חודשים בטווח
68
נתונים היסטוריים · קרנות השתלמות
אינפיניטי השתלמות כללי
נתונים היסטוריים מלאים עבור אינפיניטי השתלמות כללי, 68 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 13229 | שם קרן: אינפיניטי השתלמות כללי | סיווג קרן: קרנות השתלמות | חברה שולטת: אינפיניטי ניהול תיקי השקעות (בישראל ובעולם) בע"מ | חברה מנהלת: אינפיניטי השתלמות, גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: כללי | תת התמחות: כללי.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אינפיניטי השתלמות כללי ישירות למייל.
תשואה חודשית אחרונה
+2.62%
תשואה מצטברת מההתחלה
+78.18%
| 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 | +2.62% | +78.18% | 0.60% | +0.72% | 1.22 | 6.63% | +12.64 | 369.42 | 52.00% | 27.86% | 17.25% |
| 2026-04 | +4.30% | +73.63% | 0.60% | +0.12% | 1.15 | 6.59% | +11.78 | 347.80 | 51.12% | 27.09% | 16.74% |
| 2026-03 | -2.03% | +66.47% | 0.60% | +0.12% | 1.03 | 6.43% | +15.02 | 322.31 | 49.41% | 26.83% | 16.24% |
| 2026-02 | +0.60% | +69.92% | 0.60% | +0.12% | 1.25 | 6.33% | +10.68 | 313.98 | 49.52% | 26.54% | 17.57% |
| 2026-01 | +2.10% | +68.91% | 0.60% | +0.36% | 1.27 | 6.33% | +15.63 | 301.67 | 49.67% | 26.69% | 17.66% |
| 2025-12 | +1.29% | +65.43% | 0.58% | +0.12% | 1.19 | 6.30% | +19.27 | 280.32 | 49.48% | 27.34% | 19.09% |
| 2025-11 | +0.88% | +63.33% | 0.58% | +0.24% | 1.17 | 6.33% | +7.21 | 257.79 | 49.59% | 28.24% | 20.71% |
| 2025-10 | +1.68% | +61.90% | 0.58% | +0.36% | 1.21 | 6.61% | +4.55 | 248.50 | 48.47% | 27.14% | 18.90% |
| 2025-09 | +2.16% | +59.23% | 0.58% | +0.12% | 1.15 | 6.60% | +3.38 | 240.01 | 48.28% | 26.77% | 18.70% |
| 2025-08 | +0.56% | +55.86% | 0.58% | — | — | — | +5.79 | 231.69 | 48.01% | 25.52% | 17.83% |
| 2025-07 | +1.26% | +54.99% | 0.58% | — | — | — | +1.89 | 224.75 | 50.18% | 26.98% | 18.37% |
| 2025-06 | +4.09% | +53.06% | 0.58% | — | — | — | +3.36 | 220.20 | 49.05% | 26.24% | 17.93% |
| 2025-05 | +2.95% | +47.05% | 0.58% | — | — | — | +6.81 | 208.36 | 47.81% | 26.87% | 18.27% |
| 2025-04 | +1.01% | +42.84% | 0.58% | — | — | — | +5.12 | 195.84 | 47.95% | 27.22% | 17.12% |
| 2025-03 | -2.44% | +41.41% | 0.58% | — | — | — | +11.81 | 188.82 | 47.79% | 28.11% | 18.18% |
| 2025-02 | -0.12% | +44.94% | 0.58% | — | — | — | +2.20 | 181.68 | 48.41% | 30.13% | 18.52% |
| 2025-01 | +1.22% | +45.12% | 0.58% | — | — | — | +6.86 | 179.79 | 49.29% | 33.37% | 19.90% |
