נתונים היסטוריים · פנסיה

מגדל מקפת משלימה הלכה

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

מזהה קרן: 2149 | שם קרן: מגדל מקפת משלימה הלכה | סיווג קרן: קרנות כלליות | 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 +1.77%
תשואה מצטברת מההתחלה +105.57%
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 +1.77% +105.57% 0.18% -0.12% 1.04 5.92% +1.36 50.70 50.00% 34.87% 18.19%
2026-04 +3.85% +101.99% 0.18% -0.48% 0.99 5.92% +0.44 48.47 49.99% 34.23% 19.35%
2026-03 -2.52% +94.51% 0.18% -0.60% 0.85 5.75% +1.02 46.24 49.16% 33.78% 18.88%
2026-02 +0.87% +99.53% 0.18% -0.48% 1.15 5.61% +1.26 46.41 49.11% 33.85% 21.27%
2026-01 +2.18% +97.81% 0.18% -0.36% 1.12 5.61% +0.33 44.76 49.60% 33.62% 20.58%
2025-12 +1.13% +93.59% 0.23% -0.36% 1.05 5.58% +1.83 43.48 48.18% 33.60% 20.68%
2025-11 +1.19% +91.43% 0.23% -0.48% 1.03 5.58% +0.55 41.18 49.05% 34.17% 20.86%
2025-10 +1.48% +89.18% 0.23% -0.36% 1.05 5.85% +1.38 40.15 49.14% 35.09% 20.87%
2025-09 +2.12% +86.42% 0.23% -0.72% 0.98 5.89% +0.32 38.19 49.12% 36.19% 21.37%
2025-08 +0.62% +82.55% 0.23% -0.84% 0.84 5.96% +0.59 37.08 47.92% 34.79% 20.79%
2025-07 +1.28% +81.42% 0.23% -0.72% 0.87 5.99% +1.76 36.26 46.25% 34.20% 20.63%
2025-06 +3.28% +79.13% 0.23% -0.84% 0.86 6.06% +1.21 34.07 46.99% 34.55% 21.81%
2025-05 +2.22% +73.44% 0.23% -0.36% 0.70 5.96% -0.87 31.80 46.38% 35.19% 21.95%
2025-04 +0.93% +69.68% 0.23% -0.36% 0.63 5.92% +0.51 31.97 46.11% 35.22% 22.21%
2025-03 -1.53% +68.11% 0.23% -0.24% 0.67 6.27% +0.96 31.17 46.07% 35.80% 22.01%
2025-02 +0.26% +70.72% 0.23% -0.12% 0.58 7.45% +0.24 30.69 45.85% 34.96% 21.44%
2025-01 +1.28% +70.28% 0.23% -0.12% 0.54 7.59% +0.76 30.37 47.65% 36.62% 22.52%
2024-12 +0.85% +68.13% 0.31% -0.36% 0.50 7.59% +0.17 29.23 46.25% 36.33% 22.17%
2024-11 +1.86% +66.71% 0.31% -0.24% 0.49 7.59% +0.59 28.82 46.22% 37.47% 22.38%
2024-10 +0.41% +63.67% 0.31% -0.24% 0.43 7.55% +0.98 27.71 44.60% 35.80% 21.87%
2024-09 +1.54% +63.00% 0.31% -0.36% 0.45 7.55% +0.87 26.63 45.93% 37.14% 23.54%
2024-08 +1.08% +60.53% 0.31% 0.38 7.55% +0.40 25.35 44.81% 36.77% 23.12%
2024-07 +1.18% +58.81% 0.31% -0.36% 0.37 7.55% -0.25 24.67 45.72% 37.78% 23.59%
2024-06 +1.13% +56.96% 0.31% -0.12% 0.35 7.55% +0.96 24.64 45.50% 37.18% 23.21%
