נתונים היסטוריים · גמל

אינפיניטי גמל מסלול לבני 50 עד 60

נתונים היסטוריים מלאים עבור אינפיניטי גמל מסלול לבני 50 עד 60, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 7232 | שם קרן: אינפיניטי גמל מסלול לבני 50 עד 60 | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: אינפיניטי ניהול תיקי השקעות (בישראל ובעולם) בע"מ | חברה מנהלת: אינפיניטי השתלמות, גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מדרגות | תת התמחות: 50-60.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 125
תשואה חודשית אחרונה +3.01%
תשואה מצטברת מההתחלה +105.29%
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 +3.01% +105.29% 0.58% +0.96% 1.21 6.91% +16.38 539.93 52.87% 28.21% 16.59%
2026-04 +4.58% +99.29% 0.58% +0.24% 1.12 6.83% +18.72 508.38 51.25% 27.12% 15.84%
2026-03 -2.60% +90.56% 0.58% +0.12% 0.99 6.64% +25.63 468.40 50.85% 27.02% 15.22%
2026-02 +0.52% +95.65% 0.58% +0.24% 1.25 6.48% +19.18 455.20 51.14% 25.59% 16.18%
2026-01 +2.22% +94.64% 0.58% +0.48% 1.27 6.48% +19.48 434.03 49.43% 25.20% 16.33%
2025-12 +1.08% +90.41% 0.56% +0.36% 1.20 6.45% +28.85 405.74 49.02% 25.09% 18.29%
2025-11 +0.75% +88.37% 0.56% +0.48% 1.20 6.47% +11.41 372.94 50.17% 26.36% 19.56%
2025-10 +1.72% +86.97% 0.56% +0.60% 1.24 6.70% +16.11 358.99 50.01% 25.81% 18.18%
2025-09 +2.08% +83.81% 0.56% +0.36% 1.18 6.69% +9.84 337.15 50.87% 26.28% 18.97%
2025-08 +0.58% +80.06% 0.56% +0.48% 1.07 6.75% +5.94 320.69 51.25% 25.99% 18.41%
2025-07 +1.34% +79.03% 0.56% +0.72% 1.12 6.86% +1.19 313.10 52.35% 26.98% 18.89%
2025-06 +4.24% +76.66% 0.56% +0.60% 1.11 6.90% -0.99 307.92 50.66% 25.75% 18.10%
2025-05 +3.12% +69.47% 0.56% +0.84% 0.93 6.82% +5.44 296.40 48.48% 26.18% 18.26%
2025-04 +1.12% +64.35% 0.56% +0.84% 0.82 6.73% +10.17 282.29 48.53% 26.48% 17.31%
2025-03 -2.77% +62.53% 0.56% +0.84% 0.85 7.00% +20.42 269.07 47.57% 27.07% 18.01%
2025-02 -0.02% +67.16% 0.56% +0.84% 0.81 8.32% +1.74 256.12 48.98% 29.62% 19.60%
2025-01 +1.11% +67.19% 0.56% +1.44% 0.81 8.40% +16.75 254.62 50.12% 32.55% 20.75%
2024-12 +0.89% +65.35% 0.60% +1.56% 0.79 8.40% +6.15 235.39 47.59% 34.03% 22.36%
2024-11 +2.23% +63.90% 0.60% +1.80% 0.78 8.40% +4.52 227.32 47.64% 35.54% 23.37%
2024-10 +0.88% +60.32% 0.60% +1.68% 0.72 8.37% +2.43 218.05 48.33% 36.29% 24.12%
2024-09 +1.47% +58.92% 0.60% +1.68% 0.72 8.38% +6.17 213.82 47.48% 36.99% 21.93%
2024-08 +0.90% +56.62% 0.60% 0.67 8.38% +15.98 204.67 46.11% 36.52% 21.07%
