נתונים היסטוריים · גמל

אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - לבני 50 עד 60

נתונים היסטוריים מלאים עבור אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - לבני 50 עד 60, 89 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 12533 | שם קרן: אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - לבני 50 עד 60 | 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: 50-60.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 89
תשואה חודשית אחרונה +1.55%
תשואה מצטברת מההתחלה +125.14%
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 +1.55% +125.14% 0.66% +1.08% 1.26 5.04% +47.56 17627.25 50.33% 46.44% 19.02%
2026-04 +3.55% +121.70% 0.66% +0.60% 1.22 5.03% -224.24 17309.63 49.80% 46.04% 19.75%
2026-03 -2.18% +114.10% 0.66% +0.60% 1.10 4.89% +101.25 16958.24 48.72% 46.13% 18.61%
2026-02 +0.96% +118.87% 0.66% +0.84% 1.44 4.76% -56.32 17244.11 49.69% 44.40% 19.17%
2026-01 +2.12% +116.79% 0.66% +0.96% 1.42 4.76% -161.05 17152.36 49.85% 43.89% 19.17%
2025-12 +0.50% +112.29% 0.67% +0.84% 1.34 4.72% +51.14 16989.64 48.65% 42.73% 19.05%
2025-11 +0.97% +111.23% 0.67% +1.08% 1.38 4.77% +128.62 16895.20 47.68% 42.79% 19.48%
2025-10 +1.03% +109.20% 0.67% +1.08% 1.39 5.07% -61.99 16602.65 47.02% 43.36% 19.71%
2025-09 +1.79% +107.07% 0.67% +0.96% 1.35 5.09% +199.75 16512.72 46.17% 43.58% 19.47%
2025-08 +0.69% +103.43% 0.67% +1.20% 1.25 5.12% +246.48 16037.91 45.94% 44.45% 19.30%
2025-07 +1.04% +102.04% 0.67% +1.32% 1.28 5.17% +319.25 15704.51 45.73% 45.09% 19.48%
2025-06 +2.45% +99.96% 0.67% +1.20% 1.27 5.18% +314.44 15249.56 45.55% 44.38% 20.13%
2025-05 +2.32% +95.17% 0.67% +2.28% 1.18 5.13% +352.92 14595.41 46.15% 46.58% 20.81%
2025-04 +0.84% +90.75% 0.67% +2.40% 1.10 5.10% -138.32 13917.36 46.83% 48.70% 22.41%
2025-03 -0.56% +89.16% 0.67% +2.64% 1.14 5.48% +253.19 13931.89 46.67% 49.58% 25.20%
2025-02 +0.32% +90.23% 0.67% +3.36% 1.05 6.07% -1.65 13773.75 47.58% 49.65% 24.15%
2025-01 +1.58% +89.62% 0.67% +3.96% 1.05 6.10% -116.23 13719.68 48.14% 50.87% 25.83%
2024-12 +0.43% +86.67% 0.68% +4.08% 1.02 6.11% +22.02 13684.07 47.22% 51.72% 25.86%
2024-11 +1.91% +85.87% 0.68% +4.44% 1.06 6.12% -25.87 13555.68 45.89% 50.39% 27.55%
2024-10 +0.23% +82.39% 0.68% +4.44% 0.99 6.09% +1.42 13383.71 45.34% 50.74% 26.94%
2024-09 +1.69% +81.97% 0.68% +4.44% 1.04 6.10% -59.52 13379.68 45.14% 50.16% 29.34%
2024-08 +0.84% +78.94% 0.68% 0.98 6.11% +3.99 13215.24 44.61% 51.03% 29.05%
2024-07 +1.34% +77.45% 0.68% +4.68% 0.99 6.11% -86.46 13088.95 45.03% 52.12% 29.43%
2024-06 +0.73% +75.11% 0.68% +5.64% 0.99 6.21% +115.19 12996.86 44.75% 51.81% 28.84%
2024-05 +1.09% +73.84% 0.68% +5.64% 1.01 6.24% +59.65 12797.85 44.99% 51.33% 29.19%
2024-04 -1.11% +71.96% 0.68% +5.76% 0.99 6.24% -1.41 12623.90 46.54% 52.74% 28.07%
2024-03 +2.37% +73.89% 0.68% +6.24% 1.15 6.36% -36.07 12762.02 47.48% 52.91% 28.34%
2024-02 +2.22% +69.87% 0.68% +6.48% 1.10 6.36% -132.18 12498.54 46.89% 51.48% 29.17%
2024-01 +0.48% +66.18% 0.68% +6.48% 1.03 6.33% -313.95 12370.39 47.27% 52.41% 28.33%
2023-12 +1.94% +65.38% 0.65% +6.36% 1.07 6.38% +76.64 12652.28 45.54% 51.12% 27.38%
2023-11 +2.67% +62.24% 0.65% -62.18 12346.91 45.99% 53.83% 27.43%
2023-10 -2.24% +58.02% 0.65% -145.17 12099.78 44.40% 58.88% 25.24%
2023-09 -1.38% +61.64% 0.65% -51.54 12533.14 44.03% 55.32% 27.31%
2023-08 +0.12% +63.90% 0.65% -173.26 12772.01 45.07% 53.88% 27.85%
2023-07 +2.21% +63.70% 0.65% -17.08 12949.40 45.28% 52.11% 28.06%