2024-05 +0.67% +55.21% 0.31% -0.36% 0.34 7.55% +0.06 23.41 45.45% 36.31% 22.94%
2024-04 -1.51% +54.17% 0.31% -0.48% 0.31 7.62% +0.64 23.19 43.81% 34.93% 22.12%
2024-03 +2.35% +56.54% 0.31% -0.60% 0.43 7.59% +0.17 22.91 44.52% 35.27% 23.18%
2024-02 +1.69% +52.94% 0.31% -0.48% 0.35 7.52% +0.92 22.21 44.62% 34.67% 22.56%
2024-01 +0.33% +50.40% 0.31% -0.48% 0.31 7.52% +1.52 20.93 42.76% 33.49% 21.36%
2023-12 +2.54% +49.91% 0.39% -0.60% 0.35 7.59% +1.18 19.35 43.26% 34.21% 22.48%
2023-11 +3.42% +46.19% 0.39% -0.48% 0.21 7.69% +0.32 17.71 43.31% 34.56% 22.30%
2023-10 -3.02% +41.36% 0.39% -0.60% 0.08 7.55% +1.13 16.81 41.82% 34.21% 24.45%
2023-09 -1.50% +45.76% 0.39% -0.72% 0.22 7.48% -0.09 16.19 44.16% 35.27% 21.68%
2023-08 +0.13% +47.98% 0.39% -0.72% 0.32 7.45% +0.70 16.52 44.19% 35.71% 22.58%
2023-07 +2.05% +47.79% 0.39% -0.84% 0.34 7.45% +0.27 15.79 42.12% 33.44% 23.50%
2023-06 +1.90% +44.82% 0.39% -0.84% 0.28 7.41% +0.41 15.20 41.12% 33.29% 23.68%
2023-05 +0.65% +42.12% 0.39% -0.96% 0.22 7.38% +0.30 14.52 40.50% 33.47% 23.21%
2023-04 +1.05% +41.20% 0.39% -1.08% 0.21 7.38% +0.36 14.12 41.22% 33.64% 23.73%
2023-03 +1.36% +39.73% 0.39% -1.08% 0.19 7.38% +1.20 13.63 41.31% 33.90% 23.48%
2023-02 -1.77% +37.86% 0.39% -1.20% 0.14 7.38% +0.44 12.25 41.39% 34.37% 21.39%
2023-01 +2.44% +40.34% 0.39% -1.08% 0.22 7.34% +0.38 12.04 41.69% 34.80% 21.26%
2022-12 -1.57% +37.00% 0.45% -1.20% 0.14 7.27% +0.61 11.39 41.62% 34.42% 19.23%
2022-11 +0.38% +39.19% 0.45% -1.08% 0.24 7.24% +0.49 10.95 42.83% 34.89% 19.45%
2022-10 +1.86% +38.66% 0.45% -1.32% 0.24 7.24% +0.37 10.42 43.09% 34.36% 20.15%
2022-09 -3.77% +36.13% 0.45% -1.20% 0.17 7.21% +0.41 9.86 43.00% 34.28% 19.47%
2022-08 -1.49% +41.46% 0.45% -1.20% 0.38 6.96% +0.54 9.83 45.78% 35.61% 19.33%
2022-07 +3.04% +43.60% 0.45% -1.32% 0.47 6.93% +0.42 9.44 45.13% 36.02% 20.66%
2022-06 -2.31% +39.36% 0.45% -1.44% 0.35 6.82% +0.47 8.75 44.34% 36.11% 20.57%
2022-05 -2.48% +42.66% 0.45% -1.08% 0.47 6.75% +0.25 8.47 45.34% 36.25% 20.90%
2022-04 -1.61% +46.29% 0.45% -1.20% 0.63 6.62% +0.29 8.42 46.44% 36.46% 21.50%
2022-03 +0.62% +48.68% 0.45% -1.20% 0.74 6.55% +0.25 8.27 47.52% 37.73% 21.89%
2022-02 -0.97% +47.76% 0.45% -1.32% 0.72 6.58% -0.30 7.96 47.86% 38.32% 22.24%
2022-01 -2.26% +49.21% 0.45% -1.08% 0.78 6.55% +0.14 8.33 43.70% 36.49% 19.21%