2024-07 +0.30% +55.22% 0.60% +1.92% 0.67 8.39% +16.67 187.02 47.52% 37.42% 22.35%
2024-06 +2.09% +54.76% 0.60% +2.16% 0.70 8.39% +10.67 170.01 49.41% 40.32% 23.61%
2024-05 +1.57% +51.59% 0.60% +1.80% 0.65 8.39% +19.38 156.03 47.74% 38.71% 22.32%
2024-04 -1.42% +49.25% 0.60% +1.68% 0.60 8.40% +20.10 134.64 44.20% 33.88% 23.30%
2024-03 +2.13% +51.40% 0.60% +1.68% 0.71 8.38% +13.91 116.21 44.27% 30.94% 19.03%
2024-02 +2.39% +48.24% 0.60% +1.68% 0.65 8.35% +6.52 100.18 45.45% 32.05% 19.83%
2024-01 +0.72% +44.78% 0.60% +1.68% 0.59 8.32% +6.48 91.49 44.15% 30.81% 18.64%
2023-12 +2.46% +43.74% 0.59% +1.32% 0.61 8.34% +5.20 84.45 43.46% 30.07% 18.83%
2023-11 +3.41% +40.29% 0.59% +1.20% 0.46 8.59% +1.86 77.38 44.16% 31.11% 19.93%
2023-10 -2.08% +35.67% 0.59% +1.08% 0.35 8.49% +5.51 73.05 42.79% 29.75% 20.89%
2023-09 -1.68% +38.55% 0.59% +0.60% 0.44 8.48% +2.81 69.14 44.81% 29.92% 19.47%
2023-08 +0.33% +40.92% 0.59% +0.84% 0.54 8.43% +3.04 67.52 48.12% 32.30% 20.82%
2023-07 +3.25% +40.45% 0.59% +0.72% 0.57 8.46% -1.50 64.26 46.48% 32.03% 21.66%
2023-06 +1.73% +36.03% 0.59% +0.48% 0.48 8.37% +0.10 63.79 45.92% 31.67% 20.68%
2023-05 +2.83% +33.72% 0.59% +0.36% 0.42 8.35% +3.38 62.64 46.23% 31.69% 20.96%
2023-04 +1.33% +30.04% 0.59% -0.12% 0.33 8.27% +0.61 57.62 46.79% 31.74% 20.84%
2023-03 +1.96% +28.33% 0.59% -0.24% 0.30 8.26% +0.37 56.29 48.50% 32.78% 21.50%
2023-02 -0.87% +25.86% 0.59% -0.72% 0.22 8.29% -4.80 54.88 48.49% 32.62% 21.41%
2023-01 +3.06% +26.97% 0.59% -0.84% 0.25 8.32% +0.77 60.21 46.69% 30.36% 18.63%
2022-12 -2.72% +23.20% 0.67% -1.08% 0.16 8.23% +0.84 57.68 47.17% 26.07% 18.38%
2022-11 -0.30% +26.64% 0.67% -0.72% 0.30 8.13% +3.49 58.46 51.06% 26.46% 19.48%
2022-10 +0.92% +27.02% 0.67% -0.96% 0.33 8.12% +1.44 55.19 52.84% 26.87% 19.71%
2022-09 -4.88% +25.87% 0.67% -0.84% 0.31 8.12% +0.86 53.27 49.93% 25.34% 18.87%
2022-08 -0.42% +32.32% 0.67% -0.72% 0.57 7.78% +0.21 55.11 51.26% 18.98% 12.92%
2022-07 +3.95% +32.88% 0.67% -0.84% 0.59 7.78% +1.33 55.17 50.37% 21.32% 15.21%
2022-06 -2.46% +27.83% 0.67% -1.08% 0.45 7.61% +1.35 51.80 48.11% 21.62% 14.98%
2022-05 -3.81% +31.06% 0.67% -0.84% 0.57 7.52% +4.75 51.76 49.52% 23.09% 15.71%
2022-04 -2.07% +36.25% 0.67% -0.72% 0.80 7.28% +8.59 48.88 47.63% 20.19% 11.52%
2022-03 +1.12% +39.13% 0.67% -0.36% 0.94 7.20% +0.02 41.14 51.53% 24.70% 14.03%
2022-02 +0.37% +37.59% 0.67% -0.36% 0.90 7.19% +3.26 40.68 50.00% 24.04% 13.69%
