חודשים בטווח
125
הפניקס פנסיה משלימה - מסלול לבני 60 ומעלה
נתונים היסטוריים מלאים עבור הפניקס פנסיה משלימה - מסלול לבני 60 ומעלה, 125 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 7236 | שם קרן: הפניקס פנסיה משלימה - מסלול לבני 60 ומעלה | 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 60 ומעלה ישירות למייל.
תשואה חודשית אחרונה
+1.47%
תשואה מצטברת מההתחלה
+74.00%
| 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 | +1.47% | +74.00% | 0.13% | -0.72% | 0.67 | 4.99% | +8.28 | 251.85 | 27.42% | 40.68% | 17.87% |
| 2026-04 | +2.30% | +71.48% | 0.13% | -0.96% | 0.62 | 4.99% | +5.06 | 240.24 | 27.85% | 38.29% | 18.34% |
| 2026-03 | -2.16% | +67.63% | 0.13% | -0.96% | 0.51 | 4.92% | +4.20 | 231.32 | 26.71% | 38.43% | 17.95% |
| 2026-02 | +0.48% | +71.33% | 0.13% | -0.84% | 0.78 | 4.82% | +9.38 | 232.09 | 27.16% | 35.18% | 18.78% |
| 2026-01 | +1.25% | +70.51% | 0.13% | -0.72% | 0.78 | 4.82% | +2.86 | 223.76 | 26.41% | 34.82% | 18.98% |
| 2025-12 | +0.51% | +68.40% | 0.14% | -0.72% | 0.74 | 4.78% | +7.50 | 218.71 | 25.92% | 32.62% | 18.85% |
| 2025-11 | +0.79% | +67.55% | 0.14% | -0.60% | 0.77 | 4.82% | +4.91 | 211.50 | 24.98% | 30.87% | 19.11% |
| 2025-10 | +1.04% | +66.24% | 0.14% | -0.60% | 0.80 | 5.02% | +7.18 | 206.53 | 26.70% | 31.75% | 20.09% |
| 2025-09 | +1.52% | +64.53% | 0.14% | -0.60% | 0.76 | 5.02% | +2.50 | 201.05 | 25.79% | 33.08% | 20.68% |
| 2025-08 | +0.76% | +62.06% | 0.14% | -0.36% | 0.67 | 5.06% | +4.01 | 196.73 | 26.53% | 34.50% | 20.46% |
| 2025-07 | +0.80% | +60.84% | 0.14% | -0.36% | 0.69 | 5.13% | +4.75 | 193.42 | 26.49% | 34.17% | 20.32% |
| 2025-06 | +2.79% | +59.56% | 0.14% | -0.36% | 0.70 | 5.13% | +4.25 | 188.74 | 25.89% | 35.02% | 15.34% |
| 2025-05 | +1.04% | +55.23% | 0.14% | +0.00% | 0.54 | 5.06% | +9.79 | 182.34 | 25.21% | 35.62% | 14.03% |
| 2025-04 | +1.03% | +53.63% | 0.14% | +0.12% | 0.52 | 5.06% | +6.88 | 175.05 | 24.82% | 35.70% | 13.02% |
| 2025-03 | -1.17% | +52.07% | 0.14% | +0.12% | 0.55 | 5.37% | +6.04 | 167.56 | 24.26% | 33.55% | 13.53% |
| 2025-02 | +0.73% | +53.87% | 0.14% | -0.12% | 0.45 | 6.55% | +6.06 | 165.60 | 24.49% | 32.99% | 14.06% |
| 2025-01 | +0.35% | +52.75% | 0.14% | +0.12% | 0.41 | 6.58% | +4.97 | 159.22 | 24.85% | 34.01% | 14.38% |
| 2024-12 | +0.67% | +52.22% | 0.16% | +0.12% | 0.41 | 6.58% | -1.53 | 153.38 | 25.15% | 36.87% | 14.84% |
| 2024-11 | +2.02% | +51.21% | 0.16% | +0.36% | 0.41 | 6.58% | +2.38 | 153.78 | 24.73% | 31.27% | 15.44% |
| 2024-10 | +0.44% | +48.21% | 0.16% | +0.24% | 0.34 | 6.55% | +5.49 | 148.46 | 25.04% | 35.30% | 16.86% |
