חודשים בטווח
133
מגדל מקפת אישית לבני 50 עד 60
נתונים היסטוריים מלאים עבור מגדל מקפת אישית לבני 50 עד 60, 133 חודשים. לצפייה בגרפים אינטראקטיביים וזום לתאריכים — עברו לכלי ההשוואה.
מזהה קרן: 8802 | שם קרן: מגדל מקפת אישית לבני 50 עד 60 | 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 מדדיםעדכונים חודשיים למייל
קבלו פעם בחודש עדכון על מגדל מקפת אישית לבני 50 עד 60 ישירות למייל.
תשואה חודשית אחרונה
+2.16%
תשואה מצטברת מההתחלה
+105.87%
| 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 | +2.16% | +105.87% | 0.14% | +2.16% | 1.51 | 5.02% | +317.84 | 17585.52 | 48.66% | 35.18% | 18.04% |
| 2026-04 | +3.85% | +101.52% | 0.14% | +1.68% | 1.44 | 4.99% | +227.38 | 16903.55 | 48.96% | 35.79% | 18.28% |
| 2026-03 | -2.17% | +94.05% | 0.14% | +1.56% | 1.32 | 4.82% | +334.59 | 16052.18 | 48.35% | 36.81% | 17.86% |
| 2026-02 | +0.85% | +98.36% | 0.14% | +1.68% | 1.69 | 4.64% | +280.84 | 16072.10 | 48.09% | 36.57% | 20.06% |
| 2026-01 | +2.12% | +96.68% | 0.14% | +1.92% | 1.68 | 4.64% | +327.24 | 15656.99 | 47.75% | 36.36% | 20.02% |
| 2025-12 | +0.87% | +92.60% | 0.16% | +1.80% | 1.60 | 4.61% | +273.62 | 15010.75 | 47.72% | 37.24% | 19.85% |
| 2025-11 | +1.20% | +90.94% | 0.16% | +1.92% | 1.61 | 4.64% | +280.81 | 14608.66 | 46.96% | 38.07% | 20.17% |
| 2025-10 | +1.18% | +88.68% | 0.16% | +1.92% | 1.60 | 4.88% | +253.07 | 14160.04 | 47.09% | 38.53% | 19.99% |
| 2025-09 | +2.10% | +86.47% | 0.16% | +1.80% | 1.56 | 4.88% | +248.43 | 13741.52 | 46.87% | 39.23% | 20.52% |
| 2025-08 | +0.95% | +82.64% | 0.16% | +1.80% | 1.43 | 4.92% | +277.03 | 13221.25 | 45.89% | 39.00% | 20.54% |
| 2025-07 | +0.98% | +80.92% | 0.16% | +1.80% | 1.44 | 4.95% | +281.82 | 12811.45 | 45.67% | 39.12% | 21.01% |
| 2025-06 | +3.04% | +79.16% | 0.16% | +1.80% | 1.45 | 5.02% | +285.92 | 12407.44 | 46.73% | 40.05% | 21.73% |
| 2025-05 | +2.45% | +73.88% | 0.16% | +2.28% | 1.31 | 4.92% | +290.31 | 11758.05 | 46.00% | 41.53% | 22.60% |
| 2025-04 | +1.08% | +69.72% | 0.16% | +2.40% | 1.22 | 4.88% | +285.29 | 11189.66 | 45.69% | 42.90% | 22.52% |
| 2025-03 | -1.14% | +67.91% | 0.16% | +2.40% | 1.24 | 5.09% | +299.36 | 10783.46 | 44.71% | 43.20% | 22.21% |
| 2025-02 | +0.41% | +69.84% | 0.16% | +2.52% | 1.11 | 6.06% | +185.87 | 10607.06 | 45.18% | 42.10% | 21.67% |
| 2025-01 | +1.11% | +69.15% | 0.16% | +2.64% | 1.06 | 6.20% | +237.53 | 10379.01 | 45.42% | 42.35% | 21.99% |
