חודשים בטווח
125
קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ 60 ומעלה
נתונים היסטוריים מלאים עבור קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ 60 ומעלה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7229 | שם קרן: קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ 60 ומעלה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אחר | חברה מנהלת: חברת הגמל לעובדי האוניברסיטה העברית בע"מ | אוכלוסיית יעד: עובדי מפעל/גוף מסויים | התמחות: מדרגות | תת התמחות: 60 ומעלה.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+1.89%
תשואה מצטברת מההתחלה
+55.59%
| 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 | +1.89% | +55.59% | 0.44% | +0.24% | 0.87 | 3.69% | -3.04 | 157.83 | 31.07% | 25.95% | 15.73% |
| 2026-04 | +2.36% | +52.71% | 0.44% | -0.36% | 0.76 | 3.63% | -0.11 | 157.96 | 31.07% | 26.01% | 17.56% |
| 2026-03 | -1.41% | +49.19% | 0.44% | -0.48% | 0.61 | 3.52% | -1.76 | 154.50 | 31.21% | 26.52% | 17.06% |
| 2026-02 | +0.62% | +51.32% | 0.44% | -0.48% | 0.88 | 3.43% | -0.54 | 158.54 | 31.73% | 25.89% | 17.33% |
| 2026-01 | +1.03% | +50.39% | 0.44% | -0.36% | 0.86 | 3.44% | -0.94 | 158.17 | 29.77% | 24.92% | 17.10% |
| 2025-12 | +0.33% | +48.85% | 0.45% | -0.48% | 0.82 | 3.43% | +0.75 | 157.54 | 29.40% | 26.48% | 17.30% |
| 2025-11 | +0.77% | +48.36% | 0.45% | -0.36% | 0.86 | 3.44% | +1.80 | 156.27 | 29.32% | 26.92% | 17.79% |
| 2025-10 | +1.01% | +47.23% | 0.45% | -0.24% | 0.87 | 3.52% | -0.59 | 153.33 | 29.75% | 26.99% | 18.02% |
| 2025-09 | +1.25% | +45.76% | 0.45% | -0.36% | 0.81 | 3.52% | -0.27 | 152.44 | 29.53% | 27.11% | 17.90% |
| 2025-08 | +0.68% | +43.96% | 0.45% | -0.36% | 0.71 | 3.53% | -2.85 | 150.89 | 29.08% | 26.83% | 17.99% |
| 2025-07 | +0.98% | +42.99% | 0.45% | -0.36% | 0.73 | 3.57% | +1.09 | 152.76 | 28.86% | 26.65% | 19.86% |
| 2025-06 | +1.63% | +41.60% | 0.45% | -0.48% | 0.71 | 3.59% | -1.64 | 150.25 | 27.71% | 26.44% | 19.47% |
| 2025-05 | +0.77% | +39.33% | 0.45% | -0.48% | 0.57 | 3.59% | -0.49 | 149.51 | 27.30% | 28.57% | 22.10% |
| 2025-04 | -0.31% | +38.26% | 0.45% | -0.48% | 0.56 | 3.59% | +0.17 | 148.92 | 24.99% | 27.44% | 23.74% |
| 2025-03 | -0.41% | +38.69% | 0.45% | -0.12% | 0.71 | 3.78% | -0.01 | 149.26 | 25.63% | 31.35% | 26.16% |
| 2025-02 | +0.11% | +39.26% | 0.45% | +0.24% | 0.63 | 4.29% | -0.53 | 149.94 | 36.37% | 36.21% | 41.80% |
| 2025-01 | +0.76% | +39.11% | 0.45% | +0.84% | 0.64 | 4.31% | -0.59 | 150.36 | 26.71% | 39.33% | 26.29% |
| 2024-12 | +0.07% | +38.06% | 0.44% | +0.72% | 0.62 | 4.31% | +0.97 | 149.87 | 25.87% | 36.97% | 25.66% |
| 2024-11 | +1.34% | +37.97% | 0.44% | +0.84% | 0.66 | 4.30% | +0.33 | 148.89 | 26.09% | 37.40% | 26.66% |
