חודשים בטווח
114
נתונים היסטוריים · קופות גמל להשקעה
הפניקס גמל להשקעה כללי
נתונים היסטוריים מלאים עבור הפניקס גמל להשקעה כללי, 114 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7908 | שם קרן: הפניקס גמל להשקעה כללי | סיווג קרן: קופת גמל להשקעה | חברה שולטת: הפניקס אחזקות בע"מ | חברה מנהלת: הפניקס פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: כללי | תת התמחות: כללי.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על הפניקס גמל להשקעה כללי ישירות למייל.
תשואה חודשית אחרונה
+1.90%
תשואה מצטברת מההתחלה
+97.54%
| 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 | +1.90% | +97.54% | 0.62% | -0.36% | 1.10 | 6.09% | +22.16 | 3168.68 | 47.13% | 48.33% | 21.68% |
| 2026-04 | +3.99% | +93.86% | 0.62% | -0.84% | 1.04 | 6.07% | +34.68 | 3089.51 | 46.59% | 47.86% | 21.38% |
| 2026-03 | -2.66% | +86.42% | 0.62% | -0.96% | 0.91 | 5.90% | +43.60 | 2938.81 | 46.17% | 49.02% | 20.25% |
| 2026-02 | +0.49% | +91.52% | 0.62% | -0.72% | 1.23 | 5.75% | +51.81 | 2976.55 | 45.70% | 46.25% | 22.03% |
| 2026-01 | +2.09% | +90.58% | 0.62% | -0.48% | 1.24 | 5.75% | +76.67 | 2912.08 | 45.69% | 45.39% | 21.90% |
| 2025-12 | +1.23% | +86.68% | 0.62% | -0.48% | 1.17 | 5.72% | +133.47 | 2778.15 | 44.66% | 43.80% | 21.50% |
| 2025-11 | +1.32% | +84.41% | 0.62% | -0.36% | 1.17 | 5.75% | +71.29 | 2613.30 | 46.00% | 43.93% | 22.25% |
| 2025-10 | +1.37% | +82.01% | 0.62% | -0.36% | 1.17 | 6.11% | +49.70 | 2509.54 | 46.47% | 43.67% | 22.70% |
| 2025-09 | +1.47% | +79.55% | 0.62% | -0.48% | 1.13 | 6.11% | +34.49 | 2427.60 | 45.33% | 44.36% | 23.06% |
| 2025-08 | +0.98% | +76.95% | 0.62% | -0.12% | 1.05 | 6.15% | +34.60 | 2347.00 | 45.21% | 44.81% | 22.28% |
| 2025-07 | +1.18% | +75.23% | 0.62% | -0.12% | 1.07 | 6.24% | +43.17 | 2290.88 | 45.76% | 45.37% | 22.34% |
| 2025-06 | +3.35% | +73.19% | 0.62% | -0.12% | 1.07 | 6.31% | +32.66 | 2222.45 | 44.68% | 45.19% | 22.09% |
| 2025-05 | +2.02% | +67.58% | 0.62% | +0.48% | 0.92 | 6.23% | +10.71 | 2119.72 | 44.70% | 47.43% | 22.02% |
| 2025-04 | +0.97% | +64.26% | 0.62% | +0.48% | 0.86 | 6.21% | +19.20 | 2068.10 | 43.49% | 47.52% | 19.93% |
| 2025-03 | -0.98% | +62.68% | 0.62% | +0.72% | 0.89 | 6.64% | +45.56 | 2029.69 | 44.14% | 47.67% | 20.51% |
| 2025-02 | -0.04% | +64.29% | 0.62% | +0.12% | 0.72 | 8.21% | +39.56 | 1906.20 | 45.21% | 46.38% | 21.01% |
| 2025-01 | +1.46% | +64.36% | 0.62% | +0.72% | 0.71 | 8.31% | +36.41 | 1868.51 | 46.54% | 47.82% | 21.84% |