| 2024-12 | +0.55% | +67.29% | 0.17% | +2.52% | 1.03 | 6.20% | +237.59 | 10029.68 | 44.49% | 42.37% | 21.80% |
| 2024-11 | +2.02% | +66.38% | 0.17% | +2.76% | 1.04 | 6.20% | +255.97 | 9739.21 | 44.05% | 43.05% | 22.43% |
| 2024-10 | +0.26% | +63.08% | 0.17% | +2.64% | 0.97 | 6.17% | +194.62 | 9293.61 | 42.49% | 42.64% | 23.17% |
| 2024-09 | +1.72% | +62.66% | 0.17% | +2.64% | 1.01 | 6.17% | +247.30 | 9075.88 | 42.72% | 43.51% | 24.34% |
| 2024-08 | +1.26% | +59.91% | 0.17% | — | 0.90 | 6.17% | +184.70 | 8683.03 | 43.08% | 43.97% | 24.07% |
| 2024-07 | +1.26% | +57.92% | 0.17% | +2.52% | 0.91 | 6.17% | +245.50 | 8383.09 | 43.34% | 45.25% | 24.61% |
| 2024-06 | +0.78% | +55.96% | 0.17% | +2.52% | 0.87 | 6.17% | +198.85 | 8034.08 | 42.78% | 44.27% | 24.44% |
| 2024-05 | +1.42% | +54.75% | 0.17% | +2.52% | 0.88 | 6.20% | +276.35 | 7773.79 | 43.06% | 42.49% | 24.67% |
| 2024-04 | -1.06% | +52.58% | 0.17% | +2.40% | 0.81 | 6.24% | +194.00 | 7392.28 | 41.22% | 41.18% | 23.73% |
| 2024-03 | +2.36% | +54.22% | 0.17% | +2.40% | 0.94 | 6.20% | +200.46 | 7275.56 | 41.48% | 41.01% | 24.33% |
| 2024-02 | +1.85% | +50.66% | 0.17% | +2.40% | 0.85 | 6.13% | +216.23 | 6920.33 | 40.39% | 39.89% | 23.52% |
| 2024-01 | +0.12% | +47.92% | 0.17% | +2.40% | 0.79 | 6.10% | +143.31 | 6570.21 | 39.26% | 39.57% | 23.54% |
| 2023-12 | +2.07% | +47.75% | 0.18% | +2.40% | 0.85 | 6.17% | +175.23 | 6419.44 | 39.78% | 39.98% | 23.37% |
| 2023-11 | +2.63% | +44.75% | 0.18% | +2.52% | 0.72 | 6.27% | +165.44 | 6117.02 | 39.27% | 40.62% | 23.50% |
| 2023-10 | -2.05% | +41.04% | 0.18% | +2.52% | 0.62 | 6.20% | +177.29 | 5797.38 | 39.28% | 42.08% | 25.41% |
| 2023-09 | -0.74% | +43.99% | 0.18% | +2.40% | 0.76 | 6.17% | +129.27 | 5738.42 | 40.67% | 41.47% | 22.96% |
| 2023-08 | +0.08% | +45.07% | 0.18% | +2.40% | 0.85 | 6.13% | +173.44 | 5652.33 | 39.52% | 40.28% | 23.39% |
| 2023-07 | +2.11% | +44.95% | 0.18% | +2.28% | 0.89 | 6.13% | +142.60 | 5472.86 | 39.99% | 39.59% | 23.72% |
| 2023-06 | +1.95% | +41.96% | 0.18% | +2.28% | 0.82 | 6.10% | +118.01 | 5218.02 | 39.66% | 40.15% | 23.53% |
| 2023-05 | +0.75% | +39.24% | 0.18% | +2.16% | 0.75 | 6.06% | +129.00 | 5002.22 | 39.73% | 39.73% | 22.57% |
| 2023-04 | +1.06% | +38.20% | 0.18% | +2.04% | 0.75 | 6.06% | +110.75 | 4837.00 | 38.89% | 39.28% | 22.63% |
