חודשים בטווח
125
הפניקס פנסיה משלימה - מסלול לבני 50 עד 60
נתונים היסטוריים מלאים עבור הפניקס פנסיה משלימה - מסלול לבני 50 עד 60, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7235 | שם קרן: הפניקס פנסיה משלימה - מסלול לבני 50 עד 60 | 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 עד 60 ישירות למייל.
תשואה חודשית אחרונה
+1.87%
תשואה מצטברת מההתחלה
+106.47%
| 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 | +1.87% | +106.47% | 0.13% | -0.60% | 0.96 | 6.51% | +21.30 | 813.24 | 44.68% | 43.26% | 20.30% |
| 2026-04 | +3.85% | +102.68% | 0.13% | -1.08% | 0.92 | 6.48% | +9.29 | 776.36 | 45.10% | 41.93% | 20.07% |
| 2026-03 | -2.93% | +95.17% | 0.13% | -1.20% | 0.79 | 6.34% | +13.92 | 739.15 | 44.26% | 42.22% | 19.00% |
| 2026-02 | +0.58% | +101.06% | 0.13% | -0.96% | 1.08 | 6.17% | +23.07 | 747.12 | 44.84% | 40.42% | 21.10% |
| 2026-01 | +2.25% | +99.90% | 0.13% | -0.72% | 1.09 | 6.17% | +19.49 | 720.27 | 44.55% | 39.14% | 21.17% |
| 2025-12 | +1.06% | +95.50% | 0.14% | -0.72% | 1.01 | 6.13% | +10.76 | 685.68 | 44.42% | 37.45% | 21.26% |
| 2025-11 | +1.12% | +93.45% | 0.14% | -0.60% | 1.02 | 6.17% | +14.82 | 668.13 | 44.29% | 35.92% | 21.61% |
| 2025-10 | +1.42% | +91.31% | 0.14% | -0.60% | 1.04 | 6.44% | +17.68 | 645.42 | 44.08% | 34.76% | 21.88% |
| 2025-09 | +2.05% | +88.63% | 0.14% | -0.72% | 0.99 | 6.44% | +15.79 | 618.88 | 42.91% | 35.30% | 22.07% |
| 2025-08 | +0.91% | +84.84% | 0.14% | -0.36% | 0.89 | 6.48% | +16.32 | 585.75 | 43.29% | 36.29% | 21.70% |
| 2025-07 | +1.04% | +83.17% | 0.14% | -0.24% | 0.91 | 6.55% | +23.24 | 564.15 | 44.00% | 36.24% | 21.82% |
| 2025-06 | +3.67% | +81.29% | 0.14% | -0.36% | 0.91 | 6.58% | +10.98 | 535.08 | 43.68% | 35.94% | 21.34% |
| 2025-05 | +2.00% | +74.87% | 0.14% | +0.24% | 0.76 | 6.48% | +9.05 | 504.82 | 44.52% | 37.71% | 21.50% |
| 2025-04 | +1.22% | +71.44% | 0.14% | +0.36% | 0.70 | 6.44% | +9.93 | 486.91 | 43.04% | 37.46% | 19.77% |
| 2025-03 | -1.73% | +69.37% | 0.14% | +0.48% | 0.73 | 6.79% | +14.02 | 471.01 | 43.20% | 36.44% | 20.37% |
| 2025-02 | +0.61% | +72.36% | 0.14% | +0.36% | 0.63 | 8.11% | +9.86 | 465.60 | 43.41% | 35.49% | 21.53% |
| 2025-01 | +1.30% | +71.31% | 0.14% | +0.60% | 0.59 | 8.21% | +6.71 | 453.14 | 44.09% | 36.57% | 22.08% |
| 2024-12 | +1.03% | +69.11% | 0.16% | +0.48% | 0.56 | 8.21% | +8.17 | 441.08 | 42.83% | 37.52% | 22.63% |
| 2024-11 | +2.62% | +67.39% | 0.16% | +0.72% | 0.55 | 8.21% | +10.35 | 428.25 | 42.90% | 31.36% | 24.21% |
| 2024-10 | +0.63% | +63.11% | 0.16% | +0.48% | 0.47 | 8.14% | +8.81 | 407.00 | 44.08% | 37.50% | 31.78% |