| 2024-10 | +0.02% | +36.14% | 0.44% | +0.72% | 0.59 | 4.28% | +1.08 | 146.65 | 25.76% | 37.32% | 28.65% |
| 2024-09 | +1.55% | +36.11% | 0.44% | +0.72% | 0.64 | 4.28% | -0.02 | 145.61 | 26.27% | 36.54% | 28.50% |
| 2024-08 | +0.65% | +34.04% | 0.44% | — | 0.53 | 4.24% | -0.95 | 143.46 | 29.27% | 39.07% | 29.83% |
| 2024-07 | +1.20% | +33.17% | 0.44% | +0.60% | 0.54 | 4.24% | +0.75 | 143.55 | 37.27% | 42.17% | 31.63% |
| 2024-06 | +0.54% | +31.59% | 0.44% | +0.72% | 0.49 | 4.22% | -2.74 | 141.15 | 27.85% | 44.75% | 31.80% |
| 2024-05 | +1.02% | +30.89% | 0.44% | +0.60% | 0.50 | 4.23% | +0.03 | 143.18 | 29.40% | 44.89% | 31.61% |
| 2024-04 | -0.52% | +29.56% | 0.44% | +0.72% | 0.45 | 4.22% | -0.70 | 141.77 | 29.13% | 44.95% | 24.37% |
| 2024-03 | +2.03% | +30.24% | 0.44% | +0.60% | 0.54 | 4.20% | -0.27 | 143.27 | 29.15% | 44.49% | 26.20% |
| 2024-02 | +0.99% | +27.65% | 0.44% | +0.48% | 0.43 | 4.13% | -0.57 | 140.74 | 29.02% | 43.29% | 27.55% |
| 2024-01 | +0.39% | +26.40% | 0.44% | +0.60% | 0.40 | 4.13% | -2.31 | 139.98 | 27.13% | 41.48% | 27.95% |
| 2023-12 | +1.60% | +25.91% | 0.45% | +0.48% | 0.43 | 4.15% | -0.35 | 141.77 | 28.27% | 40.20% | 27.36% |
| 2023-11 | +1.19% | +23.92% | 0.45% | +0.60% | 0.32 | 4.13% | -1.82 | 139.91 | 29.23% | 41.09% | 26.69% |
| 2023-10 | -0.68% | +22.47% | 0.45% | +0.72% | 0.26 | 4.11% | -2.81 | 140.12 | 29.07% | 41.49% | 26.35% |
| 2023-09 | -1.30% | +23.31% | 0.45% | +0.60% | 0.33 | 4.11% | -0.36 | 143.93 | 33.03% | 40.37% | 31.08% |
| 2023-08 | +0.37% | +24.93% | 0.45% | +0.72% | 0.49 | 4.05% | -3.88 | 146.24 | 31.59% | 37.94% | 28.05% |
| 2023-07 | +1.61% | +24.47% | 0.45% | +0.72% | 0.51 | 4.06% | -1.89 | 149.65 | 31.20% | 34.97% | 27.24% |
| 2023-06 | +1.21% | +22.50% | 0.45% | +0.60% | 0.43 | 4.01% | -3.39 | 149.22 | 29.84% | 33.66% | 26.44% |
| 2023-05 | +0.91% | +21.03% | 0.45% | +0.48% | 0.37 | 3.99% | -0.53 | 150.87 | 28.98% | 29.59% | 25.12% |
| 2023-04 | +1.06% | +19.94% | 0.45% | +0.48% | 0.33 | 3.98% | -1.06 | 150.10 | 28.83% | 29.21% | 24.93% |
| 2023-03 | +0.09% | +18.68% | 0.45% | +0.36% | 0.28 | 3.96% | -1.49 | 149.65 | 29.58% | 29.29% | 24.80% |
| 2023-02 | -0.79% | +18.58% | 0.45% | +0.60% | 0.30 | 3.96% | +0.08 | 151.08 | 32.01% | 31.83% | 23.05% |
| 2023-01 | +1.76% | +19.52% | 0.45% | +0.60% | 0.39 | 3.94% | +1.07 | 152.26 | 31.46% | 29.95% | 21.57% |
| 2022-12 | -0.58% | +17.45% | 0.39% | +0.48% | 0.28 | 3.88% | -0.66 | 148.63 | 32.19% | 30.59% | 22.27% |
| 2022-11 | +1.24% | +18.14% | 0.39% | +0.48% | 0.36 | 3.86% | -2.93 | 150.17 | 32.86% | 30.73% | 22.67% |
