נתונים היסטוריים · פנסיה

מגדל מקפת אישית כספי (שקלי)

נתונים היסטוריים מלאים עבור מגדל מקפת אישית כספי (שקלי), 165 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.

מזהה קרן: 2143 | שם קרן: מגדל מקפת אישית כספי (שקלי) | סיווג קרן: קרנות חדשות | חברה שולטת: שלמה אליהו אחזקות בע"מ | חברה מנהלת: מגדל מקפת קרנות פנסיה וקופות גמל בע"מ | אוכלוסיית יעד: — | התמחות: — | תת התמחות: —.

למערכת הגרפים וההשוואה מעבר לגרפים אינטראקטיביים, זום ותצוגת מדדים
חודשים בטווח 165
תשואה חודשית אחרונה +0.74%
תשואה מצטברת מההתחלה +46.28%
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 +0.74% +46.28% 0.14% +1.32% 2.37 0.59% -10.11 277.45 0.00% 0.00% 0.00%
2026-04 +0.59% +45.20% 0.14% +1.20% 2.32 0.55% -24.80 285.49 0.00% 0.00% 0.00%
2026-03 +0.27% +44.35% 0.14% +1.20% 2.25 0.55% +23.22 308.50 0.00% 0.00% 0.00%
2026-02 +0.17% +43.96% 0.14% +1.32% 2.39 0.55% +15.88 284.51 0.00% 0.00% 0.00%
2026-01 +0.39% +43.72% 0.14% +1.32% 2.67 0.59% -3.50 268.17 0.00% 0.00% 0.00%
2025-12 +0.33% +43.16% 0.16% +1.32% 2.68 0.59% -1.22 270.60 0.00% 0.00% 0.00%
2025-11 +0.46% +42.69% 0.16% +1.32% 2.76 0.59% +13.43 270.95 0.00% 0.00% 0.00%
2025-10 +0.21% +42.04% 0.16% +1.32% 2.73 0.59% -4.26 256.32 0.00% 0.00% 0.00%
2025-09 +0.64% +41.74% 0.16% +1.44% 3.09 0.59% -8.35 260.03 0.00% 0.00% 0.00%
2025-08 +0.58% +40.84% 0.16% +1.44% 3.01 0.59% -2.21 266.70 0.00% 0.00% 0.00%
2025-07 +0.42% +40.03% 0.16% +1.32% 2.92 0.59% -12.11 267.37 0.00% 0.00% 0.00%
2025-06 +0.41% +39.44% 0.16% +1.32% 2.93 0.59% -3.24 278.37 0.00% 0.00% 0.00%
2025-05 +0.64% +38.87% 0.16% +1.44% 2.97 0.59% +2.13 280.44 0.00% 0.00% 0.00%
2025-04 +0.57% +37.99% 0.16% +1.44% 2.87 0.59% -3.20 276.53 0.00% 0.00% 0.00%
2025-03 +0.30% +37.21% 0.16% +1.44% 2.80 0.55% +17.95 278.16 0.00% 0.00% 0.00%
2025-02 +0.52% +36.80% 0.16% +1.44% 2.94 0.59% -5.67 259.41 0.00% 0.00% 0.00%
2025-01 +0.23% +36.09% 0.16% +1.32% 2.84 0.59% -1.30 263.70 0.00% 0.00% 0.00%
2024-12 +0.34% +35.78% 0.17% +1.32% 3.19 0.59% -11.89 264.38 0.00% 0.00% 0.00%
2024-11 +0.47% +35.32% 0.17% +1.44% 3.29 0.59% -16.02 275.36 0.00% 0.00% 0.00%
2024-10 +0.31% +34.68% 0.17% +1.44% 3.27 0.59% -8.50 290.04 0.00% 0.00% 0.00%
2024-09 +0.61% +34.27% 0.17% +1.44% 3.47 0.59% -2.91 297.64 0.00% 0.00% 0.00%
2024-08 +0.49% +33.45% 0.17% 3.28 0.55% +14.21 297.59 0.00% 0.00% 0.00%
