נתונים היסטוריים · קופות גמל להשקעה

מור גמל להשקעה - עוקב מדד S&P500

נתונים היסטוריים מלאים עבור מור גמל להשקעה - עוקב מדד S&P500, 114 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 7958 | שם קרן: מור גמל להשקעה - עוקב מדד S&P500 | סיווג קרן: קופת גמל להשקעה | חברה שולטת: י.ד מור השקעות בע"מ | חברה מנהלת: מור גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: עוקבי מדדים | תת התמחות: עוקב מדד s&p 500.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 114
תשואה חודשית אחרונה +0.59%
תשואה מצטברת מההתחלה +168.31%
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 +0.59% +168.31% 0.71% +3.36% 0.61 10.15% -40.14 1164.93 100.84% 100.84% 100.59%
2026-04 +3.07% +166.74% 0.71% +2.16% 0.60 10.15% -29.80 1197.52 100.51% 100.51% 100.43%
2026-03 -4.30% +158.79% 0.71% +2.16% 0.55 10.15% -66.46 1192.44 100.42% 100.42% 100.51%
2026-02 +0.18% +170.42% 0.71% +2.16% 0.80 10.05% -82.80 1315.35 100.51% 100.51% 100.39%
2026-01 -1.70% +169.94% 0.71% +2.76% 0.84 10.06% -65.31 1397.81 100.44% 100.44% 100.43%
2025-12 -1.74% +174.61% 0.72% +2.88% 0.96 10.00% -56.34 1489.50 100.37% 100.37% 100.33%
2025-11 +0.40% +179.47% 0.72% +3.00% 1.06 9.93% -53.21 1573.72 101.01% 101.01% 100.99%
2025-10 +0.83% +178.35% 0.72% +3.36% 1.12 10.14% -36.54 1624.66 104.35% 104.35% 100.25%
2025-09 +2.64% +176.06% 0.72% +2.88% 1.10 10.22% -32.43 1649.66 99.88% 99.88% 100.37%
2025-08 -0.03% +168.96% 0.72% +2.52% 1.01 10.29% -25.89 1641.27 100.63% 100.63% 100.77%
2025-07 +3.26% +169.04% 0.72% +3.00% 1.08 10.54% -35.67 1669.65 100.18% 100.18% 100.32%
2025-06 +0.76% +160.55% 0.72% +2.76% 1.03 10.55% -4.93 1653.74 100.13% 100.13% 100.23%
2025-05 +3.19% +158.58% 0.72% +3.36% 1.04 10.56% +8.91 1646.29 100.00% 100.00% 100.09%
2025-04 -2.79% +150.59% 0.72% +3.60% 1.00 10.62% -21.21 1588.74 100.32% 100.32% 100.47%
2025-03 -0.95% +157.78% 0.72% +4.56% 1.20 11.07% -34.56 1659.94 99.89% 99.89% 101.52%
2025-02 -3.47% +160.25% 0.72% +4.44% 1.07 12.52% -4.28 1715.52 98.16% 98.16% 98.25%
2025-01 +1.04% +169.61% 0.72% +5.40% 1.16 12.72% +45.07 1782.68 99.78% 111.31% 98.26%
2024-12 -1.82% +166.84% 0.72% +5.40% 1.16 12.72% +60.25 1717.36 99.51% 111.43% 96.93%
2024-11 +3.11% +171.78% 0.72% +5.76% 1.27 12.65% +35.99 1691.19 99.95% 112.01% 99.23%
2024-10 -0.21% +163.58% 0.72% +5.76% 1.23 12.62% +33.44 1604.99 99.78% 112.67% 99.52%
2024-09 +3.98% +164.14% 0.72% +5.04% 1.28 12.62% +35.59 1577.33 99.65% 109.49% 98.95%
2024-08 -0.94% +154.03% 0.72% 1.26 12.57% +13.80 1484.63 99.92% 110.19% 98.57%
2024-07 +1.11% +156.44% 0.72% +4.92% 1.25 12.65% +38.16 1484.98 100.02% 110.53% 99.78%
2024-06 +5.90% +153.62% 0.72% +6.00% 1.24 12.65% +61.70 1432.30 99.43% 105.71% 98.96%
2024-05 +2.70% +139.49% 0.72% +5.04% 1.15 12.53% +50.70 1295.55 99.54% 106.38% 99.43%
2024-04 -1.89% +133.20% 0.72% +4.56% 1.05 12.72% +29.45 1209.54 99.96% 107.30% 98.83%
2024-03 +6.23% +137.69% 0.72% +4.56% 1.16 12.69% +36.00 1208.80 99.88% 106.56% 98.66%
2024-02 +3.13% +123.75% 0.72% +4.44% 1.05 12.48% +40.01 1104.98 100.00% 107.09% 97.81%
