חודשים בטווח
66
שיבולת קופת תגמולים מניות מניות
נתונים היסטוריים מלאים עבור שיבולת קופת תגמולים מניות מניות, 66 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 13188 | שם קרן: שיבולת קופת תגמולים מניות מניות | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: הקיבוץ הדתי אגודה שיתופית בע"מ | חברה מנהלת: שיבולת - חברה לניהול קופות גמל בע"מ | אוכלוסיית יעד: עובדי סקטור מסויים | התמחות: מניות | תת התמחות: מניות.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על שיבולת קופת תגמולים מניות מניות ישירות למייל.
תשואה חודשית אחרונה
+3.95%
תשואה מצטברת מההתחלה
+144.02%
| 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 | +3.95% | +144.02% | 0.19% | +2.64% | 1.51 | 10.36% | +8.00 | 128.55 | 97.76% | 41.35% | 24.67% |
| 2026-04 | +8.15% | +134.75% | 0.19% | +1.68% | 1.43 | 10.29% | +0.00 | 115.91 | 97.23% | 36.50% | 19.79% |
| 2026-03 | -3.25% | +117.06% | 0.19% | +1.56% | 1.32 | 9.92% | +0.00 | 107.19 | 96.77% | 35.55% | 19.73% |
| 2026-02 | +2.34% | +124.35% | 0.19% | +1.80% | 1.57 | 9.75% | +0.00 | 110.80 | 95.99% | 36.77% | 20.58% |
| 2026-01 | +5.95% | +119.22% | 0.19% | +2.28% | 1.54 | 9.77% | +0.00 | 108.12 | 94.43% | 38.70% | 20.71% |
| 2025-12 | +2.06% | +106.91% | 0.19% | +1.80% | 1.40 | 9.55% | +10.52 | 102.08 | 92.31% | 50.56% | 23.42% |
| 2025-11 | +1.12% | +102.73% | 0.19% | +1.92% | 1.38 | 9.58% | +9.48 | 89.64 | 93.20% | 52.88% | 27.68% |
| 2025-10 | +1.49% | +100.49% | 0.19% | — | — | — | -3.00 | 79.19 | 95.02% | 55.88% | 25.61% |
| 2025-09 | +2.93% | +97.54% | 0.19% | — | — | — | +0.00 | 81.01 | 91.72% | 54.26% | 29.47% |
| 2025-08 | +0.63% | +91.92% | 0.19% | — | — | — | +5.00 | 78.71 | 89.65% | 42.88% | 25.17% |
| 2025-07 | +2.29% | +90.72% | 0.19% | — | — | — | +0.00 | 73.16 | 95.15% | 46.28% | 27.17% |
| 2025-06 | +6.28% | +86.45% | 0.19% | — | — | — | +0.00 | 71.53 | 91.15% | 44.58% | 27.47% |
| 2025-05 | +4.88% | +75.43% | 0.19% | — | — | — | +0.00 | 67.31 | 89.15% | 46.34% | 28.27% |
| 2025-04 | +1.72% | +67.27% | 0.19% | — | — | — | +0.00 | 64.19 | 89.08% | 47.02% | 27.73% |
| 2025-03 | -2.17% | +64.44% | 0.19% | — | — | — | +0.00 | 63.11 | 85.09% | 48.57% | 28.55% |
| 2025-02 | -0.75% | +68.09% | 0.19% | — | — | — | +0.00 | 64.53 | 86.77% | 52.98% | 31.69% |
| 2025-01 | +2.97% | +69.36% | 0.19% | — | — | — | +0.00 | 65.02 | 87.88% | 56.41% | 32.13% |
| 2024-12 | +1.66% | +64.47% | 0.21% | — | — | — | +0.00 | 63.15 | 87.30% | 56.41% | 29.23% |
| 2024-11 | +2.83% | +61.79% | 0.21% | — | — | — | +0.87 | 62.13 | 87.64% | 59.60% | 30.28% |
| 2024-10 | +0.89% | +57.34% | 0.21% | — | — | — | +0.00 | 59.59 | 84.75% | 60.66% | 30.12% |
| 2024-09 | +2.13% | +55.95% | 0.21% | — | — | — | +0.00 | 59.08 | 84.46% | 61.75% | 30.59% |
| 2024-08 | +1.11% | +52.70% | 0.21% | — | — | — | +0.00 | 57.85 | 84.10% | 60.67% | 29.51% |
| 2024-07 | +0.31% | +51.02% | 0.21% | — | — | — | +0.00 | 57.22 | 85.56% | 61.85% | 30.08% |
| 2024-06 | +1.77% | +50.55% | 0.21% | — | — | — | +0.00 | 57.05 | 85.92% | 62.37% | 30.92% |
| 2024-05 | +2.00% | +47.93% | 0.21% | — | — | — | +7.24 | 56.07 | 89.14% | 61.12% | 28.50% |
| 2024-04 | -3.09% | +45.03% | 0.21% | — | — | — | +0.00 | 47.98 | 90.73% | 58.19% | 31.01% |
| 2024-03 | +3.15% | +49.66% | 0.21% | — | — | — | +0.00 | 49.52 | 90.87% | 57.59% | 31.28% |
| 2024-02 | +3.23% | +45.09% | 0.21% | — | — | — | +0.00 | 48.01 | 90.73% | 56.95% | 31.81% |
| 2024-01 | +1.30% | +40.55% | 0.21% | — | — | — | +1.56 | 46.52 | 87.45% | 54.39% | 31.99% |
