חודשים בטווח
120
מגדל מקפת משלימה למקבלי קצבה קיימים
נתונים היסטוריים מלאים עבור מגדל מקפת משלימה למקבלי קצבה קיימים, 120 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 2208 | שם קרן: מגדל מקפת משלימה למקבלי קצבה קיימים | 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 למקבלי קצבה קיימים ישירות למייל.
תשואה חודשית אחרונה
+1.55%
תשואה מצטברת מההתחלה
+34.03%
| 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 | +1.55% | +34.03% | 0.18% | -0.36% | -0.15 | 5.16% | -0.74 | 78.65 | 2.11% | 3.52% | 0.83% |
| 2026-04 | +1.12% | +31.99% | 0.18% | -0.36% | -0.23 | 5.16% | -0.75 | 78.19 | 2.05% | 3.72% | 0.68% |
| 2026-03 | -0.65% | +30.53% | 0.18% | -0.36% | -0.29 | 5.13% | -1.03 | 78.08 | 2.05% | 3.89% | 0.64% |
| 2026-02 | -0.46% | +31.38% | 0.18% | -0.36% | -0.19 | 5.16% | -0.67 | 79.62 | 2.05% | 3.78% | 0.97% |
| 2026-01 | +0.24% | +31.99% | 0.18% | -0.36% | -0.17 | 5.20% | -0.76 | 80.66 | 2.02% | 3.71% | 0.93% |
| 2025-12 | +0.14% | +31.67% | 0.23% | -0.36% | -0.15 | 5.20% | -0.56 | 81.23 | 2.04% | 3.89% | 1.19% |
| 2025-11 | +0.20% | +31.49% | 0.23% | -0.36% | -0.12 | 5.20% | -0.76 | 81.68 | 2.01% | 4.00% | 1.22% |
| 2025-10 | +1.05% | +31.22% | 0.23% | -0.36% | -0.08 | 5.23% | -1.55 | 82.27 | 2.04% | 3.89% | 1.11% |
| 2025-09 | +1.04% | +29.86% | 0.23% | -0.36% | -0.13 | 5.23% | -0.77 | 82.96 | 2.13% | 4.06% | 1.04% |
| 2025-08 | +0.68% | +28.52% | 0.23% | -0.36% | -0.22 | 5.30% | -0.77 | 82.88 | 2.06% | 4.10% | 1.06% |
| 2025-07 | +0.13% | +27.66% | 0.23% | -0.36% | -0.21 | 5.33% | -0.77 | 83.09 | 2.03% | 4.19% | 1.08% |
| 2025-06 | +2.60% | +27.49% | 0.23% | -0.36% | -0.20 | 5.33% | -1.09 | 83.75 | 2.08% | 4.17% | 1.10% |
| 2025-05 | -0.54% | +24.26% | 0.23% | -0.24% | -0.36 | 5.23% | -0.80 | 82.72 | 2.06% | 4.33% | 1.14% |
| 2025-04 | +1.06% | +24.93% | 0.23% | -0.24% | -0.27 | 5.27% | -0.77 | 83.98 | 2.06% | 4.44% | 1.11% |
| 2025-03 | -1.17% | +23.62% | 0.23% | -0.24% | -0.25 | 5.44% | -0.69 | 83.87 | 1.88% | 4.46% | 1.03% |
| 2025-02 | +0.80% | +25.09% | 0.23% | -0.36% | -0.26 | 6.13% | -0.79 | 85.56 | 1.91% | 4.29% | 0.95% |
| 2025-01 | -0.04% | +24.09% | 0.23% | -0.24% | -0.26 | 6.17% | -0.79 | 85.67 | 1.91% | 4.35% | 0.98% |
| 2024-12 | +0.63% | +24.14% | 0.31% | -0.24% | -0.23 | 6.20% | -0.78 | 86.50 | 1.92% | 4.40% | 0.97% |
| 2024-11 | +1.56% | +23.37% | 0.31% | -0.12% | -0.23 | 6.20% | -0.79 | 86.73 | 1.93% | 5.26% | 0.85% |