2023-06 +1.83% +60.16% 0.65% +99.24 12704.04 44.85% 50.22% 26.86%
2023-05 +0.79% +57.29% 0.65% +24.12 12376.77 44.74% 49.65% 25.95%
2023-04 +1.83% +56.05% 0.65% -10.76 12275.73 44.75% 49.02% 25.59%
2023-03 -0.03% +53.25% 0.65% -53.08 12077.56 44.65% 48.22% 24.72%
2023-02 -1.26% +53.30% 0.65% +292.46 12153.98 42.58% 45.58% 23.28%
2023-01 +1.71% +55.25% 0.65% +93.90 12024.25 41.48% 42.97% 22.99%
2022-12 -1.43% +52.64% 0.67% +793.76 11753.16 39.17% 40.43% 21.91%
2022-11 +0.78% +54.86% 0.67% +571.76 11111.71 43.59% 43.66% 23.25%
2022-10 +2.09% +53.66% 0.67% +280.72 10458.49 46.45% 45.60% 24.66%
2022-09 -3.18% +50.51% 0.67% +244.21 9968.52 44.83% 44.04% 23.47%
2022-08 -0.82% +55.46% 0.67% +347.27 10043.60 46.87% 42.60% 22.45%
2022-07 +2.62% +56.74% 0.67% +512.29 9777.25 47.35% 43.90% 23.67%
2022-06 -1.69% +52.74% 0.67% +624.23 9033.97 45.49% 42.79% 22.40%
2022-05 -2.00% +55.36% 0.67% +209.95 8553.67 46.34% 43.01% 22.02%
2022-04 -0.75% +58.53% 0.67% +251.21 8536.71 48.24% 43.55% 22.28%
2022-03 +0.58% +59.73% 0.67% +628.75 8343.81 48.46% 42.02% 22.15%
2022-02 -0.91% +58.81% 0.67% +372.02 7638.49 48.62% 41.21% 20.85%
2022-01 -1.35% +60.27% 0.67% +314.89 7341.84 47.17% 38.96% 43.32%
2021-12 +1.92% +62.46% 0.72% +486.93 7129.81 47.30% 38.91% 43.86%
2021-11 +0.39% +59.40% 0.72% +291.27 6507.59 46.74% 39.29% 43.83%
2021-10 +2.27% +58.78% 0.72% +207.34 6203.57 48.64% 38.82% 43.31%
2021-09 -0.53% +55.26% 0.72% +282.73 5876.53 45.89% 36.38% 41.28%
2021-08 +1.06% +56.09% 0.72% +302.31 5626.04 46.57% 38.38% 42.25%
2021-07 +0.47% +54.45% 0.72% +351.01 5265.11 45.91% 37.29% 41.37%
2021-06 +0.77% +53.73% 0.72% +239.29 4897.36 44.98% 36.23% 40.93%
2021-05 +1.36% +52.55% 0.72% +275.65 4625.42 45.77% 36.58% 40.84%
2021-04 +1.84% +50.51% 0.72% +209.88 4297.60 43.98% 36.90% 41.34%
2021-03 +2.16% +47.79% 0.72% +486.91 4006.87 41.34% 34.67% 37.59%
2021-02 +0.58% +44.66% 0.72% +419.12 3446.84 39.62% 32.07% 33.46%
2021-01 +1.01% +43.83% 0.72% +637.40 3013.27 38.82% 31.25% 32.73%
2020-12 +2.16% +42.39% 0.47% +256.84 2353.01 42.68% 34.92% 37.04%
2020-11 +4.60% +39.38% 0.47% +249.40 2049.07 40.88% 35.20% 37.95%
2020-10 -0.19% +33.25% 0.47% +156.21 1717.40 35.89% 31.45% 36.92%
2020-09 -0.85% +33.50% 0.47% +256.12 1568.10 33.69% 32.25% 38.24%
2020-08 +2.40% +34.65% 0.47% +350.88 1323.86 33.01% 31.91% 33.83%
2020-07 +1.51% +31.49% 0.47% +251.01 948.33 30.10% 28.95% 34.12%
2020-06 +1.10% +29.54% 0.47% +228.57 685.75 28.82% 27.25% 31.06%
2020-05 +1.80% +28.13% 0.47% +178.60 452.49 29.34% 28.45% 29.46%
2020-04 +5.20% +25.86% 0.47% +105.13 267.31 31.01% 26.73% 26.93%
2020-03 -5.18% +19.64% 0.47% +50.18 152.32 30.22% 24.88% 24.78%
2020-02 -0.63% +26.18% 0.47% +38.18 107.29 25.49% 19.47% 20.51%
2020-01 +1.87% +26.98% 0.47% +29.55 70.19 26.64% 20.50% 22.28%
2019-12 +1.53% +24.64% +15.92 39.87 28.27% 19.14% 19.74%
2019-11 +0.86% +22.77% +5.21 23.43 27.61% 15.32% 15.58%
2019-10 +1.59% +21.72% +2.64 18.05 31.86% 16.07% 9.58%
2019-09 +1.89% +19.81% +6.87 15.17 27.62% 12.92% 13.05%
2019-08 +0.23% +17.59% +5.32 8.32 29.33% 14.42% 15.75%
2019-07 +3.23% +17.32% +0.76 2.90 33.10% 7.59% 9.66%
2019-06 +2.18% +13.65% +1.10 1.95 27.69% 6.67% 10.77%
2019-05 +0.56% +11.23% +0.14 0.82 26.83% 6.10% 12.20%
2019-04 +4.12% +10.61% +0.00 0.68 32.35% 7.35% 13.24%
2019-03 +2.36% +6.23% +0.59 0.65 12.31% 1.54% 6.15%
2019-02 +1.22% +3.78% +0.00 0.06 33.33% 16.67% 16.67%
2019-01 +2.53% +2.53% +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.