2022-01 -1.22% +37.08% 0.67% -0.60% 0.90 7.19% +2.19 37.31 50.95% 25.17% 17.21%
2021-12 +1.90% +38.77% 0.68% -0.60% 0.97 7.16% +1.25 35.60 48.93% 24.07% 16.40%
2021-11 +0.59% +36.19% 0.68% -0.48% 0.92 7.15% -1.06 33.74 49.50% 27.80% 17.72%
2021-10 +2.62% +35.39% 0.68% -0.36% 0.91 7.15% +0.00 34.62 50.87% 28.60% 17.97%
2021-09 -0.46% +31.93% 0.68% -0.48% 0.81 7.08% -0.78 33.75 49.36% 28.09% 17.72%
2021-08 +1.09% +32.54% 0.68% -0.12% 0.84 7.08% -0.74 34.71 48.66% 27.11% 17.66%
2021-07 -0.19% +31.11% 0.68% +0.12% 0.80 7.08% -0.85 35.10 46.32% 26.27% 17.49%
2021-06 +0.78% +31.36% 0.68% +0.24% 0.85 7.14% +0.08 36.04 44.70% 25.86% 17.48%
2021-05 +1.19% +30.34% 0.68% +0.12% 0.81 7.16% -0.02 35.71 45.06% 27.14% 18.37%
2021-04 +2.19% +28.81% 0.68% +0.24% 0.78 7.16% -0.23 35.32 44.59% 27.15% 17.27%
2021-03 +1.44% +26.05% 0.68% +0.12% 0.70 7.11% +0.00 34.81 44.38% 27.09% 17.27%
2021-02 +0.56% +24.26% 0.68% +0.24% 0.66 7.10% -0.91 34.33 44.80% 27.73% 17.36%
2021-01 +1.06% +23.57% 0.68% +0.00% 0.63 7.12% +0.69 35.05 42.37% 26.62% 16.72%
2020-12 +1.94% +22.27% 0.71% +0.24% 0.58 7.15% -0.69 34.04 42.42% 25.91% 19.18%
2020-11 +4.69% +19.95% 0.71% +0.22 34.10 41.96% 24.31% 20.21%
2020-10 +0.17% +14.57% 0.71% -0.21 32.37 39.73% 23.02% 20.02%
2020-09 -1.62% +14.38% 0.71% -0.96 32.58 39.17% 23.39% 21.06%
2020-08 +3.38% +16.26% 0.71% +0.00 34.12 40.15% 23.71% 21.86%
2020-07 +2.70% +12.46% 0.71% -0.12 33.03 38.87% 22.07% 22.92%
2020-06 -1.69% +9.50% 0.71% -0.18 32.30 36.93% 20.71% 20.31%
2020-05 +0.72% +11.39% 0.71% -0.05 33.05 37.43% 19.76% 19.43%
2020-04 +4.98% +10.59% 0.71% -0.83 32.87 36.45% 17.13% 18.44%
2020-03 -9.90% +5.34% 0.71% +0.04 32.15 32.75% 15.96% 17.26%
2020-02 -1.99% +16.92% 0.71% -1.54 35.66 35.08% 18.40% 17.78%
2020-01 +0.62% +19.29% 0.71% +4.40 37.97 35.92% 18.41% 17.80%
2019-12 +0.42% +18.56% 0.70% -2.71 33.40 37.66% 21.80% 19.64%
2019-11 +1.29% +18.06% 0.70% +0.04 36.01 38.91% 19.86% 18.13%
2019-10 +1.52% +16.56% 0.70% -1.03 35.53 38.11% 20.80% 19.31%
2019-09 +1.43% +14.81% 0.70% +0.01 36.05 35.01% 19.64% 18.20%
2019-08 -0.42% +13.19% 0.70% -2.04 35.55 36.91% 19.94% 18.59%
2019-07 +0.89% +13.67% 0.70% -0.16 37.78 35.65% 19.48% 17.87%
2019-06 +2.02% +12.67% 0.70% -0.07 37.64 37.62% 21.36% 20.03%
2019-05 -0.81% +10.44% 0.70% -0.53 36.99 35.69% 18.71% 19.36%
2019-04 +2.01% +11.34% 0.70% -1.14 37.85 36.46% 17.46% 18.31%