| 2024-10 | -0.01% | +21.47% | 0.31% | -0.12% | -0.31 | 6.17% | -0.79 | 86.19 | 1.89% | 5.31% | 1.22% |
| 2024-09 | +0.18% | +21.48% | 0.31% | +0.00% | -0.27 | 6.17% | -0.27 | 86.99 | 1.91% | 5.32% | 1.25% |
| 2024-08 | +1.84% | +21.27% | 0.31% | — | -0.34 | 6.17% | -0.59 | 87.10 | 1.92% | 5.28% | 1.22% |
| 2024-07 | +1.27% | +19.07% | 0.31% | +0.12% | -0.32 | 6.13% | -0.78 | 86.12 | 1.97% | 5.53% | 1.28% |
| 2024-06 | -0.38% | +17.58% | 0.31% | +0.24% | -0.33 | 6.20% | -1.59 | 85.83 | 1.98% | 5.58% | 1.33% |
| 2024-05 | -0.80% | +18.03% | 0.31% | +0.24% | -0.27 | 6.24% | -0.56 | 87.74 | 1.96% | 5.19% | 1.19% |
| 2024-04 | -0.90% | +18.98% | 0.31% | +0.24% | -0.21 | 6.20% | -0.58 | 89.00 | 1.90% | 5.17% | 1.07% |
| 2024-03 | -0.05% | +20.06% | 0.31% | +0.12% | -0.13 | 6.20% | -0.41 | 90.40 | 1.96% | 5.04% | 1.05% |
| 2024-02 | +0.78% | +20.12% | 0.31% | +0.24% | -0.08 | 6.24% | -1.12 | 90.85 | 1.94% | 4.99% | 1.08% |
| 2024-01 | -0.59% | +19.19% | 0.31% | +0.12% | -0.09 | 6.24% | -0.05 | 91.27 | 1.87% | 4.91% | 1.03% |
| 2023-12 | +1.74% | +19.90% | 0.39% | +0.12% | -0.02 | 6.27% | -0.26 | 91.85 | 2.00% | 5.11% | 1.01% |
| 2023-11 | +4.44% | +17.85% | 0.39% | +0.12% | -0.09 | 6.24% | -0.79 | 90.55 | 1.94% | 5.23% | 0.93% |
| 2023-10 | -4.90% | +12.84% | 0.39% | +0.12% | -0.34 | 5.96% | -0.78 | 87.49 | 2.01% | 6.02% | 1.21% |
| 2023-09 | -1.50% | +18.65% | 0.39% | +0.12% | -0.08 | 5.54% | -0.80 | 92.79 | 1.98% | 5.65% | 1.19% |
| 2023-08 | -0.51% | +20.46% | 0.39% | +0.00% | 0.03 | 5.47% | +0.15 | 95.00 | 1.95% | 5.55% | 1.18% |
| 2023-07 | +0.16% | +21.08% | 0.39% | +0.00% | 0.10 | 5.47% | -0.78 | 95.33 | 2.04% | 5.51% | 1.27% |
| 2023-06 | +0.55% | +20.88% | 0.39% | +0.00% | 0.12 | 5.47% | -0.10 | 95.96 | 2.00% | 5.48% | 1.21% |
| 2023-05 | +1.63% | +20.22% | 0.39% | +0.00% | 0.10 | 5.47% | -0.80 | 95.56 | 1.93% | 5.51% | 1.15% |
| 2023-04 | -1.07% | +18.30% | 0.39% | +0.00% | 0.03 | 5.44% | -0.78 | 94.52 | 1.93% | 5.51% | 1.10% |
| 2023-03 | +1.17% | +19.57% | 0.39% | +0.00% | 0.12 | 5.40% | -0.60 | 96.62 | 1.93% | 5.42% | 1.07% |
| 2023-02 | -2.86% | +18.19% | 0.39% | +0.00% | 0.07 | 5.40% | -1.48 | 96.11 | 2.09% | 5.68% | 1.05% |
| 2023-01 | +2.02% | +21.67% | 0.39% | +0.00% | 0.26 | 5.27% | -0.07 | 100.42 | 1.89% | 5.15% | 1.00% |
| 2022-12 | -1.48% | +19.26% | 0.45% | +0.00% | 0.17 | 5.23% | -0.76 | 98.50 | 1.97% | 5.40% | 0.91% |
| 2022-11 | +0.20% | +21.05% | 0.45% | +0.00% | 0.30 | 5.16% | -0.77 | 100.74 | 1.96% | 5.35% | 1.01% |