| 2024-12 | +1.24% | +61.99% | 0.64% | +0.60% | 0.66 | 8.30% | +63.72 | 1806.31 | 45.86% | 49.23% | 22.53% |
| 2024-11 | +2.43% | +60.01% | 0.64% | +0.72% | 0.64 | 8.30% | +2.21 | 1721.82 | 46.24% | 42.04% | 23.91% |
| 2024-10 | +0.57% | +56.21% | 0.64% | +0.60% | 0.57 | 8.26% | -1.01 | 1679.50 | 46.33% | 49.75% | 24.52% |
| 2024-09 | +1.68% | +55.32% | 0.64% | +0.60% | 0.59 | 8.27% | -13.52 | 1671.70 | 46.74% | 50.79% | 25.48% |
| 2024-08 | +0.98% | +52.76% | 0.64% | — | 0.53 | 8.27% | -4.74 | 1658.24 | 46.17% | 49.03% | 25.46% |
| 2024-07 | +1.25% | +51.28% | 0.64% | +0.72% | 0.52 | 8.28% | -11.24 | 1647.56 | 46.65% | 50.09% | 26.50% |
| 2024-06 | +0.55% | +49.41% | 0.64% | +0.96% | 0.50 | 8.28% | -20.37 | 1639.31 | 46.02% | 50.68% | 26.55% |
| 2024-05 | +1.24% | +48.59% | 0.64% | +0.84% | 0.52 | 8.31% | -17.51 | 1651.45 | 45.62% | 49.47% | 25.59% |
| 2024-04 | -1.29% | +46.77% | 0.64% | +0.72% | 0.47 | 8.35% | -15.40 | 1649.31 | 45.34% | 49.34% | 24.93% |
| 2024-03 | +2.41% | +48.69% | 0.64% | +0.60% | 0.57 | 8.33% | -37.50 | 1687.21 | 46.54% | 48.67% | 25.99% |
| 2024-02 | +2.22% | +45.19% | 0.64% | +0.60% | 0.50 | 8.29% | -38.40 | 1674.31 | 44.59% | 46.33% | 25.52% |
| 2024-01 | +0.33% | +42.04% | 0.64% | +0.72% | 0.44 | 8.25% | -40.89 | 1676.64 | 43.42% | 46.31% | 24.92% |
| 2023-12 | +3.03% | +41.57% | 0.62% | +0.60% | 0.48 | 8.34% | +12.52 | 1712.97 | 44.17% | 48.04% | 25.41% |
| 2023-11 | +3.50% | +37.41% | 0.62% | +0.60% | 0.33 | 8.42% | -13.10 | 1650.96 | 43.59% | 48.38% | 23.68% |
| 2023-10 | -3.16% | +32.76% | 0.62% | +0.48% | 0.21 | 8.30% | -26.64 | 1608.67 | 43.29% | 53.01% | 21.69% |
| 2023-09 | -1.29% | +37.09% | 0.62% | +0.36% | 0.35 | 8.21% | -6.12 | 1689.11 | 43.30% | 49.81% | 21.67% |
| 2023-08 | -0.29% | +38.88% | 0.62% | +0.36% | 0.44 | 8.17% | -27.26 | 1718.15 | 44.10% | 49.99% | 22.56% |
| 2023-07 | +2.74% | +39.29% | 0.62% | +0.36% | 0.49 | 8.17% | -25.17 | 1751.57 | 44.11% | 47.74% | 22.73% |
| 2023-06 | +1.56% | +35.57% | 0.62% | +0.24% | 0.41 | 8.11% | -26.13 | 1730.39 | 43.10% | 43.34% | 21.77% |
| 2023-05 | +0.71% | +33.49% | 0.62% | +0.12% | 0.36 | 8.10% | -16.77 | 1730.46 | 42.19% | 45.28% | 20.19% |
| 2023-04 | +1.76% | +32.55% | 0.62% | +0.00% | 0.35 | 8.10% | -11.91 | 1735.93 | 41.90% | 45.56% | 20.17% |
| 2023-03 | -0.23% | +30.26% | 0.62% | -0.24% | 0.30 | 8.08% | -18.65 | 1718.68 | 41.88% | 45.42% | 19.30% |