| 2024-09 | +1.54% | +62.09% | 0.16% | +0.48% | 0.48 | 8.18% | +8.22 | 396.11 | 42.58% | 43.77% | 27.39% |
| 2024-08 | +1.30% | +59.63% | 0.16% | — | 0.41 | 8.18% | +11.55 | 381.64 | 42.31% | 40.22% | 24.14% |
| 2024-07 | +1.55% | +57.59% | 0.16% | +0.60% | 0.41 | 8.18% | +8.07 | 365.36 | 42.27% | 42.59% | 24.26% |
| 2024-06 | +0.31% | +55.18% | 0.16% | +0.72% | 0.37 | 8.14% | +10.24 | 352.07 | 41.46% | 42.88% | 23.97% |
| 2024-05 | +1.07% | +54.70% | 0.16% | +0.60% | 0.40 | 8.21% | +5.93 | 340.48 | 41.28% | 42.73% | 23.27% |
| 2024-04 | -1.57% | +53.06% | 0.16% | +0.36% | 0.35 | 8.24% | +6.37 | 332.85 | 42.31% | 42.92% | 22.46% |
| 2024-03 | +2.14% | +55.50% | 0.16% | +0.36% | 0.47 | 8.21% | +10.28 | 331.86 | 43.54% | 42.02% | 23.47% |
| 2024-02 | +2.29% | +52.25% | 0.16% | +0.36% | 0.41 | 8.18% | +11.55 | 315.32 | 42.81% | 39.54% | 22.52% |
| 2024-01 | +0.27% | +48.84% | 0.16% | +0.36% | 0.35 | 8.14% | +9.79 | 296.98 | 41.55% | 39.74% | 23.65% |
| 2023-12 | +2.75% | +48.44% | 0.18% | +0.24% | 0.39 | 8.24% | +8.00 | 286.52 | 40.27% | 39.92% | 24.12% |
| 2023-11 | +4.34% | +44.46% | 0.18% | +0.36% | 0.26 | 8.35% | +8.49 | 271.53 | 39.27% | 40.07% | 22.16% |
| 2023-10 | -3.89% | +38.46% | 0.18% | +0.12% | 0.10 | 8.14% | +12.88 | 251.77 | 39.66% | 46.85% | 15.98% |
| 2023-09 | -1.44% | +44.06% | 0.18% | +0.00% | 0.27 | 8.00% | +10.19 | 249.43 | 39.48% | 43.35% | 16.29% |
| 2023-08 | -0.40% | +46.16% | 0.18% | +0.00% | 0.36 | 7.97% | +7.03 | 243.47 | 40.93% | 44.04% | 17.67% |
| 2023-07 | +2.23% | +46.75% | 0.18% | +0.00% | 0.41 | 7.97% | +9.82 | 237.62 | 40.52% | 41.33% | 18.14% |
| 2023-06 | +1.87% | +43.55% | 0.18% | +0.00% | 0.35 | 7.93% | +8.39 | 222.94 | 39.19% | 39.28% | 17.16% |
| 2023-05 | +0.67% | +40.91% | 0.18% | -0.12% | 0.29 | 7.90% | +6.77 | 210.68 | 38.71% | 39.93% | 15.74% |
| 2023-04 | +1.02% | +39.98% | 0.18% | -0.24% | 0.28 | 7.90% | +11.18 | 202.17 | 36.11% | 38.66% | 15.43% |
| 2023-03 | +0.57% | +38.56% | 0.18% | -0.36% | 0.26 | 7.90% | +5.83 | 189.27 | 38.65% | 41.29% | 15.90% |
| 2023-02 | -2.12% | +37.78% | 0.18% | -0.12% | 0.25 | 7.90% | +8.72 | 182.39 | 38.49% | 41.78% | 15.44% |
| 2023-01 | +2.34% | +40.76% | 0.18% | +0.00% | 0.35 | 7.86% | +6.60 | 177.81 | 37.55% | 38.99% | 15.36% |
| 2022-12 | -2.07% | +37.54% | 0.28% | -0.12% | 0.28 | 7.79% | +9.17 | 167.30 | 38.46% | 39.17% | 12.91% |
| 2022-11 | +1.08% | +40.45% | 0.28% | +0.12% | 0.40 | 7.72% | +8.87 | 161.48 | 39.38% | 38.61% | 13.33% |
| 2022-10 | +2.00% | +38.95% | 0.28% | -0.12% | 0.38 | 7.72% | +7.97 | 150.89 | 41.23% | 39.46% | 13.12% |
