נתונים היסטוריים · גמל

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

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

מזהה קרן: 12534 | שם קרן: אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - לבני 60 ומעלה | 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: 60 ומעלה.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 89
תשואה חודשית אחרונה +1.10%
תשואה מצטברת מההתחלה +84.09%
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 +1.10% +84.09% 0.66% +1.08% 1.28 2.99% -68.15 10377.42 32.30% 37.19% 16.61%
2026-04 +2.19% +82.08% 0.66% +0.84% 1.24 2.99% +44.87 10329.46 31.98% 36.51% 16.39%
2026-03 -1.09% +78.18% 0.66% +0.84% 1.12 2.90% -122.52 10073.56 31.51% 37.55% 16.03%
2026-02 +0.76% +80.15% 0.66% +0.96% 1.46 2.85% -151.27 10306.52 31.61% 35.39% 15.80%
2026-01 +1.22% +78.79% 0.66% +0.96% 1.42 2.85% -53.98 10391.89 30.89% 34.62% 16.18%
2025-12 +0.22% +76.63% 0.67% +0.96% 1.36 2.83% -101.48 10334.55 30.19% 32.44% 17.31%
2025-11 +0.74% +76.24% 0.67% +1.08% 1.43 2.85% -47.16 10426.33 28.06% 31.09% 18.51%
2025-10 +0.63% +74.95% 0.67% +1.20% 1.44 2.96% +86.76 10410.58 26.86% 30.96% 19.99%
2025-09 +1.20% +73.85% 0.67% +1.08% 1.42 2.97% -6.86 10256.97 26.44% 31.45% 20.23%
2025-08 +0.70% +71.79% 0.67% +1.20% 1.30 3.00% -0.03 10152.80 25.63% 31.40% 20.03%
2025-07 +0.69% +70.60% 0.67% +1.20% 1.32 3.03% +87.83 10082.76 25.60% 31.19% 20.04%
2025-06 +1.55% +69.43% 0.67% +1.20% 1.32 3.04% +117.34 9939.17 25.41% 30.94% 20.09%
2025-05 +1.01% +66.84% 0.67% +1.80% 1.23 3.00% +57.92 9669.77 25.43% 32.06% 20.92%
2025-04 +0.68% +65.18% 0.67% +1.80% 1.20 3.01% +162.76 9528.09 24.83% 32.60% 21.84%
2025-03 +0.07% +64.06% 0.67% +2.04% 1.23 3.29% -30.66 9298.04 25.41% 34.19% 25.09%
2025-02 +0.39% +63.95% 0.67% +2.04% 1.04 3.87% -64.29 9335.67 25.33% 33.16% 23.54%
2025-01 +0.77% +63.31% 0.67% +2.64% 1.05 3.88% +60.87 9363.05 24.97% 33.38% 25.32%
2024-12 +0.51% +62.06% 0.68% +2.88% 1.06 3.90% -47.49 9253.09 24.61% 34.30% 26.05%
2024-11 +0.99% +61.24% 0.68% +3.00% 1.08 3.90% -27.82 9236.78 23.95% 33.62% 27.12%
2024-10 +0.18% +59.66% 0.68% +3.12% 1.05 3.90% +80.00 9185.03 23.17% 33.53% 26.92%
2024-09 +1.34% +59.37% 0.68% +3.24% 1.12 3.91% +40.76 9104.27 23.26% 32.54% 27.34%
2024-08 +0.65% +57.26% 0.68% 1.05 3.91% +81.43 8940.28 23.16% 33.95% 26.63%
2024-07 +1.13% +56.25% 0.68% +3.36% 1.06 3.92% +71.49 8810.96 23.55% 34.78% 27.16%
2024-06 +0.56% +54.50% 0.68% +3.84% 1.04 3.96% +143.93 7964.04 23.89% 35.27% 27.07%
2024-05 +0.59% +53.64% 0.68% +3.96% 1.08 4.01% +27.69 7775.98 24.30% 35.32% 27.82%
2024-04 -0.45% +52.74% 0.68% +4.20% 1.09 4.01% +57.44 7702.37 24.76% 35.51% 27.20%
2024-03 +1.83% +53.43% 0.68% +4.68% 1.24 4.24% -31.96 7685.40 26.07% 35.52% 27.24%
2024-02 +1.27% +50.67% 0.68% +5.04% 1.20 4.35% -48.55 7576.36 25.83% 34.74% 26.54%
2024-01 +0.48% +48.78% 0.68% +5.16% 1.16 4.34% +30.35 7536.39 25.75% 35.34% 26.25%
2023-12 +1.58% +48.07% 0.67% +5.04% 1.20 4.37% -2.93 7479.68 25.72% 36.10% 26.24%
2023-11 +1.73% +45.77% 0.67% -35.83 7369.28 25.83% 35.57% 24.40%
2023-10 -1.35% +43.29% 0.67% +42.75 7289.26 24.59% 41.26% 23.70%
2023-09 -0.75% +45.25% 0.67% -24.76 7345.74 23.85% 39.34% 24.61%
2023-08 +0.52% +46.35% 0.67% -39.42 7428.06 24.23% 37.19% 24.98%
2023-07 +1.43% +45.59% 0.67% +58.71 7439.22 24.41% 35.72% 24.93%
2023-06 +1.18% +43.54% 0.67% +48.44 7285.61 23.96% 34.34% 22.98%