| 2022-10 | +1.56% | +16.69% | 0.39% | +0.24% | 0.29 | 3.84% | -0.14 | 151.30 | 31.25% | 28.51% | 21.06% |
| 2022-09 | -2.88% | +14.90% | 0.39% | +0.12% | 0.19 | 3.79% | -0.67 | 149.16 | 31.99% | 29.47% | 20.21% |
| 2022-08 | -1.13% | +18.31% | 0.39% | +0.36% | 0.50 | 3.53% | -1.37 | 154.32 | 32.66% | 28.87% | 19.45% |
| 2022-07 | +1.82% | +19.66% | 0.39% | +0.24% | 0.65 | 3.47% | +0.78 | 157.52 | 31.81% | 28.37% | 20.62% |
| 2022-06 | -1.09% | +17.52% | 0.39% | +0.12% | 0.52 | 3.40% | -0.73 | 154.00 | 31.17% | 28.18% | 19.75% |
| 2022-05 | -1.54% | +18.81% | 0.39% | +0.36% | 0.63 | 3.36% | +0.72 | 156.50 | 31.58% | 28.15% | 19.94% |
| 2022-04 | -0.82% | +20.67% | 0.39% | +0.36% | 0.85 | 3.27% | -0.53 | 158.29 | 32.16% | 27.95% | 24.40% |
| 2022-03 | +0.11% | +21.67% | 0.39% | +0.36% | 0.97 | 3.24% | +3.51 | 160.19 | 29.83% | 28.86% | 22.25% |
| 2022-02 | -0.70% | +21.54% | 0.39% | +0.36% | 0.98 | 3.24% | -0.67 | 156.60 | 28.35% | 27.69% | 19.78% |
| 2022-01 | -1.59% | +22.39% | 0.39% | +0.36% | 1.08 | 3.21% | -0.85 | 158.43 | 26.37% | 26.38% | 21.02% |
| 2021-12 | +0.42% | +24.37% | 0.43% | +0.60% | 1.33 | 3.09% | +0.96 | 161.91 | 26.06% | 26.79% | 22.14% |
| 2021-11 | +0.03% | +23.85% | 0.43% | +0.60% | 1.31 | 3.09% | +4.53 | 160.37 | 25.75% | 26.53% | 22.40% |
| 2021-10 | +1.20% | +23.81% | 0.43% | +0.48% | 1.31 | 3.11% | +0.39 | 155.84 | 26.80% | 27.44% | 23.32% |
| 2021-09 | -0.53% | +22.35% | 0.43% | +0.48% | 1.21 | 3.08% | -1.71 | 153.65 | 26.00% | 27.11% | 23.26% |
| 2021-08 | +0.88% | +23.00% | 0.43% | +0.60% | 1.28 | 3.07% | +0.06 | 156.23 | 26.07% | 27.76% | 23.22% |
| 2021-07 | +0.44% | +21.92% | 0.43% | +0.60% | 1.20 | 3.07% | -0.43 | 154.85 | 25.64% | 27.43% | 23.02% |
| 2021-06 | +0.62% | +21.39% | 0.43% | +0.48% | 1.19 | 3.08% | -2.19 | 154.66 | 25.50% | 27.18% | 22.97% |
| 2021-05 | +0.63% | +20.64% | 0.43% | +0.48% | 1.16 | 3.08% | +1.71 | 155.95 | 24.59% | 26.32% | 22.29% |
| 2021-04 | +0.71% | +19.89% | 0.43% | +0.48% | 1.11 | 3.08% | -2.71 | 153.33 | 25.60% | 26.59% | 22.47% |
| 2021-03 | +0.83% | +19.04% | 0.43% | +0.36% | 1.07 | 3.08% | -2.63 | 154.99 | 24.21% | 24.83% | 21.09% |
| 2021-02 | +0.05% | +18.06% | 0.43% | +0.36% | 1.01 | 3.07% | -1.18 | 156.40 | 23.13% | 23.84% | 19.50% |
| 2021-01 | +0.89% | +18.00% | 0.43% | +0.36% | 1.02 | 3.07% | +4.58 | 157.59 | 20.98% | 22.17% | 18.88% |
| 2020-12 | +0.95% | +16.96% | 0.41% | +0.24% | 0.94 | 3.06% | -1.09 | 151.73 | 21.08% | 21.64% | 18.49% |
| 2020-11 | +2.15% | +15.86% | 0.41% | — | — | — | -0.98 | 151.43 | 20.50% | 21.76% | 18.06% |
| 2020-10 | -0.03% | +13.42% | 0.41% | — | — | — | -2.03 | 149.26 | 18.61% | 20.41% | 16.98% |