2024-01 +1.89% +116.96% 0.72% +4.80% 1.01 12.48% +80.50 1031.90 100.98% 108.66% 98.09%
2023-12 +2.27% +112.93% 0.68% +4.44% 1.01 12.55% +82.41 937.60 100.20% 108.61% 98.30%
2023-11 +0.98% +108.21% 0.68% +4.08% 0.88 13.10% +40.06 836.80 101.99% 121.60% 99.43%
2023-10 +2.19% +106.19% 0.68% +3.96% 0.87 13.10% +23.92 790.05 99.68% 111.12% 101.66%
2023-09 -3.63% +101.77% 0.68% +3.00% 0.80 13.23% +29.84 751.19 99.54% 111.02% 100.56%
2023-08 +1.82% +109.37% 0.68% +3.00% 0.94 13.08% +60.39 750.09 99.97% 101.27% 98.43%
2023-07 +4.02% +105.63% 0.68% +2.76% 0.92 13.08% +92.55 676.86 99.15% 100.54% 77.82%
2023-06 +4.44% +97.68% 0.68% +2.88% 0.87 13.10% +77.90 559.83 99.28% 100.69% 76.73%
2023-05 +2.96% +89.28% 0.68% +2.64% 0.79 13.02% +47.38 459.28 101.30% 103.03% 71.19%
2023-04 +3.96% +83.83% 0.68% +2.28% 0.74 12.98% +43.85 399.14 100.95% 102.69% 66.85%
2023-03 +0.05% +76.83% 0.68% +2.28% 0.69 13.05% +36.72 341.43 100.58% 102.56% 63.02%
2023-02 +1.76% +76.74% 0.68% +1.80% 0.67 13.25% +34.15 303.73 98.66% 100.06% 63.12%
2023-01 +4.52% +73.69% 0.68% +2.04% 0.63 13.26% +15.68 264.96 100.13% 101.64% 70.72%
2022-12 -2.71% +66.18% 0.60% +2.04% 0.56 13.22% +11.00 237.97 97.87% 99.15% 74.07%
2022-11 +2.14% +70.80% 0.60% +2.40% 0.66 13.13% +6.85 233.71 99.85% 100.51% 78.25%
2022-10 +5.77% +67.23% 0.60% +2.28% 0.63 13.12% +1.92 222.24 100.63% 101.35% 80.13%
2022-09 -3.50% +58.10% 0.60% +2.40% 0.52 12.96% +2.34 208.24 100.38% 101.14% 79.81%
2022-08 -4.55% +63.84% 0.60% +2.04% 0.63 12.83% +11.61 213.65 100.06% 100.75% 80.89%
2022-07 +5.76% +71.65% 0.60% +2.16% 0.79 12.59% +5.66 212.11 100.58% 101.30% 85.67%
2022-06 -4.35% +62.30% 0.60% +1.80% 0.69 12.46% +3.04 195.05 99.77% 100.57% 87.29%
2022-05 -2.55% +69.68% 0.60% +2.52% 0.83 12.27% +4.65 200.68 98.92% 99.67% 86.70%
2022-04 -3.05% +74.12% 0.60% +2.16% 0.92 12.18% +7.40 201.14 99.18% 99.55% 88.71%
2022-03 +3.68% +79.60% 0.60% +2.28% 1.05 12.04% +5.49 199.98 99.13% 99.48% 91.33%
2022-02 -1.42% +73.22% 0.60% +1.44% 0.95 12.00% +4.72 187.55 99.34% 99.34% 99.44%
2022-01 -4.05% +75.72% 0.60% +2.28% 1.02 11.95% +19.19 185.93 97.33% 97.33% 97.40%
2021-12 +3.00% +83.14% 0.41% +3.48% 1.17 11.77% +16.29 174.42 96.11% 96.11% 96.18%
2021-11 -0.45% +77.80% 0.41% +3.48% 1.12 11.75% +12.32 153.22 94.58% 94.58% 96.70%
2021-10 +3.52% +78.61% 0.41% +7.74 141.87 95.05% 95.05% 95.46%
2021-09 -3.03% +72.53% 0.41% +8.04 129.86 96.98% 96.98% 97.43%
2021-08 +1.32% +77.92% 0.41% +11.40 125.78 93.93% 93.93% 94.40%
2021-07 +2.25% +75.61% 0.41% +7.25 112.82 95.29% 95.29% 95.44%
2021-06 +2.66% +71.74% 0.41% +6.43 103.20 94.32% 94.32% 96.20%
2021-05 +0.03% +67.29% 0.41% +7.91 94.29 94.23% 94.23% 94.24%
2021-04 +3.02% +67.24% 0.41% +7.13 86.30 94.23% 94.23% 94.24%
2021-03 +5.06% +62.34% 0.41% +4.08 76.89 95.46% 95.46% 95.47%
2021-02 +2.16% +54.52% 0.41% +4.95 69.28 94.44% 94.44% 94.46%
2021-01 +2.41% +51.25% 0.41% +6.89 63.09 94.55% 94.55% 94.55%
2020-12 +0.49% +47.69% 0.39% +7.73 54.77 93.81% 93.81% 93.81%
