פתרונות נגישות לאתרי אינטרנט לפי התקן הישראלי 5568הנגשת אתרים

נתונים היסטוריים · גמל

קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ עד 50 (7228)

נתונים היסטוריים מלאים עבור קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ עד 50 (7228), 128 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 7228 | שם קרן: קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ עד 50 | 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: עד 50.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים

בחירת טווח זמן

בחירת עמודות

חודשים בטווח 128
תשואה חודשית אחרונה +0.97%
תשואה מצטברת בטווח +125.78%
חודש תשואה חודשית תשואה מצטברת דמי ניהול שנתיים אלפא שארפ סטיית תקן הפקדות נטו חודשי
(מ׳ ש״ח)
הפקדות נטו מצטבר
(מ׳ ש״ח)
סך הנכסים
(מ׳ ש״ח)
חשיפה למניות חשיפה לחו״ל חשיפה למט״ח
2026-08 +0.97% +125.78% 0.44% +2.28% 1.15 4.96% -6.45 -2.35 2655.60 51.37% 47.85% 19.06%
2026-07 -0.98% +123.61% 0.44% +2.04% 1.14 4.96% -13.14 +4.10 2637.63 51.44% 47.98% 20.25%
2026-06 -0.31% +125.82% 0.44% — 1.33 4.91% -11.31 +17.24 2678.96 51.06% 46.91% 20.38%
2026-05 +2.35% +126.53% 0.44% +3.00% 1.38 4.93% -19.15 +28.55 2698.82 51.81% 43.20% 19.22%
2026-04 +4.11% +121.32% 0.44% +2.16% 1.29 4.88% -21.13 +47.70 2657.22 51.42% 43.48% 19.81%
2026-03 -1.98% +112.59% 0.44% +1.92% 1.16 4.65% -14.61 +68.83 2573.75 50.49% 44.13% 18.12%
2026-02 +0.66% +116.88% 0.44% +2.04% 1.49 4.51% -17.42 +83.44 2641.64 52.56% 44.12% 19.13%
2026-01 +1.70% +115.46% 0.44% +2.28% 1.50 4.51% -9.99 +100.86 2641.61 51.28% 45.83% 19.06%
2025-12 +0.71% +111.86% 0.45% +2.28% 1.44 4.50% -9.35 +110.85 2606.70 50.89% 47.95% 20.71%
2025-11 +1.20% +110.36% 0.45% +2.40% 1.46 4.51% -16.77 +120.20 2598.44 50.59% 47.57% 20.65%
2025-10 +1.00% +107.87% 0.45% +2.40% 1.46 4.71% -8.54 +136.97 2584.64 50.09% 46.81% 20.42%
2025-09 +1.91% +105.81% 0.45% +2.28% 1.43 4.71% -13.34 +145.51 2567.86 49.76% 46.94% 30.76%
2025-08 +0.57% +101.95% 0.45% +2.40% 1.32 4.72% -7.30 +158.85 2533.28 49.35% 47.24% 31.34%
2025-07 +1.31% +100.81% 0.45% +2.52% 1.36 4.78% -8.48 +166.15 2526.27 49.77% 47.62% 33.03%
2025-06 +1.96% +98.21% 0.45% +2.52% 1.34 4.82% -3.50 +174.63 2502.68 48.61% 47.79% 33.24%
2025-05 +1.52% +94.40% 0.45% +2.40% 1.23 4.83% +2.69 +178.13 2459.03 48.19% 50.46% 37.02%
2025-04 -0.65% +91.49% 0.45% +2.40% 1.20 4.84% -1.56 +175.44 2420.37 46.10% 49.92% 37.29%
