חודשים בטווח
112
הפניקס חיסכון לילד - חוסכים המעדיפים סיכון בינוני
נתונים היסטוריים מלאים עבור הפניקס חיסכון לילד - חוסכים המעדיפים סיכון בינוני, 112 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 11312 | שם קרן: הפניקס חיסכון לילד - חוסכים המעדיפים סיכון בינוני | סיווג קרן: קופת גמל להשקעה - חסכון לילד | חברה שולטת: הפניקס אחזקות בע"מ | חברה מנהלת: הפניקס פנסיה וגמל בע"מ | אוכלוסיית יעד: כלל האוכלוסיה | התמחות: מודל חכ"מ אחר | תת התמחות: חיסכון לילד -חוסכים המעדיפים סיכון בינוני.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על הפניקס חיסכון לילד - חוסכים המעדיפים סיכון בינוני ישירות למייל.
תשואה חודשית אחרונה
+1.72%
תשואה מצטברת מההתחלה
+94.03%
| 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 | +1.72% | +94.03% | 0.02% | -0.72% | 1.03 | 6.41% | +0.31 | 207.75 | 47.95% | 44.75% | 20.00% |
| 2026-04 | +4.11% | +90.75% | 0.02% | -1.20% | 0.99 | 6.40% | +0.52 | 203.91 | 47.72% | 43.80% | 19.58% |
| 2026-03 | -2.79% | +83.22% | 0.02% | -1.32% | 0.86 | 6.22% | +0.73 | 195.38 | 46.98% | 44.61% | 18.52% |
| 2026-02 | +0.44% | +88.48% | 0.02% | -1.08% | 1.16 | 6.07% | +0.34 | 200.25 | 47.70% | 43.97% | 20.68% |
| 2026-01 | +2.50% | +87.65% | 0.02% | -0.72% | 1.18 | 6.07% | +0.50 | 199.05 | 47.60% | 43.68% | 20.77% |
| 2025-12 | +1.07% | +83.07% | 0.01% | -0.84% | 1.09 | 6.02% | -0.20 | 193.70 | 46.77% | 43.79% | 20.99% |
| 2025-11 | +1.04% | +81.14% | 0.01% | -0.72% | 1.10 | 6.06% | +2.22 | 191.87 | 46.49% | 43.70% | 21.46% |
| 2025-10 | +1.45% | +79.27% | 0.01% | -0.60% | 1.12 | 6.39% | +0.39 | 187.69 | 46.88% | 43.59% | 22.23% |
| 2025-09 | +2.04% | +76.71% | 0.01% | -0.72% | 1.08 | 6.38% | +0.39 | 184.63 | 45.50% | 43.83% | 22.60% |
| 2025-08 | +0.89% | +73.18% | 0.01% | -0.48% | 0.97 | 6.41% | -1.45 | 180.55 | 45.41% | 43.77% | 21.74% |
| 2025-07 | +1.13% | +71.65% | 0.01% | -0.36% | 1.00 | 6.49% | +0.26 | 180.39 | 47.00% | 44.95% | 21.91% |
| 2025-06 | +3.55% | +69.73% | 0.01% | -0.36% | 1.00 | 6.55% | +0.64 | 178.13 | 46.16% | 44.43% | 21.41% |
| 2025-05 | +2.35% | +63.91% | 0.01% | +0.24% | 0.85 | 6.46% | +0.93 | 171.40 | 46.07% | 46.06% | 20.12% |
| 2025-04 | +0.95% | +60.15% | 0.01% | +0.24% | 0.77 | 6.42% | +0.56 | 166.55 | 45.00% | 46.18% | 18.85% |
| 2025-03 | -1.47% | +58.64% | 0.01% | +0.48% | 0.81 | 6.81% | +0.43 | 164.42 | 46.19% | 47.30% | 19.57% |
| 2025-02 | +0.02% | +61.01% | 0.01% | -0.12% | 0.67 | 8.43% | -0.52 | 162.98 | 46.07% | 45.70% | 20.72% |