| 2023-03 | +0.89% | +36.75% | 0.18% | +2.04% | 0.73 | 6.06% | +88.04 | 4675.04 | 39.78% | 40.61% | 22.34% |
| 2023-02 | -0.91% | +35.55% | 0.18% | +2.04% | 0.69 | 6.10% | +110.71 | 4554.30 | 39.13% | 40.19% | 21.41% |
| 2023-01 | +2.13% | +36.79% | 0.18% | +2.04% | 0.76 | 6.10% | +103.99 | 4477.43 | 39.09% | 38.64% | 20.84% |
| 2022-12 | -1.24% | +33.94% | 0.20% | +2.04% | 0.69 | 6.06% | +95.98 | 4280.91 | 39.61% | 39.43% | 19.45% |
| 2022-11 | +0.95% | +35.62% | 0.20% | +2.16% | 0.80 | 5.99% | +110.98 | 4238.09 | 40.56% | 39.18% | 19.67% |
| 2022-10 | +2.18% | +34.34% | 0.20% | +1.92% | 0.78 | 5.99% | +109.42 | 4087.61 | 40.60% | 38.63% | 19.66% |
| 2022-09 | -3.31% | +31.48% | 0.20% | +1.92% | 0.70 | 5.96% | +104.07 | 3891.54 | 40.47% | 38.89% | 18.87% |
| 2022-08 | -0.67% | +35.98% | 0.20% | +2.16% | 0.97 | 5.72% | +120.19 | 3920.88 | 42.48% | 39.17% | 18.90% |
| 2022-07 | +2.73% | +36.90% | 0.20% | +2.04% | 1.04 | 5.68% | +96.71 | 3827.15 | 42.51% | 40.19% | 21.16% |
| 2022-06 | -1.68% | +33.26% | 0.20% | +1.80% | 0.93 | 5.58% | +103.95 | 3629.43 | 41.62% | 40.55% | 20.28% |
| 2022-05 | -1.20% | +35.54% | 0.20% | +2.16% | 1.06 | 5.51% | +69.35 | 3586.29 | 43.46% | 41.10% | 20.49% |
| 2022-04 | -1.21% | +37.18% | 0.20% | +1.92% | 1.18 | 5.47% | +105.24 | 3558.74 | 42.26% | 38.90% | 20.35% |
| 2022-03 | +0.87% | +38.86% | 0.20% | +2.04% | 1.30 | 5.40% | +89.60 | 3496.16 | 43.45% | 39.82% | 21.39% |
| 2022-02 | -0.17% | +37.66% | 0.20% | +2.04% | 1.27 | 5.40% | +81.58 | 3381.75 | 43.76% | 40.47% | 21.79% |
| 2022-01 | -1.34% | +37.90% | 0.20% | +2.16% | 1.31 | 5.40% | +85.58 | 3305.97 | 45.16% | 42.01% | 21.32% |
| 2021-12 | +1.76% | +39.77% | 0.21% | +2.40% | 1.43 | 5.33% | +104.21 | 3259.41 | 44.24% | 40.23% | 19.99% |
| 2021-11 | -0.03% | +37.35% | 0.21% | +2.40% | 1.36 | 5.30% | +71.93 | 3099.93 | 44.07% | 40.03% | 19.22% |
| 2021-10 | +2.07% | +37.40% | 0.21% | +2.40% | 1.39 | 5.30% | +72.37 | 3029.28 | 43.19% | 39.54% | 20.40% |
| 2021-09 | -0.36% | +34.61% | 0.21% | +2.28% | 1.29 | 5.27% | +52.34 | 2896.21 | 43.54% | 39.97% | 20.13% |
| 2021-08 | +1.70% | +35.10% | 0.21% | +2.40% | 1.32 | 5.27% | +60.62 | 2854.68 | 44.11% | 40.47% | 20.65% |
| 2021-07 | +0.32% | +32.84% | 0.21% | +2.40% | 1.24 | 5.23% | +58.19 | 2746.51 | 44.68% | 40.96% | 20.89% |
