חודשים בטווח
125
מחוג מסלול לבני 50 ומטה
נתונים היסטוריים מלאים עבור מחוג מסלול לבני 50 ומטה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7205 | שם קרן: מחוג מסלול לבני 50 ומטה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אחר | חברה מנהלת: מחוג - מינהל גמל לעובדי חברת חשמל לישראל בע"מ | אוכלוסיית יעד: עובדי מפעל/גוף מסויים | התמחות: מדרגות | תת התמחות: עד 50.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מחוג מסלול לבני 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+1.93%
תשואה מצטברת מההתחלה
+113.86%
| 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 | +1.93% | +113.86% | 0.25% | +0.36% | 1.00 | 7.22% | -20.17 | 2089.91 | 62.81% | 42.81% | 20.21% |
| 2026-04 | +4.61% | +109.81% | 0.25% | -0.24% | 0.95 | 7.21% | -6.83 | 2070.63 | 61.73% | 42.11% | 20.33% |
| 2026-03 | -3.01% | +100.57% | 0.25% | -0.24% | 0.83 | 7.04% | -15.81 | 1986.29 | 59.31% | 42.85% | 19.72% |
| 2026-02 | +0.59% | +106.79% | 0.25% | -0.12% | 1.11 | 6.90% | -4.33 | 2064.40 | 59.65% | 44.59% | 20.98% |
| 2026-01 | +2.13% | +105.58% | 0.25% | +0.12% | 1.12 | 6.90% | -13.87 | 2057.08 | 59.85% | 46.02% | 21.41% |
| 2025-12 | +0.78% | +101.29% | 0.24% | +0.00% | 1.06 | 6.87% | -14.98 | 2028.21 | 59.55% | 47.32% | 22.05% |
| 2025-11 | +0.86% | +99.73% | 0.24% | +0.12% | 1.08 | 6.90% | -9.05 | 2027.86 | 56.61% | 45.95% | 23.47% |
| 2025-10 | +1.66% | +98.03% | 0.24% | +0.36% | 1.11 | 7.16% | -13.75 | 2020.02 | 60.11% | 49.33% | 23.68% |
| 2025-09 | +2.14% | +94.79% | 0.24% | +0.12% | 1.06 | 7.16% | -14.44 | 2000.99 | 60.26% | 49.38% | 23.95% |
| 2025-08 | +1.14% | +90.71% | 0.24% | +0.12% | 0.95 | 7.25% | -19.22 | 1974.01 | 59.93% | 49.05% | 23.68% |
| 2025-07 | +1.49% | +88.56% | 0.24% | +0.12% | 0.96 | 7.34% | -13.01 | 1971.23 | 57.67% | 48.41% | 25.66% |
| 2025-06 | +3.10% | +85.80% | 0.24% | +0.12% | 0.94 | 7.37% | -8.50 | 1955.49 | 56.41% | 48.05% | 27.13% |
| 2025-05 | +2.67% | +80.21% | 0.24% | +0.72% | 0.82 | 7.32% | -14.29 | 1905.49 | 56.60% | 51.12% | 28.94% |
| 2025-04 | +0.44% | +75.52% | 0.24% | +0.48% | 0.74 | 7.26% | -18.06 | 1870.54 | 57.21% | 52.24% | 30.45% |
| 2025-03 | -1.57% | +74.75% | 0.24% | +0.84% | 0.81 | 7.65% | -18.29 | 1881.13 | 57.26% | 53.41% | 26.86% |
| 2025-02 | -0.58% | +77.54% | 0.24% | +0.60% | 0.69 | 9.18% | -17.69 | 1930.00 | 57.55% | 52.81% | 26.54% |
| 2025-01 | +1.79% | +78.58% | 0.24% | +1.08% | 0.70 | 9.28% | -13.81 | 1959.29 | 58.03% | 53.98% | 28.26% |
| 2024-12 | +0.08% | +75.44% | 0.24% | +0.96% | 0.65 | 9.27% | -13.40 | 1939.03 | 59.24% | 55.03% | 28.46% |
| 2024-11 | +2.48% | +75.30% | 0.24% | +1.20% | 0.68 | 9.27% | -10.07 | 1951.01 | 57.90% | 54.06% | 29.76% |