| 2025-01 | +1.62% | +60.98% | 0.01% | +0.48% | 0.66 | 8.53% | +0.29 | 163.47 | 46.24% | 46.13% | 21.30% |
| 2024-12 | +1.02% | +58.41% | 0.01% | +0.36% | 0.61 | 8.51% | -0.14 | 160.59 | 45.09% | 46.78% | 21.07% |
| 2024-11 | +2.31% | +56.81% | 0.01% | +0.60% | 0.60 | 8.52% | +0.53 | 159.11 | 44.77% | 39.67% | 21.58% |
| 2024-10 | +0.52% | +53.27% | 0.01% | +0.48% | 0.53 | 8.48% | +0.37 | 155.00 | 45.00% | 47.26% | 21.78% |
| 2024-09 | +1.75% | +52.48% | 0.01% | +0.36% | 0.55 | 8.49% | +0.32 | 153.83 | 44.99% | 47.92% | 22.62% |
| 2024-08 | +1.07% | +49.85% | 0.01% | — | 0.49 | 8.49% | +0.32 | 150.87 | 44.04% | 46.13% | 23.00% |
| 2024-07 | +1.39% | +48.27% | 0.01% | +0.60% | 0.48 | 8.50% | +0.58 | 148.96 | 44.55% | 47.72% | 23.87% |
| 2024-06 | +0.53% | +46.24% | 0.01% | +0.84% | 0.45 | 8.49% | +0.76 | 146.35 | 43.41% | 48.11% | 23.46% |
| 2024-05 | +1.21% | +45.46% | 0.01% | +0.60% | 0.48 | 8.52% | +0.64 | 144.82 | 43.39% | 47.44% | 22.60% |
| 2024-04 | -1.48% | +43.72% | 0.01% | +0.48% | 0.42 | 8.57% | +0.97 | 142.48 | 44.18% | 47.68% | 21.77% |
| 2024-03 | +2.35% | +45.88% | 0.01% | +0.36% | 0.53 | 8.54% | +0.54 | 143.62 | 45.35% | 47.38% | 23.42% |
| 2024-02 | +2.29% | +42.53% | 0.01% | +0.48% | 0.47 | 8.50% | +0.30 | 139.81 | 43.41% | 45.03% | 23.07% |
| 2024-01 | +0.41% | +39.34% | 0.01% | +0.48% | 0.41 | 8.47% | +0.61 | 136.37 | 42.04% | 44.89% | 22.32% |
| 2023-12 | +2.82% | +38.77% | 0.01% | +0.36% | 0.45 | 8.56% | +0.59 | 135.21 | 42.46% | 45.54% | 22.52% |
| 2023-11 | +3.84% | +34.97% | 0.01% | +0.48% | 0.31 | 8.66% | +0.98 | 130.92 | 41.09% | 45.26% | 21.38% |
| 2023-10 | -3.36% | +29.98% | 0.01% | +0.36% | 0.17 | 8.52% | +0.82 | 125.14 | 41.54% | 49.14% | 20.80% |
| 2023-09 | -1.29% | +34.50% | 0.01% | +0.24% | 0.32 | 8.42% | +0.93 | 128.64 | 42.16% | 46.60% | 20.86% |
| 2023-08 | -0.33% | +36.25% | 0.01% | +0.12% | 0.40 | 8.39% | +0.53 | 129.40 | 43.17% | 47.31% | 21.96% |
| 2023-07 | +2.83% | +36.71% | 0.01% | +0.12% | 0.45 | 8.39% | +0.75 | 129.29 | 43.10% | 44.66% | 22.01% |
| 2023-06 | +1.67% | +32.94% | 0.01% | +0.00% | 0.37 | 8.33% | +0.96 | 125.00 | 42.50% | 40.78% | 21.34% |
| 2023-05 | +0.75% | +30.76% | 0.01% | -0.12% | 0.32 | 8.31% | +1.11 | 122.01 | 42.16% | 43.37% | 20.00% |
| 2023-04 | +1.76% | +29.79% | 0.01% | -0.24% | 0.30 | 8.31% | +1.03 | 120.01 | 42.12% | 43.84% | 20.03% |