| 2021-06 | +0.73% | +32.41% | 0.21% | +2.28% | 1.25 | 5.27% | +61.40 | 2679.60 | 44.76% | 41.00% | 20.85% |
| 2021-05 | +1.52% | +31.45% | 0.21% | +2.16% | 1.22 | 5.27% | +62.63 | 2599.27 | 42.90% | 39.37% | 21.51% |
| 2021-04 | +1.55% | +29.49% | 0.21% | +2.16% | 1.16 | 5.23% | +61.07 | 2497.90 | 42.23% | 38.91% | 20.93% |
| 2021-03 | +1.68% | +27.51% | 0.21% | +1.92% | 1.09 | 5.23% | +60.75 | 2394.22 | 42.32% | 39.07% | 21.52% |
| 2021-02 | +0.85% | +25.40% | 0.21% | +2.04% | 1.03 | 5.20% | +69.48 | 2294.98 | 41.37% | 38.45% | 20.29% |
| 2021-01 | +1.05% | +24.35% | 0.21% | +1.56% | 0.97 | 5.23% | +76.03 | 2206.58 | 39.67% | 37.10% | 20.68% |
| 2020-12 | +1.55% | +23.05% | 0.23% | +1.68% | 0.90 | 5.27% | +67.13 | 2108.83 | 40.76% | 38.18% | 21.69% |
| 2020-11 | +4.31% | +21.18% | 0.23% | +1.56% | 0.81 | 5.27% | +43.37 | 2010.23 | 37.97% | 36.60% | 21.62% |
| 2020-10 | +0.04% | +16.17% | 0.23% | +1.44% | 0.61 | 4.95% | +56.50 | 1884.52 | 36.93% | 37.37% | 19.95% |
| 2020-09 | -1.02% | +16.12% | 0.23% | +1.56% | 0.67 | 5.09% | +47.52 | 1827.76 | 36.61% | 36.90% | 21.03% |
| 2020-08 | +2.23% | +17.32% | 0.23% | +1.56% | 0.69 | 5.20% | +49.64 | 1799.23 | 37.71% | 37.43% | 21.57% |
| 2020-07 | +2.27% | +14.76% | 0.23% | +1.32% | 0.55 | 5.20% | +51.71 | 1710.95 | 36.65% | 36.07% | 19.02% |
| 2020-06 | -0.05% | +12.21% | 0.23% | +1.32% | 0.46 | 5.16% | +35.60 | 1621.98 | 34.92% | 35.00% | 18.18% |
| 2020-05 | +1.50% | +12.27% | 0.23% | +1.20% | 0.43 | 5.23% | +32.22 | 1587.68 | 34.38% | 34.05% | 18.69% |
| 2020-04 | +4.09% | +10.61% | 0.23% | +0.84% | 0.34 | 5.23% | +36.63 | 1532.19 | 32.04% | 31.74% | 17.44% |
| 2020-03 | -6.78% | +6.26% | 0.23% | — | — | — | +27.02 | 1434.57 | 32.15% | 31.39% | 18.12% |
| 2020-02 | -2.21% | +13.99% | 0.23% | — | — | — | +39.30 | 1508.02 | 33.71% | 32.80% | 16.87% |
| 2020-01 | -0.03% | +16.57% | 0.23% | — | — | — | +49.72 | 1502.94 | 34.17% | 32.91% | 17.80% |
| 2019-12 | +0.88% | +16.60% | 0.24% | — | — | — | +37.99 | 1454.00 | 35.79% | 34.83% | 18.51% |
| 2019-11 | +0.90% | +15.59% | 0.24% | — | — | — | +32.98 | 1404.99 | 34.73% | 33.28% | 18.71% |
| 2019-10 | +1.28% | +14.55% | 0.24% | — | — | — | +33.32 | 1358.14 | 34.16% | 32.98% | 18.22% |
| 2019-09 | +0.82% | +13.11% | 0.24% | — | — | — | +38.64 | 1308.64 | 32.63% | 29.94% | 17.88% |
