אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - עוקב מדד S&P 500
נתונים היסטוריים מלאים עבור אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - עוקב מדד S&P 500, 121 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 9452 | שם קרן: אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - עוקב מדד S&P 500 | 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: עוקבי מדדים | תת התמחות: עוקב מדד s&p 500.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - עוקב מדד S&P 500 ישירות למייל.
| 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 | +0.62% | +183.31% | 0.67% | +3.12% | 0.59 | 10.32% | -50.35 | 1013.72 | 100.85% | 100.85% | 100.61% |
| 2026-04 | +3.10% | +181.57% | 0.67% | +1.92% | 0.58 | 10.32% | -22.10 | 1057.01 | 100.57% | 100.57% | 100.44% |
| 2026-03 | -4.30% | +173.10% | 0.67% | +1.80% | 0.53 | 10.31% | -74.16 | 1048.52 | 100.97% | 100.97% | 101.09% |
| 2026-02 | +0.17% | +185.37% | 0.67% | +1.92% | 0.77 | 10.22% | -79.82 | 1174.22 | 100.34% | 100.34% | 100.22% |
| 2026-01 | -1.71% | +184.89% | 0.67% | +2.52% | 0.81 | 10.22% | -78.73 | 1253.48 | 100.35% | 100.35% | 99.60% |
| 2025-12 | -1.73% | +189.85% | 0.67% | +2.52% | 0.93 | 10.17% | -53.15 | 1356.03 | 100.27% | 100.27% | 100.13% |
| 2025-11 | +0.38% | +194.95% | 0.67% | +2.64% | 1.03 | 10.09% | -50.71 | 1436.84 | 100.70% | 100.70% | 100.67% |
| 2025-10 | +0.86% | +193.83% | 0.67% | +3.00% | 1.09 | 10.30% | -24.11 | 1486.12 | 104.08% | 104.08% | 100.02% |
| 2025-09 | +2.66% | +191.33% | 0.67% | +2.64% | 1.06 | 10.37% | -18.03 | 1497.52 | 99.58% | 99.58% | 99.99% |
| 2025-08 | -0.08% | +183.78% | 0.67% | +2.16% | 0.97 | 10.46% | -21.06 | 1478.50 | 100.64% | 100.64% | 100.74% |
| 2025-07 | +3.32% | +184.00% | 0.67% | +2.64% | 1.04 | 10.69% | -56.68 | 1503.13 | 100.06% | 100.06% | 100.19% |
| 2025-06 | +0.73% | +174.88% | 0.67% | +2.28% | 1.00 | 10.70% | -10.46 | 1512.35 | 100.03% | 100.03% | 100.06% |
| 2025-05 | +3.21% | +172.89% | 0.67% | +3.00% | 1.00 | 10.70% | +8.36 | 1511.91 | 100.11% | 100.11% | 101.12% |
| 2025-04 | -2.79% | +164.40% | 0.67% | +3.12% | 0.96 | 10.76% | -13.79 | 1458.59 | 100.11% | 100.11% | 100.23% |
| 2025-03 | -1.04% | +171.99% | 0.67% | +4.20% | 1.15 | 11.18% | -61.22 | 1516.50 | 99.94% | 99.94% | 101.49% |
| 2025-02 | -3.47% | +174.85% | 0.67% | +4.20% | 1.04 | 12.54% | -30.80 | 1597.92 | 98.14% | 98.14% | 99.91% |
| 2025-01 | +1.02% | +184.73% | 0.67% | +5.16% | 1.13 | 12.74% | -15.58 | 1688.03 | 99.37% | 112.86% | 98.68% |
| 2024-12 | -1.81% | +181.85% | 0.68% | +5.16% | 1.13 | 12.74% | +22.45 | 1685.00 | 99.72% | 112.37% | 98.23% |