| 2024-10 | -0.24% | +71.05% | 0.24% | +1.20% | 0.61 | 9.23% | -7.05 | 1914.16 | 57.92% | 54.01% | 28.80% |
| 2024-09 | +2.45% | +71.47% | 0.24% | +1.20% | 0.66 | 9.23% | -8.89 | 1926.10 | 57.81% | 54.56% | 29.79% |
| 2024-08 | +0.68% | +67.37% | 0.24% | — | 0.59 | 9.20% | -9.82 | 1889.31 | 56.88% | 54.02% | 29.89% |
| 2024-07 | +1.69% | +66.23% | 0.24% | +1.32% | 0.59 | 9.21% | -25.63 | 1886.88 | 57.65% | 55.51% | 29.68% |
| 2024-06 | +1.46% | +63.47% | 0.24% | +1.44% | 0.55 | 9.20% | -6.69 | 1881.29 | 57.23% | 54.60% | 29.29% |
| 2024-05 | +1.70% | +61.12% | 0.24% | +1.08% | 0.54 | 9.21% | -14.91 | 1861.21 | 55.98% | 52.42% | 28.61% |
| 2024-04 | -1.99% | +58.43% | 0.24% | +0.96% | 0.48 | 9.22% | -12.31 | 1845.09 | 55.00% | 51.43% | 27.97% |
| 2024-03 | +2.64% | +61.64% | 0.24% | +0.96% | 0.60 | 9.17% | -6.15 | 1895.27 | 55.79% | 51.37% | 29.11% |
| 2024-02 | +2.38% | +57.49% | 0.24% | +0.96% | 0.53 | 9.12% | -8.67 | 1853.27 | 54.91% | 49.10% | 28.36% |
| 2024-01 | +0.35% | +53.82% | 0.24% | +0.96% | 0.48 | 9.09% | -13.00 | 1819.13 | 54.50% | 48.94% | 29.18% |
| 2023-12 | +3.17% | +53.29% | 0.24% | +0.72% | 0.51 | 9.15% | -9.88 | 1826.01 | 54.90% | 49.48% | 30.21% |
| 2023-11 | +3.84% | +48.58% | 0.24% | +0.84% | 0.38 | 9.22% | -7.75 | 1779.98 | 54.62% | 49.24% | 29.72% |
| 2023-10 | -2.76% | +43.08% | 0.24% | +0.84% | 0.25 | 9.09% | -6.66 | 1722.02 | 55.55% | 50.67% | 29.35% |
| 2023-09 | -1.80% | +47.14% | 0.24% | +0.48% | 0.36 | 9.04% | -10.58 | 1777.85 | 55.67% | 47.89% | 27.25% |
| 2023-08 | -0.55% | +49.84% | 0.24% | +0.48% | 0.46 | 8.99% | -17.15 | 1821.34 | 56.51% | 47.53% | 28.24% |
| 2023-07 | +2.87% | +50.67% | 0.24% | +0.60% | 0.52 | 9.00% | -20.04 | 1849.11 | 56.77% | 45.90% | 28.47% |
| 2023-06 | +2.26% | +46.47% | 0.24% | +0.36% | 0.45 | 8.94% | -19.48 | 1817.79 | 52.99% | 44.35% | 27.60% |
| 2023-05 | +1.70% | +43.23% | 0.24% | +0.24% | 0.38 | 8.90% | -12.29 | 1797.07 | 51.88% | 39.34% | 24.37% |
| 2023-04 | +1.64% | +40.84% | 0.24% | +0.00% | 0.34 | 8.88% | -16.02 | 1779.51 | 51.73% | 37.73% | 23.44% |
| 2023-03 | +0.53% | +38.56% | 0.24% | -0.24% | 0.31 | 8.87% | -19.04 | 1766.96 | 50.00% | 34.71% | 24.60% |
| 2023-02 | -1.93% | +37.83% | 0.24% | +0.00% | 0.29 | 8.88% | -16.52 | 1776.89 | 52.02% | 34.88% | 21.57% |
| 2023-01 | +2.71% | +40.55% | 0.24% | +0.00% | 0.37 | 8.85% | -20.22 | 1828.82 | 56.02% | 36.55% | 21.07% |
| 2022-12 | -2.66% | +36.84% | 0.19% | -0.12% | 0.30 | 8.80% | -11.73 | 1800.70 | 55.98% | 40.30% | 22.62% |
| 2022-11 | +0.80% | +40.58% | 0.19% | +0.00% | 0.43 | 8.70% | -11.08 | 1862.65 | 56.12% | 38.39% | 23.19% |
| 2022-10 | +2.46% | +39.46% | 0.19% | -0.24% | 0.42 | 8.70% | -11.30 | 1859.12 | 57.05% | 40.37% | 22.01% |