| 2024-09 | +1.61% | +47.56% | 0.16% | +0.24% | 0.36 | 6.55% | +3.13 | 144.30 | 25.22% | 36.27% | 17.72% |
| 2024-08 | +1.09% | +45.23% | 0.16% | — | 0.27 | 6.55% | +4.30 | 141.79 | 25.10% | 35.58% | 18.47% |
| 2024-07 | +1.42% | +43.66% | 0.16% | +0.24% | 0.27 | 6.55% | +3.08 | 137.64 | 24.86% | 36.54% | 19.53% |
| 2024-06 | +0.30% | +41.65% | 0.16% | +0.36% | 0.23 | 6.51% | +3.49 | 134.47 | 24.47% | 37.53% | 19.12% |
| 2024-05 | +0.59% | +41.22% | 0.16% | +0.36% | 0.27 | 6.55% | +4.30 | 131.30 | 25.02% | 37.14% | 18.51% |
| 2024-04 | -1.14% | +40.40% | 0.16% | +0.12% | 0.24 | 6.58% | +4.81 | 130.99 | 24.77% | 35.40% | 16.93% |
| 2024-03 | +1.47% | +42.02% | 0.16% | +0.12% | 0.35 | 6.58% | +4.13 | 128.89 | 25.24% | 33.69% | 17.46% |
| 2024-02 | +1.32% | +39.96% | 0.16% | +0.12% | 0.30 | 6.55% | +4.23 | 124.66 | 23.36% | 31.33% | 16.74% |
| 2024-01 | +0.21% | +38.13% | 0.16% | +0.24% | 0.27 | 6.55% | +4.00 | 121.68 | 23.45% | 31.78% | 16.95% |
| 2023-12 | +2.25% | +37.85% | 0.18% | +0.24% | 0.32 | 6.65% | +6.77 | 118.58 | 24.09% | 33.46% | 17.68% |
| 2023-11 | +3.80% | +34.81% | 0.18% | +0.24% | 0.19 | 6.69% | +4.45 | 111.54 | 22.92% | 30.62% | 16.07% |
| 2023-10 | -3.30% | +29.88% | 0.18% | +0.00% | 0.01 | 6.51% | +4.16 | 105.76 | 22.56% | 44.01% | 14.13% |
| 2023-09 | -1.36% | +34.31% | 0.18% | +0.00% | 0.20 | 6.34% | +4.26 | 106.42 | 23.16% | 39.67% | 14.17% |
| 2023-08 | -0.02% | +36.16% | 0.18% | +0.00% | 0.30 | 6.30% | +2.83 | 107.13 | 24.82% | 39.74% | 15.17% |
| 2023-07 | +1.42% | +36.19% | 0.18% | +0.00% | 0.35 | 6.30% | +7.17 | 105.65 | 24.00% | 35.66% | 15.20% |
| 2023-06 | +1.35% | +34.28% | 0.18% | +0.00% | 0.30 | 6.30% | +2.68 | 99.59 | 23.20% | 36.21% | 14.75% |
| 2023-05 | +0.88% | +32.49% | 0.18% | -0.12% | 0.25 | 6.27% | +2.99 | 96.37 | 22.31% | 34.96% | 13.53% |
| 2023-04 | +0.86% | +31.34% | 0.18% | -0.24% | 0.23 | 6.27% | +3.40 | 94.64 | 22.52% | 34.97% | 13.79% |
| 2023-03 | +0.51% | +30.22% | 0.18% | -0.24% | 0.21 | 6.27% | +3.62 | 92.76 | 23.03% | 35.79% | 13.59% |
| 2023-02 | -1.89% | +29.56% | 0.18% | -0.12% | 0.20 | 6.27% | +5.38 | 90.56 | 22.91% | 36.55% | 13.41% |
| 2023-01 | +1.94% | +32.05% | 0.18% | +0.00% | 0.31 | 6.24% | +8.30 | 90.23 | 22.08% | 33.43% | 12.98% |
| 2022-12 | -1.42% | +29.54% | 0.28% | -0.12% | 0.24 | 6.20% | +3.61 | 81.14 | 23.82% | 34.14% | 11.09% |
| 2022-11 | +0.98% | +31.40% | 0.28% | +0.00% | 0.35 | 6.13% | +3.99 | 81.12 | 23.88% | 32.67% | 11.25% |
| 2022-10 | +1.27% | +30.13% | 0.28% | -0.24% | 0.33 | 6.13% | +4.02 | 79.94 | 24.47% | 32.15% | 10.51% |
