חודשים בטווח
125
הפניקס פנסיה משלימה - מסלול לבני 50 ומטה
נתונים היסטוריים מלאים עבור הפניקס פנסיה משלימה - מסלול לבני 50 ומטה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7234 | שם קרן: הפניקס פנסיה משלימה - מסלול לבני 50 ומטה | סיווג קרן: קרנות כלליות | חברה שולטת: הפניקס אחזקות בע"מ | חברה מנהלת: הפניקס פנסיה וגמל בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.
למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על הפניקס פנסיה משלימה - מסלול לבני 50 ומטה ישירות למייל.
תשואה חודשית אחרונה
+2.01%
תשואה מצטברת מההתחלה
+121.58%
| 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 | +2.01% | +121.58% | 0.13% | -0.24% | 1.12 | 7.00% | +11.19 | 3151.95 | 55.86% | 51.07% | 24.48% |
| 2026-04 | +4.55% | +117.21% | 0.13% | -0.72% | 1.07 | 7.00% | -0.21 | 3098.58 | 55.12% | 50.52% | 23.90% |
| 2026-03 | -3.03% | +107.76% | 0.13% | -0.84% | 0.94 | 6.79% | +25.20 | 2949.92 | 54.62% | 51.53% | 22.71% |
| 2026-02 | +0.68% | +114.25% | 0.13% | -0.60% | 1.24 | 6.62% | +8.48 | 3049.34 | 54.99% | 49.78% | 24.42% |
| 2026-01 | +2.55% | +112.80% | 0.13% | -0.36% | 1.25 | 6.65% | +12.57 | 3017.66 | 54.67% | 48.17% | 24.25% |
| 2025-12 | +1.37% | +107.51% | 0.14% | -0.48% | 1.17 | 6.58% | +3.32 | 2905.71 | 54.40% | 48.15% | 24.81% |
| 2025-11 | +1.37% | +104.71% | 0.14% | -0.24% | 1.16 | 6.62% | +8.68 | 2845.84 | 55.66% | 47.97% | 25.72% |
| 2025-10 | +1.50% | +101.94% | 0.14% | -0.24% | 1.17 | 7.00% | +3.08 | 2830.28 | 54.83% | 46.76% | 25.98% |
| 2025-09 | +2.18% | +98.96% | 0.14% | -0.36% | 1.13 | 7.00% | +5.69 | 2752.41 | 54.32% | 47.97% | 26.72% |
| 2025-08 | +1.15% | +94.71% | 0.14% | +0.00% | 1.03 | 7.03% | +7.12 | 2692.40 | 54.47% | 47.98% | 25.86% |
| 2025-07 | +1.30% | +92.50% | 0.14% | +0.00% | 1.04 | 7.10% | +2.28 | 2647.25 | 55.67% | 48.76% | 25.89% |
| 2025-06 | +3.91% | +90.03% | 0.14% | -0.12% | 1.04 | 7.14% | +14.26 | 2625.18 | 54.43% | 47.87% | 25.38% |
| 2025-05 | +2.56% | +82.88% | 0.14% | +0.60% | 0.89 | 7.03% | -3.12 | 2522.50 | 54.89% | 49.84% | 25.42% |
| 2025-04 | +1.01% | +78.31% | 0.14% | +0.60% | 0.81 | 7.00% | +8.54 | 2457.00 | 53.03% | 49.93% | 24.23% |
| 2025-03 | -1.89% | +76.53% | 0.14% | +0.72% | 0.85 | 7.38% | +18.10 | 2405.76 | 54.03% | 50.86% | 22.68% |
| 2025-02 | +0.41% | +79.93% | 0.14% | +0.60% | 0.73 | 8.90% | -35.20 | 2456.83 | 53.72% | 48.19% | 23.65% |
| 2025-01 | +1.38% | +79.20% | 0.14% | +0.96% | 0.70 | 9.01% | -16.27 | 2449.95 | 54.27% | 48.52% | 24.27% |
| 2024-12 | +0.99% | +76.76% | 0.16% | +0.72% | 0.66 | 9.01% | -3.72 | 2420.30 | 53.17% | 49.31% | 24.41% |
| 2024-11 | +2.81% | +75.02% | 0.16% | +0.96% | 0.66 | 9.01% | +3.98 | 2419.54 | 52.00% | 41.22% | 25.55% |