| 2022-10 | +0.58% | +20.81% | 0.45% | +0.00% | 0.32 | 5.16% | -0.76 | 101.30 | 1.93% | 5.33% | 0.97% |
| 2022-09 | -1.65% | +20.12% | 0.45% | +0.00% | 0.30 | 5.16% | -0.77 | 101.48 | 1.79% | 5.25% | 1.00% |
| 2022-08 | -1.76% | +22.13% | 0.45% | -0.12% | 0.43 | 5.09% | -0.92 | 103.95 | 1.96% | 5.08% | 1.14% |
| 2022-07 | +1.14% | +24.32% | 0.45% | -0.24% | 0.58 | 5.02% | -0.77 | 106.73 | 1.97% | 5.12% | 1.26% |
| 2022-06 | +0.63% | +22.92% | 0.45% | -0.24% | 0.53 | 5.02% | -0.76 | 106.30 | 1.92% | 5.29% | 1.04% |
| 2022-05 | -3.01% | +22.15% | 0.45% | -0.12% | 0.49 | 5.02% | -1.10 | 106.39 | 1.99% | 5.30% | 1.41% |
| 2022-04 | -0.55% | +25.94% | 0.45% | -0.24% | 0.76 | 4.78% | -0.05 | 110.81 | 1.88% | 4.80% | 1.20% |
| 2022-03 | +0.56% | +26.64% | 0.45% | -0.24% | 0.83 | 4.78% | -0.38 | 111.44 | 1.92% | 4.72% | 1.18% |
| 2022-02 | -2.40% | +25.93% | 0.45% | -0.24% | 0.80 | 4.78% | -0.76 | 111.18 | 2.02% | 4.81% | 1.21% |
| 2022-01 | -1.74% | +29.03% | 0.45% | -0.24% | 1.03 | 4.61% | -0.51 | 114.68 | 1.94% | 4.68% | 1.17% |
| 2021-12 | -0.30% | +31.31% | 0.53% | -0.24% | 1.21 | 4.50% | -0.77 | 117.48 | 1.99% | 4.49% | 1.12% |
| 2021-11 | +1.54% | +31.71% | 0.53% | -0.24% | 1.26 | 4.50% | -0.41 | 118.61 | 1.93% | 4.48% | 1.21% |
| 2021-10 | +2.04% | +29.71% | 0.53% | +0.00% | 1.15 | 4.50% | -0.75 | 117.23 | 1.96% | 4.45% | 1.19% |
| 2021-09 | +0.20% | +27.12% | 0.53% | +0.00% | 1.04 | 4.43% | -0.77 | 115.62 | 1.98% | 4.54% | 1.19% |
| 2021-08 | +1.44% | +26.86% | 0.53% | +0.00% | 1.02 | 4.47% | -0.73 | 116.16 | 1.97% | 4.63% | 1.14% |
| 2021-07 | +0.83% | +25.06% | 0.53% | +0.00% | 0.93 | 4.43% | -0.77 | 115.24 | 1.96% | 4.65% | 1.08% |
| 2021-06 | +0.72% | +24.03% | 0.53% | +0.12% | 0.90 | 4.43% | -0.43 | 115.06 | 1.98% | 4.68% | 1.01% |
| 2021-05 | +0.89% | +23.15% | 0.53% | +0.12% | 0.87 | 4.43% | -0.77 | 114.66 | 2.04% | 4.57% | 1.19% |
| 2021-04 | -0.03% | +22.06% | 0.53% | — | — | — | -0.76 | 114.42 | 2.05% | 4.47% | 1.04% |
| 2021-03 | +1.29% | +22.10% | 0.53% | — | — | — | -1.80 | 115.21 | 1.96% | 4.48% | 0.07% |
| 2021-02 | -1.44% | +20.54% | 0.53% | — | — | — | -0.75 | 115.55 | 1.94% | 4.35% | 0.96% |
| 2021-01 | +0.71% | +22.30% | 0.53% | — | — | — | -0.75 | 117.99 | 1.95% | 4.27% | 1.29% |
| 2020-12 | +1.10% | +21.44% | 0.56% | — | — | — | -1.20 | 117.91 | 2.01% | 4.18% | 1.26% |
| 2020-11 | +1.47% | +20.12% | 0.56% | — | — | — | -0.55 | 117.82 | 2.05% | 4.01% | 1.23% |