2025-03 +0.07% +92.75% 0.45% +2.88% 1.35 5.13% -4.34 +177.00 2438.55 46.17% 52.87% 38.40%
2025-02 -0.36% +92.61% 0.45% +2.64% 1.13 6.12% -2.91 +181.34 2442.13 45.34% 57.03% 38.02%
2025-01 +1.05% +93.31% 0.45% +3.24% 1.15 6.22% -16.14 +184.25 2453.08 45.44% 59.07% 37.97%
2024-12 +0.01% +91.30% 0.44% +3.24% 1.13 6.21% -1.21 +200.39 2444.59 44.11% 56.69% 37.16%
2024-11 +1.60% +91.28% 0.44% +3.36% 1.18 6.21% -2.39 +201.60 2446.43 44.00% 56.98% 38.34%
2024-10 -0.07% +88.27% 0.44% +3.48% 1.14 6.20% +1.26 +203.99 2411.19 43.55% 56.27% 38.85%
2024-09 +1.86% +88.40% 0.44% +3.36% 1.20 6.19% -1.88 +202.73 2412.50 43.84% 54.79% 39.05%
2024-08 +0.32% +84.96% 0.44% — 1.15 6.17% -0.77 +204.61 2370.36 44.99% 55.76% 40.14%
2024-07 +1.34% +84.37% 0.44% +3.60% 1.16 6.17% -1.29 +205.38 2364.48 45.57% 60.49% 43.00%
2024-06 +0.79% +81.93% 0.44% +3.84% 1.12 6.17% +1.78 +206.67 2335.32 44.04% 62.77% 42.98%
2024-05 +1.30% +80.50% 0.44% +3.72% 1.13 6.18% -5.95 +204.89 2316.00 46.94% 62.87% 43.09%
2024-04 -0.86% +78.19% 0.44% +3.72% 1.07 6.21% -3.86 +210.84 2292.78 46.47% 63.63% 39.40%
2024-03 +3.04% +79.73% 0.44% +3.60% 1.19 6.17% +0.37 +214.70 2317.31 46.52% 62.90% 42.45%
2024-02 +1.37% +74.43% 0.44% +3.48% 1.07 6.08% -0.23 +214.33 2249.46 46.19% 60.78% 40.73%
2024-01 +0.51% +72.07% 0.44% +3.72% 1.04 6.08% +4.32 +214.56 2219.98 43.58% 59.49% 40.32%
2023-12 +1.62% +71.20% 0.45% +3.60% 1.08 6.14% +6.06 +210.24 2205.30 45.45% 57.99% 40.15%
2023-11 +1.05% +68.47% 0.45% +3.84% 0.97 6.27% -5.60 +204.18 2165.45 46.24% 57.53% 39.95%
2023-10 -0.39% +66.72% 0.45% +4.08% 0.95 6.26% +3.09 +209.78 2149.21 46.55% 60.22% 39.35%
2023-09 -1.49% +67.37% 0.45% +3.60% 0.98 6.33% +5.53 +206.69 2155.22 49.27% 59.01% 39.40%
2023-08 +0.34% +69.90% 0.45% +3.84% 1.13 6.26% +17.18 +201.16 2184.54 49.88% 57.81% 38.36%
2023-07 +2.27% +69.33% 0.45% +3.72% 1.16 6.27% +1.36 +183.98 2161.28 49.82% 55.61% 38.39%
2023-06 +1.62% +65.57% 0.45% +3.84% 1.10 6.24% +11.53 +182.62 2112.74 48.75% 54.63% 37.97%
2023-05 +1.04% +62.93% 0.45% +3.60% 1.04 6.23% +6.18 +171.09 2068.47 47.56% 51.87% 37.49%
2023-04 +1.53% +61.25% 0.45% +3.72% 1.03 6.24% +5.15 +164.91 2041.81 44.83% 48.96% 37.26%
2023-03 -0.37% +58.82% 0.45% +3.48% 0.99 6.23% -2.08 +159.76 2006.76 48.31% 51.64% 39.07%