| 2023-12 | +2.98% | +38.74% | 0.19% | — | — | — | +0.00 | 44.39 | 90.38% | 55.58% | 33.84% |
| 2023-11 | +5.03% | +34.73% | 0.19% | — | — | — | +0.00 | 43.11 | 86.52% | 46.11% | 32.08% |
| 2023-10 | -4.81% | +28.28% | 0.19% | — | — | — | +0.00 | 41.05 | 85.85% | 46.46% | 33.11% |
| 2023-09 | -1.16% | +34.76% | 0.19% | — | — | — | +0.00 | 43.14 | 85.28% | 43.25% | 30.11% |
| 2023-08 | -0.34% | +36.34% | 0.19% | — | — | — | +0.00 | 43.65 | 84.90% | 44.67% | 30.84% |
| 2023-07 | +4.83% | +36.81% | 0.19% | — | — | — | +0.00 | 43.81 | 84.18% | 44.21% | 30.18% |
| 2023-06 | +2.23% | +30.50% | 0.19% | — | — | — | +3.44 | 41.80 | 78.73% | 40.29% | 26.15% |
| 2023-05 | +2.31% | +27.66% | 0.19% | — | — | — | +0.00 | 37.55 | 84.05% | 43.06% | 28.23% |
| 2023-04 | +2.16% | +24.77% | 0.19% | — | — | — | +0.00 | 36.71 | 83.06% | 41.51% | 26.72% |
| 2023-03 | +2.20% | +22.14% | 0.19% | — | — | — | +0.00 | 35.94 | 82.80% | 41.18% | 26.24% |
| 2023-02 | -1.65% | +19.51% | 0.19% | — | — | — | +0.00 | 35.17 | 81.83% | 40.97% | 25.22% |
| 2023-01 | +2.43% | +21.51% | 0.19% | — | — | — | +0.00 | 35.77 | 80.77% | 39.47% | 19.96% |
| 2022-12 | -3.38% | +18.63% | 0.20% | — | — | — | +0.00 | 34.93 | 80.33% | 37.76% | 19.01% |
| 2022-11 | -0.85% | +22.78% | 0.20% | — | — | — | +0.00 | 36.16 | 82.96% | 37.91% | 18.94% |
| 2022-10 | +3.36% | +23.83% | 0.20% | — | — | — | +0.00 | 36.47 | 86.37% | 36.88% | 21.33% |
| 2022-09 | -6.96% | +19.81% | 0.20% | — | — | — | +0.00 | 35.30 | 84.28% | 33.85% | 18.44% |
| 2022-08 | +1.08% | +28.77% | 0.20% | — | — | — | +0.00 | 37.94 | 89.17% | 36.45% | 13.31% |
| 2022-07 | +6.66% | +27.39% | 0.20% | — | — | — | +0.00 | 37.54 | 87.00% | 38.52% | 14.30% |
| 2022-06 | -4.16% | +19.44% | 0.20% | — | — | — | +0.01 | 35.20 | 81.96% | 34.80% | 14.15% |
| 2022-05 | -4.63% | +24.62% | 0.20% | — | — | — | +0.00 | 36.72 | 81.86% | 33.42% | 13.94% |
| 2022-04 | -1.21% | +30.67% | 0.20% | — | — | — | +0.00 | 38.51 | 82.08% | 32.74% | 13.74% |
| 2022-03 | +1.24% | +32.27% | 0.20% | — | — | — | +0.00 | 38.99 | 80.66% | 33.34% | 12.72% |
| 2022-02 | +0.31% | +30.65% | 0.20% | — | — | — | +1.00 | 38.51 | 82.16% | 32.30% | 12.59% |
| 2022-01 | -3.43% | +30.25% | 0.20% | — | — | — | +0.00 | 37.42 | 82.50% | 36.29% | 10.58% |
| 2021-12 | +2.42% | +34.87% | — | — | — | — | +0.00 | 38.75 | 90.84% | 45.32% | 13.78% |
| 2021-11 | +1.56% | +31.69% | — | — | — | — | +1.24 | 37.85 | 85.36% | 39.26% | 7.64% |
| 2021-10 | +5.17% | +29.66% | — | — | — | — | +0.00 | 36.07 | 91.60% | 40.86% | 7.62% |
| 2021-09 | -0.22% | +23.29% | — | — | — | — | +1.37 | 34.30 | 86.79% | 36.12% | 7.38% |
| 2021-08 | +3.95% | +23.56% | — | — | — | — | +0.00 | 33.02 | 93.40% | 40.82% | 7.78% |
| 2021-07 | +0.70% | +18.87% | — | — | — | — | +0.00 | 31.77 | 88.86% | 40.54% | 7.87% |
| 2021-06 | +1.11% | +18.04% | — | — | — | — | +0.00 | 31.56 | 95.63% | 42.87% | 10.08% |
| 2021-05 | +1.65% | +16.75% | — | — | — | — | +0.00 | 31.21 | 93.02% | 37.84% | 9.80% |
| 2021-04 | +4.57% | +14.85% | — | — | — | — | +0.00 | 30.74 | 93.82% | 40.40% | 10.64% |
| 2021-03 | +3.17% | +9.83% | — | — | — | — | +1.47 | 29.41 | 89.97% | 38.08% | 8.98% |
| 2021-02 | +3.19% | +6.46% | — | — | — | — | +0.00 | 27.08 | 95.09% | 41.43% | 12.08% |
| 2021-01 | +0.17% | +3.17% | — | — | — | — | +2.61 | 26.24 | 95.27% | 41.35% | 9.83% |
| 2020-12 | +2.99% | +2.99% | — | — | — | — | +0.00 | 23.57 | 98.73% | 44.55% | 20.75% |
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.