חודשים בטווח
112
הפניקס חיסכון לילד - חוסכים המעדיפים סיכון מוגבר
נתונים היסטוריים מלאים עבור הפניקס חיסכון לילד - חוסכים המעדיפים סיכון מוגבר, 112 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 11311 | שם קרן: הפניקס חיסכון לילד - חוסכים המעדיפים סיכון מוגבר | 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 גבוה.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על הפניקס חיסכון לילד - חוסכים המעדיפים סיכון מוגבר ישירות למייל.
תשואה חודשית אחרונה
+3.09%
תשואה מצטברת מההתחלה
+180.94%
| 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 | +3.09% | +180.94% | 0.01% | +0.12% | 1.26 | 10.91% | +8.52 | 562.26 | 94.08% | 53.08% | 23.40% |
| 2026-04 | +7.55% | +172.52% | 0.01% | -0.96% | 1.21 | 10.88% | +8.33 | 537.05 | 95.58% | 53.99% | 23.37% |
| 2026-03 | -4.02% | +153.39% | 0.01% | -1.20% | 1.08 | 10.52% | +8.48 | 491.59 | 97.84% | 55.21% | 23.22% |
| 2026-02 | +1.23% | +164.00% | 0.01% | -1.20% | 1.34 | 10.33% | +7.66 | 503.63 | 95.21% | 55.69% | 23.37% |
| 2026-01 | +4.34% | +160.79% | 0.01% | -0.84% | 1.33 | 10.33% | +8.00 | 490.02 | 96.16% | 55.69% | 23.53% |
| 2025-12 | +1.94% | +149.94% | 0.01% | -0.96% | 1.24 | 10.24% | +8.12 | 461.93 | 94.97% | 56.59% | 23.59% |
| 2025-11 | +1.38% | +145.19% | 0.01% | -0.72% | 1.23 | 10.30% | +7.77 | 445.17 | 91.47% | 55.24% | 24.39% |
| 2025-10 | +2.30% | +141.85% | 0.01% | -0.60% | 1.26 | 10.94% | +6.75 | 431.29 | 93.07% | 58.27% | 24.14% |
| 2025-09 | +3.67% | +136.41% | 0.01% | -1.08% | 1.20 | 10.95% | +6.90 | 414.92 | 94.57% | 57.95% | 24.69% |
| 2025-08 | +0.94% | +128.04% | 0.01% | -1.08% | 1.07 | 11.05% | +7.22 | 393.36 | 92.08% | 56.39% | 23.30% |
| 2025-07 | +1.84% | +125.92% | 0.01% | -1.08% | 1.10 | 11.12% | +7.94 | 382.53 | 93.77% | 59.90% | 25.29% |
| 2025-06 | +5.26% | +121.84% | 0.01% | -1.08% | 1.10 | 11.21% | +6.30 | 367.80 | 90.32% | 54.77% | 25.07% |
| 2025-05 | +5.00% | +110.75% | 0.01% | +0.00% | 0.96 | 11.09% | +6.58 | 343.27 | 91.41% | 57.47% | 26.75% |
| 2025-04 | +1.04% | +100.72% | 0.01% | +0.12% | 0.86 | 10.95% | +5.91 | 320.64 | 93.51% | 61.02% | 27.29% |
| 2025-03 | -2.45% | +98.65% | 0.01% | +0.36% | 0.91 | 11.55% | +6.47 | 311.31 | 95.10% | 62.03% | 27.91% |
| 2025-02 | -0.56% | +103.64% | 0.01% | +0.24% | 0.79 | 13.61% | +5.67 | 285.94 | 93.19% | 60.10% | 29.30% |
| 2025-01 | +2.55% | +104.79% | 0.01% | +0.36% | 0.76 | 13.99% | +6.04 | 281.96 | 99.79% | 67.00% | 30.29% |