2023-02 +0.11% +59.41% 0.45% +3.84% 1.03 6.24% +7.78 +161.84 2016.90 51.30% 53.82% 38.35%
2023-01 +2.34% +59.24% 0.45% +3.84% 1.05 6.25% +5.65 +154.06 2007.60 51.55% 51.80% 37.62%
2022-12 -1.03% +55.60% 0.39% +3.72% 0.98 6.21% +7.90 +148.41 1956.92 51.57% 51.21% 37.17%
2022-11 +1.81% +57.22% 0.39% +3.72% 1.08 6.17% +1.32 +140.51 1969.65 52.73% 51.51% 39.39%
2022-10 +4.70% +54.42% 0.39% +3.36% 1.02 6.14% +2.87 +139.19 1934.17 53.06% 50.91% 37.95%
2022-09 -2.92% +47.49% 0.39% +3.00% 0.86 5.85% +3.68 +136.32 1845.20 52.83% 50.81% 36.47%
2022-08 -0.69% +51.93% 0.39% +3.12% 1.12 5.64% +6.80 +132.64 1897.67 52.90% 48.80% 37.20%
2022-07 +2.32% +52.98% 0.39% +3.00% 1.20 5.61% +1.98 +125.84 1904.78 48.89% 45.44% 37.72%
2022-06 -1.59% +49.51% 0.39% +3.00% 1.11 5.56% -5.50 +123.86 1860.39 51.42% 48.72% 36.73%
2022-05 -1.34% +51.93% 0.39% +3.00% 1.23 5.50% -3.01 +129.36 1896.76 52.25% 48.39% 36.69%
2022-04 +0.32% +53.99% 0.39% +3.00% 1.38 5.44% +6.38 +132.37 1926.28 53.55% 48.35% 35.97%
2022-03 +0.11% +53.50% 0.39% +2.76% 1.39 5.44% -0.46 +125.99 1914.52 52.38% 46.28% 36.19%
2022-02 +0.19% +53.33% 0.39% +2.76% 1.41 5.44% +0.49 +126.45 1914.12 50.26% 45.62% 34.57%
2022-01 -1.65% +53.04% 0.39% +2.64% 1.42 5.43% +1.30 +125.96 1910.70 53.36% 49.09% 39.01%
2021-12 +0.95% +55.61% 0.44% +3.12% 1.59 5.34% +8.03 +124.66 1942.24 52.24% 48.24% 40.62%
2021-11 +0.37% +54.14% 0.44% +3.24% 1.55 5.34% -0.81 +116.63 1916.79 52.05% 48.78% 40.42%
2021-10 +2.44% +53.58% 0.44% +3.48% 1.57 5.34% +0.74 +117.44 1911.07 52.85% 48.98% 40.85%
2021-09 -0.62% +49.92% 0.44% +3.24% 1.46 5.28% +7.14 +116.70 1865.49 51.77% 47.89% 40.22%
2021-08 +1.39% +50.85% 0.44% +3.60% 1.53 5.26% -0.58 +109.56 1870.64 51.55% 48.17% 40.79%
2021-07 +0.11% +48.79% 0.44% +3.72% 1.47 5.25% -1.86 +110.14 1846.17 51.62% 48.11% 40.92%
2021-06 +2.15% +48.62% 0.44% +3.72% 1.51 5.27% +7.39 +112.00 1846.69 51.53% 46.95% 40.70%
2021-05 +0.98% +45.49% 0.44% +3.36% 1.40 5.24% -2.70 +104.61 1801.22 50.47% 46.89% 39.61%
2021-04 +1.57% +44.08% 0.44% +3.48% 1.37 5.24% +5.49 +107.31 1787.23 49.87% 45.66% 38.20%
2021-03 +1.61% +41.85% 0.44% +3.36% 1.31 5.22% +4.75 +101.82 1754.89 49.31% 45.25% 37.42%
2021-02 +0.86% +39.61% 0.44% +3.48% 1.26 5.21% +5.24 +97.07 1723.05 48.15% 44.76% 35.58%
2021-01 +1.41% +38.42% 0.44% +3.36% 1.22 5.21% +3.81 +91.83 1704.01 46.50% 43.26% 34.28%