| 2024-12 | +0.92% | +43.37% | 0.60% | — | — | — | +4.76 | 170.92 | 47.04% | 32.59% | 21.26% |
| 2024-11 | +2.28% | +42.06% | 0.60% | — | — | — | +2.88 | 164.73 | 47.24% | 33.74% | 22.70% |
| 2024-10 | +0.83% | +38.90% | 0.60% | — | — | — | +1.68 | 158.31 | 47.86% | 34.44% | 23.42% |
| 2024-09 | +1.31% | +37.75% | 0.60% | — | — | — | +4.30 | 155.42 | 48.42% | 35.88% | 22.15% |
| 2024-08 | +0.86% | +35.97% | 0.60% | — | — | — | +7.87 | 149.20 | 46.45% | 34.70% | 20.66% |
| 2024-07 | +0.65% | +34.81% | 0.60% | — | — | — | +6.84 | 140.13 | 46.16% | 34.27% | 22.31% |
| 2024-06 | +1.53% | +33.94% | 0.60% | — | — | — | +10.56 | 132.53 | 47.25% | 35.83% | 23.16% |
| 2024-05 | +1.40% | +31.92% | 0.60% | — | — | — | +7.03 | 120.18 | 47.57% | 34.60% | 23.27% |
| 2024-04 | -1.39% | +30.10% | 0.60% | — | — | — | +10.15 | 111.65 | 45.31% | 32.65% | 22.98% |
| 2024-03 | +2.23% | +31.94% | 0.60% | — | — | — | +11.89 | 102.99 | 46.49% | 31.29% | 21.40% |
| 2024-02 | +2.20% | +29.06% | 0.60% | — | — | — | +5.71 | 89.04 | 46.24% | 31.73% | 21.23% |
| 2024-01 | +0.66% | +26.28% | 0.60% | — | — | — | +8.49 | 81.55 | 45.67% | 32.96% | 20.48% |
| 2023-12 | +2.45% | +25.45% | 0.53% | — | — | — | +5.51 | 72.60 | 43.57% | 31.10% | 19.96% |
| 2023-11 | +3.25% | +22.45% | 0.53% | — | — | — | +1.30 | 65.50 | 43.18% | 33.10% | 20.98% |
| 2023-10 | -2.44% | +18.60% | 0.53% | — | — | — | +2.31 | 62.21 | 42.16% | 32.00% | 23.71% |
| 2023-09 | -1.43% | +21.56% | 0.53% | — | — | — | +3.16 | 61.47 | 42.54% | 27.92% | 18.61% |
| 2023-08 | +0.33% | +23.33% | 0.53% | — | — | — | +1.02 | 59.21 | 44.67% | 29.35% | 19.64% |
| 2023-07 | +3.01% | +22.92% | 0.53% | — | — | — | +1.61 | 58.01 | 45.22% | 29.74% | 18.77% |
| 2023-06 | +1.79% | +19.33% | 0.53% | — | — | — | -0.53 | 54.76 | 46.69% | 30.51% | 18.99% |
| 2023-05 | +2.61% | +17.23% | 0.53% | — | — | — | -0.09 | 54.35 | 45.91% | 30.25% | 18.93% |
| 2023-04 | +1.35% | +14.25% | 0.53% | — | — | — | +0.30 | 53.09 | 44.64% | 30.18% | 19.14% |
| 2023-03 | +1.30% | +12.73% | 0.53% | — | — | — | +1.22 | 52.11 | 46.25% | 31.07% | 19.65% |
| 2023-02 | -1.05% | +11.28% | 0.53% | — | — | — | +0.07 | 50.26 | 44.97% | 29.33% | 21.27% |
| 2023-01 | +2.63% | +12.46% | 0.53% | — | — | — | +0.73 | 50.75 | 47.13% | 26.42% | 18.13% |
| 2022-12 | -2.89% | +9.58% | 0.43% | — | — | — | +6.74 | 48.77 | 49.81% | 26.72% | 17.59% |