| 2024-10 | +0.58% | +70.24% | 0.16% | +0.84% | 0.58 | 8.97% | -1.45 | 2307.09 | 53.32% | 50.30% | 26.28% |
| 2024-09 | +1.87% | +69.26% | 0.16% | +0.72% | 0.60 | 8.97% | +12.19 | 2286.68 | 53.36% | 52.01% | 25.96% |
| 2024-08 | +1.31% | +66.15% | 0.16% | — | 0.52 | 8.97% | +71.15 | 2262.67 | 51.88% | 49.90% | 25.73% |
| 2024-07 | +1.50% | +64.00% | 0.16% | +0.84% | 0.52 | 8.97% | +4.28 | 2212.55 | 52.65% | 51.52% | 27.16% |
| 2024-06 | +0.41% | +61.58% | 0.16% | +0.96% | 0.49 | 8.97% | +15.76 | 2163.10 | 52.61% | 52.41% | 27.35% |
| 2024-05 | +1.46% | +60.92% | 0.16% | +0.84% | 0.52 | 9.01% | -3.86 | 2156.68 | 51.84% | 50.89% | 26.36% |
| 2024-04 | -1.69% | +58.60% | 0.16% | +0.72% | 0.45 | 9.08% | -19.40 | 2114.61 | 52.04% | 51.05% | 25.66% |
| 2024-03 | +2.58% | +61.33% | 0.16% | +0.60% | 0.57 | 9.04% | -20.69 | 2143.86 | 53.39% | 50.66% | 26.87% |
| 2024-02 | +2.58% | +57.27% | 0.16% | +0.60% | 0.50 | 8.97% | +4.32 | 2088.98 | 50.96% | 48.03% | 25.80% |
| 2024-01 | +0.31% | +53.32% | 0.16% | +0.60% | 0.43 | 8.94% | +14.49 | 2026.69 | 49.85% | 48.05% | 25.18% |
| 2023-12 | +3.19% | +52.84% | 0.18% | +0.48% | 0.47 | 9.04% | -10.70 | 2003.58 | 48.47% | 47.75% | 25.00% |
| 2023-11 | +4.29% | +48.12% | 0.18% | +0.60% | 0.33 | 9.11% | +32.34 | 1907.77 | 48.19% | 48.33% | 23.57% |
| 2023-10 | -3.87% | +42.03% | 0.18% | +0.36% | 0.19 | 8.94% | +41.80 | 1791.03 | 49.17% | 53.37% | 19.34% |
| 2023-09 | -1.48% | +47.74% | 0.18% | +0.24% | 0.35 | 8.80% | +28.93 | 1825.72 | 49.28% | 49.94% | 19.65% |
| 2023-08 | -0.53% | +49.96% | 0.18% | +0.36% | 0.44 | 8.76% | +52.17 | 1814.40 | 51.21% | 50.79% | 21.05% |
| 2023-07 | +2.71% | +50.76% | 0.18% | +0.24% | 0.49 | 8.76% | +37.28 | 1772.68 | 49.77% | 47.87% | 21.27% |
| 2023-06 | +2.15% | +46.78% | 0.18% | +0.24% | 0.42 | 8.69% | +40.98 | 1690.02 | 48.81% | 43.85% | 20.13% |
| 2023-05 | +0.53% | +43.69% | 0.18% | +0.00% | 0.36 | 8.66% | +48.24 | 1610.98 | 48.44% | 45.74% | 18.57% |
| 2023-04 | +1.20% | +42.94% | 0.18% | -0.12% | 0.35 | 8.66% | +52.06 | 1546.55 | 46.53% | 45.74% | 18.49% |
| 2023-03 | +0.42% | +41.24% | 0.18% | -0.12% | 0.33 | 8.66% | +56.12 | 1480.61 | 46.80% | 46.24% | 18.12% |
| 2023-02 | -2.04% | +40.65% | 0.18% | +0.12% | 0.33 | 8.69% | +40.71 | 1409.62 | 48.06% | 47.73% | 17.94% |
| 2023-01 | +2.53% | +43.58% | 0.18% | +0.24% | 0.41 | 8.63% | +25.57 | 1390.99 | 46.99% | 45.09% | 17.88% |
| 2022-12 | -2.08% | +40.04% | 0.28% | +0.12% | 0.35 | 8.59% | +54.65 | 1293.01 | 46.06% | 45.24% | 16.36% |
| 2022-11 | +1.29% | +43.01% | 0.28% | +0.36% | 0.46 | 8.52% | +50.32 | 1255.96 | 48.02% | 45.76% | 17.33% |