| 2023-03 | -0.05% | +27.54% | 0.01% | -0.48% | 0.26 | 8.28% | +0.96 | 116.92 | 42.32% | 44.12% | 19.36% |
| 2023-02 | -1.95% | +27.60% | 0.01% | -0.12% | 0.27 | 8.29% | +1.09 | 116.01 | 42.38% | 44.36% | 19.10% |
| 2023-01 | +2.49% | +30.14% | 0.01% | +0.00% | 0.36 | 8.25% | +1.14 | 117.23 | 42.56% | 42.38% | 18.99% |
| 2022-12 | -2.13% | +26.98% | 0.01% | -0.12% | 0.29 | 8.20% | +1.06 | 113.27 | 42.96% | 41.95% | 17.59% |
| 2022-11 | +1.04% | +29.74% | 0.01% | +0.12% | 0.41 | 8.13% | +1.07 | 114.65 | 43.71% | 41.33% | 17.93% |
| 2022-10 | +1.92% | +28.41% | 0.01% | -0.24% | 0.39 | 8.13% | +0.90 | 112.42 | 45.02% | 41.59% | 17.84% |
| 2022-09 | -4.26% | +25.99% | 0.01% | -0.12% | 0.33 | 8.10% | +1.10 | 109.41 | 43.60% | 40.43% | 16.86% |
| 2022-08 | -0.92% | +31.60% | 0.01% | -0.12% | 0.56 | 7.83% | +1.06 | 113.15 | 44.25% | 39.43% | 18.54% |
| 2022-07 | +3.19% | +32.82% | 0.01% | -0.36% | 0.61 | 7.80% | +1.06 | 113.16 | 43.35% | 39.32% | 18.33% |
| 2022-06 | -2.65% | +28.71% | 0.01% | -0.36% | 0.51 | 7.71% | +1.02 | 108.62 | 44.15% | 40.32% | 16.07% |
| 2022-05 | -2.96% | +32.22% | 0.01% | +0.00% | 0.64 | 7.60% | +1.07 | 110.50 | 45.82% | 41.32% | 17.95% |
| 2022-04 | -1.68% | +36.25% | 0.01% | -0.12% | 0.82 | 7.45% | +1.08 | 112.76 | 45.71% | 39.87% | 17.99% |
| 2022-03 | +0.36% | +38.58% | 0.01% | +0.00% | 0.93 | 7.39% | +0.81 | 113.60 | 48.67% | 41.02% | 20.35% |
| 2022-02 | -0.76% | +38.08% | 0.01% | +0.00% | 0.93 | 7.39% | +0.87 | 112.39 | 49.21% | 41.71% | 20.55% |
| 2022-01 | -1.60% | +39.14% | 0.01% | +0.00% | 0.98 | 7.36% | +0.96 | 112.37 | 48.46% | 41.27% | 21.26% |
| 2021-12 | +1.64% | +41.40% | 0.00% | — | — | — | +1.04 | 113.24 | 45.14% | 38.53% | 21.79% |
| 2021-11 | -0.04% | +39.12% | 0.00% | — | — | — | +1.71 | 110.36 | 43.62% | 38.21% | 21.72% |
| 2021-10 | +2.04% | +39.17% | 0.00% | — | — | — | +0.57 | 108.71 | 41.67% | 37.80% | 22.70% |
| 2021-09 | -0.22% | +36.39% | 0.00% | — | — | — | +0.56 | 57.49 | 43.40% | 39.17% | 23.20% |
| 2021-08 | +1.28% | +36.69% | 0.00% | — | — | — | +0.55 | 57.05 | 43.52% | 39.46% | 23.70% |
| 2021-07 | -0.21% | +34.96% | 0.00% | — | — | — | +0.63 | 55.78 | 43.35% | 39.69% | 24.08% |
| 2021-06 | +0.49% | +35.25% | 0.00% | — | — | — | +0.53 | 55.26 | 44.75% | 40.19% | 24.85% |
| 2021-05 | +1.38% | +34.59% | 0.00% | — | — | — | +0.62 | 54.46 | 44.31% | 38.40% | 24.50% |