| 2023-02 | -1.82% | +30.56% | 0.62% | +0.24% | 0.32 | 8.08% | -3.08 | 1742.21 | 42.33% | 46.42% | 19.25% |
| 2023-01 | +2.28% | +32.98% | 0.62% | +0.36% | 0.41 | 8.04% | +9.82 | 1778.56 | 41.99% | 43.65% | 19.01% |
| 2022-12 | -1.76% | +30.01% | 0.57% | +0.24% | 0.35 | 8.00% | +42.09 | 1730.21 | 42.00% | 42.41% | 17.83% |
| 2022-11 | +1.10% | +32.34% | 0.57% | +0.36% | 0.45 | 7.95% | +19.69 | 1719.29 | 42.83% | 41.70% | 18.16% |
| 2022-10 | +1.91% | +30.90% | 0.57% | +0.00% | 0.43 | 7.95% | +2.08 | 1682.09 | 45.17% | 43.18% | 18.50% |
| 2022-09 | -4.00% | +28.45% | 0.57% | +0.12% | 0.37 | 7.92% | +17.56 | 1649.28 | 43.39% | 41.58% | 17.47% |
| 2022-08 | -0.87% | +33.80% | 0.57% | +0.12% | 0.59 | 7.67% | +22.14 | 1701.24 | 43.99% | 40.34% | 19.06% |
| 2022-07 | +3.08% | +34.97% | 0.57% | -0.12% | 0.64 | 7.65% | +22.01 | 1695.04 | 43.44% | 39.74% | 18.34% |
| 2022-06 | -2.56% | +30.94% | 0.57% | -0.12% | 0.54 | 7.56% | +26.82 | 1623.49 | 44.02% | 40.01% | 15.89% |
| 2022-05 | -2.80% | +34.38% | 0.57% | +0.24% | 0.67 | 7.45% | +29.27 | 1639.70 | 45.49% | 40.52% | 16.72% |
| 2022-04 | -1.56% | +38.25% | 0.57% | +0.12% | 0.85 | 7.31% | +51.63 | 1657.64 | 45.58% | 38.88% | 16.78% |
| 2022-03 | +0.38% | +40.44% | 0.57% | +0.24% | 0.96 | 7.26% | +45.07 | 1632.78 | 45.65% | 38.62% | 18.55% |
| 2022-02 | -0.82% | +39.91% | 0.57% | +0.24% | 0.95 | 7.26% | +28.65 | 1582.13 | 46.92% | 39.76% | 18.93% |
| 2022-01 | -1.44% | +41.07% | 0.57% | +0.36% | 1.02 | 7.23% | +81.70 | 1567.45 | 46.25% | 39.20% | 19.65% |
| 2021-12 | +1.83% | +43.13% | 0.58% | +0.48% | 1.11 | 7.17% | +185.56 | 1508.70 | 44.20% | 37.06% | 20.47% |
| 2021-11 | -0.06% | +40.56% | 0.58% | +0.24% | 1.05 | 7.15% | +107.13 | 1298.49 | 44.78% | 36.98% | 20.48% |
| 2021-10 | +2.17% | +40.64% | 0.58% | — | — | — | +68.06 | 1193.45 | 45.16% | 38.15% | 22.44% |
| 2021-09 | -0.27% | +37.66% | 0.58% | — | — | — | +41.62 | 949.22 | 44.26% | 38.19% | 22.48% |
| 2021-08 | +1.17% | +38.03% | 0.58% | — | — | — | +77.98 | 910.66 | 42.53% | 37.08% | 22.24% |
| 2021-07 | -0.27% | +36.43% | 0.58% | — | — | — | +53.94 | 822.75 | 44.82% | 39.53% | 23.98% |
| 2021-06 | +0.50% | +36.80% | 0.58% | — | — | — | +51.17 | 771.25 | 44.45% | 39.23% | 24.86% |
| 2021-05 | +1.33% | +36.12% | 0.58% | — | — | — | +46.22 | 716.71 | 44.79% | 38.28% | 24.90% |
| 2021-04 | +1.80% | +34.33% | 0.58% | — | — | — | +42.03 | 661.67 | 44.00% | 36.42% | 25.67% |
| 2021-03 | +2.05% | +31.96% | 0.58% | — | — | — | +28.95 | 608.71 | 42.31% | 35.73% | 25.09% |