2024-07 +0.41% +32.80% 0.17% +1.44% 3.32 0.55% -0.45 283.09 0.00% 0.00% 0.00%
2024-06 +0.47% +32.26% 0.17% +1.32% 3.27 0.59% +3.06 282.39 0.00% 0.00% 0.00%
2024-05 +0.54% +31.64% 0.17% +1.44% 3.24 0.55% -4.10 278.02 0.00% 0.00% 0.00%
2024-04 +0.46% +30.93% 0.17% +1.44% 3.18 0.55% +1.69 280.65 0.00% 0.00% 0.00%
2024-03 +0.43% +30.33% 0.17% +1.44% 3.16 0.55% -2.78 277.69 0.00% 0.00% 0.00%
2024-02 +0.34% +29.78% 0.17% +1.44% 3.17 0.52% -1.28 279.29 0.00% 0.00% 0.00%
2024-01 +0.34% +29.34% 0.17% +1.44% 3.30 0.52% -2.44 279.62 0.00% 0.00% 0.00%
2023-12 +0.33% +28.90% 0.18% +1.44% 3.43 0.52% -7.65 281.11 0.00% 0.00% 0.00%
2023-11 +0.51% +28.47% 0.18% +1.44% 3.62 0.52% -1.74 287.81 0.00% 0.00% 0.00%
2023-10 +0.46% +27.82% 0.18% +1.44% 3.58 0.52% +17.31 288.06 0.00% 0.00% 0.00%
2023-09 +0.48% +27.24% 0.18% +1.44% 3.58 0.52% -0.10 269.48 0.00% 0.00% 0.00%
2023-08 +0.49% +26.63% 0.18% +1.44% 3.55 0.48% +4.08 268.30 0.00% 0.00% 0.00%
2023-07 +0.41% +26.01% 0.18% +1.44% 3.52 0.48% -4.79 262.92 0.00% 0.00% 0.00%
2023-06 +0.41% +25.50% 0.18% +1.44% 3.59 0.45% -11.73 266.63 0.00% 0.00% 0.00%
2023-05 +0.51% +24.98% 0.18% +1.56% 3.67 0.45% +1.33 277.23 0.00% 0.00% 0.00%
2023-04 +0.49% +24.35% 0.18% +1.56% 3.62 0.42% -0.06 274.50 0.00% 0.00% 0.00%
2023-03 +0.63% +23.74% 0.18% +1.56% 3.58 0.38% +11.13 273.21 0.00% 0.00% 0.00%
2023-02 -0.02% +22.97% 0.18% +1.44% 3.51 0.35% +5.36 260.42 0.00% 0.00% 0.00%
2023-01 +0.38% +22.99% 0.18% +1.56% 5.04 0.31% +6.73 255.11 0.00% 0.00% 0.00%
2022-12 +0.24% +22.53% 0.20% +1.56% 5.05 0.31% +13.91 247.41 0.00% 0.00% 0.00%
2022-11 +0.41% +22.23% 0.20% +1.56% 5.32 0.31% -0.78 232.94 0.00% 0.00% 0.00%
2022-10 +0.18% +21.74% 0.20% +1.56% 5.24 0.28% +10.84 232.77 0.00% 0.00% 0.00%
2022-09 +0.06% +21.52% 0.20% +1.56% 5.39 0.28% +6.13 221.50 0.00% 0.00% 0.00%
2022-08 +0.34% +21.44% 0.20% +1.56% 5.98 0.28% +3.42 215.22 0.00% 0.00% 0.00%
2022-07 +0.18% +21.03% 0.20% +1.56% 5.89 0.28% +13.51 211.09 0.00% 0.00% 0.00%
2022-06 +0.18% +20.82% 0.20% +1.56% 5.70 0.28% +1.62 197.21 0.00% 0.00% 0.00%
2022-05 +0.30% +20.60% 0.20% +1.56% 5.63 0.28% +7.05 195.24 0.00% 0.00% 0.00%
2022-04 +0.23% +20.24% 0.20% +1.44% 5.70 0.28% -8.26 187.62 0.00% 0.00% 0.00%
2022-03 +0.20% +19.96% 0.20% +1.44% 5.65 0.28% +4.17 195.43 0.00% 0.00% 0.00%