| 2024-11 | +3.15% | +187.05% | 0.68% | +5.52% | 1.24 | 12.68% | +23.24 | 1695.83 | 100.05% | 112.58% | 98.77% |
| 2024-10 | -0.23% | +178.28% | 0.68% | +5.52% | 1.19 | 12.65% | +28.72 | 1621.76 | 99.63% | 112.91% | 99.35% |
| 2024-09 | +3.96% | +178.92% | 0.68% | +4.80% | 1.25 | 12.65% | +27.24 | 1597.86 | 99.61% | 109.80% | 99.06% |
| 2024-08 | -0.98% | +168.30% | 0.68% | — | 1.23 | 12.59% | +19.74 | 1513.73 | 99.75% | 110.33% | 98.61% |
| 2024-07 | +1.11% | +170.95% | 0.68% | +4.68% | 1.21 | 12.66% | +61.14 | 1508.30 | 99.79% | 110.64% | 99.38% |
| 2024-06 | +5.90% | +167.98% | 0.68% | +5.76% | 1.21 | 12.67% | +66.83 | 1433.67 | 99.30% | 107.34% | 98.84% |
| 2024-05 | +2.71% | +153.05% | 0.68% | +4.80% | 1.11 | 12.54% | +58.39 | 1291.39 | 99.58% | 108.37% | 99.34% |
| 2024-04 | -1.90% | +146.37% | 0.68% | +4.44% | 1.02 | 12.72% | +29.23 | 1199.64 | 99.69% | 109.16% | 98.49% |
| 2024-03 | +6.23% | +151.14% | 0.68% | +4.32% | 1.13 | 12.68% | +29.43 | 1198.43 | 99.48% | 108.03% | 98.20% |
| 2024-02 | +3.13% | +136.42% | 0.68% | +4.20% | 1.02 | 12.47% | +44.08 | 1100.30 | 99.79% | 108.83% | 98.06% |
| 2024-01 | +1.86% | +129.24% | 0.68% | +4.56% | 0.97 | 12.47% | +58.08 | 1022.15 | 100.78% | 110.63% | 98.73% |
| 2023-12 | +2.28% | +125.05% | 0.67% | +4.08% | 0.97 | 12.53% | +52.16 | 948.99 | 100.29% | 110.83% | 99.01% |
| 2023-11 | +1.05% | +120.04% | 0.67% | +3.84% | 0.85 | 13.07% | +38.48 | 875.05 | 102.03% | 125.84% | 99.41% |
| 2023-10 | +2.22% | +117.75% | 0.67% | +3.72% | 0.83 | 13.07% | +12.51 | 819.37 | 99.63% | 113.64% | 100.23% |
| 2023-09 | -3.63% | +113.02% | 0.67% | +2.76% | 0.76 | 13.18% | +33.91 | 796.77 | 99.71% | 113.45% | 99.60% |
| 2023-08 | +1.81% | +121.05% | 0.67% | +2.76% | 0.90 | 13.03% | +83.60 | 800.11 | 100.36% | 101.62% | 99.08% |
| 2023-07 | +4.02% | +117.12% | 0.67% | +2.52% | 0.89 | 13.03% | +91.41 | 702.69 | 99.02% | 100.42% | 79.17% |
| 2023-06 | +4.47% | +108.73% | 0.67% | +2.64% | 0.83 | 13.05% | +100.80 | 585.78 | 99.49% | 100.88% | 78.81% |
| 2023-05 | +2.93% | +99.79% | 0.67% | +2.40% | 0.76 | 12.96% | +53.06 | 461.57 | 101.44% | 103.20% | 71.08% |
| 2023-04 | +3.92% | +94.11% | 0.67% | +1.92% | 0.70 | 12.93% | +33.26 | 395.88 | 101.51% | 103.13% | 65.95% |
| 2023-03 | +0.15% | +86.79% | 0.67% | +2.04% | 0.65 | 13.00% | +84.86 | 348.75 | 100.73% | 102.52% | 64.37% |
| 2023-02 | +1.37% | +86.51% | 0.67% | +1.56% | 0.63 | 13.18% | +61.57 | 261.96 | 98.76% | 100.11% | 61.89% |
| 2023-01 | +4.60% | +83.98% | 0.67% | +1.80% | 0.60 | 13.20% | +11.60 | 197.78 | 100.26% | 101.95% | 66.45% |
