נתונים היסטוריים · גמל

אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - לבני 50 ומטה

נתונים היסטוריים מלאים עבור אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - לבני 50 ומטה, 89 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 12532 | שם קרן: אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - לבני 50 ומטה | סיווג קרן: תגמולים ואישית לפיצויים | חברה שולטת: י.ד מור השקעות בע"מ | חברה מנהלת: מור גמל ופנסיה בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מדרגות | תת התמחות: עד 50.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 89
תשואה חודשית אחרונה +2.12%
תשואה מצטברת מההתחלה +155.78%
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 +2.12% +155.78% 0.68% +1.08% 1.29 6.27% +16.55 7720.43 62.03% 49.94% 21.47%
2026-04 +4.40% +150.47% 0.68% +0.48% 1.24 6.25% -13.45 7545.86 61.00% 49.35% 21.13%
2026-03 -2.34% +139.91% 0.68% +0.48% 1.12 6.08% +0.69 7249.74 60.63% 50.49% 20.13%
2026-02 +0.87% +145.66% 0.68% +0.48% 1.41 5.97% +18.20 7428.24 60.13% 48.14% 20.39%
2026-01 +2.55% +143.54% 0.68% +0.84% 1.40 5.97% +21.15 7348.19 59.30% 47.31% 20.65%
2025-12 +0.58% +137.49% 0.69% +0.72% 1.32 5.93% +87.25 7151.88 58.36% 45.22% 20.85%
2025-11 +1.01% +136.12% 0.69% +1.08% 1.36 6.00% +104.46 7030.49 57.02% 44.98% 21.64%
2025-10 +1.16% +133.76% 0.69% +1.08% 1.38 6.46% +75.61 6863.87 55.74% 45.48% 22.13%
2025-09 +2.14% +131.08% 0.69% +0.84% 1.34 6.48% +138.77 6709.26 55.42% 46.02% 22.28%
2025-08 +0.87% +126.24% 0.69% +1.20% 1.24 6.50% +186.05 6440.46 55.29% 46.95% 22.37%
2025-07 +1.22% +124.28% 0.69% +1.32% 1.27 6.60% +132.14 6203.27 56.33% 48.07% 22.86%
2025-06 +2.92% +121.58% 0.69% +1.32% 1.27 6.63% +153.02 6001.38 56.43% 47.74% 23.65%
2025-05 +3.06% +115.29% 0.69% +2.64% 1.18 6.57% +129.97 5680.15 58.96% 50.48% 24.88%
2025-04 +0.84% +108.90% 0.69% +2.64% 1.09 6.51% +40.94 5383.53 60.13% 52.72% 25.25%
2025-03 -1.05% +107.16% 0.69% +3.00% 1.13 7.09% +27.67 5303.82 61.22% 54.46% 25.76%
2025-02 +0.31% +109.36% 0.69% +3.48% 1.02 8.08% -8.36 5340.49 61.43% 53.19% 23.49%
2025-01 +2.13% +108.71% 0.69% +4.20% 1.01 8.13% +5.30 5318.08 61.38% 53.93% 25.72%
2024-12 +0.49% +104.36% 0.70% +4.44% 0.98 8.16% -4.09 5224.23 60.75% 56.83% 25.53%
2024-11 +2.52% +103.36% 0.70% +4.92% 1.01 8.17% +14.18 5182.12 60.06% 56.97% 27.06%
2024-10 +0.27% +98.36% 0.70% +4.80% 0.94 8.14% -41.37 5045.35 59.99% 57.76% 27.62%
2024-09 +2.02% +97.83% 0.70% +4.92% 0.98 8.17% -1.11 5081.89 59.30% 56.79% 28.50%
2024-08 +0.97% +93.91% 0.70% 0.92 8.19% +25.49 4984.08 59.01% 58.30% 28.38%
2024-07 +1.51% +92.05% 0.70% +5.16% 0.93 8.21% +8.20 4914.56 59.68% 59.89% 28.88%
2024-06 +0.73% +89.19% 0.70% +6.00% 0.92 8.25% -16.27 4840.83 59.80% 59.90% 28.38%
2024-05 +1.26% +87.82% 0.70% +5.88% 0.94 8.29% +12.99 4824.10 59.55% 58.37% 28.95%
2024-04 -1.48% +85.49% 0.70% +6.24% 0.92 8.29% -65.56 4751.76 61.07% 59.31% 28.07%
2024-03 +2.74% +88.27% 0.70% +6.60% 1.07 8.39% -24.69 4890.08 61.61% 58.55% 28.30%
2024-02 +2.87% +83.25% 0.70% +6.84% 1.02 8.39% -28.01 4782.85 61.22% 57.58% 29.27%
2024-01 +0.45% +78.14% 0.70% +6.84% 0.95 8.35% -104.26 4681.89 61.77% 58.60% 28.50%
2023-12 +2.49% +77.34% 0.70% +6.60% 0.98 8.37% -35.16 4764.87 59.96% 57.12% 28.16%
2023-11 +3.31% +73.03% 0.70% -1.93 4687.21 60.12% 59.94% 26.84%
2023-10 -2.64% +67.49% 0.70% -65.74 4542.61 58.38% 61.79% 25.71%
2023-09 -1.51% +72.03% 0.70% -7.24 4732.89 55.91% 58.06% 26.47%
2023-08 -0.16% +74.67% 0.70% -12.53 4813.08 56.65% 56.14% 27.62%
2023-07 +2.62% +74.95% 0.70% -27.89 4840.63 56.96% 56.71% 28.11%