2020-11 +5.86% +46.97% 0.39% +3.38 46.65 93.98% 93.98% 94.04%
2020-10 -1.55% +38.84% 0.39% +0.77 40.90 95.87% 95.87% 95.87%
2020-09 -1.96% +41.02% 0.39% +1.40 40.83 95.47% 95.47% 95.47%
2020-08 +6.33% +43.84% 0.39% +1.10 40.20 95.40% 95.40% 95.40%
2020-07 +3.62% +35.28% 0.39% +0.65 36.73 96.49% 96.49% 96.49%
2020-06 +0.42% +30.55% 0.39% -0.39 34.82 96.32% 96.32% 96.32%
2020-05 +4.50% +30.01% 0.39% +1.16 35.11 96.13% 96.13% 96.13%
2020-04 +9.35% +24.41% 0.39% +1.22 32.45 96.12% 96.12% 96.12%
2020-03 -11.83% +13.77% 0.39% -0.99 28.56 97.09% 97.09% 97.09%
2020-02 -5.61% +29.04% 0.39% -0.27 33.52 96.66% 96.66% 96.66%
2020-01 +1.11% +36.71% 0.39% +0.60 35.84 96.04% 96.04% 96.04%
2019-12 +2.05% +35.20% 0.34% +1.09 34.83 97.67% 94.83% 94.83%
2019-11 +2.05% +32.49% 0.34% +0.59 33.09 97.82% 97.82% 97.82%
2019-10 +2.62% +29.83% 0.34% +0.30 31.80 95.16% 95.16% 95.16%
2019-09 +2.09% +26.51% 0.34% +0.73 30.70 94.40% 94.40% 94.40%
2019-08 -2.58% +23.92% 0.34% +0.55 29.37 96.56% 96.56% 96.56%
2019-07 +0.48% +27.20% 0.34% +1.09 29.63 95.82% 95.82% 95.82%
2019-06 +3.70% +26.60% 0.34% +0.71 28.38 94.61% 94.61% 94.61%
2019-05 -4.06% +22.08% 0.34% +0.54 26.68 95.95% 95.95% 95.95%
2019-04 +3.22% +27.25% 0.34% +0.99 27.14 97.42% 97.42% 97.42%
2019-03 +1.88% +23.28% 0.34% +1.06 25.42 99.13% 99.13% 99.13%
2019-02 +3.22% +21.00% 0.34% +1.53 23.89 98.58% 98.58% 98.58%
2019-01 +4.16% +17.23% 0.34% +2.87 21.67 97.09% 97.09% 97.09%
2018-12 -7.31% +12.54% 0.35% +2.67 18.67 96.25% 96.25% 96.25%
2018-11 -0.04% +21.42% 0.35% +1.48 16.62 99.82% 99.82% 99.82%
2018-10 -3.28% +21.47% 0.35% +2.08 15.11 100.00% 100.00% 100.00%
2018-09 -0.14% +25.59% 0.35% +1.23 13.59 99.41% 99.41% 99.41%
2018-08 +1.82% +25.76% 0.35% +1.12 12.30 99.76% 99.76% 99.76%
2018-07 +4.53% +23.52% 0.35% +0.98 10.99 100.00% 100.00% 100.00%
2018-06 +2.03% +18.16% 0.35% +0.44 9.56 100.00% 100.00% 100.00%
2018-05 +0.74% +15.81% 0.35% +0.31 8.94 100.67% 100.67% 100.67%
2018-04 +5.14% +14.96% 0.35% +0.55 8.58 99.88% 99.88% 99.88%
2018-03 -4.34% +9.34% 0.35% +0.33 7.61 100.00% 100.00% 100.00%
2018-02 -0.72% +14.30% 0.35% +0.66 7.58 100.53% 100.53% 100.53%
2018-01 +3.79% +15.13% 0.35% +0.73 7.01 98.86% 98.86% 98.86%
2017-12 +1.28% +10.93% +1.88 6.07 99.51% 99.51% 99.51%
2017-11 +1.65% +9.53% +0.64 4.11 100.00% 100.00% 100.00%
2017-10 +2.76% +7.75% +0.00 3.41 100.00% 100.00% 100.00%
2017-09 -0.30% +4.85% +0.21 3.32 100.00% 100.00% 100.00%
2017-08 +0.70% +5.17% +0.32 3.12 100.00% 100.00% 100.00%
2017-07 +3.57% +4.44% +0.25 2.78 100.36% 100.36% 100.36%
2017-06 -1.16% +0.84% +0.06 2.44 100.00% 100.00% 100.00%
2017-05 -0.20% +2.02% +0.16 2.42 100.00% 100.00% 100.00%
2017-04 +0.96% +2.23% +0.21 2.26 100.00% 100.00% 100.00%
2017-03 -0.68% +1.25% +0.29 2.04 98.04% 98.04% 98.04%
2017-02 +0.98% +1.95% +0.33 1.76 100.57% 100.57% 100.57%
2017-01 -1.07% +0.96% +0.12 1.42 100.00% 100.00% 100.00%
2016-12 +2.05% +2.05% +1.32 1.32 84.85% 84.85% 84.85%

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.