| 2022-12 | -3.07% | +75.89% | 0.65% | +1.80% | 0.53 | 13.16% | +3.89 | 177.66 | 98.18% | 100.09% | 67.70% |
| 2022-11 | +2.45% | +81.46% | 0.65% | +2.28% | 0.64 | 13.05% | +12.24 | 179.32 | 100.89% | 102.04% | 70.30% |
| 2022-10 | +5.88% | +77.13% | 0.65% | +2.04% | 0.60 | 13.03% | +3.53 | 162.80 | 101.63% | 102.91% | 74.79% |
| 2022-09 | -3.91% | +67.29% | 0.65% | +2.16% | 0.49 | 12.86% | +2.87 | 150.32 | 101.58% | 102.97% | 75.15% |
| 2022-08 | -4.64% | +74.10% | 0.65% | +1.92% | 0.62 | 12.69% | +11.86 | 153.47 | 100.97% | 102.26% | 76.71% |
| 2022-07 | +5.94% | +82.57% | 0.65% | +2.04% | 0.78 | 12.45% | +6.58 | 149.31 | 101.60% | 102.27% | 81.82% |
| 2022-06 | -4.48% | +72.33% | 0.65% | +1.68% | 0.67 | 12.30% | +5.34 | 134.64 | 100.31% | 101.08% | 84.66% |
| 2022-05 | -2.56% | +80.41% | 0.65% | +2.40% | 0.82 | 12.09% | +2.06 | 135.57 | 99.93% | 100.66% | 85.60% |
| 2022-04 | -3.17% | +85.15% | 0.65% | +2.16% | 0.91 | 12.00% | +1.41 | 137.25 | 100.68% | 101.40% | 87.08% |
| 2022-03 | +3.70% | +91.21% | 0.65% | +2.28% | 1.04 | 11.85% | +4.53 | 140.60 | 100.12% | 100.80% | 87.08% |
| 2022-02 | -1.41% | +84.39% | 0.65% | +1.32% | 0.94 | 11.82% | +10.86 | 131.28 | 99.16% | 99.16% | 99.25% |
| 2022-01 | -4.11% | +87.03% | 0.65% | +2.16% | 1.01 | 11.77% | +5.31 | 122.55 | 97.56% | 97.56% | 97.71% |
| 2021-12 | +3.05% | +95.05% | 0.49% | +3.48% | 1.17 | 11.58% | +6.04 | 122.58 | 97.34% | 97.34% | 97.49% |
| 2021-11 | -0.45% | +89.27% | 0.49% | +3.48% | 1.11 | 11.56% | +9.93 | 113.11 | 94.80% | 94.80% | 96.89% |
| 2021-10 | +3.65% | +90.13% | 0.49% | +4.68% | 1.17 | 11.61% | +7.05 | 103.89 | 95.43% | 95.43% | 95.85% |
| 2021-09 | -3.11% | +83.43% | 0.49% | +4.68% | 1.09 | 11.56% | +5.94 | 93.56 | 95.90% | 95.90% | 96.37% |
| 2021-08 | +1.33% | +89.32% | 0.49% | +5.64% | 1.20 | 11.45% | +14.93 | 90.61 | 95.38% | 95.38% | 95.86% |
| 2021-07 | +2.27% | +86.84% | 0.49% | +5.76% | 1.17 | 11.47% | +4.53 | 74.66 | 94.96% | 94.96% | 95.31% |
| 2021-06 | +2.64% | +82.69% | 0.49% | +5.40% | 1.15 | 11.53% | +6.92 | 68.55 | 92.53% | 92.53% | 96.56% |
| 2021-05 | -0.02% | +77.99% | 0.49% | +4.80% | 1.07 | 11.57% | +6.80 | 60.06 | 93.79% | 93.79% | 94.02% |
| 2021-04 | +2.83% | +78.03% | 0.49% | +5.76% | 1.10 | 11.59% | +10.73 | 53.31 | 93.17% | 93.17% | 93.40% |
| 2021-03 | +5.06% | +73.13% | 0.49% | — | — | — | +4.24 | 41.32 | 94.34% | 94.34% | 94.63% |
| 2021-02 | +2.14% | +64.79% | 0.49% | — | — | — | +2.96 | 35.22 | 95.23% | 95.23% | 95.57% |
| 2021-01 | +2.27% | +61.34% | 0.49% | — | — | — | +6.52 | 31.62 | 93.04% | 93.04% | 93.42% |