| 2021-02 | +0.79% | +29.31% | 0.58% | — | — | — | +18.93 | 568.18 | 41.71% | 36.39% | 25.28% |
| 2021-01 | +1.28% | +28.29% | 0.58% | — | — | — | +15.19 | 545.38 | 41.30% | 36.43% | 25.07% |
| 2020-12 | +2.24% | +26.67% | 0.57% | — | — | — | +45.85 | 523.83 | 40.25% | 35.82% | 24.14% |
| 2020-11 | +5.31% | +23.90% | 0.57% | — | — | — | +9.33 | 467.13 | 40.44% | 37.43% | 24.46% |
| 2020-10 | +0.33% | +17.65% | 0.57% | — | — | — | -2.96 | 434.80 | 39.16% | 36.23% | 24.04% |
| 2020-09 | -1.16% | +17.26% | 0.57% | — | — | — | +3.41 | 436.56 | 38.19% | 35.82% | 24.53% |
| 2020-08 | +3.04% | +18.64% | 0.57% | — | — | — | +3.01 | 438.47 | 38.43% | 35.50% | 24.91% |
| 2020-07 | +2.74% | +15.14% | 0.57% | — | — | — | -1.82 | 422.80 | 38.01% | 36.15% | 24.81% |
| 2020-06 | -0.84% | +12.07% | 0.57% | — | — | — | +0.68 | 413.52 | 37.55% | 35.39% | 23.99% |
| 2020-05 | +1.16% | +13.02% | 0.57% | — | — | — | +7.47 | 416.57 | 37.65% | 34.14% | 22.98% |
| 2020-04 | +5.93% | +11.72% | 0.57% | — | — | — | +7.41 | 404.13 | 36.11% | 31.32% | 22.12% |
| 2020-03 | -10.16% | +5.47% | 0.57% | — | — | — | -30.34 | 374.61 | 36.59% | 32.96% | 20.72% |
| 2020-02 | -2.42% | +17.40% | 0.57% | — | — | — | +6.36 | 451.49 | 35.81% | 30.98% | 19.58% |
| 2020-01 | +0.17% | +20.31% | 0.57% | — | — | — | +15.84 | 456.59 | 36.06% | 30.53% | 20.62% |
| 2019-12 | +1.14% | +20.10% | 0.53% | — | — | — | +41.45 | 440.29 | 35.43% | 30.63% | 20.62% |
| 2019-11 | +0.97% | +18.75% | 0.53% | — | — | — | +14.40 | 394.33 | 35.37% | 30.07% | 21.04% |
| 2019-10 | +1.47% | +17.61% | 0.53% | — | — | — | +6.32 | 376.39 | 35.43% | 30.56% | 20.72% |
| 2019-09 | +1.65% | +15.90% | 0.53% | — | — | — | +7.48 | 364.84 | 34.87% | 30.48% | 20.12% |
| 2019-08 | -0.59% | +14.02% | 0.53% | — | — | — | +7.70 | 351.66 | 34.48% | 30.69% | 20.04% |
| 2019-07 | +0.82% | +14.70% | 0.53% | — | — | — | +7.90 | 346.17 | 34.36% | 30.53% | 20.69% |
| 2019-06 | +2.08% | +13.77% | 0.53% | — | — | — | +8.94 | 335.66 | 34.63% | 30.65% | 20.33% |
| 2019-05 | -1.57% | +11.45% | 0.53% | — | — | — | +9.46 | 320.12 | 34.04% | 30.23% | 19.71% |
| 2019-04 | +1.69% | +13.23% | 0.53% | — | — | — | +6.79 | 315.82 | 35.25% | 31.55% | 21.25% |
| 2019-03 | +0.64% | +11.34% | 0.53% | — | — | — | +11.75 | 303.99 | 34.22% | 32.09% | 20.43% |
| 2019-02 | +1.24% | +10.64% | 0.53% | — | — | — | +9.51 | 290.48 | 35.32% | 32.76% | 20.30% |
