נתונים היסטוריים · פנסיה

מגדל מקפת אישית מניות

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

מזהה קרן: 2142 | שם קרן: מגדל מקפת אישית מניות | 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 +2.85%
תשואה מצטברת מההתחלה +251.99%
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 +2.85% +251.99% 0.14% +1.68% 1.40 8.04% +1058.02 20914.32 72.47% 40.07% 20.91%
2026-04 +5.80% +242.24% 0.14% +0.84% 1.34 8.00% +653.82 19295.11 73.04% 40.21% 20.97%
2026-03 -3.14% +223.48% 0.14% +0.72% 1.21 7.72% +1069.15 17611.12 72.52% 40.02% 19.69%
2026-02 +1.14% +233.97% 0.14% +0.72% 1.50 7.55% +1023.46 17098.71 72.57% 40.18% 21.19%
2026-01 +3.29% +230.20% 0.14% +1.08% 1.50 7.55% +1002.71 15893.08 72.16% 40.07% 21.61%
2025-12 +1.28% +219.68% 0.16% +0.96% 1.41 7.48% +966.69 14412.93 73.03% 41.49% 21.78%
2025-11 +1.45% +215.64% 0.16% +1.08% 1.41 7.48% +819.74 13274.19 73.30% 43.80% 24.78%
2025-10 +1.66% +211.13% 0.16% +1.20% 1.42 7.97% +665.04 12267.50 73.05% 43.96% 24.34%
2025-09 +2.96% +206.05% 0.16% +0.96% 1.38 7.97% +534.60 11407.86 73.23% 44.78% 24.70%
2025-08 +1.02% +197.25% 0.16% +1.08% 1.25 8.04% +630.70 10550.32 72.47% 44.37% 24.86%
2025-07 +1.46% +194.25% 0.16% +1.08% 1.27 8.11% +668.66 9817.09 71.02% 42.89% 25.09%
2025-06 +4.34% +190.02% 0.16% +1.08% 1.27 8.18% +464.29 9015.52 73.69% 44.90% 26.12%
2025-05 +3.94% +177.95% 0.16% +2.04% 1.15 8.04% +438.01 8184.64 72.92% 45.75% 27.07%
2025-04 +1.12% +167.42% 0.16% +2.16% 1.05 7.93% +368.59 7447.94 72.74% 46.23% 27.10%
2025-03 -2.29% +164.46% 0.16% +2.40% 1.08 8.31% +497.86 6993.82 72.37% 46.26% 26.56%
2025-02 -0.01% +170.65% 0.16% +3.12% 1.02 9.46% +308.94 6655.12 72.48% 45.75% 25.76%
2025-01 +1.83% +170.68% 0.16% +2.88% 0.97 9.77% +337.33 6348.58 72.97% 46.29% 25.96%
2024-12 +0.65% +165.82% 0.17% +2.40% 0.92 9.80% +270.86 5902.24 73.57% 46.68% 26.65%
2024-11 +2.95% +164.10% 0.17% +2.76% 0.93 9.80% +176.07 5595.90 72.90% 47.43% 26.98%
2024-10 +0.47% +156.53% 0.17% +2.64% 0.87 9.77% +92.87 5262.87 72.50% 47.44% 26.73%
2024-09 +2.18% +155.33% 0.17% +2.64% 0.89 9.77% +133.02 5145.64 72.68% 48.50% 28.44%
2024-08 +1.47% +149.88% 0.17% 0.81 9.77% +96.19 4901.28 73.28% 49.35% 27.70%
2024-07 +1.53% +146.26% 0.17% +2.52% 0.80 9.80% +111.61 4734.98 73.58% 50.41% 28.28%
2024-06 +1.09% +142.55% 0.17% +2.64% 0.77 9.80% +70.65 4553.34 73.62% 50.42% 27.56%
2024-05 +2.08% +139.94% 0.17% +2.52% 0.78 9.87% +126.34 4433.82 74.27% 48.95% 28.38%