| 2020-12 | +0.45% | +57.75% | 0.40% | — | — | — | +3.89 | 24.49 | 90.16% | 90.16% | 90.65% |
| 2020-11 | +5.80% | +57.05% | 0.40% | — | — | — | +2.15 | 20.48 | 92.77% | 92.77% | 93.36% |
| 2020-10 | -1.50% | +48.44% | 0.40% | — | — | — | +2.52 | 17.31 | 96.24% | 96.24% | 96.24% |
| 2020-09 | -2.28% | +50.70% | 0.40% | — | — | — | +3.03 | 15.12 | 93.65% | 93.65% | 93.65% |
| 2020-08 | +6.13% | +54.21% | 0.40% | — | — | — | +0.59 | 12.36 | 93.85% | 93.85% | 93.85% |
| 2020-07 | +3.59% | +45.31% | 0.40% | — | — | — | +1.01 | 11.09 | 94.77% | 94.77% | 94.77% |
| 2020-06 | +0.41% | +40.27% | 0.40% | — | — | — | +1.68 | 9.73 | 95.48% | 95.48% | 95.48% |
| 2020-05 | +4.46% | +39.70% | 0.40% | — | — | — | +0.94 | 8.02 | 94.01% | 94.01% | 94.01% |
| 2020-04 | +9.10% | +33.73% | 0.40% | — | — | — | +0.60 | 6.75 | 86.07% | 86.07% | 86.07% |
| 2020-03 | -11.55% | +22.58% | 0.40% | — | — | — | +0.09 | 5.64 | 93.97% | 93.97% | 93.97% |
| 2020-02 | -5.62% | +38.59% | 0.40% | — | — | — | +0.10 | 6.27 | 96.17% | 96.17% | 96.17% |
| 2020-01 | +1.09% | +46.84% | 0.40% | — | — | — | -0.02 | 6.54 | 98.01% | 98.01% | 98.01% |
| 2019-12 | +2.02% | +45.26% | 0.34% | — | — | — | +0.07 | 6.49 | 97.69% | 97.69% | 97.69% |
| 2019-11 | +1.97% | +42.38% | 0.34% | — | — | — | +0.24 | 6.30 | 95.56% | 95.56% | 95.56% |
| 2019-10 | +2.56% | +39.63% | 0.34% | — | — | — | +0.05 | 5.93 | 96.12% | 96.12% | 96.12% |
| 2019-09 | +2.10% | +36.14% | 0.34% | — | — | — | +0.07 | 5.73 | 96.86% | 96.86% | 96.86% |
| 2019-08 | -2.47% | +33.34% | 0.34% | — | — | — | +0.02 | 5.55 | 98.02% | 98.02% | 98.02% |
| 2019-07 | +0.50% | +36.72% | 0.34% | — | — | — | +0.05 | 5.71 | 94.75% | 94.75% | 94.75% |
| 2019-06 | +3.67% | +36.04% | 0.34% | — | — | — | +0.13 | 5.59 | 94.28% | 94.28% | 94.28% |
| 2019-05 | -3.85% | +31.22% | 0.34% | — | — | — | +0.22 | 5.27 | 95.26% | 95.26% | 95.26% |
| 2019-04 | +3.12% | +36.48% | 0.34% | — | — | — | +0.20 | 5.27 | 93.36% | 93.36% | 93.36% |
| 2019-03 | +1.85% | +32.35% | 0.34% | — | — | — | +0.46 | 4.90 | 97.14% | 97.14% | 97.14% |
| 2019-02 | +3.16% | +29.94% | 0.34% | — | — | — | +0.43 | 4.36 | 99.08% | 99.08% | 99.08% |
| 2019-01 | +3.97% | +25.96% | 0.34% | — | — | — | +0.39 | 3.82 | 99.21% | 99.21% | 99.21% |
| 2018-12 | -7.26% | +21.15% | 0.35% | — | — | — | +0.17 | 3.54 | 90.11% | 90.11% | 90.11% |
| 2018-11 | -0.12% | +30.64% | 0.35% | — | — | — | -0.09 | 3.35 | 99.10% | 99.10% | 99.10% |
| 2018-10 | -3.06% | +30.80% | 0.35% | — | — | — | -0.46 | 3.45 | 99.71% | 99.71% | 99.71% |
| 2018-09 | -0.13% | +34.92% | 0.35% | — | — | — | +1.10 | 4.12 | 97.57% | 97.57% | 97.57% |