| 2022-09 | -5.08% | +36.11% | 0.19% | -0.24% | 0.35 | 8.65% | -20.70 | 1826.07 | 56.13% | 41.04% | 20.87% |
| 2022-08 | -1.38% | +43.40% | 0.19% | -0.12% | 0.59 | 8.29% | -17.56 | 1945.04 | 56.88% | 38.20% | 21.69% |
| 2022-07 | +4.15% | +45.40% | 0.19% | -0.24% | 0.67 | 8.25% | -15.41 | 1989.92 | 57.36% | 38.76% | 23.01% |
| 2022-06 | -2.61% | +39.61% | 0.19% | -0.48% | 0.54 | 8.08% | -15.03 | 1926.24 | 56.88% | 40.53% | 21.34% |
| 2022-05 | -3.88% | +43.35% | 0.19% | -0.12% | 0.66 | 7.99% | -7.99 | 1993.64 | 58.17% | 39.62% | 22.17% |
| 2022-04 | -1.39% | +49.14% | 0.19% | +0.00% | 0.89 | 7.75% | -14.25 | 2083.17 | 58.85% | 38.12% | 21.78% |
| 2022-03 | +0.65% | +51.24% | 0.19% | +0.00% | 0.98 | 7.71% | -17.12 | 2127.46 | 58.15% | 36.69% | 22.68% |
| 2022-02 | -1.37% | +50.26% | 0.19% | +0.00% | 0.97 | 7.71% | -14.88 | 2131.44 | 58.47% | 37.57% | 22.49% |
| 2022-01 | -1.85% | +52.35% | 0.19% | +0.36% | 1.06 | 7.65% | -19.03 | 2176.23 | 57.81% | 36.65% | 22.71% |
| 2021-12 | +2.03% | +55.22% | 0.19% | +0.60% | 1.18 | 7.57% | -23.81 | 2236.67 | 57.19% | 34.74% | 23.54% |
| 2021-11 | +0.67% | +52.13% | 0.19% | +0.48% | 1.12 | 7.54% | -11.58 | 2216.47 | 56.54% | 35.18% | 23.57% |
| 2021-10 | +2.98% | +51.12% | 0.19% | +0.48% | 1.11 | 7.55% | -14.60 | 2213.44 | 57.25% | 34.98% | 24.34% |
| 2021-09 | -0.85% | +46.75% | 0.19% | +0.48% | 1.01 | 7.47% | -32.25 | 2163.94 | 56.72% | 36.04% | 23.45% |
| 2021-08 | +2.03% | +48.01% | 0.19% | +0.84% | 1.05 | 7.47% | -40.93 | 2215.10 | 56.67% | 35.72% | 24.27% |
| 2021-07 | +0.47% | +45.06% | 0.19% | +1.08% | 0.98 | 7.44% | -24.37 | 2212.22 | 55.71% | 36.05% | 23.83% |
| 2021-06 | +0.93% | +44.38% | 0.19% | +0.96% | 1.00 | 7.47% | -38.78 | 2226.65 | 55.82% | 35.81% | 23.87% |
| 2021-05 | +1.70% | +43.05% | 0.19% | +0.84% | 0.97 | 7.47% | -43.95 | 2245.14 | 55.43% | 35.74% | 24.17% |
| 2021-04 | +2.50% | +40.66% | 0.19% | +0.96% | 0.92 | 7.46% | -33.73 | 2251.77 | 54.34% | 35.70% | 24.17% |
| 2021-03 | +2.73% | +37.23% | 0.19% | +0.72% | 0.84 | 7.41% | -37.98 | 2230.38 | 52.60% | 35.31% | 23.65% |
| 2021-02 | +0.80% | +33.58% | 0.19% | +0.72% | 0.76 | 7.35% | -41.20 | 2208.96 | 50.53% | 34.35% | 22.86% |
| 2021-01 | +1.01% | +32.52% | 0.19% | +0.36% | 0.74 | 7.35% | +41.02 | 2232.28 | 49.02% | 33.41% | 22.20% |
| 2020-12 | +2.16% | +31.20% | 0.19% | +0.72% | 0.69 | 7.37% | -40.44 | 2170.02 | 47.75% | 32.00% | 22.52% |
| 2020-11 | +5.07% | +28.42% | 0.19% | — | — | — | -22.21 | 2164.69 | 45.28% | 30.61% | 22.11% |
| 2020-10 | +0.13% | +22.23% | 0.19% | — | — | — | -15.41 | 2081.93 | 43.15% | 29.81% | 20.63% |
| 2020-09 | -2.06% | +22.07% | 0.19% | — | — | — | -24.61 | 2094.54 | 42.65% | 30.04% | 21.21% |