2022-02 +0.02% +19.72% 0.20% +1.44% 5.56 0.28% +10.63 190.87 0.00% 0.00% 0.00%
2022-01 +0.18% +19.70% 0.20% +1.44% 5.77 0.28% -1.08 180.21 0.00% 0.00% 0.00%
2021-12 +0.06% +19.48% 0.21% +1.44% 5.67 0.28% +7.89 180.97 0.00% 0.00% 0.00%
2021-11 +0.19% +19.41% 0.21% +1.56% 5.68 0.28% +0.27 172.98 0.00% 0.00% 0.00%
2021-10 +0.15% +19.18% 0.21% +1.44% 5.60 0.28% +0.25 172.39 0.00% 0.00% 0.00%
2021-09 +0.19% +19.01% 0.21% +1.44% 5.50 0.28% +1.43 171.89 0.00% 0.00% 0.00%
2021-08 +0.23% +18.78% 0.21% +1.44% 5.37 0.28% -1.18 170.14 0.00% 0.00% 0.00%
2021-07 +0.14% +18.51% 0.21% +1.44% 5.32 0.28% +1.50 170.94 0.00% 0.00% 0.00%
2021-06 +0.24% +18.34% 0.21% +1.44% 5.25 0.28% -7.79 169.20 0.00% 0.00% 0.00%
2021-05 +0.21% +18.06% 0.21% +1.44% 5.22 0.28% -4.23 176.58 0.00% 0.00% 0.00%
2021-04 +0.27% +17.81% 0.21% +1.44% 5.15 0.28% -10.97 180.45 0.00% 0.00% 0.00%
2021-03 +0.15% +17.49% 0.21% +1.44% 5.15 0.24% -4.19 191.57 0.00% 0.00% 0.00%
2021-02 +0.07% +17.32% 0.21% +1.32% 5.03 0.24% -7.56 195.47 0.00% 0.00% 0.00%
2021-01 +0.13% +17.24% 0.21% +1.44% 5.03 0.24% -4.06 202.89 0.00% 0.00% 0.00%
2020-12 +0.06% +17.08% 0.23% +1.44% 4.94 0.24% -7.76 206.69 0.00% 0.00% 0.00%
2020-11 +0.18% +17.01% 0.23% +1.44% 4.96 0.24% -21.70 214.32 0.00% 0.00% 0.00%
2020-10 +0.10% +16.80% 0.23% +1.44% 4.88 0.24% +0.74 235.60 0.00% 0.00% 0.00%
2020-09 +0.12% +16.69% 0.23% +1.44% 4.81 0.24% +5.84 234.61 0.00% 0.00% 0.00%
2020-08 +0.13% +16.55% 0.23% +1.44% 4.73 0.28% +12.15 228.36 0.00% 0.00% 0.00%
2020-07 +0.10% +16.40% 0.23% +1.44% 4.70 0.28% +12.61 215.92 0.00% 0.00% 0.00%
2020-06 +0.25% +16.28% 0.23% +1.44% 4.69 0.28% -5.32 203.09 0.00% 0.00% 0.00%
2020-05 +0.06% +15.99% 0.23% +1.44% 4.66 0.24% -9.42 207.91 0.00% 0.00% 0.00%
2020-04 +0.28% +15.92% 0.23% +1.44% 4.74 0.24% +5.02 217.20 0.00% 0.00% 0.00%
2020-03 +0.02% +15.60% 0.23% +1.44% 4.77 0.24% +110.20 211.82 0.00% 0.00% 0.00%
2020-02 +0.03% +15.57% 0.23% +1.44% 4.93 0.24% +8.60 101.74 0.00% 0.00% 0.00%
2020-01 +0.12% +15.54% 0.23% +1.44% 5.02 0.24% -1.79 93.11 0.00% 0.00% 0.00%
2019-12 +0.00% +15.40% 0.24% +1.44% 4.99 0.24% +0.20 95.60 0.00% 0.00% 0.00%
2019-11 +0.24% +15.40% 0.24% +1.44% 5.31 0.24% -1.22 95.40 0.00% 0.00% 0.00%
2019-10 +0.07% +15.12% 0.24% +1.44% 5.27 0.24% +0.40 96.39 0.00% 0.00% 0.00%
2019-09 +0.18% +15.04% 0.24% +1.44% 5.32 0.24% +0.97 95.92 0.00% 0.00% 0.00%