2021-12 +1.68% +52.66% 0.53% -0.72% 0.92 6.44% +0.71 8.38 46.90% 38.54% 19.09%
2021-11 +0.06% +50.14% 0.53% -0.84% 0.86 6.41% +0.12 7.54 46.55% 39.39% 20.29%
2021-10 +1.78% +50.05% 0.53% -0.72% 0.87 6.41% +1.10 7.41 46.29% 38.60% 20.51%
2021-09 -0.67% +47.42% 0.53% -0.72% 0.80 6.37% +0.19 6.20 46.29% 39.52% 21.13%
2021-08 +1.54% +48.42% 0.53% -0.60% 0.83 6.37% +0.15 6.04 46.69% 39.57% 21.52%
2021-07 +0.28% +46.17% 0.53% -0.48% 0.77 6.37% +0.21 5.81 45.61% 39.07% 21.51%
2021-06 +0.40% +45.76% 0.53% -0.48% 0.78 6.41% +0.15 5.58 45.70% 39.78% 22.40%
2021-05 +1.34% +45.18% 0.53% -0.60% 0.77 6.41% +0.03 5.41 45.29% 39.00% 23.84%
2021-04 +1.35% +43.26% 0.53% -0.48% 0.72 6.41% +0.24 5.31 44.26% 38.23% 22.98%
2021-03 +2.07% +41.35% 0.53% -0.72% 0.67 6.37% +0.05 4.99 44.09% 38.48% 23.65%
2021-02 -0.03% +38.48% 0.53% -0.72% 0.60 6.34% -0.29 4.84 42.15% 37.40% 23.14%
2021-01 +1.17% +38.53% 0.53% -0.84% 0.60 6.34% +0.34 5.14 39.88% 36.19% 23.35%
2020-12 +1.36% +36.92% 0.56% -0.72% 0.53 6.41% +0.20 4.74 41.98% 37.76% 23.63%
2020-11 +4.64% +35.09% 0.56% -0.84% 0.46 6.41% -0.01 4.48 40.18% 36.83% 23.88%
2020-10 -0.59% +29.10% 0.56% -0.84% 0.26 6.10% +0.18 4.29 38.93% 36.83% 21.91%
2020-09 -1.93% +29.86% 0.56% -0.60% 0.33 6.17% +0.16 4.13 40.19% 37.77% 22.52%
2020-08 +2.42% +32.42% 0.56% -0.60% 0.39 6.20% +0.01 4.05 40.74% 38.02% 21.98%
2020-07 +2.44% +29.29% 0.56% -0.72% 0.26 6.20% +0.09 3.94 39.85% 37.06% 21.83%
2020-06 -0.93% +26.21% 0.56% -0.72% 0.17 6.13% -0.11 3.76 40.43% 37.50% 21.81%
2020-05 +1.38% +27.40% 0.56% -0.72% 0.17 6.27% +0.09 3.91 37.60% 36.32% 21.74%
2020-04 +5.10% +25.66% 0.56% -1.08% 0.11 6.24% +0.30 3.76 35.37% 35.11% 20.48%
2020-03 -8.61% +19.56% 0.56% -0.72% -0.12 5.82% +0.13 3.29 36.17% 34.95% 21.28%
2020-02 -2.62% +30.83% 0.56% -0.60% 0.50 4.30% -0.01 3.44 38.08% 34.59% 19.19%
2020-01 -0.19% +34.35% 0.56% -0.60% 0.84 4.30% +0.10 3.54 39.27% 35.59% 20.34%
2019-12 +0.77% +34.60% 0.61% -0.48% 0.87 4.30% +0.12 3.45 39.42% 36.81% 21.16%
2019-11 +0.79% +33.57% 0.61% -0.84% 0.77 4.36% +0.10 3.30 39.39% 36.67% 21.82%
2019-10 +1.36% +32.53% 0.61% -0.84% 0.74 4.36% +0.10 3.17 38.80% 35.96% 22.40%
2019-09 +0.95% +30.75% 0.61% -0.84% 0.66 4.33% +0.07 3.03 37.29% 34.32% 21.45%