| 2022-09 | -3.41% | +28.50% | 0.28% | -0.12% | 0.28 | 6.13% | +5.64 | 75.37 | 24.19% | 31.50% | 9.96% |
| 2022-08 | -0.99% | +33.03% | 0.28% | +0.00% | 0.51 | 5.89% | +5.32 | 73.91 | 24.87% | 28.93% | 10.82% |
| 2022-07 | +2.38% | +34.36% | 0.28% | -0.24% | 0.59 | 5.85% | +5.79 | 71.89 | 24.95% | 28.61% | 10.70% |
| 2022-06 | -1.44% | +31.24% | 0.28% | -0.24% | 0.49 | 5.79% | +5.23 | 67.63 | 24.96% | 28.46% | 9.82% |
| 2022-05 | -2.17% | +33.16% | 0.28% | -0.12% | 0.58 | 5.75% | +3.54 | 64.68 | 26.79% | 28.54% | 11.05% |
| 2022-04 | -1.66% | +36.11% | 0.28% | -0.24% | 0.75 | 5.65% | +2.51 | 64.38 | 26.59% | 26.96% | 10.95% |
| 2022-03 | +0.14% | +38.41% | 0.28% | -0.12% | 0.89 | 5.58% | +7.48 | 65.95 | 27.70% | 27.55% | 12.42% |
| 2022-02 | -0.97% | +38.22% | 0.28% | -0.12% | 0.90 | 5.58% | +6.78 | 60.39 | 28.13% | 26.68% | 12.63% |
| 2022-01 | -1.51% | +39.57% | 0.28% | +0.00% | 0.98 | 5.54% | +5.74 | 60.55 | 28.06% | 26.61% | 12.60% |
| 2021-12 | +0.95% | +41.71% | 0.33% | +0.12% | 1.11 | 5.47% | +3.25 | 57.79 | 26.65% | 25.11% | 12.98% |
| 2021-11 | +0.37% | +40.38% | 0.33% | +0.24% | 1.09 | 5.47% | +0.75 | 54.01 | 26.72% | 26.79% | 14.26% |
| 2021-10 | +1.40% | +39.86% | 0.33% | +0.24% | 1.07 | 5.47% | +1.53 | 53.07 | 26.63% | 26.64% | 15.19% |
| 2021-09 | -0.28% | +37.93% | 0.33% | +0.36% | 1.00 | 5.47% | -0.62 | 50.81 | 24.68% | 25.96% | 14.68% |
| 2021-08 | +1.18% | +38.31% | 0.33% | +0.36% | 1.02 | 5.47% | +2.13 | 51.57 | 25.71% | 26.74% | 15.42% |
| 2021-07 | -0.05% | +36.70% | 0.33% | +0.60% | 0.97 | 5.47% | +3.23 | 48.85 | 25.55% | 26.45% | 15.35% |
| 2021-06 | +0.40% | +36.77% | 0.33% | +0.72% | 1.02 | 5.47% | +2.48 | 45.64 | 25.44% | 26.12% | 15.71% |
| 2021-05 | +1.19% | +36.23% | 0.33% | +0.60% | 1.01 | 5.51% | +2.69 | 42.99 | 25.84% | 25.77% | 16.24% |
| 2021-04 | +1.10% | +34.62% | 0.33% | +0.72% | 0.96 | 5.47% | +2.66 | 39.79 | 26.09% | 24.93% | 17.14% |
| 2021-03 | +1.47% | +33.16% | 0.33% | +0.60% | 0.92 | 5.47% | +1.12 | 36.72 | 25.71% | 24.81% | 16.83% |
| 2021-02 | +0.28% | +31.23% | 0.33% | +0.72% | 0.87 | 5.47% | +0.60 | 35.07 | 25.78% | 26.20% | 17.02% |
| 2021-01 | +0.90% | +30.86% | 0.33% | +0.48% | 0.86 | 5.47% | +2.38 | 34.38 | 25.45% | 26.56% | 16.67% |
| 2020-12 | +1.60% | +29.70% | 0.46% | +0.84% | 0.84 | 5.47% | +0.79 | 31.70 | 25.52% | 24.76% | 15.99% |
| 2020-11 | +3.66% | +27.65% | 0.46% | — | — | — | +1.25 | 30.41 | 24.56% | 24.96% | 15.75% |
| 2020-10 | +0.06% | +23.15% | 0.46% | — | — | — | +1.23 | 28.13 | 23.64% | 23.53% | 16.21% |
| 2020-09 | -1.02% | +23.07% | 0.46% | — | — | — | +0.86 | 26.88 | 22.62% | 23.36% | 15.18% |