2024-04 -1.94% +135.05% 0.17% +2.16% 0.69 9.98% +73.07 4219.42 72.37% 47.10% 27.39%
2024-03 +3.03% +139.70% 0.17% +2.16% 0.82 9.94% +95.16 4228.49 73.14% 44.81% 26.81%
2024-02 +3.31% +132.65% 0.17% +2.16% 0.75 9.87% +49.80 4010.29 71.58% 43.35% 26.20%
2024-01 +0.07% +125.20% 0.17% +2.28% 0.67 9.80% +40.02 3832.94 71.33% 42.75% 25.63%
2023-12 +3.17% +125.04% 0.18% +2.28% 0.73 9.94% +29.98 3790.37 72.50% 44.36% 25.38%
2023-11 +4.33% +118.12% 0.18% +2.40% 0.58 10.22% +49.42 3644.37 72.46% 45.02% 24.53%
2023-10 -3.47% +109.07% 0.18% +2.16% 0.47 10.08% +29.45 3445.18 72.16% 45.64% 25.61%
2023-09 -1.09% +116.59% 0.18% +1.68% 0.59 10.08% +24.37 3538.76 72.40% 45.03% 23.78%
2023-08 -0.77% +118.97% 0.18% +1.68% 0.66 10.05% +19.85 3553.41 72.35% 45.26% 24.49%
2023-07 +3.41% +120.67% 0.18% +1.80% 0.72 10.05% +10.82 3560.53 73.08% 45.68% 24.69%
2023-06 +3.20% +113.40% 0.18% +1.80% 0.65 9.98% +18.32 3432.46 72.50% 45.82% 24.74%
2023-05 +0.39% +106.78% 0.18% +1.44% 0.57 9.91% +33.98 3308.35 72.77% 46.28% 24.48%
2023-04 +1.41% +105.98% 0.18% +1.44% 0.58 9.94% +31.89 3261.84 72.88% 46.61% 24.31%
2023-03 +0.99% +103.11% 0.18% +1.56% 0.57 9.94% +16.75 3184.87 72.96% 47.05% 25.54%
2023-02 -1.48% +101.12% 0.18% +1.44% 0.53 9.98% +26.28 3136.67 72.33% 45.58% 23.62%
2023-01 +3.15% +104.14% 0.18% +1.32% 0.58 10.01% +44.32 3157.72 70.73% 43.65% 24.19%
2022-12 -2.57% +97.91% 0.20% +1.20% 0.51 9.98% +47.27 3017.97 71.63% 43.43% 22.25%
2022-11 +1.33% +103.13% 0.20% +1.56% 0.64 9.87% +53.93 3049.37 71.91% 43.79% 22.70%
2022-10 +3.71% +100.46% 0.20% +1.20% 0.61 9.87% +40.01 2955.70 71.94% 43.44% 22.60%
2022-09 -5.30% +93.29% 0.20% +1.32% 0.52 9.77% +51.48 2810.21 71.05% 42.04% 21.89%
2022-08 -0.51% +104.11% 0.20% +1.68% 0.77 9.39% +71.18 2915.44 71.57% 42.38% 20.67%
2022-07 +4.41% +105.15% 0.20% +1.32% 0.80 9.39% +44.49 2859.77 71.16% 43.89% 20.45%
2022-06 -3.42% +96.49% 0.20% +1.08% 0.69 9.25% +44.93 2695.23 71.29% 44.11% 19.16%
2022-05 -1.98% +103.45% 0.20% +1.68% 0.84 9.08% +59.60 2744.36 72.97% 45.80% 18.95%
2022-04 -2.55% +107.56% 0.20% +1.56% 0.95 9.01% +70.25 2738.76 70.92% 43.34% 18.80%
2022-03 +1.29% +112.99% 0.20% +1.80% 1.09 8.87% +68.32 2739.05 70.82% 43.44% 20.09%
2022-02 -0.23% +110.28% 0.20% +1.80% 1.06 8.87% +55.29 2635.86 70.98% 43.39% 19.47%
2022-01 -2.09% +110.76% 0.20% +2.28% 1.10 8.87% +76.48 2586.68 71.23% 43.98% 19.87%