2019-03 +0.24% +9.15% 0.70% -0.38 38.26 36.17% 18.22% 20.52%
2019-02 +1.48% +8.88% 0.70% -0.39 38.59 35.71% 16.07% 19.23%
2019-01 +2.05% +7.30% 0.70% -1.44 38.44 37.70% 16.83% 19.41%
2018-12 -4.48% +5.14% 0.70% +0.14 39.12 35.79% 16.28% 18.99%
2018-11 +0.25% +10.07% 0.70% -0.68 40.81 37.49% 18.82% 19.92%
2018-10 -1.95% +9.80% 0.70% -0.32 41.41 39.05% 20.12% 21.20%
2018-09 +0.08% +11.98% 0.70% -1.53 42.59 38.25% 16.98% 18.62%
2018-08 +2.10% +11.89% 0.70% -0.87 44.12 37.06% 16.50% 18.09%
2018-07 +0.90% +9.59% 0.70% -1.33 44.09 37.11% 16.33% 15.29%
2018-06 -0.08% +8.61% 0.70% -0.01 45.06 35.97% 15.38% 13.96%
2018-05 +0.35% +8.70% 0.70% -0.07 45.13 36.16% 15.40% 15.22%
2018-04 +0.79% +8.32% 0.70% -0.12 45.07 38.07% 12.78% 15.07%
2018-03 -1.93% +7.47% 0.70% -2.99 44.86 38.77% 11.79% 14.24%
2018-02 -1.56% +9.59% 0.70% -0.33 48.77 39.57% 11.81% 13.23%
2018-01 +1.32% +11.32% 0.70% -0.37 49.91 38.73% 11.02% 12.82%
2017-12 +0.93% +9.87% 0.74% +0.42 49.66 39.23% 10.97% 13.85%
2017-11 +0.43% +8.86% 0.74% -0.12 48.81 38.91% 11.21% 14.44%
2017-10 +0.94% +8.39% 0.74% -2.05 48.76 38.56% 11.20% 13.43%
2017-09 +0.59% +7.39% 0.74% +0.08 50.37 36.07% 10.60% 12.92%
2017-08 -0.51% +6.76% 0.74% +2.29 50.04 36.79% 11.67% 13.05%
2017-07 +0.54% +7.30% 0.74% +0.10 48.03 39.37% 13.03% 14.45%
2017-06 -0.69% +6.73% 0.74% -1.34 47.70 38.51% 13.31% 14.55%
2017-05 +0.96% +7.47% 0.74% +1.38 49.41 36.69% 13.70% 17.04%
2017-04 +1.27% +6.45% 0.74% +0.15 47.60 37.52% 14.14% 17.94%
2017-03 +0.20% +5.11% 0.74% +0.28 46.90 37.65% 14.48% 18.00%
2017-02 +0.67% +4.90% 0.74% +1.91 46.56 36.10% 14.43% 18.26%
2017-01 -0.29% +4.20% 0.74% +1.98 44.38 35.51% 14.89% 18.54%
2016-12 +1.43% +4.51% +2.32 42.55 35.96% 14.71% 16.03%
2016-11 +0.85% +3.03% -0.71 39.68 38.86% 15.78% 16.03%
2016-10 +0.01% +2.16% -0.22 40.09 37.37% 15.12% 16.71%
2016-09 -0.42% +2.15% +0.05 40.34 37.58% 15.07% 16.53%
2016-08 +0.18% +2.58% +0.18 40.50 37.80% 15.06% 15.65%
2016-07 +2.64% +2.40% +0.02 40.27 37.89% 14.97% 15.84%
2016-06 -0.84% -0.23% -0.57 39.24 35.93% 14.48% 15.57%
2016-05 +0.77% +0.61% -0.84 40.17 35.82% 14.56% 16.55%
2016-04 +0.66% -0.16% -0.17 40.73 34.74% 14.12% 15.15%
2016-03 +1.04% -0.81% -0.88 40.65 35.50% 15.01% 15.18%
2016-02 -0.62% -1.83% +0.21 41.12 34.97% 14.32% 12.89%
2016-01 -1.22% -1.22% -1.00 41.21 35.33% 14.15% 12.69%

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.