נתונים היסטוריים · גמל

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 מדדים
חודשים בטווח 121
תשואה חודשית אחרונה +0.62%
תשואה מצטברת מההתחלה +183.31%
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.