2023-06 +2.15% +70.48% 0.70% +43.02 4751.06 56.13% 55.67% 26.59%
2023-05 +0.71% +66.89% 0.70% +62.59 4607.77 55.94% 55.70% 25.52%
2023-04 +1.94% +65.72% 0.70% +11.81 4520.29 56.56% 55.86% 25.42%
2023-03 +0.00% +62.56% 0.70% +79.34 4427.00 55.67% 54.23% 24.53%
2023-02 -1.32% +62.56% 0.70% +145.38 4346.58 52.36% 52.80% 24.64%
2023-01 +2.03% +64.74% 0.70% +192.94 4264.69 52.45% 51.92% 24.64%
2022-12 -1.98% +61.46% 0.70% +224.83 3991.20 51.25% 50.39% 24.34%
2022-11 +0.71% +64.72% 0.70% +149.36 3849.62 56.85% 54.39% 25.49%
2022-10 +2.62% +63.56% 0.70% +81.94 3679.33 59.96% 54.04% 24.96%
2022-09 -3.99% +59.38% 0.70% +126.77 3507.03 57.34% 51.88% 23.31%
2022-08 -1.09% +66.01% 0.70% +208.38 3527.41 59.46% 50.38% 22.48%
2022-07 +3.57% +67.84% 0.70% +140.31 3359.80 62.05% 53.80% 24.51%
2022-06 -2.51% +62.05% 0.70% +136.29 3106.55 59.41% 52.19% 23.06%
2022-05 -2.48% +66.22% 0.70% +134.28 3052.44 58.21% 50.91% 23.67%
2022-04 -0.99% +70.45% 0.70% +142.63 3000.63 59.63% 51.14% 22.76%
2022-03 +0.84% +72.15% 0.70% +223.99 2891.24 59.99% 49.91% 23.02%
2022-02 -1.34% +70.72% 0.70% +133.41 2642.72 60.08% 48.31% 22.02%
2022-01 -1.64% +73.04% 0.70% +141.17 2547.77 58.30% 45.72% 50.66%
2021-12 +2.37% +75.92% 0.70% +112.23 2450.95 59.15% 46.31% 51.82%
2021-11 +0.40% +71.85% 0.70% +137.02 2282.79 57.86% 45.80% 50.41%
2021-10 +2.78% +71.17% 0.70% +130.63 2137.59 60.11% 45.85% 51.35%
2021-09 -0.63% +66.54% 0.70% +65.65 1956.74 57.26% 43.66% 49.63%
2021-08 +0.91% +67.59% 0.70% +168.51 1903.83 57.60% 45.98% 50.74%
2021-07 +0.40% +66.08% 0.70% +118.44 1717.74 57.84% 45.63% 51.47%
2021-06 +0.76% +65.42% 0.70% +116.16 1594.29 55.92% 44.78% 50.23%
2021-05 +1.54% +64.17% 0.70% +118.93 1469.41 57.28% 45.75% 51.30%
2021-04 +2.49% +61.68% 0.70% +126.56 1330.66 56.02% 46.62% 51.60%
2021-03 +2.50% +57.75% 0.70% +143.67 1173.92 53.50% 44.39% 47.99%
2021-02 +0.88% +53.91% 0.70% +132.11 1003.61 54.22% 43.32% 45.15%
2021-01 +1.43% +52.56% 0.70% +108.79 865.03 52.86% 41.53% 44.13%
2020-12 +2.93% +50.41% 0.45% +101.29 746.00 54.98% 43.48% 44.19%
2020-11 +6.13% +46.13% 0.45% +85.18 625.16 53.55% 43.32% 45.16%
2020-10 -0.40% +37.69% 0.45% +55.20 507.36 47.08% 40.35% 45.65%
2020-09 -0.84% +38.24% 0.45% +81.81 455.62 43.75% 40.54% 46.09%
2020-08 +3.41% +39.42% 0.45% +94.21 377.04 43.61% 40.08% 41.50%
2020-07 +2.27% +34.82% 0.45% +62.79 272.79 42.39% 38.05% 42.55%
2020-06 +1.28% +31.83% 0.45% +69.38 205.04 41.78% 36.88% 39.76%
2020-05 +1.94% +30.16% 0.45% +37.28 134.22 43.25% 37.22% 38.88%
2020-04 +7.11% +27.68% 0.45% +39.23 94.89 46.00% 37.46% 38.02%
2020-03 -7.92% +19.21% 0.45% +13.90 50.79 45.82% 33.20% 33.63%
2020-02 -1.32% +29.46% 0.45% +12.71 39.71 42.03% 26.19% 26.06%
2020-01 +2.73% +31.19% 0.45% +3.91 27.64 45.12% 25.14% 29.27%
2019-12 +1.98% +27.71% +10.35 23.09 42.79% 25.90% 28.32%
2019-11 +0.90% +25.23% +2.33 12.37 44.95% 21.18% 25.14%
2019-10 +2.56% +24.11% +0.74 9.94 48.19% 17.61% 14.08%
2019-09 +2.62% +21.01% +2.65 8.98 45.88% 15.48% 21.60%
2019-08 -0.34% +17.92% +2.66 6.17 45.38% 17.50% 21.72%
2019-07 +2.80% +18.32% +1.00 3.47 45.24% 9.22% 14.12%
2019-06 +2.58% +15.10% -0.01 2.39 48.54% 10.88% 19.25%
2019-05 +0.42% +12.21% +0.82 2.49 39.76% 4.02% 14.46%
2019-04 +4.67% +11.74% +0.60 1.53 39.87% 5.23% 14.38%
2019-03 +2.83% +6.75% +0.83 0.89 35.96% 2.25% 13.48%
2019-02 +1.42% +3.81% +0.00 0.06 50.00% 16.67% 16.67%
2019-01 +2.36% +2.36% +0.00 0.06 33.33% 16.67% 16.67%

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.