| 2022-09 | -4.49% | +36.23% | 0.28% | -0.12% | 0.32 | 7.69% | +7.17 | 140.08 | 40.96% | 38.87% | 12.04% |
| 2022-08 | -0.87% | +42.63% | 0.28% | +0.12% | 0.56 | 7.38% | +7.69 | 139.66 | 41.60% | 36.63% | 13.60% |
| 2022-07 | +3.15% | +43.88% | 0.28% | -0.12% | 0.62 | 7.34% | +8.19 | 133.02 | 40.92% | 36.17% | 13.31% |
| 2022-06 | -2.48% | +39.49% | 0.28% | -0.24% | 0.51 | 7.27% | +5.45 | 120.95 | 41.31% | 36.63% | 11.61% |
| 2022-05 | -2.45% | +43.04% | 0.28% | +0.12% | 0.64 | 7.17% | +10.26 | 118.58 | 43.46% | 38.22% | 14.04% |
| 2022-04 | -2.17% | +46.63% | 0.28% | +0.00% | 0.80 | 7.03% | +4.55 | 111.07 | 43.08% | 36.30% | 13.76% |
| 2022-03 | +0.37% | +49.88% | 0.28% | +0.24% | 0.94 | 6.93% | +7.27 | 108.97 | 42.43% | 35.40% | 14.98% |
| 2022-02 | -0.79% | +49.33% | 0.28% | +0.24% | 0.94 | 6.93% | +5.06 | 101.36 | 42.41% | 34.62% | 15.18% |
| 2022-01 | -1.68% | +50.52% | 0.28% | +0.36% | 1.00 | 6.93% | +5.17 | 97.40 | 44.14% | 36.03% | 15.80% |
| 2021-12 | +1.66% | +53.09% | 0.33% | +0.72% | 1.12 | 6.82% | +3.40 | 94.27 | 42.94% | 35.16% | 17.01% |
| 2021-11 | +0.08% | +50.59% | 0.33% | +0.72% | 1.08 | 6.82% | +3.10 | 89.35 | 43.06% | 36.75% | 17.96% |
| 2021-10 | +2.14% | +50.47% | 0.33% | +0.72% | 1.08 | 6.82% | +4.89 | 86.19 | 43.30% | 37.23% | 19.39% |
| 2021-09 | -0.31% | +47.32% | 0.33% | +0.72% | 1.00 | 6.79% | +2.89 | 79.54 | 42.08% | 36.99% | 18.97% |
| 2021-08 | +1.46% | +47.77% | 0.33% | +0.84% | 1.02 | 6.79% | +4.14 | 76.90 | 42.65% | 37.50% | 19.64% |
| 2021-07 | -0.38% | +45.65% | 0.33% | +1.08% | 0.98 | 6.79% | +4.14 | 71.67 | 42.31% | 37.34% | 19.42% |
| 2021-06 | +0.50% | +46.20% | 0.33% | +1.20% | 1.03 | 6.82% | +1.85 | 67.79 | 42.37% | 37.14% | 20.68% |
| 2021-05 | +1.50% | +45.48% | 0.33% | +1.20% | 1.02 | 6.82% | +1.87 | 65.61 | 41.88% | 35.39% | 20.26% |
| 2021-04 | +1.50% | +43.33% | 0.33% | +1.20% | 0.97 | 6.82% | +2.17 | 62.78 | 40.92% | 34.21% | 20.91% |
| 2021-03 | +1.95% | +41.21% | 0.33% | +1.20% | 0.93 | 6.79% | +2.21 | 59.70 | 37.84% | 32.45% | 19.93% |
| 2021-02 | +0.59% | +38.51% | 0.33% | +1.20% | 0.87 | 6.79% | +3.02 | 56.37 | 40.25% | 34.26% | 20.54% |
| 2021-01 | +1.09% | +37.69% | 0.33% | +1.32% | 0.87 | 6.79% | +0.71 | 53.07 | 39.04% | 33.86% | 19.77% |
| 2020-12 | +2.17% | +36.21% | 0.46% | +1.56% | 0.83 | 6.79% | +2.76 | 51.81 | 37.46% | 31.94% | 19.59% |
| 2020-11 | +4.94% | +33.32% | 0.46% | — | — | — | +2.66 | 47.97 | 37.09% | 32.85% | 20.10% |
| 2020-10 | +0.08% | +27.04% | 0.46% | — | — | — | +2.93 | 43.09 | 36.27% | 31.98% | 20.38% |
| 2020-09 | -1.14% | +26.94% | 0.46% | — | — | — | +1.61 | 40.15 | 34.62% | 31.31% | 19.80% |