| 2020-09 | -0.66% | +13.46% | 0.41% | — | — | — | +3.33 | 151.40 | 17.73% | 19.71% | 16.41% |
| 2020-08 | +1.59% | +14.21% | 0.41% | — | — | — | +4.08 | 149.13 | 18.05% | 19.67% | 16.07% |
| 2020-07 | +1.45% | +12.42% | 0.41% | — | — | — | -0.75 | 142.77 | 17.89% | 19.16% | 15.48% |
| 2020-06 | -0.82% | +10.82% | 0.41% | — | — | — | +0.76 | 141.52 | 17.09% | 18.48% | 15.22% |
| 2020-05 | +0.91% | +11.73% | 0.41% | — | — | — | +0.24 | 142.01 | 15.99% | 16.79% | 12.72% |
| 2020-04 | +3.10% | +10.73% | 0.41% | — | — | — | -0.09 | 140.56 | 15.46% | 15.76% | 11.84% |
| 2020-03 | -4.19% | +7.40% | 0.41% | — | — | — | +29.88 | 136.49 | 13.99% | 14.17% | 10.58% |
| 2020-02 | -0.49% | +12.09% | 0.41% | — | — | — | +0.20 | 110.96 | 10.96% | 13.23% | 10.67% |
| 2020-01 | +0.29% | +12.64% | 0.41% | — | — | — | -1.00 | 111.36 | 11.56% | 13.59% | 11.05% |
| 2019-12 | +0.16% | +12.32% | 0.38% | — | — | — | -0.83 | 112.07 | 9.87% | 12.63% | 11.55% |
| 2019-11 | +0.24% | +12.14% | 0.38% | — | — | — | +0.67 | 112.77 | 9.91% | 12.44% | 11.30% |
| 2019-10 | +0.48% | +11.87% | 0.38% | — | — | — | -0.49 | 111.83 | 9.92% | 12.50% | 11.32% |
| 2019-09 | +0.39% | +11.34% | 0.38% | — | — | — | +2.69 | 111.87 | 10.37% | 12.17% | 11.09% |
| 2019-08 | +0.17% | +10.90% | 0.38% | — | — | — | -0.98 | 108.77 | 10.45% | 12.49% | 10.51% |
| 2019-07 | +0.50% | +10.72% | 0.38% | — | — | — | -0.20 | 109.60 | 9.94% | 11.10% | 9.95% |
| 2019-06 | +0.81% | +10.16% | 0.38% | — | — | — | +0.23 | 109.29 | 8.89% | 11.21% | 10.12% |
| 2019-05 | -0.03% | +9.28% | 0.38% | — | — | — | -1.79 | 108.22 | 8.24% | 9.25% | 9.12% |
| 2019-04 | +0.59% | +9.31% | 0.38% | — | — | — | +0.07 | 110.08 | 10.94% | 10.28% | 9.19% |
| 2019-03 | +0.56% | +8.67% | 0.38% | — | — | — | +0.71 | 109.42 | 10.60% | 10.92% | 10.58% |
| 2019-02 | +0.73% | +8.07% | 0.38% | — | — | — | +0.22 | 108.14 | 8.78% | 8.91% | 9.81% |
| 2019-01 | +1.34% | +7.28% | 0.38% | — | — | — | +0.37 | 107.18 | 9.03% | 8.84% | 10.38% |
| 2018-12 | -0.70% | +5.86% | 0.41% | — | — | — | +0.24 | 105.44 | 7.85% | 12.23% | 11.18% |
| 2018-11 | -0.05% | +6.61% | 0.41% | — | — | — | +0.49 | 105.98 | 8.47% | 11.62% | 10.54% |
| 2018-10 | -0.67% | +6.66% | 0.41% | — | — | — | +0.33 | 105.58 | 8.04% | 11.82% | 10.69% |
| 2018-09 | +0.00% | +7.38% | 0.41% | — | — | — | +0.10 | 105.99 | 8.27% | 12.08% | 10.62% |
| 2018-08 | +0.56% | +7.38% | 0.41% | — | — | — | -1.38 | 105.92 | 8.32% | 11.67% | 10.58% |
| 2018-07 | +0.44% | +6.79% | 0.41% | — | — | — | -3.20 | 106.56 | 8.70% | 11.16% | 9.05% |
| 2018-06 | +0.10% | +6.32% | 0.41% | — | — | — | -1.34 | 109.48 | 8.72% | 10.06% | 8.04% |