| 2022-11 | -0.53% | +12.84% | 0.43% | — | — | — | +5.02 | 43.36 | 53.23% | 24.31% | 20.18% |
| 2022-10 | +1.07% | +13.44% | 0.43% | — | — | — | +2.37 | 38.61 | 52.55% | 26.13% | 21.39% |
| 2022-09 | -4.64% | +12.24% | 0.43% | — | — | — | +3.04 | 35.86 | 49.75% | 24.29% | 19.80% |
| 2022-08 | -0.09% | +17.70% | 0.43% | — | — | — | +1.73 | 34.47 | 52.22% | 16.42% | 12.65% |
| 2022-07 | +3.80% | +17.81% | 0.43% | — | — | — | +3.15 | 32.79 | 51.63% | 19.88% | 15.83% |
| 2022-06 | -1.60% | +13.50% | 0.43% | — | — | — | +4.98 | 28.53 | 48.16% | 16.82% | 12.20% |
| 2022-05 | -4.39% | +15.34% | 0.43% | — | — | — | +4.50 | 23.95 | 51.02% | 20.04% | 13.95% |
| 2022-04 | -1.96% | +20.64% | 0.43% | — | — | — | +4.36 | 20.34 | 52.21% | 22.76% | 14.50% |
| 2022-03 | +1.48% | +23.05% | 0.43% | — | — | — | +1.29 | 16.31 | 53.59% | 25.69% | 15.88% |
| 2022-02 | +0.11% | +21.25% | 0.43% | — | — | — | +0.50 | 14.79 | 51.18% | 24.07% | 13.79% |
| 2022-01 | -1.50% | +21.12% | 0.43% | — | — | — | +3.70 | 14.28 | 51.40% | 25.91% | 16.74% |
| 2021-12 | +1.98% | +22.96% | — | — | — | — | +2.23 | 10.81 | 49.03% | 23.68% | 14.52% |
| 2021-11 | +0.57% | +20.58% | — | — | — | — | +0.45 | 8.41 | 49.70% | 25.92% | 15.46% |
| 2021-10 | +2.59% | +19.89% | — | — | — | — | +0.37 | 7.92 | 50.00% | 25.76% | 15.03% |
| 2021-09 | +0.03% | +16.87% | — | — | — | — | +0.03 | 7.36 | 47.83% | 24.05% | 13.86% |
| 2021-08 | +1.35% | +16.83% | — | — | — | — | +0.61 | 7.34 | 46.05% | 24.66% | 14.44% |
| 2021-07 | +0.13% | +15.28% | — | — | — | — | +0.13 | 6.64 | 45.48% | 22.44% | 13.40% |
| 2021-06 | +0.21% | +15.13% | — | — | — | — | +0.30 | 6.51 | 44.85% | 21.81% | 13.21% |
| 2021-05 | +1.73% | +14.89% | — | — | — | — | +0.44 | 6.21 | 44.93% | 22.22% | 12.88% |
| 2021-04 | +2.40% | +12.93% | — | — | — | — | +0.53 | 5.67 | 44.44% | 22.93% | 13.40% |
| 2021-03 | +1.66% | +10.28% | — | — | — | — | +0.43 | 5.01 | 43.91% | 23.75% | 12.77% |
| 2021-02 | +0.83% | +8.48% | — | — | — | — | +0.19 | 4.51 | 45.01% | 25.06% | 13.08% |
| 2021-01 | +0.16% | +7.59% | — | — | — | — | +2.45 | 4.28 | 43.22% | 23.36% | 13.32% |
| 2020-12 | +2.06% | +7.42% | — | — | — | — | +1.12 | 1.87 | 36.90% | 22.46% | 12.83% |
| 2020-11 | +5.03% | +5.25% | — | — | — | — | +0.24 | 0.73 | 38.36% | 21.92% | 17.81% |
| 2020-10 | +0.21% | +0.21% | — | — | — | — | +0.06 | 0.47 | 38.30% | 21.28% | 17.02% |
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.