| 2019-08 | -0.30% | +12.19% | 0.24% | — | — | — | +35.08 | 1260.15 | 31.42% | 30.06% | 18.57% |
| 2019-07 | +0.20% | +12.52% | 0.24% | — | — | — | +33.99 | 1226.84 | 30.85% | 29.82% | 18.13% |
| 2019-06 | +2.01% | +12.30% | 0.24% | — | — | — | +34.30 | 1191.14 | 30.37% | 29.30% | 18.51% |
| 2019-05 | -1.07% | +10.09% | 0.24% | — | — | — | +37.13 | 1133.90 | 30.16% | 29.17% | 17.86% |
| 2019-04 | +1.42% | +11.28% | 0.24% | — | — | — | +29.85 | 1108.47 | 31.55% | 30.08% | 19.39% |
| 2019-03 | +0.73% | +9.72% | 0.24% | — | — | — | +26.65 | 1063.63 | 31.50% | 30.57% | 18.31% |
| 2019-02 | +0.94% | +8.92% | 0.24% | — | — | — | +33.40 | 1029.32 | 31.40% | 29.85% | 18.02% |
| 2019-01 | +2.50% | +7.91% | 0.24% | — | — | — | +29.92 | 986.48 | 32.63% | 31.15% | 17.92% |
| 2018-12 | -2.34% | +5.28% | 0.26% | — | — | — | +35.04 | 932.78 | 33.32% | 31.96% | 18.01% |
| 2018-11 | +0.55% | +7.80% | 0.26% | — | — | — | +22.95 | 919.37 | 41.11% | 31.49% | 19.81% |
| 2018-10 | -1.75% | +7.21% | 0.26% | — | — | — | +28.95 | 891.46 | 33.51% | 31.99% | 17.43% |
| 2018-09 | +0.40% | +9.12% | 0.26% | — | — | — | +10.39 | 878.05 | 32.78% | 31.04% | 17.64% |
| 2018-08 | +0.71% | +8.69% | 0.26% | — | — | — | +19.50 | 864.16 | 33.04% | 30.89% | 17.45% |
| 2018-07 | +1.22% | +7.92% | 0.26% | — | — | — | +18.33 | 838.63 | 32.84% | 30.82% | 17.64% |
| 2018-06 | +0.35% | +6.62% | 0.26% | — | — | — | +22.38 | 810.34 | 32.48% | 30.55% | 17.12% |
| 2018-05 | +0.49% | +6.25% | 0.26% | — | — | — | +17.15 | 787.10 | 33.62% | 30.50% | 17.04% |
| 2018-04 | +0.90% | +5.73% | 0.26% | — | — | — | +33.07 | 766.18 | 33.52% | 30.30% | 17.66% |
| 2018-03 | -0.56% | +4.79% | 0.26% | — | — | — | +13.96 | 726.48 | 33.63% | 30.21% | 17.09% |
| 2018-02 | -0.90% | +5.38% | 0.26% | — | — | — | +19.25 | 716.64 | 32.65% | 28.72% | 15.59% |
| 2018-01 | +1.24% | +6.33% | 0.26% | — | — | — | +38.86 | 703.75 | 31.08% | 26.04% | 15.24% |
| 2017-12 | +0.58% | +5.03% | 0.29% | — | — | — | +15.20 | 656.63 | 31.41% | 25.95% | 15.36% |
| 2017-11 | +0.56% | +4.43% | 0.29% | — | — | — | +19.13 | 637.66 | 30.73% | 25.41% | 15.24% |
| 2017-10 | +0.95% | +3.84% | 0.29% | — | — | — | +17.92 | 615.00 | 31.24% | 26.10% | 15.21% |
| 2017-09 | +0.50% | +2.87% | 0.29% | — | — | — | +27.30 | 591.41 | 31.23% | 25.94% | 15.17% |
| 2017-08 | +0.16% | +2.35% | 0.29% | — | — | — | +10.44 | 561.28 | 31.75% | 25.97% | 15.22% |