| 2021-04 | +1.82% | +32.76% | 0.00% | — | — | — | +0.64 | 53.09 | 43.68% | 37.45% | 25.81% |
| 2021-03 | +2.11% | +30.38% | 0.00% | — | — | — | +0.63 | 51.51 | 41.95% | 36.44% | 24.87% |
| 2021-02 | +0.79% | +27.69% | 0.00% | — | — | — | +0.62 | 49.83 | 43.65% | 38.61% | 25.81% |
| 2021-01 | +1.30% | +26.69% | 0.00% | — | — | — | +0.61 | 48.83 | 42.72% | 38.17% | 25.50% |
| 2020-12 | +2.32% | +25.06% | 0.00% | — | — | — | +0.63 | 47.61 | 41.84% | 37.26% | 24.74% |
| 2020-11 | +5.22% | +22.23% | 0.00% | — | — | — | +0.65 | 45.91 | 40.47% | 37.33% | 24.90% |
| 2020-10 | +0.32% | +16.16% | 0.00% | — | — | — | +0.64 | 43.00 | 38.40% | 35.79% | 23.91% |
| 2020-09 | -1.17% | +15.79% | 0.00% | — | — | — | +0.68 | 42.23 | 38.03% | 35.73% | 24.58% |
| 2020-08 | +3.00% | +17.16% | 0.00% | — | — | — | +0.70 | 42.05 | 38.10% | 35.15% | 24.64% |
| 2020-07 | +2.66% | +13.75% | 0.00% | — | — | — | +0.66 | 40.14 | 37.44% | 35.48% | 24.64% |
| 2020-06 | -0.83% | +10.80% | 0.00% | — | — | — | +0.68 | 38.47 | 36.55% | 34.70% | 24.51% |
| 2020-05 | +1.27% | +11.73% | 0.00% | — | — | — | +0.68 | 38.12 | 36.46% | 33.39% | 23.56% |
| 2020-04 | +5.75% | +10.33% | 0.00% | — | — | — | +0.68 | 36.97 | 34.22% | 30.08% | 22.50% |
| 2020-03 | -10.55% | +4.33% | 0.00% | — | — | — | +0.66 | 34.31 | 33.87% | 31.13% | 21.04% |
| 2020-02 | -2.39% | +16.64% | 0.00% | — | — | — | +0.68 | 37.55 | 35.85% | 31.53% | 19.76% |
| 2020-01 | +0.18% | +19.49% | 0.00% | — | — | — | +0.68 | 37.80 | 37.06% | 31.96% | 21.24% |
| 2019-12 | +1.18% | +19.28% | 0.00% | — | — | — | +0.69 | 37.06 | 37.16% | 32.60% | 21.45% |
| 2019-11 | +1.00% | +17.89% | 0.00% | — | — | — | +0.68 | 35.94 | 36.31% | 30.05% | 20.76% |
| 2019-10 | +1.53% | +16.72% | 0.00% | — | — | — | +0.68 | 34.91 | 36.12% | 30.36% | 20.25% |
| 2019-09 | +1.70% | +14.96% | 0.00% | — | — | — | +0.69 | 33.71 | 35.57% | 30.17% | 19.58% |
| 2019-08 | -0.56% | +13.04% | 0.00% | — | — | — | +0.67 | 32.47 | 35.20% | 30.37% | 19.43% |
| 2019-07 | +0.87% | +13.68% | 0.00% | — | — | — | +1.43 | 31.97 | 35.22% | 30.12% | 20.05% |
| 2019-06 | +2.14% | +12.69% | 0.00% | — | — | — | +0.72 | 30.27 | 35.18% | 30.00% | 19.76% |
| 2019-05 | -1.59% | +10.33% | 0.00% | — | — | — | +1.44 | 28.93 | 35.02% | 29.76% | 18.80% |
| 2019-04 | +1.76% | +12.12% | 0.00% | — | — | — | +0.72 | 27.94 | 35.83% | 30.99% | 20.47% |