| 2024-12 | +1.24% | +99.69% | 0.01% | +0.24% | 0.71 | 13.97% | +5.73 | 269.06 | 95.15% | 60.79% | 30.22% |
| 2024-11 | +2.79% | +97.25% | 0.01% | +0.48% | 0.71 | 13.97% | +3.89 | 260.13 | 91.32% | 23.41% | 25.34% |
| 2024-10 | +0.37% | +91.89% | 0.01% | +0.72% | 0.67 | 13.97% | +3.52 | 249.30 | 92.11% | 61.58% | 24.81% |
| 2024-09 | +2.88% | +91.19% | 0.01% | +0.60% | 0.70 | 13.99% | +3.86 | 244.90 | 93.31% | 62.92% | 26.04% |
| 2024-08 | +1.12% | +85.84% | 0.01% | — | 0.64 | 13.99% | +3.67 | 234.17 | 94.04% | 61.92% | 25.99% |
| 2024-07 | +1.12% | +83.78% | 0.01% | +0.72% | 0.62 | 14.05% | +4.21 | 227.94 | 89.31% | 60.15% | 25.14% |
| 2024-06 | +2.05% | +81.74% | 0.01% | +1.20% | 0.62 | 14.05% | +3.69 | 221.26 | 92.23% | 62.77% | 24.80% |
| 2024-05 | +2.34% | +78.09% | 0.01% | +0.84% | 0.61 | 14.10% | +4.31 | 213.18 | 91.71% | 61.06% | 24.29% |
| 2024-04 | -2.65% | +74.02% | 0.01% | +0.36% | 0.53 | 14.22% | +3.46 | 204.11 | 92.57% | 61.43% | 23.87% |
| 2024-03 | +3.51% | +78.76% | 0.01% | +0.24% | 0.65 | 14.18% | +3.29 | 206.08 | 94.50% | 62.73% | 24.72% |
| 2024-02 | +4.74% | +72.69% | 0.01% | +0.36% | 0.58 | 14.12% | +3.97 | 195.88 | 95.92% | 63.29% | 25.64% |
| 2024-01 | +0.11% | +64.88% | 0.01% | +0.36% | 0.49 | 14.02% | +3.52 | 183.17 | 97.22% | 65.28% | 25.94% |
| 2023-12 | +4.06% | +64.70% | 0.01% | +0.24% | 0.55 | 14.21% | +3.37 | 179.47 | 94.66% | 64.41% | 27.60% |
| 2023-11 | +5.95% | +58.27% | 0.01% | +0.36% | 0.40 | 14.60% | +2.51 | 169.21 | 96.30% | 66.21% | 28.36% |
| 2023-10 | -4.48% | +49.38% | 0.01% | +0.00% | 0.28 | 14.40% | +3.03 | 157.33 | 93.62% | 64.59% | 27.34% |
| 2023-09 | -2.32% | +56.39% | 0.01% | -0.72% | 0.38 | 14.42% | +3.14 | 161.56 | 90.73% | 63.39% | 25.93% |
| 2023-08 | -1.20% | +60.10% | 0.01% | -0.84% | 0.45 | 14.37% | +2.92 | 162.23 | 95.64% | 63.77% | 27.02% |
| 2023-07 | +5.01% | +62.05% | 0.01% | -0.60% | 0.52 | 14.38% | +2.89 | 161.18 | 96.69% | 65.21% | 26.36% |
| 2023-06 | +3.37% | +54.32% | 0.01% | -0.60% | 0.44 | 14.30% | +2.92 | 150.69 | 98.87% | 67.15% | 26.74% |
| 2023-05 | +0.92% | +49.29% | 0.01% | -0.96% | 0.37 | 14.26% | +2.57 | 142.98 | 98.71% | 66.36% | 26.09% |
| 2023-04 | +2.56% | +47.93% | 0.01% | -1.20% | 0.37 | 14.26% | +2.70 | 139.14 | 98.33% | 65.82% | 27.13% |
| 2023-03 | +0.91% | +44.23% | 0.01% | -1.32% | 0.33 | 14.25% | +2.37 | 133.02 | 98.78% | 66.24% | 26.47% |