| 2022-10 | +2.48% | +41.19% | 0.28% | +0.00% | 0.44 | 8.52% | +51.54 | 1183.68 | 50.85% | 46.92% | 17.59% |
| 2022-09 | -4.77% | +37.77% | 0.28% | +0.00% | 0.36 | 8.49% | +46.88 | 1109.53 | 50.17% | 47.30% | 16.60% |
| 2022-08 | -0.95% | +44.68% | 0.28% | +0.24% | 0.60 | 8.14% | +51.48 | 1111.26 | 49.64% | 45.24% | 18.78% |
| 2022-07 | +3.32% | +46.06% | 0.28% | +0.00% | 0.66 | 8.11% | +48.78 | 1070.85 | 47.70% | 43.94% | 18.74% |
| 2022-06 | -2.93% | +41.37% | 0.28% | -0.12% | 0.55 | 8.04% | +38.63 | 983.82 | 48.12% | 43.78% | 15.74% |
| 2022-05 | -2.44% | +45.64% | 0.28% | +0.36% | 0.70 | 7.90% | +40.45 | 969.95 | 48.99% | 43.58% | 17.65% |
| 2022-04 | -2.15% | +49.28% | 0.28% | +0.12% | 0.84 | 7.79% | +29.10 | 959.34 | 48.68% | 41.33% | 17.49% |
| 2022-03 | +0.45% | +52.56% | 0.28% | +0.24% | 0.97 | 7.69% | +38.41 | 943.64 | 49.53% | 40.03% | 18.50% |
| 2022-02 | -0.72% | +51.88% | 0.28% | +0.36% | 0.96 | 7.69% | +28.59 | 897.57 | 51.01% | 40.12% | 19.12% |
| 2022-01 | -1.51% | +52.98% | 0.28% | +0.48% | 1.02 | 7.66% | +28.63 | 877.47 | 52.18% | 41.05% | 19.56% |
| 2021-12 | +2.16% | +55.32% | 0.33% | +0.72% | 1.11 | 7.59% | +23.16 | 856.18 | 51.88% | 40.59% | 21.37% |
| 2021-11 | -0.06% | +52.04% | 0.33% | +0.72% | 1.05 | 7.59% | +22.49 | 815.78 | 51.57% | 40.83% | 21.42% |
| 2021-10 | +2.54% | +52.13% | 0.33% | +0.72% | 1.07 | 7.59% | +26.21 | 791.86 | 51.17% | 41.63% | 23.10% |
| 2021-09 | -0.28% | +48.36% | 0.33% | +0.84% | 0.99 | 7.52% | +14.57 | 745.06 | 50.30% | 41.67% | 23.02% |
| 2021-08 | +1.58% | +48.78% | 0.33% | +0.84% | 1.00 | 7.52% | +24.81 | 730.95 | 50.11% | 41.59% | 23.53% |
| 2021-07 | -0.59% | +46.46% | 0.33% | +1.20% | 0.96 | 7.52% | +15.70 | 700.58 | 50.47% | 42.25% | 23.86% |
| 2021-06 | +0.52% | +47.33% | 0.33% | +1.32% | 1.02 | 7.55% | +13.15 | 681.69 | 51.65% | 43.22% | 25.08% |
| 2021-05 | +1.78% | +46.57% | 0.33% | +1.32% | 1.01 | 7.55% | +16.76 | 666.29 | 51.71% | 41.90% | 24.76% |
| 2021-04 | +1.87% | +44.01% | 0.33% | +1.32% | 0.96 | 7.55% | +14.24 | 638.95 | 51.36% | 41.31% | 25.43% |
| 2021-03 | +2.32% | +41.36% | 0.33% | +1.20% | 0.91 | 7.52% | +12.05 | 609.85 | 50.50% | 40.95% | 25.67% |
| 2021-02 | +0.92% | +38.16% | 0.33% | +1.32% | 0.85 | 7.52% | +10.59 | 586.47 | 49.92% | 41.44% | 25.58% |
| 2021-01 | +1.30% | +36.90% | 0.33% | +1.08% | 0.82 | 7.52% | +9.69 | 568.13 | 49.79% | 41.46% | 25.40% |
| 2020-12 | +2.52% | +35.14% | 0.46% | +1.20% | 0.76 | 7.55% | +12.70 | 554.95 | 46.43% | 39.17% | 24.69% |
| 2020-11 | +5.77% | +31.82% | 0.46% | — | — | — | +12.20 | 529.67 | 44.45% | 39.51% | 24.41% |
| 2020-10 | +0.14% | +24.63% | 0.46% | — | — | — | +11.86 | 481.35 | 44.96% | 40.26% | 26.07% |