2020-12 +1.61% +36.49% 0.41% +3.36% 1.13 5.27% +4.31 +88.02 1677.18 41.98% 38.39% 30.79%
2020-11 +3.78% +34.33% 0.41% — — — +7.58 +83.71 1645.28 46.12% 41.68% 30.00%
2020-10 +0.18% +29.44% 0.41% — — — +2.57 +76.13 1577.64 45.53% 42.19% 28.86%
2020-09 -0.48% +29.20% 0.41% — — — -5.17 +73.56 1575.60 43.04% 39.78% 28.31%
2020-08 +2.40% +29.83% 0.41% — — — -10.26 +78.73 1589.11 41.84% 38.37% 26.85%
2020-07 +2.39% +26.78% 0.41% — — — +2.46 +88.99 1562.72 41.34% 37.24% 25.57%
2020-06 -0.57% +23.83% 0.41% — — — +3.30 +86.53 1524.34 41.61% 37.07% 25.38%
2020-05 +1.65% +24.54% 0.41% — — — +0.26 +83.23 1530.48 40.40% 34.86% 23.82%
2020-04 +4.87% +22.51% 0.41% — — — +0.45 +82.97 1506.16 40.31% 33.70% 22.33%
2020-03 -6.64% +16.82% 0.41% — — — -35.08 +82.52 1436.46 39.49% 31.58% 17.71%
2020-02 -1.90% +25.13% 0.41% — — — -1.98 +117.60 1577.48 35.87% 27.15% 15.91%
2020-01 +0.48% +27.56% 0.41% — — — +2.34 +119.58 1610.62 37.43% 27.88% 16.70%
2019-12 +0.68% +26.95% 0.40% — — — +7.69 +117.24 1601.12 37.28% 28.80% 20.18%
2019-11 +1.16% +26.09% 0.40% — — — +3.67 +109.55 1583.69 36.93% 28.75% 19.47%
2019-10 +1.04% +24.64% 0.40% — — — -0.11 +105.88 1561.83 37.41% 29.27% 19.25%
2019-09 +1.04% +23.36% 0.40% — — — -1.65 +105.99 1547.05 36.57% 27.55% 20.24%
2019-08 +0.16% +22.09% 0.40% — — — +5.42 +107.64 1532.81 35.18% 26.16% 17.00%
2019-07 +0.29% +21.90% 0.40% — — — +3.41 +102.22 1525.50 34.78% 24.83% 16.52%
2019-06 +1.42% +21.54% 0.40% — — — +6.44 +98.81 1518.32 33.35% 24.42% 15.89%
2019-05 -0.85% +19.84% 0.40% — — — -0.29 +92.37 1491.16 34.08% 22.27% 14.73%
2019-04 +1.28% +20.87% 0.40% — — — +4.59 +92.66 1504.75 38.04% 24.17% 15.51%
2019-03 +0.25% +19.34% 0.40% — — — +2.98 +88.07 1481.78 37.69% 25.92% 17.94%
2019-02 +1.28% +19.04% 0.40% — — — +6.06 +85.09 1475.91 33.42% 28.07% 17.95%
2019-01 +2.45% +17.54% 0.40% — — — +4.28 +79.03 1451.76 33.76% 28.01% 27.09%
2018-12 -2.33% +14.73% 0.41% — — — +5.45 +74.75 1413.48 32.54% 29.12% 20.86%
2018-11 +0.59% +17.47% 0.41% — — — +3.40 +69.30 1442.17 34.07% 27.60% 19.56%
2018-10 -1.73% +16.78% 0.41% — — — +7.74 +65.90 1430.90 33.53% 28.19% 19.57%
2018-09 +0.45% +18.83% 0.41% — — — +2.83 +58.16 1448.70 33.62% 28.26% 19.95%
2018-08 +1.10% +18.30% 0.41% — — — +2.81 +55.33 1439.89 34.06% 28.24% 20.19%
2018-07 +1.57% +17.01% 0.41% — — — +5.92 +52.52 1422.06 35.17% 26.88% 16.66%
