חודשים בטווח
98
כלל פנסיה מסלול הלכה למקבלי קצבה
נתונים היסטוריים מלאים עבור כלל פנסיה מסלול הלכה למקבלי קצבה, 98 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 12176 | שם קרן: כלל פנסיה מסלול הלכה למקבלי קצבה | סיווג קרן: קרנות חדשות | חברה שולטת: אחר | חברה מנהלת: כלל 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 כלל פנסיה מסלול הלכה למקבלי קצבה ישירות למייל.
תשואה חודשית אחרונה
+1.33%
תשואה מצטברת מההתחלה
+72.15%
| 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 | +1.33% | +72.15% | 0.14% | +3.12% | 2.21 | 2.32% | +1.65 | 81.32 | 21.73% | 14.60% | 12.94% |
| 2026-04 | +1.77% | +69.89% | 0.14% | +2.88% | 2.14 | 2.32% | +0.52 | 78.91 | 21.87% | 14.88% | 13.13% |
| 2026-03 | -0.68% | +66.94% | 0.14% | +2.76% | 2.05 | 2.25% | +0.79 | 77.00 | 21.32% | 15.09% | 12.68% |
| 2026-02 | +0.40% | +68.08% | 0.14% | +2.88% | 2.46 | 2.18% | +1.34 | 76.25 | 22.47% | 16.68% | 13.39% |
| 2026-01 | +1.14% | +67.41% | 0.14% | +3.00% | 2.50 | 2.18% | +0.64 | 75.09 | 22.52% | 16.71% | 13.37% |
| 2025-12 | +0.33% | +65.52% | 0.15% | +3.00% | 2.44 | 2.18% | -5.45 | 73.57 | 22.18% | 15.45% | 13.63% |
| 2025-11 | +1.05% | +64.98% | 0.15% | +3.00% | 2.51 | 2.18% | +1.11 | 78.80 | 20.38% | 14.49% | 13.64% |
| 2025-10 | +0.27% | +63.26% | 0.15% | +3.00% | 2.45 | 2.29% | +4.95 | 76.86 | 20.44% | 14.69% | 13.11% |
| 2025-09 | +1.49% | +62.83% | 0.15% | +3.00% | 2.50 | 2.29% | -0.11 | 71.71 | 21.68% | 15.72% | 14.57% |
| 2025-08 | +0.69% | +60.43% | 0.15% | +3.00% | 2.34 | 2.32% | +0.10 | 70.57 | 21.52% | 15.36% | 14.51% |
| 2025-07 | +0.84% | +59.34% | 0.15% | +3.00% | 2.36 | 2.32% | +0.05 | 70.19 | 21.54% | 15.47% | 14.09% |
| 2025-06 | +1.18% | +58.01% | 0.15% | +3.00% | 2.34 | 2.36% | -2.13 | 69.48 | 21.30% | 15.52% | 15.01% |
| 2025-05 | +1.61% | +56.17% | 0.15% | +3.12% | 2.23 | 2.36% | -0.83 | 70.69 | 19.99% | 15.48% | 15.33% |
| 2025-04 | +0.79% | +53.69% | 0.15% | +3.00% | 2.14 | 2.32% | -0.35 | 69.62 | 19.15% | 15.69% | 16.20% |
| 2025-03 | -0.09% | +52.49% | 0.15% | +3.12% | 2.12 | 2.46% | +3.31 | 69.44 | 18.98% | 15.25% | 15.14% |
| 2025-02 | +0.75% | +52.62% | 0.15% | +3.12% | 1.87 | 2.98% | +0.01 | 67.82 | 19.76% | 14.86% | 15.45% |
| 2025-01 | +0.52% | +51.49% | 0.15% | +3.12% | 1.76 | 3.08% | +0.04 | 66.51 | 20.00% | 16.57% | 15.80% |
| 2024-12 | +0.09% | +50.70% | 0.16% | +3.00% | 1.76 | 3.08% | +0.21 | 66.18 | 20.02% | 18.12% | 15.73% |
| 2024-11 | +1.14% | +50.57% | 0.16% | +3.24% | 1.85 | 3.08% | +0.04 | 66.84 | 19.93% | 18.48% | 16.20% |