| 2020-08 | +2.31% | +24.34% | 0.46% | — | — | — | +1.71 | 26.28 | 22.72% | 23.40% | 15.37% |
| 2020-07 | +1.73% | +21.53% | 0.46% | — | — | — | +0.22 | 23.99 | 23.30% | 24.59% | 15.67% |
| 2020-06 | -0.57% | +19.47% | 0.46% | — | — | — | +0.11 | 23.36 | 22.77% | 24.19% | 15.03% |
| 2020-05 | +1.13% | +20.15% | 0.46% | — | — | — | +0.67 | 23.38 | 22.41% | 22.80% | 13.86% |
| 2020-04 | +4.49% | +18.81% | 0.46% | — | — | — | +0.42 | 22.45 | 21.07% | 20.27% | 12.38% |
| 2020-03 | -8.03% | +13.70% | 0.46% | — | — | — | +0.35 | 21.07 | 21.03% | 20.93% | 11.11% |
| 2020-02 | -1.19% | +23.63% | 0.46% | — | — | — | +0.87 | 22.54 | 22.94% | 21.83% | 12.38% |
| 2020-01 | +0.07% | +25.12% | 0.46% | — | — | — | +0.28 | 21.94 | 24.52% | 22.79% | 13.86% |
| 2019-12 | +0.90% | +25.03% | 0.62% | — | — | — | +0.50 | 21.65 | 24.62% | 23.14% | 13.90% |
| 2019-11 | +0.71% | +23.92% | 0.62% | — | — | — | +1.03 | 20.95 | 24.01% | 21.72% | 13.46% |
| 2019-10 | +1.22% | +23.04% | 0.62% | — | — | — | +0.76 | 19.78 | 23.71% | 21.69% | 13.04% |
| 2019-09 | +1.03% | +21.56% | 0.62% | — | — | — | +0.47 | 18.79 | 23.15% | 21.50% | 12.51% |
| 2019-08 | -0.03% | +20.32% | 0.62% | — | — | — | +1.14 | 18.13 | 22.84% | 21.68% | 12.41% |
| 2019-07 | +1.14% | +20.36% | 0.62% | — | — | — | +1.14 | 16.98 | 22.73% | 21.67% | 12.90% |
| 2019-06 | +1.74% | +19.00% | 0.62% | — | — | — | +0.59 | 15.65 | 22.75% | 21.02% | 12.65% |
| 2019-05 | -1.10% | +16.97% | 0.62% | — | — | — | +0.61 | 14.80 | 22.23% | 20.74% | 11.96% |
| 2019-04 | +1.38% | +18.27% | 0.62% | — | — | — | +0.75 | 14.36 | 25.70% | 23.05% | 12.67% |
| 2019-03 | +0.66% | +16.66% | 0.62% | — | — | — | +0.46 | 13.42 | 24.96% | 23.99% | 11.92% |
| 2019-02 | +1.12% | +15.89% | 0.62% | — | — | — | +0.04 | 12.87 | 25.87% | 24.55% | 12.04% |
| 2019-01 | +2.77% | +14.61% | 0.62% | — | — | — | +0.22 | 12.69 | 25.61% | 24.35% | 12.21% |
| 2018-12 | -2.33% | +11.52% | 0.78% | — | — | — | +0.90 | 12.13 | 25.31% | 24.07% | 10.80% |
| 2018-11 | -0.04% | +14.18% | 0.78% | — | — | — | +0.05 | 11.50 | 25.74% | 24.78% | 12.00% |
| 2018-10 | -1.65% | +14.22% | 0.78% | — | — | — | +0.39 | 11.45 | 25.24% | 24.37% | 11.79% |
| 2018-09 | +0.10% | +16.14% | 0.78% | — | — | — | +0.23 | 11.25 | 25.96% | 23.64% | 12.18% |
| 2018-08 | +0.91% | +16.03% | 0.78% | — | — | — | +0.43 | 11.00 | 25.45% | 23.55% | 9.82% |
| 2018-07 | +0.88% | +14.98% | 0.78% | — | — | — | +0.18 | 10.47 | 25.21% | 23.97% | 14.23% |
| 2018-06 | -0.09% | +13.98% | 0.78% | — | — | — | +0.33 | 10.21 | 24.88% | 23.90% | 15.77% |
| 2018-05 | +0.03% | +14.08% | 0.78% | — | — | — | +0.62 | 9.89 | 24.77% | 23.05% | 15.77% |