| 2017-07 | +1.01% | +2.19% | 0.29% | — | — | — | +31.82 | 549.95 | 31.05% | 25.87% | 15.26% |
| 2017-06 | -0.15% | +1.17% | 0.29% | — | — | — | +15.40 | 512.95 | 31.08% | 25.42% | 15.33% |
| 2017-05 | +0.84% | +1.32% | 0.29% | — | — | — | +13.54 | 498.26 | 31.66% | 25.86% | 15.22% |
| 2017-04 | +0.83% | +0.48% | 0.29% | — | — | — | +10.36 | 480.71 | 31.42% | 25.71% | 15.41% |
| 2017-03 | +0.39% | -0.35% | 0.29% | — | — | — | +12.22 | 466.42 | 30.36% | 24.80% | 15.69% |
| 2017-02 | +0.60% | -0.74% | 0.29% | — | — | — | +17.01 | 452.44 | 30.36% | 24.84% | 15.29% |
| 2017-01 | -0.01% | -1.33% | 0.29% | — | — | — | +18.45 | 432.77 | 30.87% | 24.92% | 15.35% |
| 2016-12 | +0.85% | -1.32% | 0.31% | — | — | — | +20.58 | 414.52 | 31.21% | 24.91% | 14.46% |
| 2016-11 | +0.43% | -2.15% | 0.31% | — | — | — | +24.34 | 390.61 | 30.15% | 23.78% | 14.57% |
| 2016-10 | -0.17% | -2.57% | 0.31% | — | — | — | +11.52 | 365.50 | 30.75% | 24.34% | 14.37% |
| 2016-09 | -0.35% | -2.40% | 0.31% | — | — | — | +29.78 | 354.60 | 30.55% | 24.49% | 14.68% |
| 2016-08 | -0.04% | -2.06% | 0.31% | — | — | — | +136.45 | 326.01 | 30.25% | 23.20% | 14.13% |
| 2016-07 | +1.29% | -2.02% | 0.31% | — | — | — | +154.72 | 189.53 | 28.19% | 19.39% | 11.63% |
| 2016-06 | -0.22% | -3.27% | 0.31% | — | — | — | +14.29 | 34.16 | 25.12% | 17.68% | 11.36% |
| 2016-05 | +0.69% | -3.06% | 0.31% | — | — | — | — | 20.21 | — | — | — |
| 2016-04 | +0.32% | -3.72% | 0.31% | — | — | — | — | 13.29 | — | — | — |
| 2016-03 | +0.87% | -4.03% | 0.31% | — | — | — | — | 8.89 | — | — | — |
| 2016-02 | -0.85% | -4.86% | 0.31% | — | — | — | — | 5.83 | — | — | — |
| 2016-01 | -1.05% | -4.04% | 0.31% | — | — | — | — | 3.83 | — | — | — |
| 2015-12 | -0.92% | -3.02% | — | — | — | — | — | 2.53 | — | — | — |
| 2015-11 | -0.22% | -2.12% | — | — | — | — | — | 1.49 | — | — | — |
| 2015-10 | +2.96% | -1.91% | — | — | — | — | — | 0.64 | — | — | — |
| 2015-09 | -2.19% | -4.73% | — | — | — | — | — | 0.28 | — | — | — |
| 2015-08 | -1.76% | -2.59% | — | — | — | — | — | 0.12 | — | — | — |
| 2015-07 | +1.46% | -0.85% | — | — | — | — | — | 0.10 | — | — | — |
| 2015-06 | -1.96% | -2.27% | — | — | — | — | — | 0.10 | — | — | — |
| 2015-05 | -0.32% | -0.32% | — | — | — | — | — | 0.10 | — | — | — |
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.