| 2020-08 | +3.40% | +24.64% | 0.19% | — | — | — | -27.15 | 2163.90 | 42.88% | 29.58% | 21.44% |
| 2020-07 | +2.24% | +20.54% | 0.19% | — | — | — | -19.26 | 2119.61 | 40.51% | 27.99% | 20.34% |
| 2020-06 | -0.71% | +17.90% | 0.19% | — | — | — | -22.05 | 2092.50 | 40.25% | 27.90% | 19.56% |
| 2020-05 | +0.87% | +18.74% | 0.19% | — | — | — | -7.12 | 2129.64 | 40.52% | 27.49% | 18.49% |
| 2020-04 | +6.09% | +17.72% | 0.19% | — | — | — | -4.68 | 2118.66 | 40.26% | 27.26% | 20.60% |
| 2020-03 | -10.74% | +10.96% | 0.19% | — | — | — | -27.27 | 2001.92 | 38.84% | 26.67% | 19.03% |
| 2020-02 | -2.76% | +24.31% | 0.19% | — | — | — | -35.38 | 2275.53 | 41.73% | 27.29% | 20.90% |
| 2020-01 | +0.43% | +27.84% | 0.19% | — | — | — | -19.98 | 2375.84 | 43.10% | 27.98% | 22.18% |
| 2019-12 | +0.65% | +27.29% | 0.22% | — | — | — | -34.37 | 2385.98 | 43.09% | 28.57% | 23.45% |
| 2019-11 | +1.19% | +26.47% | 0.22% | — | — | — | -11.31 | 2405.27 | 47.34% | 32.35% | 23.90% |
| 2019-10 | +1.42% | +24.98% | 0.22% | — | — | — | -1.09 | 2388.85 | 42.57% | 28.31% | 18.87% |
| 2019-09 | +1.48% | +23.23% | 0.22% | — | — | — | -23.77 | 2356.71 | 42.63% | 28.16% | 19.06% |
| 2019-08 | -0.51% | +21.43% | 0.22% | — | — | — | -15.14 | 2346.47 | 41.37% | 27.62% | 19.00% |
| 2019-07 | +0.67% | +22.06% | 0.22% | — | — | — | -17.73 | 2374.06 | 40.25% | 27.40% | 19.74% |
| 2019-06 | +2.00% | +21.24% | 0.22% | — | — | — | -8.67 | 2376.32 | 40.08% | 27.78% | 20.06% |
| 2019-05 | -0.96% | +18.87% | 0.22% | — | — | — | -12.64 | 2338.81 | 38.14% | 27.17% | 19.29% |
| 2019-04 | +1.60% | +20.02% | 0.22% | — | — | — | -7.08 | 2374.49 | 38.60% | 27.71% | 20.26% |
| 2019-03 | +0.78% | +18.13% | 0.22% | — | — | — | -8.10 | 2344.44 | 38.40% | 27.87% | 20.08% |
| 2019-02 | +1.35% | +17.21% | 0.22% | — | — | — | -5.10 | 2334.66 | 38.33% | 27.78% | 20.31% |
| 2019-01 | +2.98% | +15.65% | 0.22% | — | — | — | -8.96 | 2309.05 | 38.64% | 27.50% | 20.33% |
| 2018-12 | -3.10% | +12.31% | 0.20% | — | — | — | -15.16 | 2251.61 | 37.87% | 27.24% | 19.81% |
| 2018-11 | +0.08% | +15.90% | 0.20% | — | — | — | -10.32 | 2339.47 | 38.56% | 27.06% | 20.51% |
| 2018-10 | -1.94% | +15.81% | 0.20% | — | — | — | -2.41 | 2348.86 | 38.09% | 26.72% | 20.78% |
| 2018-09 | -0.06% | +18.10% | 0.20% | — | — | — | -7.33 | 2398.31 | 40.33% | 26.96% | 20.85% |
| 2018-08 | +1.90% | +18.17% | 0.20% | — | — | — | -12.30 | 2407.55 | 40.90% | 27.82% | 20.96% |
| 2018-07 | +1.23% | +15.97% | 0.20% | — | — | — | -5.94 | 2375.14 | 40.08% | 27.70% | 21.69% |
| 2018-06 | +0.15% | +14.56% | 0.20% | — | — | — | -2.69 | 2352.86 | 39.86% | 25.71% | 21.45% |
| 2018-05 | +0.55% | +14.38% | 0.20% | — | — | — | -9.53 | 2352.26 | 39.96% | 24.97% | 21.18% |