2021-12 +2.61% +115.26% 0.21% +3.12% 1.21 8.76% +74.63 2564.93 70.99% 45.49% 19.38%
2021-11 -0.46% +109.78% 0.21% +3.24% 1.15 8.73% +71.99 2426.03 71.44% 46.01% 18.47%
2021-10 +3.29% +110.75% 0.21% +3.36% 1.19 8.73% +57.04 2365.99 71.20% 46.40% 20.80%
2021-09 -0.88% +104.04% 0.21% +3.24% 1.10 8.66% +34.56 2235.00 71.21% 45.73% 21.56%
2021-08 +2.16% +105.85% 0.21% +3.60% 1.14 8.66% +51.10 2220.28 70.72% 45.25% 22.16%
2021-07 +0.33% +101.50% 0.21% +3.60% 1.08 8.63% +47.87 2122.65 71.25% 45.59% 21.25%
2021-06 +0.84% +100.84% 0.21% +3.60% 1.11 8.69% +59.62 2067.71 71.12% 45.78% 20.78%
2021-05 +1.73% +99.16% 0.21% +3.48% 1.07 8.73% +73.46 1991.01 71.23% 45.77% 22.13%
2021-04 +2.38% +95.78% 0.21% +3.60% 1.04 8.73% +57.23 1885.34 71.37% 46.11% 21.72%
2021-03 +2.33% +91.23% 0.21% +3.36% 0.97 8.69% +44.62 1775.78 71.61% 46.23% 22.30%
2021-02 +1.59% +86.87% 0.21% +3.60% 0.93 8.69% +44.40 1691.29 70.61% 45.79% 20.73%
2021-01 +1.12% +83.95% 0.21% +3.00% 0.86 8.76% +67.64 1621.93 71.11% 45.64% 21.90%
2020-12 +2.37% +81.91% 0.23% +3.36% 0.79 8.87% +40.25 1537.64 68.11% 44.12% 22.18%
2020-11 +7.03% +77.70% 0.23% +3.12% 0.71 8.87% +23.69 1462.16 67.49% 42.48% 23.29%
2020-10 +0.00% +66.03% 0.23% +3.24% 0.52 8.38% +20.77 1343.76 68.14% 44.10% 21.91%
2020-09 -1.79% +66.03% 0.23% +3.36% 0.56 8.52% +15.08 1323.46 65.74% 42.37% 22.63%
2020-08 +3.32% +69.05% 0.23% +3.48% 0.60 8.59% +30.02 1332.17 68.31% 44.47% 22.56%
2020-07 +3.36% +63.62% 0.23% +3.12% 0.46 8.69% +8.65 1260.05 68.41% 44.18% 21.51%
2020-06 +0.27% +58.30% 0.23% +3.12% 0.37 8.59% +15.08 1210.68 67.25% 44.11% 21.37%
2020-05 +2.12% +57.88% 0.23% +2.76% 0.34 8.66% +35.16 1192.72 67.14% 44.02% 23.28%
2020-04 +6.55% +54.60% 0.23% +2.16% 0.29 8.66% +46.72 1132.74 67.58% 43.28% 22.59%
2020-03 -9.50% +45.09% 0.23% +2.52% 0.07 8.18% -8.50 1018.46 68.35% 42.91% 24.28%
2020-02 -4.77% +60.32% 0.23% +2.04% 0.58 6.89% +32.53 1132.56 69.30% 44.43% 20.29%
2020-01 -0.45% +68.36% 0.23% +1.92% 0.95 6.65% +35.83 1157.20 68.72% 43.78% 21.98%
2019-12 +1.43% +69.12% 0.24% +2.04% 0.98 6.65% +24.22 1127.97 70.64% 45.65% 22.53%
2019-11 +1.70% +66.73% 0.24% +1.80% 0.91 6.65% +26.95 1086.95 69.26% 44.41% 22.44%
2019-10 +2.08% +63.95% 0.24% +1.80% 0.87 6.69% +22.26 1042.04 70.65% 45.77% 22.33%
2019-09 +1.44% +60.60% 0.24% +1.92% 0.78 6.65% +17.98 998.79 69.18% 43.10% 21.44%
2019-08 -1.25% +58.32% 0.24% +1.92% 0.74 6.62% +21.52 966.91 68.89% 43.98% 22.33%