| 2019-01 | +3.07% | +9.28% | 0.53% | — | — | — | +17.73 | 277.59 | 34.75% | 31.71% | 20.18% |
| 2018-12 | -3.20% | +6.03% | 0.51% | — | — | — | +44.34 | 251.79 | 34.39% | 31.36% | 17.84% |
| 2018-11 | +0.10% | +9.53% | 0.51% | — | — | — | +19.76 | 214.85 | 34.22% | 31.85% | 19.50% |
| 2018-10 | -1.82% | +9.42% | 0.51% | — | — | — | +12.99 | 194.90 | 33.95% | 31.05% | 19.71% |
| 2018-09 | +0.13% | +11.45% | 0.51% | — | — | — | +7.86 | 185.44 | 34.64% | 30.46% | 20.31% |
| 2018-08 | +1.20% | +11.31% | 0.51% | — | — | — | +11.16 | 177.40 | 35.04% | 31.01% | 20.76% |
| 2018-07 | +1.18% | +9.99% | 0.51% | — | — | — | +7.63 | 164.31 | 34.55% | 31.51% | 21.77% |
| 2018-06 | -0.04% | +8.70% | 0.51% | — | — | — | +7.72 | 154.86 | 34.77% | 30.71% | 20.89% |
| 2018-05 | +0.03% | +8.75% | 0.51% | — | — | — | +10.06 | 147.30 | 33.20% | 29.60% | 21.07% |
| 2018-04 | +0.83% | +8.71% | 0.51% | — | — | — | +5.92 | 137.28 | 34.69% | 31.10% | 22.04% |
| 2018-03 | -0.37% | +7.82% | 0.51% | — | — | — | +8.00 | 130.34 | 33.14% | 30.32% | 22.00% |
| 2018-02 | -1.06% | +8.22% | 0.51% | — | — | — | +7.18 | 122.85 | 33.96% | 31.00% | 21.60% |
| 2018-01 | +1.10% | +9.38% | 0.51% | — | — | — | +19.80 | 116.93 | 34.34% | 31.22% | 21.82% |
| 2017-12 | +0.88% | +8.19% | — | — | — | — | +33.20 | 96.02 | 31.40% | 27.74% | 19.61% |
| 2017-11 | +0.82% | +7.24% | — | — | — | — | +9.29 | 62.25 | 34.57% | 30.59% | 20.06% |
| 2017-10 | +0.93% | +6.37% | — | — | — | — | +5.26 | 52.51 | 33.38% | 30.05% | 19.18% |
| 2017-09 | +0.53% | +5.39% | — | — | — | — | +4.43 | 46.82 | 34.26% | 30.78% | 19.39% |
| 2017-08 | +0.18% | +4.84% | — | — | — | — | +4.46 | 42.19 | 34.37% | 30.72% | 18.99% |
| 2017-07 | +1.26% | +4.65% | — | — | — | — | +5.71 | 37.65 | 32.78% | 29.27% | 18.19% |
| 2017-06 | -0.59% | +3.35% | — | — | — | — | +4.51 | 31.54 | 33.64% | 30.12% | 18.17% |
| 2017-05 | +1.19% | +3.96% | — | — | — | — | +2.87 | 27.23 | 34.41% | 30.33% | 18.25% |
| 2017-04 | +1.09% | +2.74% | — | — | — | — | +1.98 | 24.08 | 34.22% | 29.90% | 17.32% |
| 2017-03 | +0.35% | +1.63% | — | — | — | — | +4.15 | 21.86 | 33.49% | 29.60% | 17.29% |
| 2017-02 | +0.59% | +1.27% | — | — | — | — | +3.83 | 17.66 | 32.56% | 31.26% | 21.06% |
| 2017-01 | +0.18% | +0.68% | — | — | — | — | +2.75 | 13.76 | 31.98% | 24.56% | 15.33% |
| 2016-12 | +0.50% | +0.50% | — | — | — | — | +10.30 | 10.99 | 23.02% | 11.46% | 11.46% |
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.