| 2020-10 | -0.29% | +18.38% | 0.56% | — | — | — | -0.80 | 116.66 | 1.97% | 4.17% | 1.08% |
| 2020-09 | -2.00% | +18.72% | 0.56% | — | — | — | -0.75 | 117.79 | 1.91% | 4.12% | 1.11% |
| 2020-08 | +1.76% | +21.15% | 0.56% | — | — | — | -1.16 | 121.24 | 2.10% | 4.06% | 1.12% |
| 2020-07 | -0.15% | +19.05% | 0.56% | — | — | — | -0.75 | 120.05 | 2.01% | 4.01% | 1.01% |
| 2020-06 | -0.32% | +19.23% | 0.56% | — | — | — | -0.78 | 120.98 | 1.92% | 3.98% | 0.82% |
| 2020-05 | +1.55% | +19.61% | 0.56% | — | — | — | -0.45 | 122.15 | 2.14% | 4.10% | 1.04% |
| 2020-04 | +3.33% | +17.79% | 0.56% | — | — | — | -0.77 | 120.74 | 2.07% | 4.04% | 1.18% |
| 2020-03 | -6.30% | +13.99% | 0.56% | — | — | — | +1.32 | 117.61 | 1.92% | 3.98% | 1.16% |
| 2020-02 | +1.76% | +21.65% | 0.56% | — | — | — | -0.78 | 124.07 | 2.23% | 4.15% | 0.86% |
| 2020-01 | +0.81% | +19.55% | 0.56% | — | — | — | -0.78 | 122.69 | 2.38% | 4.23% | 1.00% |
| 2019-12 | +0.69% | +18.59% | 0.61% | — | — | — | -1.26 | 122.48 | 2.59% | 4.36% | 1.12% |
| 2019-11 | +0.00% | +17.78% | 0.61% | — | — | — | -0.57 | 122.89 | 2.61% | 4.22% | 1.07% |
| 2019-10 | +0.97% | +17.78% | 0.61% | — | — | — | -0.78 | 123.46 | 2.57% | 4.13% | 1.17% |
| 2019-09 | +0.88% | +16.65% | 0.61% | — | — | — | -1.25 | 123.06 | 2.46% | 3.95% | 1.12% |
| 2019-08 | +1.26% | +15.63% | 0.61% | — | — | — | -0.11 | 123.22 | 2.45% | 3.94% | 1.07% |
| 2019-07 | +2.25% | +14.19% | 0.61% | — | — | — | -0.79 | 121.80 | 2.49% | 4.01% | 1.08% |
| 2019-06 | +1.46% | +11.68% | 0.61% | — | — | — | -0.78 | 119.91 | 2.52% | 4.09% | 1.05% |
| 2019-05 | +0.01% | +10.07% | 0.61% | — | — | — | -1.18 | 118.95 | 2.46% | 4.08% | 0.62% |
| 2019-04 | +1.13% | +10.06% | 0.61% | — | — | — | -0.79 | 120.13 | 2.57% | 4.11% | 0.78% |
| 2019-03 | +1.56% | +8.83% | 0.61% | — | — | — | -1.27 | 119.57 | 2.50% | 4.02% | 0.76% |
| 2019-02 | +0.77% | +7.16% | 0.61% | — | — | — | -0.78 | 119.01 | 2.49% | 3.94% | 1.33% |
| 2019-01 | +1.85% | +6.34% | 0.61% | — | — | — | -0.80 | 118.88 | 2.49% | 3.95% | 1.30% |
| 2018-12 | -0.02% | +4.41% | 0.78% | — | — | — | +0.59 | 117.52 | 2.45% | 4.02% | 1.16% |
| 2018-11 | -0.75% | +4.43% | 0.78% | — | — | — | -1.29 | 116.96 | 1.87% | 4.01% | 1.10% |
| 2018-10 | -1.37% | +5.22% | 0.78% | — | — | — | -0.31 | 119.13 | 2.57% | 3.84% | 1.02% |
| 2018-09 | -0.21% | +6.68% | 0.78% | — | — | — | -0.39 | 121.10 | 2.54% | 3.64% | 1.07% |
| 2018-08 | +0.57% | +6.90% | 0.78% | — | — | — | -1.12 | 122.15 | 2.55% | 3.26% | 1.01% |