2018-06 -0.25% +15.20% 0.41% — — — -0.25 +46.60 1394.03 34.00% 25.63% 15.55%
2018-05 +1.50% +15.49% 0.41% — — — -0.40 +46.85 1398.05 34.43% 28.67% 17.96%
2018-04 +0.80% +13.79% 0.41% — — — -0.23 +47.25 1377.90 33.70% 28.74% 18.18%
2018-03 -0.70% +12.88% 0.41% — — — +0.98 +47.48 1367.55 33.92% 27.82% 18.86%
2018-02 -0.42% +13.68% 0.41% — — — +2.09 +46.50 1376.77 34.21% 28.46% 19.67%
2018-01 +1.18% +14.16% 0.41% — — — -0.74 +44.41 1380.92 34.20% 27.04% 18.83%
2017-12 +0.51% +12.83% 0.41% — — — +2.11 +45.15 1365.95 33.56% 24.56% 18.35%
2017-11 +0.73% +12.25% 0.41% — — — +2.03 +43.04 1356.03 33.59% 24.00% 17.04%
2017-10 +0.92% +11.44% 0.41% — — — +0.68 +41.01 1344.61 33.40% 23.15% 16.49%
2017-09 +0.53% +10.43% 0.41% — — — +3.18 +40.33 1331.52 33.18% 22.51% 16.68%
2017-08 +0.32% +9.84% 0.41% — — — +2.71 +37.15 1321.73 33.14% 22.49% 16.44%
2017-07 +1.05% +9.49% 0.41% — — — +9.80 +34.44 1314.72 32.97% 22.57% 16.90%
2017-06 -0.64% +8.36% 0.41% — — — +7.68 +24.64 1291.73 32.30% 21.83% 16.48%
2017-05 +1.37% +9.05% 0.41% — — — +4.02 +16.96 1292.36 32.61% 22.14% 16.29%
2017-04 +0.75% +7.58% 0.41% — — — +5.07 +12.94 1271.20 32.57% 22.71% 16.43%
2017-03 +0.33% +6.78% 0.41% — — — +7.22 +7.87 1257.14 32.05% 22.34% 16.68%
2017-02 +0.53% +6.43% 0.41% — — — +4.94 +0.65 1245.44 31.93% 22.45% 16.58%
2017-01 +0.22% +5.87% 0.41% — — — -1.02 -4.29 1233.84 31.48% 24.71% 16.79%
2016-12 +0.62% +5.63% — — — — +5.40 -3.27 1232.49 31.66% 23.22% 15.74%
2016-11 +1.13% +4.98% — — — — -1.11 -8.67 1220.00 32.53% 22.88% 15.52%
2016-10 +0.13% +3.81% — — — — -1.17 -7.56 1207.82 32.60% 22.72% 15.17%
2016-09 +0.08% +3.67% — — — — +3.03 -6.39 1204.06 32.67% 22.53% 15.11%
2016-08 +0.40% +3.59% — — — — -2.34 -9.42 1200.54 32.88% 22.79% 15.03%
2016-07 +1.74% +3.18% — — — — +1.74 -7.08 1197.94 32.71% 22.73% 15.05%
2016-06 -0.28% +1.41% — — — — -1.64 -8.82 1176.17 31.44% 21.85% 14.61%
2016-05 +0.83% +1.70% — — — — -2.15 -7.18 1181.62 31.93% 22.12% 14.98%
2016-04 +0.77% +0.86% — — — — +4.75 -5.03 1174.48 31.84% 22.05% 15.38%
2016-03 +1.32% +0.09% — — — — +0.74 -9.78 1161.18 31.87% 22.08% 15.39%
2016-02 +0.17% -1.21% — — — — +1.87 -10.52 1145.92 31.87% 22.38% 8.76%
2016-01 -1.38% -1.38% — — — — -12.39 -12.39 1142.42 32.56% 22.87% 8.46%

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.