2019-08 +0.07% +14.84% 0.24% +1.44% 5.23 0.24% +4.00 94.79 0.00% 0.00% 0.00%
2019-07 -0.04% +14.76% 0.24% +1.44% 5.34 0.24% +1.14 91.06 0.00% 0.00% 0.00%
2019-06 +0.35% +14.80% 0.24% +1.44% 6.02 0.24% +0.08 89.95 0.00% 0.00% 0.00%
2019-05 +0.21% +14.40% 0.24% +1.32% 6.47 0.24% +0.74 89.84 0.00% 0.00% 0.00%
2019-04 +0.25% +14.16% 0.24% +1.32% 6.42 0.24% -1.00 88.91 0.00% 0.00% 0.00%
2019-03 +0.15% +13.88% 0.24% +1.32% 6.51 0.21% +1.33 89.69 0.00% 0.00% 0.00%
2019-02 +0.13% +13.71% 0.24% +1.32% 6.38 0.21% -0.26 88.22 0.00% 0.00% 0.00%
2019-01 +0.07% +13.56% 0.24% +1.32% 6.12 0.24% +6.19 88.37 0.00% 0.00% 0.00%
2018-12 +0.04% +13.48% 0.26% +1.32% 6.22 0.24% +10.65 82.11 0.00% 0.00% 0.00%
2018-11 +0.19% +13.43% 0.26% +1.32% 6.25 0.24% +2.09 71.44 0.00% 0.00% 0.00%
2018-10 +0.14% +13.22% 0.26% +1.32% 6.16 0.24% +2.57 69.21 0.00% 0.00% 0.00%
2018-09 +0.12% +13.06% 0.26% +1.32% 6.08 0.24% -0.23 66.54 0.00% 0.00% 0.00%
2018-08 +0.15% +12.93% 0.26% +1.32% 6.04 0.24% -2.03 66.67 0.00% 0.00% 0.00%
2018-07 +0.15% +12.76% 0.26% +1.32% 5.97 0.24% -2.07 68.61 0.00% 0.00% 0.00%
2018-06 +0.24% +12.59% 0.26% +1.32% 5.76 0.28% +0.80 70.57 0.00% 0.00% 0.00%
2018-05 +0.20% +12.32% 0.26% +1.32% 5.76 0.28% +0.99 69.38 0.00% 0.00% 0.00%
2018-04 +0.18% +12.09% 0.26% +1.32% 5.64 0.31% +0.52 68.25 0.00% 0.00% 0.00%
2018-03 +0.16% +11.89% 0.26% +1.32% 5.54 0.31% +0.52 67.61 0.00% 0.00% 0.00%
2018-02 +0.04% +11.71% 0.26% +1.20% 5.39 0.31% +1.60 67.02 0.00% 0.00% 0.00%
2018-01 +0.14% +11.67% 0.26% +1.32% 5.49 0.31% -0.44 65.39 0.00% 0.00% 0.00%
2017-12 +0.06% +11.51% 0.29% +1.20% 5.40 0.31% +1.00 65.75 0.00% 0.00% 0.00%
2017-11 +0.18% +11.45% 0.29% +1.20% 5.29 0.31% -0.89 65.01 0.00% 0.00% 0.00%
2017-10 +0.13% +11.25% 0.29% +1.20% 5.06 0.31% -0.18 65.48 0.00% 0.00% 0.00%
2017-09 +0.17% +11.10% 0.29% +1.20% 5.00 0.31% +0.22 65.57 0.00% 0.00% 0.00%
2017-08 +0.10% +10.91% 0.29% +1.20% 4.82 0.35% +0.46 65.23 0.00% 0.00% 0.00%
2017-07 +0.01% +10.80% 0.29% +1.20% 4.72 0.35% -0.88 64.66 0.00% 0.00% 0.00%
2017-06 +0.21% +10.79% 0.29% +1.20% 4.98 0.35% +0.09 65.53 0.00% 0.00% 0.00%
2017-05 +0.16% +10.56% 0.29% +1.20% 4.89 0.35% +1.06 65.31 0.00% 0.00% 0.00%
2017-04 +0.19% +10.38% 0.29% +1.20% 4.72 0.38% +0.75 64.14 0.00% 0.00% 0.00%