2023-05 +0.99% +41.87% 0.67% +60.25 7158.51 23.87% 33.56% 22.11%
2023-04 +1.40% +40.47% 0.67% +117.63 7028.18 24.06% 33.23% 22.01%
2023-03 +0.06% +38.54% 0.67% +125.87 6818.31 23.89% 32.65% 21.63%
2023-02 -0.61% +38.45% 0.67% +278.82 6686.85 22.13% 30.22% 21.88%
2023-01 +1.17% +39.30% 0.67% +405.11 6457.13 21.14% 28.65% 20.62%
2022-12 -0.56% +37.69% 0.68% +356.21 5985.09 21.28% 27.34% 19.51%
2022-11 +0.36% +38.47% 0.68% +287.98 5669.06 23.27% 28.73% 20.37%
2022-10 +1.10% +37.97% 0.68% +232.01 5362.71 24.47% 28.76% 20.60%
2022-09 -1.82% +36.47% 0.68% +159.57 5075.81 23.80% 28.43% 20.34%
2022-08 -0.56% +39.00% 0.68% +337.67 5011.64 25.01% 27.44% 19.62%
2022-07 +1.57% +39.78% 0.68% +311.56 4701.38 26.49% 29.43% 21.02%
2022-06 -0.73% +37.62% 0.68% +227.79 4319.91 25.69% 29.11% 20.05%
2022-05 -1.33% +38.63% 0.68% +154.93 4125.79 25.96% 28.79% 19.80%
2022-04 -0.15% +40.50% 0.68% +202.56 4038.08 27.53% 29.45% 20.07%
2022-03 +0.31% +40.71% 0.68% +234.90 3846.33 28.25% 28.85% 19.50%
2022-02 -0.64% +40.28% 0.68% +140.39 3592.92 27.98% 27.87% 18.71%
2022-01 -0.82% +41.18% 0.68% +168.22 3479.71 26.98% 26.53% 30.17%
2021-12 +1.04% +42.35% 0.70% +91.43 3344.43 26.77% 26.23% 30.70%
2021-11 +0.41% +40.88% 0.70% +111.80 3223.67 25.34% 25.97% 29.97%
2021-10 +1.12% +40.31% 0.70% +138.11 3104.33 26.88% 25.00% 29.19%
2021-09 -0.01% +38.75% 0.70% +94.02 2943.31 25.80% 23.45% 27.57%
2021-08 +0.79% +38.77% 0.70% +176.91 2851.30 25.96% 24.33% 28.08%
2021-07 +0.40% +37.68% 0.70% +140.79 2650.95 25.87% 23.83% 27.99%
2021-06 +0.48% +37.13% 0.70% +107.88 2502.62 25.54% 23.46% 26.94%
2021-05 +1.03% +36.48% 0.70% +136.42 2385.26 26.36% 23.01% 26.98%
2021-04 +1.14% +35.09% 0.70% +134.86 2228.31 25.22% 22.89% 27.14%
2021-03 +1.54% +33.56% 0.70% +222.45 2072.42 24.31% 22.08% 25.43%
2021-02 +0.22% +31.54% 0.70% +186.15 1820.26 23.37% 19.70% 22.18%
2021-01 +0.77% +31.25% 0.70% +144.84 1631.08 23.80% 20.02% 23.18%
2020-12 +1.21% +30.25% 0.44% +145.09 1474.68 24.03% 20.41% 23.67%
2020-11 +2.34% +28.69% 0.44% +164.74 1312.45 22.33% 19.48% 24.72%
2020-10 -0.08% +25.75% 0.44% +131.75 1120.01 18.65% 17.63% 25.49%
2020-09 -0.61% +25.85% 0.44% +149.38 991.17 16.66% 18.10% 23.82%
2020-08 +1.49% +26.62% 0.44% +243.94 847.11 17.47% 18.92% 21.03%
2020-07 +0.92% +24.76% 0.44% +171.13 593.92 16.80% 18.05% 22.92%
2020-06 +0.52% +23.62% 0.44% +147.49 418.47 16.84% 18.13% 21.89%
2020-05 +1.24% +22.98% 0.44% +112.95 269.80 17.42% 17.84% 19.17%
2020-04 +3.50% +21.48% 0.44% +68.39 154.30 19.13% 17.95% 19.36%
2020-03 -4.01% +17.37% 0.44% +30.31 81.89 18.21% 15.75% 16.99%
2020-02 +0.15% +22.27% 0.44% +20.78 53.16 16.97% 14.48% 14.97%
2020-01 +1.53% +22.09% 0.44% +10.57 33.18 17.33% 16.27% 19.59%
2019-12 +0.88% +20.25% +8.81 22.25 20.18% 13.12% 13.98%
2019-11 +0.73% +19.20% +1.37 13.27 17.86% 7.31% 8.52%
2019-10 +1.20% +18.34% +0.20 11.81 19.39% 7.03% 8.13%
2019-09 +1.40% +16.93% +1.34 11.48 17.77% 7.49% 8.80%
2019-08 +0.07% +15.32% +7.48 10.11 15.13% 8.70% 9.20%
2019-07 +1.98% +15.24% +2.19 2.50 15.20% 4.80% 8.40%
2019-06 +1.85% +13.00% +0.11 0.28 17.86% 3.57% 7.14%
2019-05 +0.81% +10.95% +0.10 0.16 18.75% 0.00% 6.25%
2019-04 +3.82% +10.06% +0.00 0.06 16.67% 0.00% 16.67%
2019-03 +3.08% +6.01% +0.00 0.06 16.67% 0.00% 16.67%
2019-02 +1.19% +2.84% +0.00 0.06 16.67% 0.00% 0.00%
2019-01 +1.63% +1.63% +0.00 0.05 20.00% 0.00% 0.00%

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.