 | 33.66 | 21.81% | 18.66% | 13.58% |
| 2019-06 | +1.63% | +11.09% | 0.61% | — | — | — | +1.42 | 31.58 | 22.13% | 18.78% | 14.03% |
| 2019-05 | -0.71% | +9.31% | 0.61% | — | — | — | +1.48 | 29.95 | 21.54% | 18.26% | 13.32% |
| 2019-04 | +1.08% | +10.09% | 0.61% | — | — | — | +0.97 | 28.68 | 22.63% | 19.32% | 13.95% |
| 2019-03 | +0.87% | +8.91% | 0.61% | — | — | — | +1.08 | 27.40 | 22.19% | 19.31% | 13.87% |
| 2019-02 | +1.01% | +7.97% | 0.61% | — | — | — | -0.79 | 26.08 | 22.35% | 19.33% | 14.07% |
| 2019-01 | +2.25% | +6.89% | 0.61% | — | — | — | +0.44 | 26.60 | 22.78% | 19.36% | 13.61% |
| 2018-12 | -1.60% | +4.54% | 0.78% | — | — | — | +1.46 | 25.58 | 23.61% | 20.21% | 13.45% |
| 2018-11 | +0.00% | +6.24% | 0.78% | — | — | — | +0.71 | 24.52 | 29.85% | 20.47% | 14.68% |
| 2018-10 | -1.57% | +6.24% | 0.78% | — | — | — | +0.47 | 23.81 | 23.39% | 20.71% | 12.64% |
| 2018-09 | +0.07% | +7.93% | 0.78% | — | — | — | +0.75 | 23.72 | 22.98% | 20.19% | 12.94% |
| 2018-08 | +0.77% | +7.86% | 0.78% | — | — | — | +0.59 | 22.95 | 23.31% | 20.00% | 13.20% |
| 2018-07 | +0.84% | +7.04% | 0.78% | — | — | — | -6.22 | 22.19 | 24.61% | 21.32% | 13.16% |
| 2018-06 | +0.16% | +6.14% | 0.78% | — | — | — | +7.18 | 28.19 | 22.99% | 20.01% | 14.05% |
| 2018-05 | +0.22% | +5.97% | 0.78% | — | — | — | +0.85 | 20.96 | 23.71% | 19.61% | 12.50% |
| 2018-04 | +0.67% | +5.74% | 0.78% | — | — | — | +0.69 | 20.07 | 24.22% | 20.28% | 13.75% |
| 2018-03 | -0.42% | +5.04% | 0.78% | — | — | — | +0.30 | 19.25 | 23.84% | 20.16% | 11.79% |
| 2018-02 | -1.16% | +5.48% | 0.78% | — | — | — | +0.39 | 19.03 | 23.70% | 20.13% | 10.67% |
| 2018-01 | +1.02% | +6.72% | 0.78% | — | — | — | +0.78 | 18.85 | 23.45% | 18.83% | 10.72% |
| 2017-12 | +0.62% | +5.64% | 0.81% | — | — | — | -0.19 | 17.88 | 23.49% | 19.02% | 10.68% |
| 2017-11 | +0.70% | +4.99% | 0.81% | — | — | — | +1.07 | 17.97 | 23.48% | 18.86% | 10.46% |
| 2017-10 | +0.77% | +4.26% | 0.81% | — | — | — | +0.71 | 16.77 | 23.26% | 18.60% | 10.38% |
| 2017-09 | +0.31% | +3.46% | 0.81% | — | — | — | +0.71 | 15.94 | 23.46% | 18.63% | 11.42% |
| 2017-08 | +0.44% | +3.14% | 0.81% | — | — | — | +2.19 | 15.18 | 23.39% | 18.71% | 10.67% |
| 2017-07 | +0.98% | +2.69% | 0.81% | — | — | — | +0.77 | 12.93 | 23.28% | 18.48% | 10.44% |
| 2017-06 | -0.45% | +1.70% | 0.81% | — | — | — | -0.10 | 12.05 | 23.65% | 18.67% | 10.37% |
| 2017-05 | +0.92% | +2.16% | 0.81% | — | — | — | +0.62 | 12.20 | 22.87% | 17.95% | 10.25% |
| 2017-04 | +0.98% | +1.22% | 0.81% | — | — | — | +0.50 | 11.48 | 23.08% | 18.47% | 10.80% |
| 2017-03 | +0.21% | +0.24% | 0.81% | — | — | — | +0.24 | 10.87 | 23.46% | 18.58% | 10.86% |
| 2017-02 | +0.51% | +0.03% | 0.81% | — | — | — | +0.56 | 10.61 | 23.09% | 18.28% | 10.84% |
| 2017-01 | -0.07% | -0.48% | 0.81% | — | — | — | +0.26 | 9.99 | 24.02% | 19.12% | 10.51% |
| 2016-12 | +0.72% | -0.41% | 0.87% | — | — | — | +0.29 | 9.74 | 23.61% | 18.38% | 10.27% |
| 2016-11 | -0.07% | -1.12% | 0.87% | — | — | — | +0.53 | 9.38 | 23.03% | 17.91% | 10.55% |
| 2016-10 | -0.14% | -1.05% | 0.87% | — | — | — | +0.15 | 8.83 | 22.76% | 17.89% | 9.74% |
| 2016-09 | -0.52% | -0.91% | 0.87% | — | — | — | +1.16 | 8.69 | 23.01% | 18.07% | 9.78% |
| 2016-08 | -0.20% | -0.39% | 0.87% | — | — | — | +2.68 | 7.62 | 22.31% | 16.80% | 9.19% |
| 2016-07 | +1.35% | -0.19% | 0.87% | — | — | — | +2.73 | 4.95 | 21.41% | 15.96% | 9.49% |
| 2016-06 | -0.09% | -1.52% | 0.87% | — | — | — | +1.03 | 2.19 | 18.26% | 13.70% | 7.31% |
| 2016-05 | +0.14% | -1.43% | 0.87% | — | — | — | — | 1.16 | — | — | — |
| 2016-04 | +0.28% | -1.57% | 0.87% | — | — | — | — | 0.29 | — | — | — |
| 2016-03 | +0.57% | -1.85% | 0.87% | — | — | — | — | 0.20 | — | — | — |
| 2016-02 | -0.37% | -2.40% | 0.87% | — | — | — | — | 0.07 | — | — | — |
| 2016-01 | -2.04% | -2.04% | 0.87% | — | — | — | — | 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.