2017-03 +0.12% +10.17% 0.29% +1.20% 4.65 0.38% +1.26 63.27 0.00% 0.00% 0.00%
2017-02 +0.10% +10.04% 0.29% +1.20% 4.51 0.38% +0.86 61.94 0.00% 0.00% 0.00%
2017-01 +0.13% +9.93% 0.29% +1.08% 4.40 0.38% -0.13 61.02 0.00% 0.00% 0.00%
2016-12 +0.06% +9.79% 0.31% +1.20% 4.35 0.38% -0.27 61.08 0.00% 0.00% 0.00%
2016-11 +0.15% +9.72% 0.31% +1.08% 4.33 0.38% +0.37 61.31 0.00% 0.00% 0.00%
2016-10 +0.10% +9.56% 0.31% +1.08% 4.22 0.38% +0.99 60.87 0.00% 0.00% 0.00%
2016-09 +0.07% +9.45% 0.31% +1.08% 4.20 0.38% +0.93 59.81 0.00% 0.00% 0.00%
2016-08 +0.21% +9.37% 0.31% +1.08% 4.25 0.38% +0.15 58.85 0.00% 0.00% 0.00%
2016-07 +0.16% +9.14% 0.31% +1.08% 4.11 0.42% -0.84 58.57 0.00% 0.00% 0.00%
2016-06 +0.18% +8.97% 0.31% -0.10 59.31 0.00% 0.00% 0.00%
2016-05 +0.17% +8.77% 0.31% 58.92
2016-04 +0.09% +8.59% 0.31% 56.83
2016-03 +0.06% +8.49% 0.31% 55.80
2016-02 +0.07% +8.43% 0.31% 53.49
2016-01 +0.11% +8.35% 0.31% 51.48
2015-12 +0.05% +8.23% 0.33% 49.95
2015-11 +0.13% +8.18% 0.33% 50.34
2015-10 +0.04% +8.04% 0.33% 48.81
2015-09 +0.07% +7.99% 0.33% 48.50
2015-08 +0.18% +7.92% 0.33% 47.61
2015-07 +0.19% +7.72% 0.33% 46.93
2015-06 +0.14% +7.52% 0.33% 45.68
2015-05 +0.23% +7.37% 0.33% 45.34
2015-04 +0.18% +7.12% 0.33% 44.21
2015-03 +0.01% +6.93% 0.33% 44.34
2015-02 -0.01% +6.92% 0.33% 45.20
2015-01 +0.15% +6.93% 0.33% 43.49
2014-12 +0.07% +6.77% 0.32% 41.86
2014-11 +0.19% +6.69% 0.32% 41.90
2014-10 +0.06% +6.49% 0.32% 38.44
2014-09 +0.12% +6.43% 0.32% 37.30
2014-08 +0.24% +6.30% 0.32% 36.22
2014-07 +0.28% +6.05% 0.32% 35.74
2014-06 +0.14% +5.75% 0.32% 33.77
2014-05 +0.23% +5.60% 0.32% 31.66
2014-04 +0.21% +5.36% 0.32% 30.49
2014-03 +0.14% +5.14% 0.32% 30.37
2014-02 +0.06% +4.99% 0.32% 29.17
2014-01 +0.19% +4.93% 0.32% 28.44
2013-12 +0.05% +4.73% 0.34% 28.03
2013-11 +0.26% +4.68% 0.34% 28.34
2013-10 +0.17% +4.41% 0.34% 28.66
2013-09 +0.24% +4.23% 0.34% 28.08
2013-08 +0.24% +3.98% 0.34% 28.50
2013-07 +0.48% +3.73% 0.34% 28.41
2013-06 +0.25% +3.24% 0.34% 27.02
2013-05 +0.48% +2.98% 0.34% 26.91
2013-04 +0.27% +2.49% 0.34% 26.15
2013-03 +0.33% +2.21% 0.34% 25.69
2013-02 +0.21% +1.87% 0.34% 24.51
2013-01 +0.27% +1.66% 0.34% 24.63
2012-12 +0.22% +1.39% 24.02
2012-11 +0.19% +1.16% 20.88
2012-10 +0.40% +0.97% 19.39
2012-09 +0.57% +0.57% 17.56

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.