| 2018-07 | +0.44% | +6.30% | 0.78% | — | — | — | -0.77 | 122.58 | 2.50% | 3.28% | 1.00% |
| 2018-06 | -0.59% | +5.83% | 0.78% | — | — | — | -0.79 | 122.81 | 2.44% | 3.20% | 0.95% |
| 2018-05 | +0.05% | +6.46% | 0.78% | — | — | — | -0.87 | 124.33 | 2.41% | 3.02% | 0.86% |
| 2018-04 | +0.03% | +6.41% | 0.78% | — | — | — | -0.29 | 125.13 | 2.49% | 3.10% | 0.99% |
| 2018-03 | +0.55% | +6.37% | 0.78% | — | — | — | +0.58 | 125.38 | 2.42% | 2.94% | 0.99% |
| 2018-02 | -1.34% | +5.79% | 0.78% | — | — | — | -0.84 | 124.11 | 2.43% | 2.81% | 0.81% |
| 2018-01 | +1.03% | +7.23% | 0.78% | — | — | — | +0.26 | 126.64 | 2.44% | 2.65% | 0.88% |
| 2017-12 | +0.59% | +6.14% | 0.81% | — | — | — | +0.09 | 125.10 | 2.52% | 2.67% | 0.82% |
| 2017-11 | +0.61% | +5.51% | 0.81% | — | — | — | -0.05 | 124.28 | 2.50% | 2.62% | 0.78% |
| 2017-10 | +0.49% | +4.87% | 0.81% | — | — | — | +1.97 | 123.59 | 2.44% | 2.54% | 0.84% |
| 2017-09 | -0.12% | +4.36% | 0.81% | — | — | — | -0.64 | 121.31 | 2.71% | 2.53% | 0.76% |
| 2017-08 | +0.78% | +4.49% | 0.81% | — | — | — | +0.46 | 122.72 | 5.12% | 4.11% | 1.65% |
| 2017-07 | +0.89% | +3.68% | 0.81% | — | — | — | -0.08 | 121.59 | 8.57% | 10.39% | 1.86% |
| 2017-06 | -0.44% | +2.76% | 0.81% | — | — | — | +0.24 | 120.60 | 15.04% | 13.34% | 5.97% |
| 2017-05 | +0.94% | +3.22% | 0.81% | — | — | — | -1.73 | 120.89 | 15.18% | 13.52% | 6.67% |
| 2017-04 | +0.91% | +2.26% | 0.81% | — | — | — | -0.25 | 121.54 | 15.14% | 13.41% | 6.58% |
| 2017-03 | +0.39% | +1.34% | 0.81% | — | — | — | -0.89 | 121.09 | 14.81% | 13.11% | 6.42% |
| 2017-02 | +0.30% | +0.94% | 0.81% | — | — | — | -0.08 | 121.56 | 14.52% | 12.91% | 6.29% |
| 2017-01 | +0.10% | +0.64% | 0.81% | — | — | — | +2.70 | 121.34 | 14.72% | 11.82% | 6.21% |
| 2016-12 | +0.46% | +0.54% | 0.87% | — | — | — | +0.05 | 118.58 | 14.80% | 11.89% | 6.21% |
| 2016-11 | -0.61% | +0.08% | 0.87% | — | — | — | +0.31 | 118.34 | 14.86% | 11.94% | 6.03% |
| 2016-10 | -0.04% | +0.69% | 0.87% | — | — | — | +0.03 | 119.04 | 14.90% | 12.76% | 6.21% |
| 2016-09 | -0.60% | +0.73% | 0.87% | — | — | — | -0.70 | 119.12 | 16.03% | 13.08% | 7.51% |
| 2016-08 | -0.22% | +1.34% | 0.87% | — | — | — | -0.66 | 120.93 | 16.50% | 13.03% | 7.38% |
| 2016-07 | +1.14% | +1.56% | 0.87% | — | — | — | -0.57 | 121.68 | 16.49% | 13.08% | 7.31% |
| 2016-06 | +0.42% | +0.42% | 0.87% | — | — | — | -0.64 | 120.89 | 15.77% | 12.76% | 7.00% |
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.