2019-07 +0.06% +60.33% 0.24% +2.04% 0.84 6.62% +22.56 957.31 68.59% 45.00% 22.38%
2019-06 +3.46% +60.23% 0.24% +1.92% 0.84 6.62% +22.39 934.30 67.86% 44.28% 22.29%
2019-05 -2.79% +54.87% 0.24% +2.04% 0.71 6.48% +19.74 881.38 67.30% 43.88% 19.01%
2019-04 +2.47% +59.32% 0.24% +2.16% 0.91 6.30% +24.57 886.33 69.60% 46.56% 21.26%
2019-03 +0.61% +55.48% 0.24% +2.16% 0.80 6.27% +11.10 841.14 69.08% 46.25% 21.35%
2019-02 +1.53% +54.54% 0.24% +2.04% 0.79 6.27% +12.16 824.99 69.22% 46.07% 21.63%
2019-01 +4.32% +52.21% 0.24% +2.04% 0.75 6.30% +19.76 800.53 69.55% 46.06% 22.11%
2018-12 -4.98% +45.90% 0.26% +1.68% 0.53 6.13% +13.62 748.02 69.28% 46.23% 22.00%
2018-11 +1.24% +53.55% 0.26% +2.16% 0.95 5.65% +19.46 773.35 87.66% 45.72% 23.58%
2018-10 -3.63% +51.67% 0.26% +2.16% 0.93 5.72% +21.25 744.65 69.73% 46.05% 19.71%
2018-09 +0.68% +57.38% 0.26% +2.88% 1.32 5.44% +7.95 750.89 69.90% 46.45% 20.64%
2018-08 +1.59% +56.32% 0.26% +2.76% 1.33 5.54% +16.23 737.84 70.90% 43.99% 19.74%
2018-07 +2.17% +53.87% 0.26% +2.64% 1.22 5.58% +19.25 710.11 70.48% 43.92% 20.36%
2018-06 +0.14% +50.61% 0.26% +2.76% 1.15 5.61% +18.23 676.08 70.45% 43.89% 19.71%
2018-05 +1.09% +50.40% 0.26% +3.00% 1.11 5.68% +14.93 658.31 70.18% 43.75% 19.42%
2018-04 +1.48% +48.77% 0.26% +3.00% 1.08 5.72% +14.00 636.52 70.56% 44.03% 19.79%
2018-03 -1.71% +46.60% 0.26% +3.00% 1.01 5.68% +11.92 613.45 70.80% 44.21% 20.37%
2018-02 -1.96% +49.15% 0.26% +3.12% 1.18 5.61% +15.95 612.27 68.52% 42.14% 19.96%
2018-01 +2.30% +52.14% 0.26% +3.24% 1.40 5.51% +23.46 608.21 70.38% 42.38% 22.36%
2017-12 +1.09% +48.72% 0.29% +3.24% 1.31 5.47% +27.44 571.49 66.40% 38.50% 19.51%
2017-11 +0.72% +47.11% 0.29% +3.48% 1.23 5.51% +15.87 538.04 66.29% 38.97% 27.37%
2017-10 +1.62% +46.06% 0.29% +3.60% 1.21 5.51% +13.44 518.26 66.88% 39.19% 19.92%
2017-09 +1.04% +43.73% 0.29% +3.48% 1.12 5.47% +16.11 494.93 66.83% 39.19% 20.58%
2017-08 -0.35% +42.25% 0.29% +3.36% 1.10 5.54% +17.19 475.61 66.76% 39.14% 19.73%
2017-07 +1.43% +42.75% 0.29% +3.48% 1.15 5.51% +15.36 458.44 67.09% 40.09% 19.92%
2017-06 -0.12% +40.74% 0.29% +3.36% 1.10 5.51% +18.25 440.41 66.49% 39.09% 19.82%
2017-05 +1.24% +40.91% 0.29% +3.60% 1.15 5.54% +8.31 421.05 66.94% 39.33% 19.81%
2017-04 +0.90% +39.18% 0.29% +3.48% 0.94 6.10% +11.23 407.44 66.25% 38.89% 19.83%
2017-03 +0.65% +37.94% 0.29% +3.24% 0.91 6.10% +15.25 393.38 66.72% 39.44% 20.15%