| 2023-02 | -2.12% | +42.93% | 0.01% | -1.56% | 0.30 | 14.33% | +2.14 | 129.45 | 98.86% | 66.10% | 22.41% |
| 2023-01 | +4.19% | +46.03% | 0.01% | -1.68% | 0.34 | 14.38% | +2.20 | 130.12 | 97.00% | 63.54% | 24.95% |
| 2022-12 | -3.90% | +40.16% | 0.00% | -1.80% | 0.27 | 14.35% | +1.73 | 122.76 | 102.75% | 67.26% | 24.32% |
| 2022-11 | +2.21% | +45.84% | 0.00% | -1.56% | 0.39 | 14.21% | +1.47 | 125.92 | 98.93% | 63.34% | 24.81% |
| 2022-10 | +3.85% | +42.69% | 0.00% | -2.16% | 0.36 | 14.20% | +1.50 | 121.75 | 98.64% | 60.90% | 23.78% |
| 2022-09 | -7.65% | +37.40% | 0.00% | -1.92% | 0.29 | 14.15% | +1.39 | 115.75 | 99.86% | 62.01% | 23.02% |
| 2022-08 | -1.34% | +48.78% | 0.00% | -1.56% | 0.52 | 13.66% | +1.45 | 123.91 | 99.02% | 60.76% | 22.29% |
| 2022-07 | +6.24% | +50.80% | 0.00% | -1.80% | 0.56 | 13.65% | +1.48 | 124.17 | 89.06% | 51.65% | 22.19% |
| 2022-06 | -5.56% | +41.95% | 0.00% | -1.92% | 0.44 | 13.42% | +1.46 | 115.45 | 87.91% | 50.81% | 22.05% |
| 2022-05 | -4.28% | +50.30% | 0.00% | -1.32% | 0.60 | 13.14% | +1.47 | 120.68 | 98.40% | 62.84% | 23.48% |
| 2022-04 | -2.42% | +57.02% | 0.00% | -1.44% | 0.75 | 12.95% | +1.45 | 124.50 | 96.84% | 66.31% | 27.06% |
| 2022-03 | +1.55% | +60.92% | 0.00% | -1.20% | 0.84 | 12.87% | +1.84 | 126.13 | 98.97% | 68.83% | 26.17% |
| 2022-02 | -1.04% | +58.46% | 0.00% | -1.32% | 0.81 | 12.88% | +1.55 | 122.37 | 97.94% | 66.85% | 26.89% |
| 2022-01 | -3.33% | +60.13% | 0.00% | -0.60% | 0.86 | 12.85% | +1.39 | 122.11 | 98.81% | 69.00% | 27.36% |
| 2021-12 | +4.02% | +65.64% | 0.00% | — | — | — | +1.19 | 124.90 | 98.45% | 69.63% | 27.64% |
| 2021-11 | -0.88% | +59.24% | 0.00% | — | — | — | +1.98 | 118.87 | 98.27% | 70.20% | 26.83% |
| 2021-10 | +3.76% | +60.65% | 0.00% | — | — | — | +0.82 | 117.97 | 98.08% | 70.72% | 27.82% |
| 2021-09 | -0.86% | +54.83% | 0.00% | — | — | — | +0.74 | 64.16 | 98.63% | 67.39% | 26.04% |
| 2021-08 | +2.23% | +56.18% | 0.00% | — | — | — | +0.84 | 63.98 | 98.48% | 68.19% | 26.43% |
| 2021-07 | +0.46% | +52.77% | 0.00% | — | — | — | +0.82 | 61.75 | 97.80% | 67.79% | 27.53% |
| 2021-06 | +0.78% | +52.07% | 0.00% | — | — | — | +0.78 | 60.64 | 98.47% | 68.27% | 27.16% |
| 2021-05 | +1.63% | +50.89% | 0.00% | — | — | — | +0.72 | 59.38 | 98.05% | 66.27% | 28.36% |
| 2021-04 | +3.30% | +48.47% | 0.00% | — | — | — | +0.68 | 57.70 | 98.28% | 66.90% | 28.20% |