| 2018-08 | +1.80% | +35.10% | 0.35% | — | — | — | +0.08 | 2.93 | 99.66% | 99.66% | 99.66% |
| 2018-07 | +4.47% | +32.71% | 0.35% | — | — | — | +0.07 | 2.83 | 98.59% | 98.59% | 98.59% |
| 2018-06 | +2.01% | +27.03% | 0.35% | — | — | — | -0.01 | 2.60 | 100.00% | 100.00% | 100.00% |
| 2018-05 | +0.75% | +24.53% | 0.35% | — | — | — | +0.06 | 2.56 | 99.61% | 99.61% | 99.61% |
| 2018-04 | +5.11% | +23.60% | 0.35% | — | — | — | +0.05 | 2.48 | 99.60% | 99.60% | 99.60% |
| 2018-03 | -4.09% | +17.59% | 0.35% | — | — | — | -1.03 | 2.31 | 100.00% | 100.00% | 100.00% |
| 2018-02 | -0.96% | +22.61% | 0.35% | — | — | — | +0.26 | 3.47 | 99.71% | 99.71% | 99.71% |
| 2018-01 | +3.77% | +23.80% | 0.35% | — | — | — | +0.76 | 3.22 | 99.69% | 99.69% | 99.69% |
| 2017-12 | +1.54% | +19.30% | — | — | — | — | -0.46 | 2.36 | 100.00% | 100.00% | 100.00% |
| 2017-11 | +1.59% | +17.49% | — | — | — | — | +0.77 | 2.79 | 99.64% | 99.64% | 99.64% |
| 2017-10 | +2.74% | +15.65% | — | — | — | — | +0.33 | 1.97 | 98.98% | 98.98% | 98.98% |
| 2017-09 | -0.23% | +12.57% | — | — | — | — | +0.04 | 1.60 | 99.38% | 99.38% | 99.38% |
| 2017-08 | +0.67% | +12.83% | — | — | — | — | +0.25 | 1.56 | 100.00% | 100.00% | 100.00% |
| 2017-07 | +3.60% | +12.08% | — | — | — | — | +0.05 | 1.30 | 100.00% | 100.00% | 100.00% |
| 2017-06 | -1.15% | +8.18% | — | — | — | — | +0.08 | 1.20 | 99.17% | 99.17% | 99.17% |
| 2017-05 | -0.20% | +9.44% | — | — | — | — | +0.04 | 1.14 | 100.00% | 100.00% | 100.00% |
| 2017-04 | +0.94% | +9.66% | — | — | — | — | +0.07 | 1.10 | 100.00% | 100.00% | 100.00% |
| 2017-03 | -0.78% | +8.64% | — | — | — | — | +0.03 | 1.03 | 98.06% | 98.06% | 98.06% |
| 2017-02 | +0.97% | +9.49% | — | — | — | — | +0.17 | 1.01 | 100.00% | 100.00% | 100.00% |
| 2017-01 | -1.06% | +8.44% | — | — | — | — | +0.28 | 0.83 | 100.00% | 100.00% | 100.00% |
| 2016-12 | +2.23% | +9.60% | — | — | — | — | +0.12 | 0.56 | 92.86% | 92.86% | 92.86% |
| 2016-11 | +4.05% | +7.21% | — | — | — | — | +0.01 | 0.44 | 100.00% | 100.00% | 100.00% |
| 2016-10 | +0.42% | +3.04% | — | — | — | — | +0.02 | 0.41 | 100.00% | 100.00% | 100.00% |
| 2016-09 | -1.06% | +2.61% | — | — | — | — | +0.07 | 0.40 | 100.00% | 100.00% | 100.00% |
| 2016-08 | -0.79% | +3.71% | — | — | — | — | +0.10 | 0.34 | 97.06% | 97.06% | 97.06% |
| 2016-07 | +3.74% | +4.53% | — | — | — | — | +0.03 | 0.23 | 100.00% | 100.00% | 100.00% |
| 2016-06 | -1.79% | +0.76% | — | — | — | — | +0.13 | 0.20 | 100.00% | 100.00% | 100.00% |
| 2016-05 | +2.60% | +2.60% | — | — | — | — | +0.05 | 0.10 | 80.00% | 80.00% | 80.00% |
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.