| 2020-09 | -1.23% | +24.46% | 0.46% | — | — | — | +8.77 | 476.01 | 42.53% | 39.08% | 24.34% |
| 2020-08 | +3.31% | +26.00% | 0.46% | — | — | — | +11.73 | 470.99 | 42.51% | 38.73% | 24.49% |
| 2020-07 | +2.45% | +21.97% | 0.46% | — | — | — | +8.15 | 425.78 | 44.23% | 41.42% | 25.47% |
| 2020-06 | -0.68% | +19.05% | 0.46% | — | — | — | +7.18 | 426.43 | 41.84% | 39.26% | 24.15% |
| 2020-05 | +1.28% | +19.87% | 0.46% | — | — | — | +9.17 | 422.16 | 42.01% | 37.90% | 23.68% |
| 2020-04 | +5.99% | +18.35% | 0.46% | — | — | — | +6.82 | 406.20 | 40.16% | 34.91% | 23.01% |
| 2020-03 | -10.58% | +11.66% | 0.46% | — | — | — | +3.82 | 377.94 | 40.11% | 36.44% | 21.25% |
| 2020-02 | -2.68% | +24.87% | 0.46% | — | — | — | +7.03 | 417.20 | 41.49% | 35.21% | 20.95% |
| 2020-01 | -0.17% | +28.31% | 0.46% | — | — | — | +9.25 | 421.34 | 42.33% | 34.50% | 22.43% |
| 2019-12 | +1.33% | +28.53% | 0.62% | — | — | — | +6.97 | 415.00 | 41.70% | 35.44% | 22.74% |
| 2019-11 | +1.00% | +26.84% | 0.62% | — | — | — | +5.42 | 405.56 | 40.07% | 33.21% | 22.73% |
| 2019-10 | +1.86% | +25.59% | 0.62% | — | — | — | +6.77 | 395.42 | 40.16% | 33.61% | 22.30% |
| 2019-09 | +1.40% | +23.30% | 0.62% | — | — | — | +5.96 | 381.23 | 39.08% | 32.85% | 21.39% |
| 2019-08 | -0.51% | +21.59% | 0.62% | — | — | — | +5.66 | 369.21 | 38.97% | 33.41% | 21.52% |
| 2019-07 | +0.72% | +22.22% | 0.62% | — | — | — | +6.31 | 365.54 | 38.90% | 33.19% | 22.13% |
| 2019-06 | +2.39% | +21.34% | 0.62% | — | — | — | +5.26 | 355.87 | 38.87% | 33.13% | 21.68% |
| 2019-05 | -1.90% | +18.51% | 0.62% | — | — | — | +4.22 | 343.75 | 38.44% | 32.83% | 20.99% |
| 2019-04 | +1.86% | +20.81% | 0.62% | — | — | — | +2.35 | 343.62 | 39.90% | 34.44% | 22.77% |
| 2019-03 | +0.58% | +18.60% | 0.62% | — | — | — | +3.66 | 334.71 | 39.70% | 35.24% | 22.23% |
| 2019-02 | +1.24% | +17.92% | 0.62% | — | — | — | +3.16 | 329.13 | 40.38% | 35.76% | 22.09% |
| 2019-01 | +3.30% | +16.47% | 0.62% | — | — | — | +2.41 | 321.11 | 40.24% | 35.22% | 22.09% |
| 2018-12 | -3.36% | +12.75% | 0.78% | — | — | — | +3.46 | 308.80 | 39.94% | 35.22% | 20.51% |
| 2018-11 | +0.28% | +16.67% | 0.78% | — | — | — | +2.83 | 315.07 | 39.58% | 34.85% | 21.56% |
| 2018-10 | -2.23% | +16.35% | 0.78% | — | — | — | +3.07 | 312.03 | 39.73% | 35.10% | 21.57% |
| 2018-09 | +0.29% | +19.00% | 0.78% | — | — | — | +1.46 | 317.88 | 40.58% | 34.37% | 22.07% |
| 2018-08 | +1.13% | +18.65% | 0.78% | — | — | — | -1.36 | 313.84 | 40.29% | 34.50% | 22.03% |
| 2018-07 | +1.23% | +17.33% | 0.78% | — | — | — | +1.37 | 311.63 | 39.76% | 34.87% | 22.22% |
| 2018-06 | +0.04% | +15.90% | 0.78% | — | — | — | +1.57 | 306.34 | 39.12% | 34.73% | 21.46% |