| 2018-04 | +0.52% | +14.04% | 0.78% | — | — | — | +2.16 | 9.27 | 25.03% | 23.30% | 15.53% |
| 2018-03 | -0.20% | +13.45% | 0.78% | — | — | — | +0.31 | 7.05 | 25.39% | 23.55% | 14.89% |
| 2018-02 | -0.91% | +13.68% | 0.78% | — | — | — | +0.35 | 6.76 | 26.33% | 25.44% | 15.98% |
| 2018-01 | +0.90% | +14.73% | 0.78% | — | — | — | +0.48 | 6.47 | 26.28% | 25.19% | 15.77% |
| 2017-12 | +0.81% | +13.70% | 0.90% | — | — | — | +0.49 | 5.94 | 26.26% | 24.58% | 15.66% |
| 2017-11 | +0.72% | +12.79% | 0.90% | — | — | — | +0.16 | 5.40 | 26.67% | 25.00% | 15.93% |
| 2017-10 | +0.69% | +11.98% | 0.90% | — | — | — | +0.24 | 5.21 | 25.91% | 25.34% | 15.36% |
| 2017-09 | +0.39% | +11.22% | 0.90% | — | — | — | +0.30 | 4.93 | 25.76% | 24.75% | 15.82% |
| 2017-08 | +0.27% | +10.78% | 0.90% | — | — | — | +0.20 | 4.62 | 25.11% | 24.24% | 15.37% |
| 2017-07 | +1.15% | +10.48% | 0.90% | — | — | — | +0.32 | 4.41 | 25.85% | 24.72% | 15.87% |
| 2017-06 | -0.40% | +9.23% | 0.90% | — | — | — | +0.58 | 4.04 | 25.74% | 24.01% | 15.10% |
| 2017-05 | +0.92% | +9.67% | 0.90% | — | — | — | +0.21 | 3.47 | 25.65% | 23.34% | 14.70% |
| 2017-04 | +0.96% | +8.67% | 0.90% | — | — | — | +0.28 | 3.24 | 25.93% | 23.77% | 14.51% |
| 2017-03 | +0.36% | +7.63% | 0.90% | — | — | — | +0.22 | 2.93 | 25.60% | 23.21% | 14.33% |
| 2017-02 | +0.46% | +7.25% | 0.90% | — | — | — | +0.17 | 2.70 | 25.19% | 23.33% | 14.44% |
| 2017-01 | +0.56% | +6.76% | 0.90% | — | — | — | +0.13 | 2.52 | 25.79% | 23.81% | 14.68% |
| 2016-12 | +1.03% | +6.16% | 0.96% | — | — | — | +0.10 | 2.38 | 25.21% | 23.53% | 15.55% |
| 2016-11 | -0.27% | +5.08% | 0.96% | — | — | — | +0.09 | 2.25 | 24.89% | 22.67% | 15.11% |
| 2016-10 | +0.24% | +5.36% | 0.96% | — | — | — | +0.03 | 2.16 | 24.54% | 22.69% | 14.81% |
| 2016-09 | -0.49% | +5.11% | 0.96% | — | — | — | +0.13 | 2.13 | 24.41% | 22.54% | 15.02% |
| 2016-08 | +0.33% | +5.63% | 0.96% | — | — | — | +0.37 | 2.00 | 25.00% | 22.00% | 15.50% |
| 2016-07 | +1.83% | +5.28% | 0.96% | — | — | — | +1.32 | 1.63 | 25.15% | 22.09% | 15.34% |
| 2016-06 | +0.06% | +3.39% | 0.96% | — | — | — | +0.11 | 0.29 | 24.14% | 24.14% | 17.24% |
| 2016-05 | +0.34% | +3.33% | 0.96% | — | — | — | — | 0.18 | — | — | — |
| 2016-04 | +0.81% | +2.98% | 0.96% | — | — | — | — | 0.08 | — | — | — |
| 2016-03 | +1.07% | +2.15% | 0.96% | — | — | — | — | 0.07 | — | — | — |
| 2016-02 | -0.03% | +1.07% | 0.96% | — | — | — | — | 0.03 | — | — | — |
| 2016-01 | +1.10% | +1.10% | 0.96% | — | — | — | — | 0.03 | — | — | — |
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.