| 2024-10 | +0.19% | +48.87% | 0.16% | +3.24% | 1.80 | 3.08% | +6.51 | 65.15 | 19.45% | 18.30% | 15.09% |
| 2024-09 | +1.57% | +48.59% | 0.16% | +3.24% | 1.89 | 3.08% | +3.72 | 58.57 | 21.65% | 20.37% | 17.86% |
| 2024-08 | +0.85% | +46.29% | 0.16% | — | 1.74 | 3.05% | -1.62 | 55.94 | 21.51% | 20.31% | 17.07% |
| 2024-07 | +0.86% | +45.06% | 0.16% | +3.24% | 1.75 | 3.05% | -0.04 | 55.05 | 21.91% | 21.14% | 16.95% |
| 2024-06 | +0.83% | +43.82% | 0.16% | +3.24% | 1.71 | 3.05% | -2.39 | 54.57 | 21.64% | 20.91% | 18.29% |
| 2024-05 | +1.20% | +42.64% | 0.16% | +3.24% | 1.70 | 3.08% | +0.39 | 56.63 | 20.57% | 19.64% | 16.95% |
| 2024-04 | +0.06% | +40.95% | 0.16% | +3.12% | 1.60 | 3.08% | +0.92 | 55.52 | 20.15% | 19.29% | 16.93% |
| 2024-03 | +1.73% | +40.86% | 0.16% | +3.24% | 1.70 | 3.12% | +2.04 | 54.76 | 20.93% | 19.28% | 17.24% |
| 2024-02 | +0.95% | +38.47% | 0.16% | +3.12% | 1.61 | 3.05% | +0.17 | 52.48 | 20.98% | 19.00% | 16.71% |
| 2024-01 | +0.28% | +37.16% | 0.16% | +3.24% | 1.57 | 3.05% | +0.56 | 50.96 | 20.70% | 18.35% | 17.41% |
| 2023-12 | +1.01% | +36.78% | 0.17% | +3.24% | 1.64 | 3.05% | -1.63 | 50.23 | 20.65% | 19.09% | 18.46% |
| 2023-11 | +1.42% | +35.41% | 0.17% | +3.24% | 1.50 | 3.15% | +0.72 | 51.34 | 20.41% | 18.72% | 17.82% |
| 2023-10 | -0.53% | +33.52% | 0.17% | +3.36% | 1.43 | 3.15% | +0.21 | 49.94 | 20.48% | 19.92% | 18.12% |
| 2023-09 | -0.16% | +34.23% | 0.17% | +3.24% | 1.56 | 3.15% | +0.56 | 50.07 | 20.71% | 19.13% | 17.36% |
| 2023-08 | +0.46% | +34.44% | 0.17% | +3.24% | 1.68 | 3.15% | +0.26 | 49.28 | 21.37% | 20.03% | 17.53% |
| 2023-07 | +1.24% | +33.83% | 0.17% | +3.24% | 1.71 | 3.15% | +1.26 | 49.13 | 21.56% | 19.91% | 17.48% |
| 2023-06 | +1.28% | +32.19% | 0.17% | +3.24% | 1.66 | 3.12% | +0.47 | 47.99 | 21.07% | 19.65% | 17.21% |
| 2023-05 | +0.93% | +30.52% | 0.17% | +3.24% | 1.60 | 3.12% | +0.19 | 46.46 | 20.47% | 18.66% | 16.62% |
| 2023-04 | +0.99% | +29.32% | 0.17% | +3.12% | 1.56 | 3.08% | -1.84 | 45.52 | 20.01% | 18.52% | 17.49% |
| 2023-03 | +0.94% | +28.05% | 0.17% | +3.00% | 1.51 | 3.08% | +0.33 | 44.90 | 19.87% | 18.80% | 17.64% |
| 2023-02 | +0.20% | +26.86% | 0.17% | — | — | — | +0.79 | 46.17 | 19.12% | 17.93% | 17.02% |
| 2023-01 | +1.36% | +26.60% | 0.17% | — | — | — | +1.13 | 45.25 | 19.54% | 17.70% | 16.18% |
| 2022-12 | -0.28% | +24.90% | 0.19% | — | — | — | -0.35 | 43.51 | 19.51% | 16.92% | 14.09% |
| 2022-11 | +0.69% | +25.25% | 0.19% | — | — | — | +1.88 | 43.82 | 19.92% | 16.84% | 14.08% |
| 2022-10 | +1.28% | +24.40% | 0.19% | — | — | — | +0.20 | 41.84 | 20.77% | 17.28% | 14.20% |