| 2020-08 | +2.94% | +28.40% | 0.46% | — | — | — | +1.31 | 38.99 | 33.93% | 30.49% | 19.65% |
| 2020-07 | +2.19% | +24.74% | 0.46% | — | — | — | +1.95 | 36.60 | 33.77% | 31.12% | 19.34% |
| 2020-06 | -0.51% | +22.06% | 0.46% | — | — | — | +0.57 | 33.89 | 34.35% | 31.60% | 19.80% |
| 2020-05 | +1.26% | +22.69% | 0.46% | — | — | — | +1.95 | 33.50 | 34.57% | 30.63% | 20.06% |
| 2020-04 | +5.52% | +21.16% | 0.46% | — | — | — | +0.92 | 31.14 | 32.37% | 26.85% | 18.91% |
| 2020-03 | -9.52% | +14.82% | 0.46% | — | — | — | +0.59 | 28.61 | 33.17% | 28.56% | 17.83% |
| 2020-02 | -2.10% | +26.91% | 0.46% | — | — | — | +1.21 | 30.99 | 34.33% | 28.75% | 15.55% |
| 2020-01 | -0.08% | +29.63% | 0.46% | — | — | — | +2.00 | 30.45 | 36.22% | 29.36% | 17.24% |
| 2019-12 | +1.19% | +29.73% | 0.62% | — | — | — | +1.70 | 28.49 | 37.21% | 30.26% | 17.76% |
| 2019-11 | +0.97% | +28.21% | 0.62% | — | — | — | +1.37 | 26.45 | 36.79% | 29.22% | 17.50% |
| 2019-10 | +1.59% | +26.97% | 0.62% | — | — | — | +0.97 | 24.84 | 36.59% | 29.27% | 16.83% |
| 2019-09 | +1.37% | +24.99% | 0.62% | — | — | — | +1.34 | 23.49 | 35.76% | 28.78% | 16.05% |
| 2019-08 | -0.41% | +23.30% | 0.62% | — | — | — | +0.54 | 21.84 | 35.39% | 29.17% | 15.93% |
| 2019-07 | +0.99% | +23.80% | 0.62% | — | — | — | +0.23 | 21.39 | 35.39% | 29.22% | 16.60% |
| 2019-06 | +2.29% | +22.59% | 0.62% | — | — | — | +1.16 | 20.95 | 35.61% | 29.07% | 16.04% |
| 2019-05 | -1.72% | +19.85% | 0.62% | — | — | — | +0.85 | 19.34 | 34.80% | 28.70% | 15.05% |
| 2019-04 | +1.73% | +21.94% | 0.62% | — | — | — | +0.93 | 18.81 | 35.83% | 29.98% | 16.69% |
| 2019-03 | +0.62% | +19.87% | 0.62% | — | — | — | +0.68 | 17.58 | 35.61% | 31.11% | 16.10% |
| 2019-02 | +1.26% | +19.13% | 0.62% | — | — | — | +0.67 | 16.79 | 36.03% | 31.39% | 15.90% |
| 2019-01 | +3.29% | +17.65% | 0.62% | — | — | — | +0.55 | 15.91 | 36.33% | 31.68% | 16.40% |
| 2018-12 | -3.22% | +13.90% | 0.78% | — | — | — | +0.64 | 14.86 | 36.14% | 31.56% | 14.60% |
| 2018-11 | +0.13% | +17.69% | 0.78% | — | — | — | +0.42 | 14.70 | 36.12% | 31.84% | 15.99% |
| 2018-10 | -2.15% | +17.54% | 0.78% | — | — | — | +0.43 | 14.26 | 35.90% | 31.77% | 15.92% |
| 2018-09 | +0.19% | +20.12% | 0.78% | — | — | — | -0.01 | 14.14 | 37.34% | 31.68% | 16.62% |
| 2018-08 | +1.15% | +19.89% | 0.78% | — | — | — | +0.81 | 14.13 | 36.59% | 31.14% | 14.23% |
| 2018-07 | +1.16% | +18.53% | 0.78% | — | — | — | +0.30 | 13.17 | 36.37% | 31.97% | 20.35% |
| 2018-06 | -0.04% | +17.17% | 0.78% | — | — | — | +0.30 | 12.72 | 35.61% | 31.68% | 19.50% |
| 2018-05 | +0.07% | +17.22% | 0.78% | — | — | — | +0.57 | 12.42 | 35.43% | 30.60% | 19.57% |