2017-02 +1.29% +37.05% 0.29% +3.12% 0.91 6.13% +13.03 375.31 65.99% 38.83% 19.82%
2017-01 -0.07% +35.31% 0.29% +2.88% 0.86 6.10% +10.96 357.28 66.54% 38.82% 19.93%
2016-12 +1.42% +35.40% 0.31% +3.12% 0.91 6.20% +16.92 346.68 66.39% 39.09% 20.88%
2016-11 +1.40% +33.50% 0.31% +3.12% 0.85 6.17% +9.91 325.06 66.21% 38.36% 20.08%
2016-10 -0.03% +31.66% 0.31% +2.76% 0.75 6.27% +4.96 310.80 66.62% 39.05% 19.87%
2016-09 -0.34% +31.70% 0.31% +2.64% 0.81 6.41% +6.56 306.02 65.90% 38.25% 19.89%
2016-08 +0.28% +32.15% 0.31% +2.64% 0.79 6.48% +8.99 300.41 66.05% 37.85% 19.92%
2016-07 +3.03% +31.78% 0.31% +2.28% 0.82 6.55% +8.38 290.71 66.60% 38.44% 20.02%
2016-06 -1.12% +27.91% 0.31% +2.16% 0.68 6.44% +6.74 273.93 65.88% 37.70% 20.05%
2016-05 +1.43% +29.35% 0.31% 271.08
2016-04 +0.27% +27.53% 0.31% 259.27
2016-03 +2.15% +27.19% 0.31% 253.52
2016-02 -1.90% +24.51% 0.31% 241.85
2016-01 -2.78% +26.92% 0.31% 242.17
2015-12 -1.27% +30.55% 0.33% 241.84
2015-11 +0.26% +32.23% 0.33% 234.33
2015-10 +3.99% +31.89% 0.33% 223.56
2015-09 -2.83% +26.83% 0.33% 205.47
2015-08 -3.56% +30.52% 0.33% 206.16
2015-07 +1.96% +35.34% 0.33% 203.96
2015-06 -2.04% +32.74% 0.33% 190.59
2015-05 +1.38% +35.50% 0.33% 183.42
2015-04 +0.64% +33.66% 0.33% 168.23
2015-03 +1.52% +32.81% 0.33% 158.33
2015-02 +3.66% +30.82% 0.33% 149.68
2015-01 -0.17% +26.20% 0.33% 137.85
2014-12 -0.74% +26.41% 0.32% 130.52
2014-11 +2.28% +27.36% 0.32% 120.14
2014-10 +0.19% +24.52% 0.32% 112.29
2014-09 +1.31% +24.28% 0.32% 109.01
2014-08 +1.65% +22.67% 0.32% 102.13
2014-07 -0.32% +20.68% 0.32% 96.73
2014-06 +0.43% +21.07% 0.32% 93.48
2014-05 +1.07% +20.55% 0.32% 89.19
2014-04 -0.42% +19.28% 0.32% 84.13
2014-03 +1.00% +19.78% 0.32% 79.99
2014-02 +2.27% +18.59% 0.32% 74.81
2014-01 -1.96% +15.96% 0.32% 69.94
2013-12 +0.63% +18.28% 0.34% 67.48
2013-11 +2.64% +17.54% 0.34% 64.79
2013-10 +2.03% +14.52% 0.34% 60.58
2013-09 +3.04% +12.24% 0.34% 54.99
2013-08 -1.06% +8.93% 0.34% 52.28
2013-07 +2.39% +10.09% 0.34% 50.15
2013-06 -1.73% +7.52% 0.34% 45.75
2013-05 +1.74% +9.42% 0.34% 42.86
2013-04 +0.67% +7.54% 0.34% 40.06
2013-03 +1.28% +6.83% 0.34% 37.48
2013-02 +1.56% +5.48% 0.34% 35.18
2013-01 +1.47% +3.86% 0.34% 33.08
2012-12 -0.66% +2.35% 30.48
2012-11 +0.49% +3.03% 27.99
2012-10 +0.06% +2.53% 25.82
2012-09 +2.47% +2.47% 24.04

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.