| 2022-09 | -1.44% | +22.82% | 0.19% | — | — | — | +0.74 | 41.12 | 20.28% | 16.56% | 13.40% |
| 2022-08 | +0.31% | +24.62% | 0.19% | — | — | — | +0.16 | 40.96 | 21.63% | 16.89% | 13.84% |
| 2022-07 | +1.78% | +24.23% | 0.19% | — | — | — | +0.17 | 40.71 | 22.11% | 17.93% | 14.42% |
| 2022-06 | -0.34% | +22.06% | 0.19% | — | — | — | +0.62 | 39.79 | 21.54% | 15.76% | 12.59% |
| 2022-05 | -0.30% | +22.48% | 0.19% | — | — | — | +0.60 | 39.30 | 22.67% | 16.39% | 12.85% |
| 2022-04 | -0.06% | +22.85% | 0.19% | — | — | — | +1.20 | 38.83 | 23.77% | 16.48% | 12.77% |
| 2022-03 | +0.96% | +22.92% | 0.19% | — | — | — | -0.15 | 37.62 | 24.91% | 17.20% | 12.71% |
| 2022-02 | +0.08% | +21.75% | 0.19% | — | — | — | +0.27 | 37.26 | 24.83% | 19.27% | 11.16% |
| 2022-01 | -0.17% | +21.65% | 0.19% | — | — | — | +0.74 | 37.13 | 21.01% | 18.07% | 11.50% |
| 2021-12 | +0.90% | +21.86% | 0.20% | — | — | — | -0.07 | 36.06 | 19.88% | 14.48% | 11.31% |
| 2021-11 | +0.15% | +20.77% | 0.20% | — | — | — | +0.37 | 35.94 | 19.28% | 14.30% | 11.99% |
| 2021-10 | +1.03% | +20.59% | 0.20% | — | — | — | -0.49 | 35.52 | 19.59% | 14.64% | 13.18% |
| 2021-09 | +0.23% | +19.36% | 0.20% | — | — | — | +0.96 | 34.99 | 19.32% | 14.60% | 13.80% |
| 2021-08 | +1.02% | +19.09% | 0.20% | — | — | — | +0.10 | 34.75 | 19.51% | 14.59% | 14.01% |
| 2021-07 | +0.31% | +17.89% | 0.20% | — | — | — | +0.17 | 34.37 | 19.32% | 14.46% | 14.20% |
| 2021-06 | +0.59% | +17.52% | 0.20% | — | — | — | +2.71 | 34.11 | 17.71% | 14.60% | 13.93% |
| 2021-05 | +1.01% | +16.83% | 0.20% | — | — | — | +0.06 | 30.74 | 19.55% | 16.17% | 14.51% |
| 2021-04 | +0.99% | +15.67% | 0.20% | — | — | — | +3.52 | 30.82 | 19.08% | 12.82% | 13.76% |
| 2021-03 | +1.19% | +14.53% | 0.20% | — | — | — | +0.89 | 30.37 | 16.50% | 10.57% | 13.63% |
| 2021-02 | +0.38% | +13.18% | 0.20% | — | — | — | +0.55 | 25.82 | 18.67% | 12.01% | 15.49% |
| 2021-01 | +0.78% | +12.76% | 0.20% | — | — | — | +0.19 | 25.21 | 18.88% | 12.46% | 15.91% |
| 2020-12 | +0.65% | +11.88% | 0.21% | — | — | — | +1.09 | 24.81 | 18.70% | 12.58% | 14.39% |
| 2020-11 | +2.23% | +11.16% | 0.21% | — | — | — | +0.23 | 23.65 | 19.20% | 15.69% | 14.25% |
| 2020-10 | -0.06% | +8.74% | 0.21% | — | — | — | +0.28 | 22.83 | 18.22% | 14.06% | 14.85% |
| 2020-09 | -0.48% | +8.80% | 0.21% | — | — | — | -0.12 | 22.56 | 18.71% | 13.08% | 15.43% |
| 2020-08 | +1.23% | +9.33% | 0.21% | — | — | — | +0.28 | 21.97 | 19.71% | 13.06% | 15.11% |
| 2020-07 | +1.09% | +8.00% | 0.21% | — | — | — | +2.62 | 22.24 | 18.79% | 12.41% | 14.70% |