| 2018-04 | +0.78% | +13.76% | 0.20% | — | — | — | -0.86 | 2349.39 | 39.08% | 24.58% | 21.88% |
| 2018-03 | -0.63% | +12.88% | 0.20% | — | — | — | -10.17 | 2332.52 | 38.40% | 23.96% | 21.41% |
| 2018-02 | -1.40% | +13.59% | 0.20% | — | — | — | -1.48 | 2357.81 | 38.81% | 23.91% | 20.79% |
| 2018-01 | +1.49% | +15.21% | 0.20% | — | — | — | +1.33 | 2393.12 | 39.21% | 24.10% | 20.63% |
| 2017-12 | +0.50% | +13.52% | 0.23% | — | — | — | -3.95 | 2357.46 | 34.66% | 19.91% | 21.94% |
| 2017-11 | +0.82% | +12.95% | 0.23% | — | — | — | -3.09 | 2350.06 | 37.59% | 23.01% | 22.02% |
| 2017-10 | +1.03% | +12.03% | 0.23% | — | — | — | +6.78 | 2334.58 | 37.18% | 22.41% | 21.78% |
| 2017-09 | +0.24% | +10.89% | 0.23% | — | — | — | -4.66 | 2304.08 | 27.04% | 12.42% | 21.57% |
| 2017-08 | +0.58% | +10.62% | 0.23% | — | — | — | -1.86 | 2303.67 | 29.91% | 15.47% | 21.09% |
| 2017-07 | +1.13% | +9.99% | 0.23% | — | — | — | -3.99 | 2292.55 | 29.97% | 15.46% | 21.19% |
| 2017-06 | -1.02% | +8.76% | 0.23% | — | — | — | -2.51 | 2271.26 | 29.49% | 14.66% | 20.19% |
| 2017-05 | +1.25% | +9.88% | 0.23% | — | — | — | -1.10 | 2297.42 | 30.59% | 15.85% | 20.18% |
| 2017-04 | +1.35% | +8.52% | 0.23% | — | — | — | +1.44 | 2270.52 | 29.96% | 15.78% | 20.19% |
| 2017-03 | +0.52% | +7.08% | 0.23% | — | — | — | -1.57 | 2239.37 | 29.29% | 15.52% | 20.55% |
| 2017-02 | +0.60% | +6.52% | 0.23% | — | — | — | +3.92 | 2230.03 | 29.36% | 15.53% | 23.35% |
| 2017-01 | +0.73% | +5.89% | 0.23% | — | — | — | -0.08 | 2213.28 | 29.15% | 15.61% | 23.53% |
| 2016-12 | +0.59% | +5.12% | — | — | — | — | -0.71 | 2197.81 | 28.67% | 12.89% | 20.92% |
| 2016-11 | +0.45% | +4.50% | — | — | — | — | +8.74 | 2185.99 | 28.17% | 15.26% | 23.06% |
| 2016-10 | +0.16% | +4.04% | — | — | — | — | -5.88 | 2167.74 | 27.56% | 15.21% | 23.26% |
| 2016-09 | -0.64% | +3.87% | — | — | — | — | +1.33 | 2170.60 | 27.43% | 15.27% | 22.90% |
| 2016-08 | +0.33% | +4.54% | — | — | — | — | -0.06 | 2183.73 | 25.71% | 13.45% | 21.00% |
| 2016-07 | +2.06% | +4.19% | — | — | — | — | +1.57 | 2176.83 | 25.14% | 13.98% | 21.12% |
| 2016-06 | -0.14% | +2.09% | — | — | — | — | +0.31 | 2132.04 | 24.35% | 13.55% | 20.80% |
| 2016-05 | +0.68% | +2.23% | — | — | — | — | +11.30 | 2134.95 | 26.12% | 14.99% | 20.50% |
| 2016-04 | +1.14% | +1.54% | — | — | — | — | -3.82 | 2109.71 | 25.68% | 14.72% | 19.97% |
| 2016-03 | +1.27% | +0.40% | — | — | — | — | +1.58 | 2090.25 | 25.62% | 14.54% | 19.88% |
| 2016-02 | -0.03% | -0.86% | — | — | — | — | +2.87 | 2063.16 | 24.71% | 14.32% | 19.76% |
| 2016-01 | -0.83% | -0.83% | — | — | — | — | +2.35 | 2061.29 | 23.24% | 13.97% | 19.69% |
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.