2019-08 -0.45% +29.52% 0.61% -0.84% 0.60 4.33% +0.06 2.93 37.88% 35.49% 22.87%
2019-07 +0.63% +30.10% 0.61% -0.84% 0.69 4.43% +0.10 2.88 35.76% 34.38% 22.22%
2019-06 +1.97% +29.29% 0.61% -0.96% 0.64 4.43% +0.12 2.77 34.66% 33.21% 22.38%
2019-05 -1.52% +26.79% 0.61% -0.84% 0.51 4.36% +0.10 2.60 34.62% 33.46% 21.92%
2019-04 +1.51% +28.75% 0.61% -0.84% 0.67 4.30% +0.05 2.54 35.83% 34.65% 21.65%
2019-03 +1.00% +26.83% 0.61% -0.84% 0.56 4.26% +0.15 2.45 36.33% 35.92% 21.63%
2019-02 +1.03% +25.58% 0.61% -0.84% 0.51 4.26% +0.01 2.28 35.96% 35.96% 22.37%
2019-01 +2.90% +24.30% 0.61% -0.84% 0.48 4.30% +0.07 2.24 37.95% 37.50% 21.43%
2018-12 -2.87% +20.80% 0.78% -0.96% 0.25 4.16% +0.11 2.11 37.44% 36.97% 20.85%
2018-11 +0.20% +24.36% 0.78% -0.84% 0.54 3.91% +0.03 2.07 38.16% 37.68% 22.22%
2018-10 -2.23% +24.12% 0.78% -0.84% 0.57 3.98% +0.09 2.04 38.24% 38.73% 20.10%
2018-09 +0.21% +26.95% 0.78% -0.60% 0.88 3.85% +0.02 1.98 36.87% 38.38% 21.72%
2018-08 +0.77% +26.68% 0.78% -0.72% 0.92 3.95% -0.01 1.96 36.73% 37.76% 20.41%
2018-07 +1.25% +25.71% 0.78% -0.72% 0.82 3.98% +0.07 1.95 36.41% 37.44% 21.03%
2018-06 +0.31% +24.16% 0.78% -0.60% 0.77 4.05% +0.09 1.86 36.02% 37.10% 20.43%
2018-05 +0.18% +23.78% 0.78% -0.60% 0.68 4.16% +0.01 1.77 36.72% 37.29% 20.90%
2018-04 +0.96% +23.56% 0.78% -0.48% 0.71 4.19% +0.05 1.74 37.36% 37.36% 21.26%
2018-03 -0.80% +22.38% 0.78% -0.48% 0.64 4.19% +0.06 1.67 37.13% 37.72% 23.35%
2018-02 -1.25% +23.37% 0.78% -0.36% 0.74 4.16% +0.10 1.62 33.95% 34.57% 19.75%
2018-01 +1.17% +24.93% 0.78% -0.48% 0.90 4.09% +0.07 1.54 33.12% 31.82% 19.48%
2017-12 +0.71% +23.48% 0.81% -0.36% 0.83 4.09% +0.01 1.45 33.10% 31.72% 18.62%
2017-11 +0.56% +22.61% 0.81% -0.24% 0.76 4.09% +0.10 1.43 32.17% 31.47% 18.88%
2017-10 +0.73% +21.93% 0.81% -0.12% 0.71 4.09% +0.07 1.32 31.82% 30.30% 18.94%
2017-09 +0.27% +21.05% 0.81% -0.12% 0.67 4.09% +0.07 1.24 33.06% 31.45% 19.35%
2017-08 +0.20% +20.72% 0.81% -0.24% 0.69 4.12% +0.05 1.17 33.33% 30.77% 20.51%
2017-07 +1.14% +20.48% 0.81% -0.36% 0.67 4.12% +0.09 1.12 34.82% 31.25% 20.54%
2017-06 -0.47% +19.12% 0.81% -0.36% 0.63 4.23% +0.03 1.02 34.31% 30.39% 18.63%
2017-05 +0.82% +19.68% 0.81% -0.48% 0.68 4.23% +0.00 0.99 35.35% 31.31% 20.20%
2017-04 +0.86% +18.71% 0.81% -0.36% 0.56 4.33% +0.04 0.98 34.69% 31.63% 19.39%