| 2019-03 | +0.69% | +10.18% | 0.00% | — | — | — | +0.71 | 26.74 | 35.53% | 31.68% | 19.78% |
| 2019-02 | +1.30% | +9.42% | 0.00% | — | — | — | +1.43 | 25.85 | 35.78% | 32.15% | 19.69% |
| 2019-01 | +3.23% | +8.02% | 0.00% | — | — | — | +0.74 | 24.11 | 35.88% | 31.61% | 19.87% |
| 2018-12 | -3.34% | +4.64% | 0.00% | — | — | — | +0.71 | 22.63 | 35.26% | 31.15% | 18.25% |
| 2018-11 | +0.14% | +8.25% | 0.00% | — | — | — | +0.69 | 22.68 | 35.67% | 31.70% | 19.62% |
| 2018-10 | -1.98% | +8.10% | 0.00% | — | — | — | +1.43 | 21.95 | 35.67% | 31.66% | 19.77% |
| 2018-09 | +0.14% | +10.29% | 0.00% | — | — | — | +0.73 | 20.94 | 35.91% | 30.61% | 19.96% |
| 2018-08 | +1.18% | +10.13% | 0.00% | — | — | — | +0.73 | 20.18 | 35.43% | 30.62% | 20.07% |
| 2018-07 | +1.20% | +8.85% | 0.00% | — | — | — | +0.73 | 19.22 | 35.02% | 30.96% | 22.16% |
| 2018-06 | -0.06% | +7.56% | 0.00% | — | — | — | +0.71 | 18.27 | 35.96% | 30.76% | 21.73% |
| 2018-05 | +0.04% | +7.62% | 0.00% | — | — | — | +0.73 | 17.57 | 33.47% | 29.71% | 21.51% |
| 2018-04 | +0.81% | +7.58% | 0.00% | — | — | — | +0.73 | 16.83 | 33.93% | 30.12% | 21.69% |
| 2018-03 | -0.39% | +6.71% | 0.00% | — | — | — | +0.73 | 15.97 | 33.75% | 30.12% | 21.16% |
| 2018-02 | -1.13% | +7.13% | 0.00% | — | — | — | +0.73 | 15.30 | 34.97% | 31.31% | 20.98% |
| 2018-01 | +1.18% | +8.36% | 0.00% | — | — | — | +0.73 | 14.74 | 35.48% | 32.02% | 21.57% |
| 2017-12 | +0.92% | +7.09% | — | — | — | — | +0.73 | 13.84 | 35.19% | 31.07% | 21.10% |
| 2017-11 | +0.82% | +6.12% | — | — | — | — | +0.73 | 12.98 | 35.21% | 31.12% | 20.49% |
| 2017-10 | +1.02% | +5.25% | — | — | — | — | +0.74 | 12.15 | 34.90% | 31.44% | 29.63% |
| 2017-09 | +0.53% | +4.19% | — | — | — | — | +0.77 | 11.30 | 34.60% | 30.80% | 19.47% |
| 2017-08 | +0.16% | +3.64% | — | — | — | — | +0.74 | 10.46 | 34.61% | 30.98% | 19.31% |
| 2017-07 | +1.31% | +3.48% | — | — | — | — | +0.77 | 9.71 | 34.60% | 31.10% | 19.57% |
| 2017-06 | -0.65% | +2.14% | — | — | — | — | +2.15 | 8.82 | 34.58% | 30.84% | 19.73% |
| 2017-05 | +1.13% | +2.81% | — | — | — | — | +1.89 | 6.73 | 33.43% | 29.27% | 18.87% |
| 2017-04 | +1.07% | +1.66% | — | — | — | — | +0.75 | 4.77 | 33.75% | 29.35% | 18.66% |
| 2017-03 | +0.28% | +0.58% | — | — | — | — | +2.46 | 3.97 | 28.97% | 25.19% | 16.12% |
| 2017-02 | +0.30% | +0.30% | — | — | — | — | +1.06 | 1.51 | 33.11% | 29.80% | 19.21% |
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.