| 2018-04 | +0.79% | +17.14% | 0.78% | — | — | — | +0.91 | 11.85 | 35.78% | 31.14% | 19.75% |
| 2018-03 | -0.44% | +16.22% | 0.78% | — | — | — | +0.21 | 10.85 | 36.04% | 31.43% | 19.35% |
| 2018-02 | -1.12% | +16.73% | 0.78% | — | — | — | +0.28 | 10.69 | 37.23% | 33.02% | 20.21% |
| 2018-01 | +1.25% | +18.05% | 0.78% | — | — | — | +0.87 | 10.52 | 37.17% | 32.03% | 19.49% |
| 2017-12 | +0.98% | +16.60% | 0.90% | — | — | — | +0.79 | 9.53 | 37.46% | 31.79% | 19.62% |
| 2017-11 | +0.83% | +15.47% | 0.90% | — | — | — | +0.38 | 8.65 | 36.76% | 31.33% | 19.54% |
| 2017-10 | +0.86% | +14.51% | 0.90% | — | — | — | +0.27 | 8.20 | 37.07% | 32.44% | 19.76% |
| 2017-09 | +0.60% | +13.54% | 0.90% | — | — | — | +0.61 | 7.86 | 36.90% | 32.19% | 19.59% |
| 2017-08 | +0.14% | +12.86% | 0.90% | — | — | — | +0.31 | 7.21 | 36.75% | 32.04% | 19.00% |
| 2017-07 | +1.30% | +12.70% | 0.90% | — | — | — | +1.14 | 6.88 | 37.21% | 32.56% | 19.48% |
| 2017-06 | -0.42% | +11.26% | 0.90% | — | — | — | +0.52 | 5.67 | 36.33% | 31.22% | 18.17% |
| 2017-05 | +1.04% | +11.73% | 0.90% | — | — | — | +0.74 | 5.18 | 36.29% | 30.89% | 17.95% |
| 2017-04 | +1.06% | +10.58% | 0.90% | — | — | — | +0.72 | 4.39 | 35.99% | 30.75% | 17.08% |
| 2017-03 | +0.40% | +9.42% | 0.90% | — | — | — | +0.51 | 3.62 | 36.46% | 30.94% | 17.13% |
| 2017-02 | +0.68% | +8.98% | 0.90% | — | — | — | +0.23 | 3.11 | 35.69% | 30.87% | 16.72% |
| 2017-01 | +0.75% | +8.24% | 0.90% | — | — | — | +0.42 | 2.86 | 35.31% | 30.42% | 16.08% |
| 2016-12 | +1.26% | +7.44% | 0.96% | — | — | — | +0.27 | 2.42 | 35.54% | 30.99% | 16.94% |
| 2016-11 | +0.04% | +6.10% | 0.96% | — | — | — | +0.24 | 2.12 | 35.38% | 30.66% | 16.51% |
| 2016-10 | +0.18% | +6.06% | 0.96% | — | — | — | +0.19 | 1.88 | 35.11% | 30.32% | 15.43% |
| 2016-09 | -0.50% | +5.87% | 0.96% | — | — | — | +0.19 | 1.69 | 34.91% | 30.18% | 15.38% |
| 2016-08 | +0.50% | +6.40% | 0.96% | — | — | — | +0.14 | 1.51 | 35.76% | 30.46% | 15.89% |
| 2016-07 | +2.29% | +5.87% | 0.96% | — | — | — | +0.96 | 1.37 | 35.77% | 29.20% | 19.71% |
| 2016-06 | -0.25% | +3.50% | 0.96% | — | — | — | +0.11 | 0.39 | 33.33% | 28.21% | 20.51% |
| 2016-05 | +0.65% | +3.76% | 0.96% | — | — | — | — | 0.28 | — | — | — |
| 2016-04 | +0.77% | +3.09% | 0.96% | — | — | — | — | 0.16 | — | — | — |
| 2016-03 | +1.34% | +2.30% | 0.96% | — | — | — | — | 0.09 | — | — | — |
| 2016-02 | +0.95% | +0.95% | 0.96% | — | — | — | — | 0.01 | — | — | — |
| 2016-01 | +0.00% | +0.00% | 0.96% | — | — | — | — | 0.00 | — | — | — |
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.