| 2018-05 | +0.10% | +15.86% | 0.78% | — | — | — | +1.79 | 304.47 | 39.13% | 33.53% | 21.18% |
| 2018-04 | +0.91% | +15.74% | 0.78% | — | — | — | +3.03 | 305.05 | 39.53% | 34.16% | 21.27% |
| 2018-03 | -0.45% | +14.70% | 0.78% | — | — | — | +2.07 | 297.70 | 39.58% | 34.04% | 20.89% |
| 2018-02 | -1.19% | +15.22% | 0.78% | — | — | — | +2.74 | 297.85 | 40.27% | 34.74% | 20.72% |
| 2018-01 | +1.37% | +16.60% | 0.78% | — | — | — | +3.73 | 298.06 | 39.38% | 33.67% | 20.27% |
| 2017-12 | +1.02% | +15.03% | 0.90% | — | — | — | +4.41 | 290.73 | 39.13% | 33.19% | 20.45% |
| 2017-11 | +0.87% | +13.87% | 0.90% | — | — | — | +2.54 | 284.36 | 38.34% | 32.87% | 22.94% |
| 2017-10 | +0.87% | +12.88% | 0.90% | — | — | — | +1.78 | 278.55 | 38.16% | 33.40% | 22.84% |
| 2017-09 | +0.61% | +11.91% | 0.90% | — | — | — | +3.61 | 273.73 | 37.24% | 32.46% | 22.23% |
| 2017-08 | +0.14% | +11.23% | 0.90% | — | — | — | -0.88 | 268.74 | 37.34% | 32.61% | 22.00% |
| 2017-07 | +1.34% | +11.08% | 0.90% | — | — | — | +2.01 | 268.22 | 37.65% | 32.63% | 22.22% |
| 2017-06 | -0.44% | +9.61% | 0.90% | — | — | — | +2.68 | 262.84 | 37.21% | 31.68% | 21.56% |
| 2017-05 | +0.98% | +10.09% | 0.90% | — | — | — | +3.43 | 262.16 | 37.13% | 31.26% | 21.33% |
| 2017-04 | +1.06% | +9.02% | 0.90% | — | — | — | +3.18 | 256.60 | 37.08% | 31.40% | 21.10% |
| 2017-03 | +0.42% | +7.88% | 0.90% | — | — | — | -1.96 | 249.79 | 37.58% | 31.55% | 21.37% |
| 2017-02 | +0.57% | +7.43% | 0.90% | — | — | — | +0.18 | 250.82 | 36.93% | 31.30% | 21.24% |
| 2017-01 | +0.70% | +6.82% | 0.90% | — | — | — | +2.86 | 249.08 | 36.65% | 31.17% | 21.06% |
| 2016-12 | +1.27% | +6.08% | 0.96% | — | — | — | +4.30 | 244.99 | 37.54% | 31.94% | 22.86% |
| 2016-11 | +0.24% | +4.75% | 0.96% | — | — | — | +2.37 | 237.67 | 37.58% | 31.37% | 22.69% |
| 2016-10 | +0.33% | +4.50% | 0.96% | — | — | — | +1.07 | 234.32 | 37.76% | 32.05% | 22.73% |
| 2016-09 | -0.54% | +4.15% | 0.96% | — | — | — | +0.52 | 233.04 | 37.82% | 31.54% | 22.40% |
| 2016-08 | +0.58% | +4.72% | 0.96% | — | — | — | +2.51 | 233.52 | 37.35% | 30.15% | 22.18% |
| 2016-07 | +2.47% | +4.11% | 0.96% | — | — | — | +1.28 | 229.32 | 38.40% | 30.46% | 22.74% |
| 2016-06 | -0.50% | +1.60% | 0.96% | — | — | — | +1.99 | 222.99 | 38.23% | 30.93% | 21.81% |
| 2016-05 | +0.93% | +2.12% | 0.96% | — | — | — | — | 222.25 | — | — | — |
| 2016-04 | +0.86% | +1.17% | 0.96% | — | — | — | — | 218.73 | — | — | — |
| 2016-03 | +1.95% | +0.31% | 0.96% | — | — | — | — | 214.87 | — | — | — |
| 2016-02 | -0.22% | -1.61% | 0.96% | — | — | — | — | 207.51 | — | — | — |
| 2016-01 | -1.39% | -1.39% | 0.96% | — | — | — | — | 205.86 | — | — | — |
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.