| 2021-03 | +3.52% | +43.73% | 0.00% | — | — | — | +0.76 | 55.20 | 97.08% | 66.47% | 26.12% |
| 2021-02 | +0.82% | +38.84% | 0.00% | — | — | — | +0.69 | 52.58 | 98.61% | 68.43% | 26.89% |
| 2021-01 | +1.95% | +37.71% | 0.00% | — | — | — | +0.77 | 51.49 | 97.46% | 67.70% | 26.35% |
| 2020-12 | +3.68% | +35.08% | 0.00% | — | — | — | +0.76 | 49.77 | 97.75% | 66.95% | 28.51% |
| 2020-11 | +9.36% | +30.28% | 0.00% | — | — | — | +0.72 | 47.27 | 97.10% | 66.26% | 27.06% |
| 2020-10 | -0.22% | +19.13% | 0.00% | — | — | — | +0.71 | 42.55 | 97.49% | 67.59% | 27.54% |
| 2020-09 | -3.11% | +19.40% | 0.00% | — | — | — | +0.73 | 41.95 | 97.04% | 66.36% | 29.58% |
| 2020-08 | +3.87% | +23.23% | 0.00% | — | — | — | +0.74 | 42.56 | 96.66% | 64.19% | 28.08% |
| 2020-07 | +4.27% | +18.64% | 0.00% | — | — | — | +0.75 | 40.26 | 96.80% | 65.97% | 27.67% |
| 2020-06 | -0.84% | +13.78% | 0.00% | — | — | — | +0.75 | 37.90 | 96.52% | 66.52% | 27.92% |
| 2020-05 | +2.10% | +14.74% | 0.00% | — | — | — | +0.78 | 37.47 | 96.48% | 65.20% | 27.52% |
| 2020-04 | +9.20% | +12.38% | 0.00% | — | — | — | +0.68 | 35.96 | 96.66% | 63.52% | 25.64% |
| 2020-03 | -15.32% | +2.91% | 0.00% | — | — | — | +0.76 | 32.27 | 95.94% | 63.43% | 26.34% |
| 2020-02 | -6.43% | +21.53% | 0.00% | — | — | — | +0.73 | 37.10 | 97.25% | 62.16% | 27.25% |
| 2020-01 | +0.76% | +29.88% | 0.00% | — | — | — | +0.77 | 38.94 | 96.30% | 57.45% | 27.56% |
| 2019-12 | +1.30% | +28.91% | 0.00% | — | — | — | +0.72 | 37.90 | 96.94% | 59.97% | 27.68% |
| 2019-11 | +2.61% | +27.25% | 0.00% | — | — | — | +0.74 | 36.70 | 96.87% | 61.39% | 27.96% |
| 2019-10 | +2.70% | +24.01% | 0.00% | — | — | — | +0.73 | 35.04 | 97.17% | 62.07% | 28.74% |
| 2019-09 | +2.75% | +20.75% | 0.00% | — | — | — | +0.72 | 33.41 | 96.95% | 62.05% | 27.75% |
| 2019-08 | -2.24% | +17.52% | 0.00% | — | — | — | +0.71 | 31.82 | 96.92% | 61.16% | 27.06% |
| 2019-07 | +0.87% | +20.21% | 0.00% | — | — | — | +1.45 | 31.82 | 96.70% | 61.22% | 30.52% |
| 2019-06 | +3.71% | +19.18% | 0.00% | — | — | — | +0.72 | 30.10 | 95.75% | 60.60% | 24.39% |
| 2019-05 | -3.57% | +14.91% | 0.00% | — | — | — | +1.46 | 28.33 | 96.08% | 60.61% | 24.07% |
| 2019-04 | +3.05% | +19.17% | 0.00% | — | — | — | +0.72 | 27.87 | 96.16% | 61.36% | 23.82% |
| 2019-03 | +0.56% | +15.64% | 0.00% | — | — | — | +0.75 | 26.34 | 96.55% | 63.02% | 24.56% |