| 2020-06 | -0.24% | +6.83% | 0.21% | — | — | — | +0.06 | 21.32 | 15.57% | 11.21% | 12.10% |
| 2020-05 | +0.55% | +7.09% | 0.21% | — | — | — | +1.35 | 19.40 | 17.27% | 12.11% | 13.71% |
| 2020-04 | +2.40% | +6.50% | 0.21% | — | — | — | +2.32 | 17.92 | 18.36% | 11.22% | 13.45% |
| 2020-03 | -3.26% | +4.01% | 0.21% | — | — | — | +0.19 | 17.23 | 13.46% | 8.65% | 11.78% |
| 2020-02 | -1.05% | +7.51% | 0.21% | — | — | — | +0.49 | 15.41 | 17.39% | 10.84% | 11.62% |
| 2020-01 | +0.03% | +8.65% | 0.21% | — | — | — | +1.37 | 15.06 | 18.99% | 11.95% | 12.68% |
| 2019-12 | +0.41% | +8.62% | 0.22% | — | — | — | +1.04 | 14.81 | 18.03% | 11.48% | 11.01% |
| 2019-11 | +0.75% | +8.18% | 0.22% | — | — | — | +0.27 | 12.68 | 18.61% | 12.22% | 11.67% |
| 2019-10 | +0.80% | +7.37% | 0.22% | — | — | — | +1.03 | 12.33 | 18.82% | 12.25% | 11.92% |
| 2019-09 | +0.80% | +6.52% | 0.22% | — | — | — | +0.48 | 11.60 | 17.24% | 11.03% | 11.47% |
| 2019-08 | -0.17% | +5.67% | 0.22% | — | — | — | +0.26 | 10.92 | 17.95% | 11.63% | 11.81% |
| 2019-07 | +0.09% | +5.85% | 0.22% | — | — | — | +1.89 | 10.43 | 14.48% | 8.92% | 10.74% |
| 2019-06 | +1.40% | +5.76% | 0.22% | — | — | — | +0.25 | 10.01 | 15.08% | 9.39% | 10.69% |
| 2019-05 | -0.47% | +4.30% | 0.22% | — | — | — | +0.32 | 8.13 | 17.84% | 10.21% | 12.79% |
| 2019-04 | +1.18% | +4.79% | 0.22% | — | — | — | +1.45 | 7.82 | 17.26% | 11.25% | 12.53% |
| 2019-03 | +0.59% | +3.57% | 0.22% | — | — | — | +0.40 | 7.58 | 14.51% | 8.97% | 10.95% |
| 2019-02 | +0.55% | +2.96% | 0.22% | — | — | — | +0.73 | 5.55 | 19.64% | 12.07% | 14.77% |
| 2019-01 | +1.12% | +2.40% | 0.22% | — | — | — | +0.28 | 5.08 | 19.29% | 11.81% | 14.37% |
| 2018-12 | -1.42% | +1.26% | — | — | — | — | +0.43 | 4.75 | 16.00% | 9.26% | 13.26% |
| 2018-11 | +0.61% | +2.72% | — | — | — | — | +0.09 | 4.40 | 16.36% | 10.68% | 11.82% |
| 2018-10 | -0.69% | +2.10% | — | — | — | — | +0.62 | 4.05 | 17.53% | 11.60% | 11.60% |
| 2018-09 | +0.37% | +2.81% | — | — | — | — | +0.47 | 3.79 | 17.94% | 11.87% | 11.61% |
| 2018-08 | +0.61% | +2.43% | — | — | — | — | +0.30 | 3.67 | 15.80% | 10.35% | 10.08% |
| 2018-07 | +0.92% | +1.81% | — | — | — | — | +0.87 | 2.88 | 14.24% | 9.38% | 8.33% |
| 2018-06 | +0.51% | +0.88% | — | — | — | — | +0.84 | 1.97 | 12.69% | 8.12% | 7.61% |
| 2018-05 | +0.32% | +0.37% | — | — | — | — | +0.25 | 1.26 | 14.29% | 9.52% | 8.73% |
| 2018-04 | +0.05% | +0.05% | — | — | — | — | +0.60 | 0.79 | 16.46% | 11.39% | 10.13% |
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.