| 2018-05 | +0.12% | +6.21% | 0.41% | — | — | — | +1.32 | 110.75 | 8.71% | 11.22% | 8.78% |
| 2018-04 | +0.31% | +6.08% | 0.41% | — | — | — | -0.24 | 109.34 | 8.52% | 10.97% | 9.01% |
| 2018-03 | +0.01% | +5.76% | 0.41% | — | — | — | -0.38 | 109.26 | 8.93% | 10.67% | 8.84% |
| 2018-02 | -0.47% | +5.75% | 0.41% | — | — | — | +1.36 | 109.69 | 8.43% | 10.20% | 8.46% |
| 2018-01 | +0.28% | +6.25% | 0.41% | — | — | — | -1.55 | 108.91 | 8.20% | 9.84% | 7.96% |
| 2017-12 | +0.22% | +5.95% | 0.41% | — | — | — | +0.74 | 110.17 | 8.11% | 8.86% | 7.61% |
| 2017-11 | +0.42% | +5.72% | 0.41% | — | — | — | +3.57 | 109.24 | 8.35% | 8.34% | 7.71% |
| 2017-10 | +0.49% | +5.27% | 0.41% | — | — | — | +0.08 | 105.25 | 9.09% | 8.01% | 7.05% |
| 2017-09 | +0.12% | +4.76% | 0.41% | — | — | — | -0.29 | 104.69 | 8.92% | 7.68% | 6.81% |
| 2017-08 | +0.39% | +4.63% | 0.41% | — | — | — | +0.29 | 104.89 | 8.77% | 7.64% | 6.83% |
| 2017-07 | +0.59% | +4.23% | 0.41% | — | — | — | -0.78 | 104.23 | 8.84% | 7.63% | 6.77% |
| 2017-06 | -0.38% | +3.62% | 0.41% | — | — | — | +1.09 | 104.43 | 8.59% | 7.36% | 6.28% |
| 2017-05 | +0.71% | +4.01% | 0.41% | — | — | — | +0.51 | 103.78 | 8.48% | 7.29% | 5.95% |
| 2017-04 | +0.67% | +3.28% | 0.41% | — | — | — | +0.43 | 102.59 | 8.77% | 7.64% | 6.29% |
| 2017-03 | +0.25% | +2.59% | 0.41% | — | — | — | -0.99 | 101.51 | 8.78% | 7.62% | 6.08% |
| 2017-02 | +0.15% | +2.34% | 0.41% | — | — | — | -2.51 | 102.29 | 8.84% | 7.72% | 6.15% |
| 2017-01 | +0.24% | +2.18% | 0.41% | — | — | — | -1.62 | 104.68 | 8.59% | 9.08% | 6.03% |
| 2016-12 | +0.47% | +1.94% | — | — | — | — | +0.84 | 106.07 | 8.52% | 7.53% | 4.50% |
| 2016-11 | -0.42% | +1.46% | — | — | — | — | +0.50 | 104.78 | 8.48% | 7.29% | 4.26% |
| 2016-10 | +0.06% | +1.89% | — | — | — | — | +0.03 | 104.76 | 8.88% | 7.55% | 4.28% |
| 2016-09 | -0.35% | +1.83% | — | — | — | — | +0.03 | 104.69 | 8.89% | 7.55% | 4.26% |
| 2016-08 | -0.22% | +2.19% | — | — | — | — | +0.70 | 105.08 | 8.87% | 5.39% | 4.27% |
| 2016-07 | +0.94% | +2.41% | — | — | — | — | +0.44 | 104.63 | 8.85% | 5.54% | 4.26% |
| 2016-06 | +0.46% | +1.46% | — | — | — | — | +1.02 | 103.24 | 8.54% | 5.39% | 4.25% |
| 2016-05 | +0.03% | +0.99% | — | — | — | — | +2.60 | 101.80 | 8.48% | 5.28% | 4.06% |
| 2016-04 | +0.56% | +0.96% | — | — | — | — | +0.18 | 99.21 | 8.55% | 5.03% | 3.89% |
| 2016-03 | +0.41% | +0.40% | — | — | — | — | +0.66 | 98.50 | 8.55% | 5.02% | 3.79% |
| 2016-02 | +0.04% | -0.01% | — | — | — | — | +1.69 | 97.49 | 8.32% | 5.10% | 3.84% |
| 2016-01 | -0.05% | -0.05% | — | — | — | — | +10.36 | 95.78 | 8.52% | 5.25% | 3.59% |
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.