| 2019-02 | +1.87% | +15.00% | 0.00% | — | — | — | +1.43 | 25.45 | 95.87% | 62.16% | 23.06% |
| 2019-01 | +6.00% | +12.89% | 0.00% | — | — | — | +0.74 | 23.59 | 95.93% | 61.81% | 23.78% |
| 2018-12 | -7.45% | +6.50% | 0.00% | — | — | — | +0.72 | 21.54 | 94.99% | 58.17% | 23.77% |
| 2018-11 | +1.36% | +15.07% | 0.00% | — | — | — | +0.73 | 22.51 | 95.87% | 58.60% | 25.19% |
| 2018-10 | -4.74% | +13.53% | 0.00% | — | — | — | +1.38 | 21.47 | 95.44% | 58.41% | 24.36% |
| 2018-09 | -0.04% | +19.17% | 0.00% | — | — | — | +0.73 | 21.09 | 93.93% | 57.66% | 24.42% |
| 2018-08 | +2.96% | +19.22% | 0.00% | — | — | — | +0.71 | 20.37 | 94.50% | 57.54% | 24.55% |
| 2018-07 | +3.37% | +15.79% | 0.00% | — | — | — | +0.72 | 19.08 | 96.65% | 61.53% | 24.69% |
| 2018-06 | -0.62% | +12.02% | 0.00% | — | — | — | +0.72 | 17.76 | 95.83% | 60.25% | 22.86% |
| 2018-05 | +1.51% | +12.72% | 0.00% | — | — | — | +0.72 | 17.15 | 95.80% | 60.29% | 21.22% |
| 2018-04 | +1.88% | +11.04% | 0.00% | — | — | — | +0.72 | 16.19 | 96.73% | 61.21% | 21.25% |
| 2018-03 | -3.02% | +8.99% | 0.00% | — | — | — | +0.72 | 15.19 | 95.79% | 60.57% | 21.26% |
| 2018-02 | -3.14% | +12.39% | 0.00% | — | — | — | +0.73 | 14.93 | 95.58% | 60.35% | 20.16% |
| 2018-01 | +3.53% | +16.03% | 0.00% | — | — | — | +0.73 | 14.66 | 94.75% | 60.37% | 23.33% |
| 2017-12 | +1.18% | +12.07% | — | — | — | — | +0.72 | 13.46 | 95.10% | 72.51% | 1.93% |
| 2017-11 | +1.56% | +10.77% | — | — | — | — | +0.72 | 12.58 | 94.91% | 72.81% | 7.79% |
| 2017-10 | +2.43% | +9.07% | — | — | — | — | +0.72 | 11.67 | 95.03% | 72.32% | 15.42% |
| 2017-09 | +1.60% | +6.48% | — | — | — | — | +0.72 | 10.68 | 95.22% | 72.47% | 10.39% |
| 2017-08 | -1.00% | +4.80% | — | — | — | — | +0.73 | 9.79 | 94.89% | 72.11% | 9.60% |
| 2017-07 | +1.82% | +5.86% | — | — | — | — | +0.73 | 9.15 | 94.97% | 72.35% | 15.63% |
| 2017-06 | -0.54% | +3.97% | — | — | — | — | +1.96 | 8.26 | 94.92% | 72.40% | 16.46% |
| 2017-05 | +1.54% | +4.53% | — | — | — | — | +1.78 | 6.35 | 94.80% | 69.61% | 14.80% |
| 2017-04 | +1.62% | +2.95% | — | — | — | — | +0.74 | 4.48 | 94.42% | 70.76% | 16.74% |
| 2017-03 | -0.27% | +1.31% | — | — | — | — | +2.28 | 3.68 | 80.43% | 59.51% | 13.86% |
| 2017-02 | +1.58% | +1.58% | — | — | — | — | +0.96 | 1.41 | 95.04% | 66.67% | 12.06% |
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.