2017-03 +0.05% +17.70% 0.81% -0.48% 0.51 4.33% +0.03 0.93 33.33% 31.18% 19.35%
2017-02 +0.42% +17.64% 0.81% -0.48% 0.53 4.33% +0.06 0.90 34.44% 32.22% 18.89%
2017-01 -0.33% +17.15% 0.81% -0.72% 0.50 4.33% +0.06 0.84 34.52% 19.05% 19.05%
2016-12 +0.86% +17.54% 0.87% -0.48% 0.58 4.40% +0.03 0.78 34.62% 19.23% 19.23%
2016-11 +0.33% +16.53% 0.87% -0.60% 0.50 4.43% +0.05 0.75 33.33% 17.33% 17.33%
2016-10 -0.12% +16.15% 0.87% +0.03 0.70 32.86% 17.14% 17.14%
2016-09 -0.59% +16.29% 0.87% +0.00 0.67 32.84% 17.91% 17.91%
2016-08 -0.18% +16.98% 0.87% +0.04 0.67 34.33% 17.91% 17.91%
2016-07 +1.79% +17.19% 0.87% +0.04 0.64 32.81% 17.19% 17.19%
2016-06 -0.38% +15.13% 0.87% -0.01 0.59 32.20% 16.95% 18.64%
2016-05 +0.60% +15.57% 0.87% 0.62
2016-04 +0.41% +14.88% 0.87% 0.59
2016-03 +1.10% +14.41% 0.87% 0.58
2016-02 -0.77% +13.17% 0.87% 0.55
2016-01 -1.54% +14.04% 0.87% 0.54
2015-12 -0.81% +15.83% 0.82% 0.53
2015-11 -0.35% +16.77% 0.82% 0.46
2015-10 +2.60% +17.18% 0.82% 0.40
2015-09 -2.34% +14.21% 0.82% 0.38
2015-08 -2.11% +16.95% 0.82% 0.36
2015-07 +1.35% +19.47% 0.82% 0.37
2015-06 -2.71% +17.88% 0.82% 0.35
2015-05 +0.17% +21.16% 0.82% 0.35
2015-04 +0.90% +20.96% 0.82% 0.33
2015-03 +0.19% +19.88% 0.82% 0.33
2015-02 +3.06% +19.65% 0.82% 0.31
2015-01 +0.22% +16.10% 0.82% 0.29
2014-12 -1.60% +15.84% 0.87% 0.15
2014-11 +1.16% +17.73% 0.87% 0.15
2014-10 +0.39% +16.38% 0.87% 0.14
2014-09 +0.27% +15.93% 0.87% 0.13
2014-08 +2.29% +15.61% 0.87% 0.12
2014-07 -0.42% +13.03% 0.87% 0.11
2014-06 +0.02% +13.50% 0.87% 0.10
2014-05 +0.78% +13.48% 0.87% 0.10
2014-04 +0.00% +12.60% 0.87% 0.08
2014-03 +0.72% +12.60% 0.87% 0.08
2014-02 +1.96% +11.80% 0.87% 0.07
2014-01 -0.63% +9.65% 0.87% 0.07
2013-12 -0.53% +10.34% 0.98% 0.07
2013-11 +1.75% +10.93% 0.98% 0.06
2013-10 +1.39% +9.02% 0.98% 0.06
2013-09 +2.27% +7.53% 0.98% 0.06
2013-08 -1.06% +5.14% 0.98% 0.06
2013-07 +1.97% +6.27% 0.98% 0.06
2013-06 -1.76% +4.21% 0.98% 0.06
2013-05 +1.62% +6.08% 0.98% 0.06
2013-04 +0.51% +4.39% 0.98% 0.06
2013-03 +0.53% +3.86% 0.98% 0.05
2013-02 +0.77% +3.31% 0.98% 0.05
2013-01 +0.58% +2.52% 0.98% 0.05
2012-12 -0.22% +1.93% 0.05
2012-11 -0.04% +2.16% 0.05
2012-10 +0.51% +2.20% 0.04
2012-09 +1.68% +1.68% 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.